MAI acquires $245m Florida RIA

Booth & Company
Oct 27, 2025
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.

Read more... MAI acquires $245m Florida RIA

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MAI acquires $245m Florida RIA

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

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