The OCIO Revolution: What Allocators and Plan Sponsors Need to Know

A decade ago, OCIO was a niche solution — a way for smaller endowments and foundations to access...

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Cate Costin, Marketing Associate | May 5, 2026

The PE Exit Cycle Is Here — What MAI Capital, MIO Partners, and Verdence Tell Us About RIA M&A in 2026

The first quarter of 2026 made one thing clear: the PE exit cycle in the RIA market has arrived,...

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Cate Costin, Marketing Associate | May 4, 2026

Top 5 Companies Likely to Transact (May 4, 2026)

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

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Cate Costin, Marketing Associate | May 4, 2026

The 7 Sales Cycle Stages Every Investment Sales Rep Should Know

Every investment sales rep is selling something different. Different products, different...

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Cate Costin, Marketing Associate | May 4, 2026

Top 10 Family Offices in Switzerland: 2026 Guide

The data behind this guide comes from Dakota Marketplace, the global private markets intelligence...

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Morgan Holycross, Marketing Manager | May 4, 2026

Top 10 New Form D Filings (April 27 - May 1)

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

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Morgan Holycross, Marketing Manager | May 4, 2026

What's New in Dakota Marketplace (April 2026)

Fundraising is hard. Dakota makes it easier. At Dakota, our mission is simple: make fundraising...

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