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MAI Capital Management to Acquire HW Financial Advisors

Press release content from Business Wire. The AP news staff was not involved in its creation.
MAI Capital Management to Acquire HW Financial Advisors
January 26, 2021 GMT
CLEVELAND (BUSINESS WIRE) Jan 26, 2021
MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, has entered into an agreement to acquire HW Financial Advisors (“HWFA”). The partnership extends MAI’s presence in the Greater Cleveland area and will further enhance the firm’s depth of holistic wealth management capabilities.
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HWFA, an affiliate of Beachwood, Ohio-based accounting firm HW&Co., was established more than 20 years ago with the mission of delivering comprehensive wealth management, goals-based planning and innovative investment solutions for its clients. HWFA’s president Stephen Rudolph, CPA, MBA, who was an MA ....

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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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Cleveland Firm Acquires Little Rock's Smith Capital Management

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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. ....

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