Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | November 10, 2025 |
| Target | Lokken Investment Group |
| Sector | Financial Services |
| Buyer(s) | Dakota Wealth Management |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2018 |
| Sector | Business Services |
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 Context for Buyer | # |
|---|---|
| Overall | 7 of 7 |
| Sector: Financial Services | 2 of 2 |
| Type: Add-on Acquisition | 7 of 7 |
| State: Delaware | 1 of 1 |
| Country: United States | 7 of 7 |
| Year: 2025 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-03 |
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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