MAI Capital Management, LLC (“MAI”), a registered investment adviser catering to high-net-worth individuals and families, recently announced its acquisition of Hyperion Partners (“Hyperion”). This strategic move expands MAI’s reach and strengthens its commitment to comprehensive financial planning.
Hyperion Partners, based in Berwyn, PA, serves businesses and high-net-worth individuals in the greater Philadelphia area. Founded in 2018 by Jeffrey Leber and Vaughn Schill, the firm managed $528.8 million in client assets as of September 30, 2024. This acquisition represents a significant addition to MAI’s growing portfolio.
MAI Capital Management’s Strategic Acquisition of Hyperion Partners
MAI’s acquisition of Hyperion Partners demonstrates a commitment to shared values and client-centric service. Patrick Gingras, Market Leader and Regional President at MAI, emphasized the importance of finding partners who prioritize client needs. He highlighted Hyperion’s dedication to providing high-quality service and advice, encompassing tax and estate planning, as well as business strategies.
Image of people shaking hands, symbolizing the partnership
The integration of Hyperion into MAI will involve adopting MAI’s brand identity and leveraging its internal resources, including HR, operations, and marketing. This will allow Hyperion to seamlessly integrate into MAI’s existing infrastructure and benefit from its established support systems. Both Jeffrey Leber and Vaughn Schill will assume the title of Regional President at MAI.
Hyperion Partners’ Founders on Joining MAI
Leber and Schill expressed their commitment to client service as the foundation of their success. They believe that joining MAI aligns with their philosophy of exceeding client expectations and enables them to enhance their services. This partnership will offer clients access to a broader range of resources and investment solutions.
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About MAI Capital Management
MAI Capital Management, established in 1973, is a leading registered investment adviser and wealth management firm. With a focus on simplifying, protecting, and growing client wealth, MAI provides objective advice, personalized planning, and integrated solutions. Headquartered in Cleveland, OH, MAI operates across 16 states with over 475 employees and managed $28.2 billion in total assets, including $3.2 billion in assets under advisement, as of September 30, 2024.*
*Includes accounts advised but not actively managed by MAI and accounts managed by third-party advisors using an MAI model.
Expanding Services and Expertise Through the Hyperion Partners Acquisition
The acquisition of Hyperion Partners strengthens MAI’s presence in the Philadelphia area and enhances its expertise in serving high-net-worth individuals and businesses. This strategic move reinforces MAI’s commitment to providing comprehensive financial planning and investment management solutions. By integrating Hyperion’s team and client base, MAI further solidifies its position as a leading wealth management firm. For more information about MAI Capital Management, visit www.mai.capital or MAI’s company page on LinkedIn.
