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

 Subscribe to unlock this and 205,744
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 198K M&A Transactions
  • 201K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 79K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Dakota Wealth Management

Florida Companies , Business Services Companies , United States Companies , Florida Business Services Companies , Florida Business Services with Acquisitions , Florida Business Services with Divestitures

Related Lists for Florida Companies

Largest Florida Companies , Acquisitive Florida Companies , Recently Acquired Florida Companies , Recently Sold Florida Companies , Private Florida Companies , Public Florida Companies , Acquired Florida Companies , PE Backed Florida Companies

Related Lists for Business Services Companies

Largest Business Services Companies , Acquisitive Business Services Companies , Recently Acquired Business Services Companies , Recently Sold Business Services Companies , Private Business Services Companies , Public Business Services Companies , Acquired Business Services Companies , PE Backed Business Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal