Acquiring Company
MAI Capital Management
Acquired Company
Court Place Advisors
MarylandFinancial ServicesFinanceConsultingDescription
MAI Capital Management has announced the acquisition of Court Place Advisors, adding $366 million to its assets under management. This acquisition, effective November 14, supports MAI's expansion in the Mid-Atlantic region. All current Court Place employees will join MAI, enhancing the firm's resources and client service capabilities. This marks a significant milestone in MAI's growth strategy as the 18th firm acquired since January 2024.
Quick answer
MAI Capital Management is acquiring Court Place Advisors, announced November 17, 2025.
- How much did MAI Capital Management pay for Court Place Advisors?
- The deal value was not disclosed.
- What does MAI Capital Management do?
- MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati, OH, Ponte Vedra Beach, FL, Nashua, NH, Irvine, CA,..
- Where are MAI Capital Management and Court Place Advisors based?
- Court Place Advisors is based in Maryland, United States.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- MWA Financial acquires Stonewood Financial Planning (December 18, 2025)
- Affinia acquires PK Group to expand footprint (December 5, 2025)
- Merit Financial Advisors acquires Mennenga Tax & Financial (November 7, 2025)
- Bluespring Wealth Partners acquires Signature Wealth (November 4, 2025)
- Maridea Wealth acquires Hyperion Accounting Group (December 22, 2025)
- First Merchants Corporation to Acquire First Savings Financial Group, Inc. (December 19, 2025)
Who to call at MAI Capital Management, and when
When MAI Capital Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day MAI Capital Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
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Frequently asked
Who acquired Court Place Advisors?
Court Place Advisors was acquired by MAI Capital Management. The deal was reported on November 17, 2025. MAI Capital Management is privately held.
When did MAI Capital Management acquire Court Place Advisors?
MAI Capital Management's acquisition of Court Place Advisors was reported on November 17, 2025. MAI Capital Management has announced the acquisition of Court Place Advisors, adding $366 million to its assets under management. This acquisition, effective November 14, supports MAI's expansion in the Mid-Atlantic region. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Court Place Advisors do?
Court Place Advisors is a registered investment advisor co-founded in 1998 that provides comprehensive investment management and tax planning services. The firm focuses on delivering an integrated wealth management experience for individuals and families. It is privately held, operating in Financial Services, and is based in Maryland.
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