Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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Blogs By Morgan Holycross, Marketing Manager

| July 22, 2025

Why 401(k) Plans Are the Next Big Opportunity for Investment Sales in 2025

In the world of investment sales, growth is the name of the game Right now, defined contribution...

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| July 17, 2025

Best RIA Aggregators for Advisors & Asset Managers in 2025

Over the past several years, the RIA industry has seen a dramatic rise in mergers and acquisitions,...

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| July 15, 2025

June 2025 Continuation Vehicle Report | Top PE Secondary Funds

Continuation vehicles have rapidly evolved from a niche solution into a central feature of the...

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| July 1, 2025

New RIAs and Investment Firms from May 2025 | RIA Launches

We are pleased to present the Monthly Report of Newly Formed RIAs - May 2025. We are continuously...

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| June 26, 2025

The Real Challenge in Private Equity: Deal Sourcing in 2025

If you’ve ever tried to keep tabs on sponsor-backed portfolio companies, you know the drill. You’re...

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| June 24, 2025

Top 5 Private Company Deal Sourcing Databases used by Private Equity Firms

In today’s private equity landscape, finding the right deal is harder (and more important) than...

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