Successful Integration Strategies and Acquisition Lessons

Very few RIAs are strategically approaching the development of their team, talent and culture like Dakota Wealth Management - and a quick walk through their offices, which could also double for an art gallery, will give you an immediate sense for the firm's unique personality. 

That "Dakota energy" might explain why the firm has experienced some of the most exceptional growth in the RIA industry - recently surpassing $5 billion in assets under management in just its fifth year since launch.  In this episode of RIA+, Emigrant's Mark Bruno sat down with Dakota's founder and CEO, Peter Raimondi, Chief Strategic Officer Bryan Keller, and General Counsel Leslie Arsenault Metz. This in-person interview with the Dakota leadership team details the story behind Dakota's growth, how the firm is approaching M&A opportunities, and what's next for one of the RIA industry's fastest growing firms.