Platform·Financial/Wealth Management·June 8, 2026
Carlyle acquires MAI Capital Management
The platform investment centers on the target's operating business, with transaction terms undisclosed in the announcement.
Carlyle acquired a majority stake in MAI Capital Management, a registered investment advisor that provides wealth management and financial planning services to individuals and families.
MAI oversees approximately $77.3 billion in combined client assets across more than 40 U.S. offices and a team of over 700 people.
Carlyle’s backing will support MAI’s investments in technology and targeted acquisitions while keeping its leadership team and culture intact.
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