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Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management

Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.

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Why the M&A drop-off may already be over | Financial Planning

Why the M&A drop-off may already be over | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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MAI Capital acquires Asset Management Group of Illinois | Crain's Cleveland Business

The deal marks the company's 12th acquisition since partnering with private equity-backed Galway Insurance Holdings in 2021.

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MAI Capital names KeyBank veteran Tony Amador as its new CFO | Crain's Cleveland Business

Tony Amador takes on the CFO role as the firm's prior CFO moves into a new position as president of mergers and acquisitions for the growing company.

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MAI Capital's latest acquisition enables the launch of MAI Retirement division

MAI's acquisition of West Point Business Group of Florida marks the firm's 10th strategic add-on since the second half of 2021.

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