Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

| March 23, 2026

Top Trends Defining the RIA Market in 2026

In 2025, 511 new RIAs launched. At the same time, 377 M&A transactions closed representing $2.5...

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| March 23, 2026

Top 10 New Form D Filings (March 16 - 20)

Each week, we review the latest Form D filings submitted to the U.S. Securities and Exchange...

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| March 17, 2026

Top 5 Companies Likely to Transact (Mar 17, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a...

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| March 17, 2026

Top 10 Form D Filings Added to Dakota Marketplace (February 2026)

In private markets, visibility into new fundraising activity is limited. Most fund launches happen...

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| March 17, 2026

Top 5 Ways RIA Aggregators Are Changing the Capital Raising Playbook

The RIA channel has become one of the most important sources of capital for investment managers....

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| March 16, 2026

Top 5 Companies Likely to Transact (Mar 16, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a...

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