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New Deal


Announced

MAI Capital Management acquired MTX Wealth Management.

Financials

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Transaction Value-
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Capital Bid For100%
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Acquisition

Completed

United States

investment advisory services

Diversified Financials

financial advisory services

Private

Private Equity

Synopsis

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MAI Capital Management, an independent registered investment adviser specializing in comprehensive investment and financial planning, acquired MTX Wealth Management, a full-service financial and investment advisor. Financial terms were not disclosed. “MTX is founded on building deep and lasting relationships with clients, helping them reach their financial goals and ensuring they have a partner by their side. This is especially important in helping professional athletes navigate the distinct issues they encounter,” says Rick Buoncore, Managing Partner at MAI. “Our firm shares this philosophy and is excited to partner with MTX.”

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