MergerLinks Header Logo

Announced

MAI Capital Management acquired MTX Wealth Management.

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.”

Show Details & Financials

Market Context

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US