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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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OG Private Wealth

In network coverage since August 18, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 17, 26Deal announcedMAI Capital Management · $551M — coverage
Aug 13, 24Deal closedMAI Capital Management · $551M
Network coverage
Succession & selling a firm

MAI's $1B double buy lands two RIAs on a Carlyle-backed platform

The acquisition puts two planning-heavy RIAs under a Carlyle-backed umbrella, changing the ownership math for their advisors.
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