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MAI Capital Buys $700M in AUM HW Financial Advisors

MAI Capital Buys $700M HW Financial Advisors
MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-size firms.
Cleveland, Ohio–based MAI Capital is acquiring HW Financial Advisors, an affiliate of accounting firm Howard, Wershbale & Co (HW&Co) in Beachwood, Ohio. MAI Capital made the announcement Wednesday.
HWFA will continue its relationship with HW&Co but under the new management of MAI Capital, according to the announcement.
HWFA is a 20-year-old registered investment advisor managing $700 million in client assets and headed by Stephen Rudolph, who formerly worked with MAI in the 1990s. Rudolph will become a managing director at the close of the deal sometime in the first quarter. ....

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Kellermeyer Bergensons Services Acquires Beck Facility Services

Kellermeyer Bergensons Services Acquires Beck Facility Services
Kellermeyer Bergensons Services LLC, a portfolio company of
Cerberus Capital Management, has announced the acquisition of
Beck Facility Services Inc.
Based in Newnan, Georgia, Beck is a provider of facility maintenance products and services.
Ryan Brooks, CEO of Beck, commented: “As part of KBS, we will be able to offer even greater scale, technology, and efficiency leadership to help clients lead in these dynamic times.”
Sole Source Capital LLC, an industrial-focused private equity firm, has acquired
Peak-Ryzex from
Keystone Capital and
Optical Phusion Inc. from its founders, two providers of automatic identification, data capture and factory automation services. The companies will be merged and led by Peak-Ryzex CEO ....

Financial Group , Raymond James Financial Inc Truist Securities , Wealth Partners Capital Group , Merit Financial , Wealth Partners , நிதி குழு , செல்வம் கூட்டாளர்கள் மூலதனம் குழு , தகுதி நிதி , செல்வம் கூட்டாளர்கள் ,

Merit Financial Group enters partnership to boost M&A growth

Merit Financial Group enters partnership to boost M&A growth
Getty Images/iStockphoto
Merit Financial Group, an Alpharetta, Ga.-based hybrid registered investment adviser, entered into a strategic partnership to help drive the firm s acquisition efforts and organic growth, it said Monday in a news release.
Merit received an investment from financial-services holding company Wealth Partners Capital Group, Palm Beach, Fla., and a group of supporting investors led by HGGC, a middle-market private equity firm based in Palo Santo, Calif., the news release said.
The investment sum was not disclosed, a Merit spokeswoman said in an email.
Merit partnered with (Wealth Partners Capital Group) in December 2020 to accelerate the firm s growth and help it achieve its objective of expanding its geographic reach, adding in-house expertise and supporting a larger group of advisers, the spokeswoman said. WPCG and HGGC together hold a minority, non-controlling interest in M ....

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Cleveland Firm Acquires Little Rock's Smith Capital Management

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New York , United States , Little Rock , Palm Beach , San Francisco , Jay White , Stephen Chaffin , Rick Buoncore , John Copeland , Greenway Family Office , Smith Capital Management Inc , Wealth Partners Capital Group , Mai Capital Management , Smith Capital Management , Arkansas Busines Money Managers , புதியது யார்க் , ஒன்றுபட்டது மாநிலங்களில் , கொஞ்சம் பாறை , பனை கடற்கரை , சான் பிரான்சிஸ்கோ , ஜெய் வெள்ளை , ஸ்டீபன் சாஃபின் , ஜான் கோப்லாண்ட் , கிரீன்வே குடும்பம் அலுவலகம் , ஸ்மித் மூலதனம் மேலாண்மை இன்க் , செல்வம் கூட்டாளர்கள் மூலதனம் குழு ,

MAI Capital Management buys firm in Little Rock, Ark.

MAI Capital Management buys firm in Little Rock, Ark.
The investment adviser and wealth management firm announced in a news release on Monday, Dec. 14, that it has acquired Smith Capital Management Inc. in a deal that establishes MAI s presence in Little Rock, Ark., and provides a foundation to facilitate future growth and expanded service across the Northwest region of the state.
The deal closed on Friday, Dec. 11, and increases MAI s assets under management by more than $500 million. Financial and legal terms of the deal were not disclosed.
MAI said in the release that Smith Capital began offering wealth management services more than 35 years ago and serves high-net-worth clients. The firm also offers financial counsel to foundations and oversees the management of corporate retirement plans. The senior partners of Smith Capital, Stephen Chaffin and Jay White, will become regional managing directors at MAI. ....

New York , United States , Jay White , Stephen Chaffin , Little Rock , Rick Buoncore , John Copeland , Greenway Family Office , Smith Capital Management Inc , Wealth Partners Capital Group , Smith Capital Management , Osmith Capital , Wealth Partners Capital , Ponte Vedra Beach , புதியது யார்க் , ஒன்றுபட்டது மாநிலங்களில் , ஜெய் வெள்ளை , ஸ்டீபன் சாஃபின் , கொஞ்சம் பாறை , ஜான் கோப்லாண்ட் , கிரீன்வே குடும்பம் அலுவலகம் , ஸ்மித் மூலதனம் மேலாண்மை இன்க் , செல்வம் கூட்டாளர்கள் மூலதனம் குழு , ஸ்மித் மூலதனம் மேலாண்மை , ஸ்மித் மூலதனம் , செல்வம் கூட்டாளர்கள் மூலதனம் ,