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Datos Insights RIA M&A report finds 3 types of dealmakers

Dakota Wealth Adds $600M in 2nd Deal This Week

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

Dakota Wealth Management Acquires Ledge Wealth Management, Inc.

/PRNewswire/ Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, has entered into an.

RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook

Alaris Acquisitions CEO Allen Darby discusses the current state of M&A activity and valuations.

Merchant Investment Management Adds M&A Matchmaker to Portfolio

The move reunites former United Capital acquisition executives Matt Brinker and Allen Darby. Merchant Investment Management announced Thursday it has acquired a noncontrolling stake in Alaris Acquisitions, a Mooresville, N.C., startup that offers deal origination services for registered investment advisors.  Alaris acts as a matchmaker for investment advisory firms looking to buy or sell. It works with firms to identify RIAs that are a suitable target and negotiates the deal, collecting fees from the buying firm only if a deal is closed. For selling firms, that saves the investment banking fees they would normally pay to execute the deal, Alaris executives said.