Dakota Wealth Management Acquires C2C Wealth Management
January 2, 2024
Dakota Wealth Management has acquired C2C Wealth Management, LLC, an SEC-registered investment adviser based in Mansfield, Massachusetts that manages approximately $350 million in client assets (and advises on an additional $550 million). Founder Louis Delle Valle and client services associate Carol Donnelly will join Dakota; the deal creates Dakota's third Massachusetts office and expands the firm's national footprint to 14 offices across nine states.
- Buyers
- Dakota Wealth Management
- Targets
- C2C Wealth Management, LLC
- Sellers
- Louis Delle Valle
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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