Announced
Financials
Tags
Acquisition
Completed
United States
investment advisory services
Diversified Financials
financial advisory services
Private
Private Equity
Synopsis
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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