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Mai Capital Management, Llc Acquires Asset Management Group, Ltd

Aug 01, 2023about 2 years ago

Acquired Company

Asset Management Group

Description

MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Asset Management Group in Northbrook, Illinois. The acquisition expands MAI’s footprint in the Midwest region.

Company Information

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed