On March 31, 2026, MAI Capital Management announced that The Carlyle Group is to acquire a majority stake in its firm.
MAI Capital Management (“MAI”) announced, on March 31, 2026, that it has entered into an agreement for The Carlyle Group (“Carlyle”) to acquire a majority stake in its firm. Under the terms of the transaction, MAI employees will continue to hold a large minority equity ownership. Further terms of the transaction were not disclosed.
MAI, based in Cleveland, Ohio, is a registered investment advisor offering financial planning, investment management, retirement planning, tax, and family office services. MAI has approximately $50.9 billion in assets under management. Andrea Partners LP served as exclusive financial advisor to MAI on the transaction.
Carlyle (NASDAQ: CG), based in Washington, DC, is an investment firm that deploys private capital across global private equity, global credit, and investment solutions business segments. As of December 31, 2025, Carlyle had approximately $477 billion in assets under management. Houlihan Lokey served as financial advisor to Carlyle.
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