Deal Sourcing Guide: Private Sponsor Backed Healthcare Companies

Why the Healthcare Sector Matters The healthcare sector, spanning providers, biotechnology,...

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Dakota | August 5, 2025

July 2025 Financial Advisor Moves | Firm Changes

July saw a number of marquee people moves punctuate a competitive recruiting landscape, with UBS on...

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Dakota Insights | July 29, 2025

New RIAs from June 2025 | RIA Launches

We are pleased to present the Monthly Report of Recently Registered RIAs - June 2025. We are...

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Gui Costin, Founder, CEO | July 24, 2025

Earnings Call Intelligence for Investors | Dakota’s AI-Powered Transcript & Sentiment Tool

At Dakota, our mission has always been to make investment professionals more efficient, better...

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Dakota | July 24, 2025

June 2025 Investment RFPs Announced | Key Opportunities

For the month of June, Dakota tracked 10 investment RFPs from eight distinct pensions, representing...

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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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Peter Harris, Investment Research Associate | July 17, 2025

How 401(k) Plans Are Opening to Private Markets | A Guide for GPs & LPs

Just a few years ago, the idea of accessing private equity through a 401(k) seemed far-fetched. But...

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