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MAI acquires $245m Florida RIA

  • Booth & Company
  • Oct 27
  • 1 min read

The deal marks the third for MAI since its addition of Evoke Advisors two months ago.


Serial acquirer MAI Capital Management is maintaining a steady deal flow in the wake of its blockbuster Evoke Advisors acquisition two months ago. 


MAI revealed on Monday that it has acquired Liberty Private Client, a Fort Myers, Fla.-based firm overseeing $245m in client assets. Specific financial terms of the deal were not disclosed, but Liberty joined MAI on Friday. 


 
 
 

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