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DeVoe & Company
In PWD coverage since August 18, 2026 · 6 stories
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.
exit · Aug 18RIA deal report maps what buyers reject
practice · Aug 18Succession planning drops as NextGen readiness lags
exit · Aug 18A seller's emotions can make or break an RIA deal