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 25, 2026

How Investment Sales Teams Use Chrome Extensions to Qualify Prospects Faster

Time is the most valuable asset in investment sales. The faster you can qualify a prospect,...

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| March 25, 2026

Top 5 Companies Likely to Transact (Mar 25, 2026)

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

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| March 24, 2026

Top 10 Myths About Raising Capital in the RIA Channel

Most fund managers hear the same things about the RIA market: it's retail, it's soft, it's crowded,...

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| 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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