Dakota Wealth Management - M&A Summary and Business Overview

Business ServicesCompany

Dakota Wealth Management M&A Summary

Dakota Wealth Management has acquired 6 companies, including 6 in the last 5 years.

Dakota Wealth Management has acquired in 5 different US states. The Company’s most targeted sectors include business services (84%) and financial services (17%).

Dakota Wealth Management Business Overview

Where is Dakota Wealth Management headquartered?

Dakota Wealth Management is headquartered in Palm Beach Gardens, Florida.

What sector is Dakota Wealth Management in?

Dakota Wealth Management is a business services company.

When was Dakota Wealth Management founded?

Dakota Wealth Management was founded in 2018.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 2
  • Total Countries Invested 1

Dakota Wealth Management

Dakota Wealth Management LLC

11376 N. Jog Rd., Suite 101,
Palm Beach Gardens, Florida 33418
United States,
(561) 774-8101
www.dakotawm.com

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families. Dakota Wealth Management advises clients in a wide number of estate planning matters, personal tax advisory, and compliance services. Dakota Wealth Management was founded in 2018 and is based in Palm Beach Gardens, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # - - - 2 2 2 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Ledge Wealth Management 2024-01-03 - Add-on Acquisition
Sartell, Minnesota · www.ledgewealth.com
C2C Wealth Management LLC 2024-01-02 - Add-on Acquisition
Mansfield, Massachusetts · www.c2cwealth.com
JMG Wealth Management Group, Inc. 2023-11-01 - Add-on Acquisition
Mechanicsburg, Pennsylvania · www.jmgwealth.com
Jonathan D. Pond LLC 2023-09-08 - Add-on Acquisition
Newton, Massachusetts · www.jonathanpondllc.com
Loveless Wealth Management LLC 2022-07-01 - Add-on Acquisition
Billings, Montana · www.loveless-wealth.com
Pineno Levin & Ford Asset Management, Inc. 2022-02-09 - Add-on Acquisition
Richmond, Virginia · www.pinenolevinford.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 5 (83%) - - -
Financial Services 1 (17%) - - -
Total 6 - - -

By Geo

State/Country Buy Value Sell Value
United States 6 - - -
  Massachusetts 2 - - -
  Virginia 1 - - -
  Pennsylvania 1 - - -
  Montana 1 - - -
  Minnesota 1 - - -
Total 6 - - -

Company Summary

SECTOR

Business Services

Established

2018

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