MAI Capital Management Overview

  • Founded
  • 1973
Founded
  • Status
  • Private
  • Employees
  • 140
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 3
  • Investments
  • 14

MAI Capital Management General Information

Description

Operator of a wealth management firm providing planning and investment advisory services. The company's investment, planning and tax professionals collaborate with clients to develop, implement and monitor a financial plan tailored to meet their unique and individual needs.

Contact Information

Website
www.mai.capital
Formerly Known As
MAI Wealth Advisors
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Private Equity
Primary Office
  • 1360 East 9th Street
  • Suite 1100
  • Cleveland, OH 44114
  • United States
+1 (216) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

MAI Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore MAI Capital Management‘s full profile, request access.

Request a free trial

MAI Capital Management Executive Team (55)

Name Title Board Seat Contact Info
Jim Kacic Senior Managing Director, President & Chief Financial Officer
Jordan Press Senior Managing Director & Regional President
Stephen Rudolph Senior Managing Director & Regional President
Matthew Mathias Regional President & Managing Director
Shirley Titchenell Chief Operating Officer & Senior Managing Director
You’re viewing 5 of 55 executive team members. Get the full list »

MAI Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

MAI Capital Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore MAI Capital Management‘s full profile, request access.

Request a free trial

MAI Capital Management Investments & Acquisitions (14)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 00000000 30-Apr-2021 0000000000 Consulting Services (B2B) 0000000 00000000
00 000000000 00000 26-Feb-2021 000000000000000000 Other Financial Services 0000000 00000000
00000 0000000 0000 11-Dec-2020 000000000000000000 Asset Management 0000000 00000000
00000000 000000 00 25-Nov-2020 000000000000000000 Asset Management 0000000 00000000
Grisanti Capital Management 15-May-2020 Buyout/LBO Asset Management 0000000 00000000
You’re viewing 5 of 14 investments and acquisitions. Get the full list »

MAI Capital Management Subsidiaries (1)

Company Name Industry Location Founded
000000 000000000 0 Asset Management Bainbridge, OH 0000
To view MAI Capital Management’s complete subsidiaries history, request access »