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MAI Capital Management completes acquisition of LWS Wealth Advisors

PRIVATEMar 04, 2024•over 2 years ago

Acquiring Company

MAI Capital Management

Acquired Company

LWS Wealth Advisors

Basking RidgeFinancial ServicesFinance

Description

MAI Capital Management, LLC has acquired LWS Wealth Advisors, a firm specializing in comprehensive financial planning and asset management for high-net-worth individuals and families. This strategic acquisition expands MAI's presence nationally and specifically in the northeastern United States, reinforcing its commitment to providing innovative and personalized client care.

Company Information

Company

MAI Capital Management

About

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, Reston, VA, Little Rock, AR, Naples, FL, New York City and St. Louis and a presence in Columbus, OH and Miami. As of Aug. 31, 2021, MAI’s assets under management totaled $11.8 billion. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. MAI is led by Managing Partner Rick Buoncore. For more information, please visit www.mai.capital.

Predictive Intelligence
Strategic

ML-powered predictions for MAI Capital Management's next move

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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

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.