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How This Local Restaurant Is Taking The Patagonia Approach

Patagonia’s owner “gave the company away” for a cause. Here’s how a cause acquired a local seafood restaurant in Newport, Oregon. ....

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MAI Capital Management Acquires Pareto Wealth Management

MAI Capital Management Acquires Pareto Wealth Management
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MAI Capital buys Monarch Business & Wealth Management of New York

It's the first acquisition announced by MAI in 2022, though the deal actually closed in December. The transaction builds on the RIA's growing national presence and, more specifically, its sports and entertainment and family office practices. ....

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MAI Capital Management of Cleveland buys Maryland firm

Terms of the acquisition of Investment Planning Associates Inc. of Rockville, Maryland, which closed Friday, Dec. 17, were not disclosed. MAI said the acquisition will increase its assets under management by $235 million. ....

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MAI Capital expands to Charlotte with Queens Oak Advisors acquisition

MAI's roll-up of the boutique wealth manager adds six employees, about $558 million in assets under management and a new presence in North Carolina to the firm. ....

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