MAI Capital Management

1 add-on

2 deals covered

Backed by Carlyle. In our coverage since June 8, 2026. Follow by RSS

Tuesday, June 9

1 deal

MAI Capital Management adds Saybrook Wealth Group

Adds $273 million of AUM in Connecticut and more than 300 client households to a Carlyle-backed RIA with over 40 U.S. offices.

Target: Saybrook Wealth Group
Backed by: Carlyle
Source: Business Wire

Monday, June 8

1 deal

PlatformFinancial Services

Carlyle acquires MAI Capital Management

The platform investment centers on a registered investment advisor that provides wealth management and financial planning services to individuals and families, with transaction terms undisclosed in the announcement.

Target: MAI Capital Management
Sponsor: Carlyle
Seller: Harvest Partners, Oak Hill Capital
Source: Business Wire