M&A Deal Summary

Dakota Wealth Management Acquires Ledge Wealth

On January 3, 2024, Dakota Wealth Management acquired financial services company Ledge Wealth

Acquisition Highlights
  • This is Dakota Wealth Management’s 1st transaction in the Financial Services sector.
  • This is Dakota Wealth Management’s 6th transaction in the United States.
  • This is Dakota Wealth Management’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2024-01-03
Target Ledge Wealth
Sector Financial Services
Buyer(s) Dakota Wealth Management
Deal Type Add-on Acquisition

Target

Ledge Wealth

Sartell, Minnesota, United States
Ledge Wealth is a registered investment advisory firm managing approximately $400 million in assets through its robust 401(k) advisory services business. Ledge Wealth Management is based in Sartell, Minnesota.

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Buyer(S) 1

Buyer

Dakota Wealth Management

Palm Beach Gardens, Florida, United States
Category Company
Founded 2018
Sector Business Services
DESCRIPTION

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.

DEAL STATS #
Overall 6 of 6
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 6 of 6
State (Minnesota) 1 of 1
Country (United States) 6 of 6
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-02 C2C Wealth

Mansfield, Massachusetts, United States

C2C Wealth is an SEC-registered investment advisory firm focusing on high-net-worth individuals who seek honest and effective financial management to ensure their financial goals are achieved. C2C Wealth was formed in 2016 and is based in Mansfield, Massachusetts.

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