Top 10 Private Equity Firms in Miami

Miami has rapidly evolved into a powerhouse for private equity activity, attracting top-tier firms...

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Dakota | February 11, 2025

January 2025 Financial Advisor Moves and RIA Acquisitions

The new year got off to a strong start in January, continuing last quarter’s momentum, especially...

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Alex deMarco, Investment Research Analyst | February 6, 2025

Understanding the Private Equity Secondaries Market

The private equity secondaries market has been growing at a remarkable pace, becoming one of the...

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Koncheng Moua, Director of Data Management and Strategy | February 5, 2025

Consultant Led Real Estate Allocations in Q4 2024

Institutional investors remained highly active in private real estate throughout Q4 2024, with top...

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Morgan Holycross, Marketing Manager | February 4, 2025

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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Gui Costin, Founder, CEO | January 30, 2025

The 18 Month Clock - And How to Avoid It

In investment sales, fundraisers often face what I call the “Problem of Eighteen Months.” New hires...

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Morgan Holycross, Marketing Manager | January 29, 2025

5 Time-Consuming Research Tasks That Dakota Research Automates

Let’s be honest: researching private funds can feel like trying to juggle flaming torches while...

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