Acquisition adds $245 million in AUM as the firm continues its strategic growth trajectory

MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of Liberty Private Client, LLC (“Liberty”), a Fort Myers, Florida-based RIA managing $245 million in client assets for individuals, families, organizations and corporations. Terms of the transaction were not disclosed.

Liberty provides customized asset management, tax, retirement and legacy planning solutions for its clients. Consistent with MAI’s efforts to deliver objective advice, tailored planning and highly personal service, Liberty takes an integrated, client-centric approach to wealth management. By joining MAI, Liberty advisors and support staff will leverage the firm’s full complement of professional expertise and investment services, including equity and fixed income portfolio guidance, as well as financial planning capabilities. The entire Liberty team will transition to MAI, providing a seamless transition for clients and maintaining the trusted relationships the Liberty team has built since its inception.

“Liberty shares our commitment to putting clients first and delivering advice that’s both personal and holistic,” said Rick Buoncore, Chairman & CEO, MAI. “Their advisors will now gain access to our deep bench of planning, investment and tax professionals—giving them the resources and scale to strengthen their offerings while preserving the culture and independence that have driven their success.”

Founded in 2019 by 25-year investment industry veteran Michael McCort, Liberty quickly expanded through a merger with Girard Private Investment Group (founded by Richard Seidel), retaining all of Girard’s employees and its Wayne, Pennsylvania office. The acquisition of Liberty strengthens MAI’s presence in the Southeast, marking its third Florida-based addition in the past year, while also adding to its East Coast presence.

“As Liberty has grown, we’ve taken great pride in ensuring the individuals, families and institutions we serve continue to receive the high level of investment advice and support they’ve come to expect,” said McCort. “Having the support, tools and resources of an industry-leading firm like MAI behind us will allow us to continue to deliver better client experiences as we expand our capabilities and deepen the level of service we provide.”

Liberty Private Client joined MAI effective October 24, 2025.

About MAI Capital Management

MAI is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service. The firm has 34 offices across the United States, a team of over 550 people, and, as of September 30, 2025, $39.4 billion in total assets including $34.0 billion in assets under management and $5.4 billion in assets under advisement*. For more information, visit www.mai.capital or MAI’s company page on LinkedIn.

*Including retirement plans and other accounts advised but not actively managed by MAI.

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