MAI Acquisition In 2022 Intersect Capital was acquired by MAI Sports, signaling integration into a larger advisor platform. This presents cross-sell opportunities to MAI’s client base and potential access to broader resources and distribution channels to accelerate growth.

Lean AUM Advantage The firm operates with a lean team of 11 to 50 employees while reportedly overseeing around 1.3 billion dollars in assets, indicating high value client engagements and a need for scalable tech and operations to sustain growth.

Niche Client Focus Intersect serves business owners, entrepreneurs, athletes and entertainers, a well defined, high net worth segment with specialized needs that can be addressed with customized planning, risk management and partnerships in sport and entertainment sectors.

Marketing Modernization Current tech stack includes LinkedIn Ads, WordPress and basic security tools; there is an opportunity to implement a modern CRM, marketing automation, and data analytics to improve lead generation, client onboarding and retention for this niche.

Expansion Opportunities MAI acquisition and reported asset growth suggest potential for expanding with additional aggregators or partnerships and diversifying asset channels such as alternative assets or funds to broaden distribution and client reach.