ETF PROAI
ria

Modern Wealth Management

In PWD coverage since August 19, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Apr 29, 25Deal announcedLegacy Wealth Management · $1.2B
PWD coverage
exit

Carlyle's $2.8 billion MAI bet re-prices the RIA exit

The deal prices MAI's AUM at about 5.5 cents per dollar and signals what scaled owners can expect at the sale table.
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