March 31 (Reuters) - Alternative asset manager Carlyle Group (CG.O), opens new tabwill buy a majority stake in MAI Capital Management in a deal valuing the investment adviser at more than $2.8 billion. Founded in 1973, Cleveland-based MAI had $72.6 billion in assets under management and advisement as of January 1. Sign up here. MAI offers its clients financial planning, investment management, retirement planning, tax services, family office capabilities and institutional consulting. The deal is expected to ...

Core Insights - Cerity Partners and Carson Group have initiated their first deals of the year, indicating a strong start for wealth managers in 2026 [1] - Cerity Partners has acquired Austin Private Wealth, adding $1.4 billion in assets under management [1][2] - Carson Group has fully acquired a partner firm in Minneapolis, which manages approximately $395 million in advisory and brokerage assets [5] Group 1: Cerity Partners - The acquisition of Austin Private Wealth will allow Cerity to expand its presence in Austin, a key growth market for the firm [3] - Following a busy 2025, Cerity added two RIAs, one based in Albany with $4.5 billion and another in Boston with $4.1 billion in client assets [4] - Cerity now manages over $140 billion in client assets across various wealth and retirement plan assets [3] Group 2: Carson Group - Carson Group's acquisition of the Minneapolis firm follows a record 19 transactions in 2025 [5] - The firm has integrated the acquired practice into a full W-2 employee model, a trend among its partner firms [6] - Burt White, CEO of Carson Group, highlighted the entrepreneurial spirit of the acquired firm's leader, Jeremy Willner, who has been part of the Carson community for over two decades [7]

Group 1 - Wealth Enhancement is acquiring AEGIS Financial, an independent registered investment adviser (RIA) managing over $468 million in client assets [1][2] - AEGIS Financial offers services such as financial planning, retirement, estate planning, wealth transfer, tax mitigation, and investment strategy [1] - The acquisition is expected to close on December 31, 2025, and is aimed at expanding capabilities and opportunities for clients [2] Group 2 - Wealth Enhancement has been growing in Wisconsin since entering the market in 2018 and aims to build on this momentum with the acquisition of AEGIS Financial [3] - The company operates 162 offices across the US and continues to expand its reach [3] - In a separate transaction, Wealth Enhancement acquired Spectrum Wealth Management, adding oversight of more than $182 million in client assets [4]