Tracked deals
4
4 tracked deals across 2022-2024.
Operating Company
Financial Services
Dakota Wealth Management
Palm Beach Gardens, Florida, United States
Independent wealth management firm serving high-net-worth individuals, families, and institutions. Provides personalized investment advisory and related wealth-planning services, headquartered in Palm Beach Gardens, Florida (offices nationwide).
- Focus Areas
- Wealth Management, Registered Investment Advisor (RIA), Financial Planning
- Website
- dakotawm.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
4 buyout
Dakota Wealth Management Acquisition Volume by Year
Last 3 years
Supporting Data
Recent Transactions
-
January 3, 2024
- Buyer
- Dakota Wealth Management
- Target
- Ledge Wealth Management, Inc.
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Buyout
Dakota Wealth Management has agreed to acquire Ledge Wealth Management, Inc., a registered investment advisor based in Sartell, Minnesota that manages roughly $400 million of client assets and advises on an additional $200 million through its 401(k) advisory business. The deal expands Dakota Wealth's AUM to about $4.9 billion and brings Ledge founder Kurt Durrwachter, COO Gina K. Bartell and six associates into Dakota's team.
-
January 2, 2024
- Buyer
- Dakota Wealth Management
- Target
- C2C Wealth Management, LLC
- Seller
- Louis Delle Valle
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
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.
-
November 1, 2023
- Buyer
- Dakota Wealth Management
- Target
- JMG Wealth Management Group, Inc.
- Seller
- JMG Wealth Management Group, Inc., Jeffrey M. Goyette Sr., Jeffrey M. Goyette Jr., Jack Goyette
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Dakota Wealth Management has agreed to acquire JMG Wealth Management Group, an independent advisory firm that manages roughly $300 million across offices in Mechanicsburg, Pennsylvania and Hilton Head Island, South Carolina. The deal gives Dakota its second Pennsylvania office and first South Carolina presence, brings the JMG leadership team into Dakota as managing directors, and pushes Dakota's assets under management toward the $4 billion mark.
-
- Buyer
- Dakota Wealth Management
- Target
- Pineno Levin & Ford Asset Management, Inc.
- Seller
- Pineno Levin & Ford Asset Management, Inc.
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Buyout
Dakota Wealth Management has acquired Pineno Levin & Ford Asset Management, Inc.; InCap Group served as exclusive financial advisor to PLF. Pineno Levin & Ford, a Richmond-based independent wealth advisory firm with about $400 million AUM, will join Dakota's platform, bringing several PLF principals on as equity partners and increasing Dakota's assets under management to roughly $2.5 billion.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
4 tracked deals by Dakota Wealth Management.
Acquisitions in Massachusetts
1 tracked deal by Dakota Wealth Management.
Acquisitions in Minnesota
1 tracked deal by Dakota Wealth Management.
Acquisitions in Pennsylvania
1 tracked deal by Dakota Wealth Management.
Acquisitions in Virginia
1 tracked deal by Dakota Wealth Management.
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