MAI Capital Management Overview

  • Year Founded
  • 1973

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 329

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 4

  • Investments
  • 28

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
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Edgewood Partners Insurance Center
Primary Office
  • 6050 Oak Tree Boulevard
  • Suite 500
  • Cleveland, OH 44131
  • United States
+1 (216) 000-0000

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MAI Capital Management Valuation & Funding

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

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MAI Capital Management Executive Team (68)

Name Title Board Seat Contact Info
Barry Klarberg Ph.D Regional President & Senior Managing Director
Matthew Mathias Regional President & Senior Managing Director
Jordan Press Senior Managing Director & Regional President
Mark Van Drunen Managing Director & Regional President
James Kacic President of Mergers & Acquisitions and Shared Services
You’re viewing 5 of 68 executive team members. Get the full list »

MAI Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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

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MAI Capital Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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MAI Capital Management Investments & Acquisitions (28)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 31-Jul-2023 0000000000 Asset Management 0000 0000
000000 000000 21-Apr-2023 0000000000 Asset Management 00000 000
0000 00000 00 30-Sep-2022 0000000000 Other Financial Services 0000 0000
00000 0000000 23-Sep-2022 0000000000 Consulting Services (B2B)
Pareto Wealth Management 09-Aug-2022 Merger/Acquisition Other Financial Services 0000000 0
You’re viewing 5 of 28 investments and acquisitions. Get the full list »

MAI Capital Management Subsidiaries (1)

Company Name Industry Location Founded
000000 000000000 0 Other Financial Services Vero Beach, FL 0000
To view MAI Capital Management’s complete subsidiaries history, request access »