On December 14, 2023, Dakota Wealth Management, LLC, backed by Seward & Kissel client Emigrant Partners, announced that it will acquire C2C Wealth Management, LLC.
Under the terms of the transaction, Dakota Wealth Management, LLC (“Dakota Wealth”) will acquire C2C Wealth Management, LLC (“C2C”). The transaction is set to close by the end of December 2023. Further terms of the deal were not disclosed.
Dakota Wealth, based in Palm Beach Gardens, Florida, is a registered investment advisor focusing on wealth and estate planning, and full-service tax planning for high-net-worth individuals, families, and institutions. As of November 2023, Dakota Wealth had approximately $3.9 billion in assets under management. Seward & Kissel client Emigrant Partners, LLC backs Dakota Wealth.
C2C, based in Mansfield, Massachusetts, is a boutique registered investment advisor focusing on financial planning for high-net-worth individuals. As of February 2023, C2C had approximately $750 million in assets under management.
To read the article: please click here.