The Carlyle Group Inc. (NASDAQ:CG) is one of the best large cap value stocks to buy according to analysts. On March 31, Carlyle reached a definitive agreement to acquire a majority stake in MAI Capital Management, valuing the registered investment advisor/RIA at more than $2.8 billion. Carlyle, which has been an investor in the firm since 2021, will assume majority ownership from Galway Holdings, Harvest Partners, and Oak Hill Capital.

MAI employees will retain a significant minority equity position, and the firm will continue to operate autonomously under its current leadership team, led by Chairman and CEO Rick Buoncore. The investment is designed to strengthen MAIโ€™s capital base and support the expansion of its integrated services, which include financial planning, investment management, and family office capabilities.

As of January 1, MAI and its affiliates manage or advise on $72.6 billion in total assets across 40 offices in the US. The transition aims to provide continuity for clients and advisors while using The Carlyle Group Inc.โ€™s (NASDAQ:CG) global resources to capitalize on industry tailwinds favoring scaled, advisor-led wealth management platforms. The transaction is expected to close in Q2 2026, pending customary regulatory approvals.

The Carlyle Group Inc. (NASDAQ:CG) is an asset management and investment firm that originates, structures, and acts as the lead equity investor in the transactions.

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