Mai Capital Management Acquires West Point Business Group And Launches Mai Retirement
Acquired Company
West Point Business Group
Description
MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has acquired West Point Business Group (“West Point”). The acquisition adds specialized retirement plan consulting talent and facilitates the launch of MAI Retirement, a dedicated retirement plan service line.
Who to call at West Point Business Group, and when
When West Point Business Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day West Point Business Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at West Point Business Group, from your own LinkedIn network
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