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?? New Episode Alert! ?? In this episode of the Dakota Fundraising News Podcast, Patrick Tighe and Koncheng Moua cover notable job changes, institutional updates, and major moves in intermediary fundraising. RIA/FA M&A Activity: ? Apella Wealth acquires Marrella Private Wealth. ? Americana Partners expands with the acquisition of $2B Boulevard Family Wealth. ? HUB International adds new advisory talent in Nashville. Institutional Updates: ? CalSTRS & TRS of Illinois searching for investment consultants. ? LA Water & Power plans private equity commitments. ? San Francisco Employees Retirement System allocates to private markets. Fundraising Highlights: ? Eurazeo surpasses €3B for its latest mid-large buyout fund. Stay ahead with the latest insights in institutional & intermediary fundraising. ?? Listen here: https://lnkd.in/eCbfNt75 #Fundraising #Investments #PrivateMarkets #WealthManagement #FinanceNews

?? New Episode: The Rainmaker Podcast ft. Jonathan Harari of Crescent Capital Group ?? In this episode, Gui Costin sits down with Jonathan Harari, CFA, CAIA, Managing Director & Global Head of Investor Solutions at Crescent Capital Group, for a deep dive into sales leadership, business development, and innovation in asset management. Key takeaways from our conversation: ? Embracing sales—why "new name" outreach is the lifeblood of any business ? The power of availability & urgency in leadership ? How transparency and accountability drive sales success ? Staying ahead through constant innovation in private credit ? Building a high-performance culture that balances results with kindness If you’re in sales, distribution, or investment management—this is a must-listen! Listen Now: https://lnkd.in/eUzPTzwQ #SalesLeadership #RainmakerPodcast #BusinessDevelopment #SalesStrategy #AssetManagement

?? The latest Dakota Research Monthly Report is out! ?? Each month, we’re covering key private fund investment trends, M&A activity, industry developments, and fundraising insights—giving you the market intelligence you need. ?? Download the full report here: https://lnkd.in/estMY_Qd #PrivateEquity #Investing #MergersAndAcquisitions #Fundraising #MarketTrends

?? Emerging Manager Growth Show #29 is back, highlighting the Family Office Channel—airing on March 11th! ?? The Emerging Manager Growth Show is back with another packed episode! ??? Join Gui Costin and Tim Dolan as they dive into key insights, fundraising trends, and best practices for emerging managers navigating today’s market. Featured Topics: ? The Dakota Way Book – Celebrating its success & key takeaways ?? ? Fundraising Roundup: Family Offices – Breaking down the landscape & top strategies ? Emerging Manager Conferences – Must-attend events to expand your network ? Fundraising Best Ideas – Practical strategies to improve your approach Key Family Offices to Watch: ?? PSP Partners (Pritzker Family, Chicago) ?? Olympus Ventures (Best Buy Family, Minneapolis) ?? Willett Advisors (Bloomberg Family, NYC) … and more! ?? Next Episode: Tuesday, March 11th at 1 PM EST ?? Register for the show here: https://lnkd.in/e6angiFH #EmergingManagers #Fundraising #PrivateEquity #FamilyOffices #Investing #TheDakotaWay #Networking #Growth

?? Happy International Women's Day! ?? Today, we want to take a moment to celebrate and thank all of the incredible women at Dakota for everything they do each and every day. We have no idea where we’d be without you all! Your hard work, dedication, and impact do not go unnoticed. Enjoy the day—you deserve it! ??? #InternationalWomensDay #ThankYou #WomenAtDakota

What a remarkable day for the Rainmaker Podcast! ??? A huge thank you to Brad Jung CIMA? CPWA? AIF? of Russell Investments, John Bailey of OneFund Investments, and Guantong Sun of Turning Rock Partners for joining us on the latest episodes of the Rainmaker Podcast! ??? We had insightful conversations and are excited to share these episodes with you. Stay tuned for upcoming episodes in Season 3 of the Rainmaker Podcast! #SalesLeadership #Sales #RainmakerPodcast

?? Tune in to Episode 5 of The Dakota Research Podcast! ??? Today Patrick Tighe, Christopher LeRoy, and Alex deMarco dive into private equity news, fundraising highlights, and sports investing trends, along with key upcoming Dakota events, plus exclusive insights on sports investment trends featuring The Raine Group. ?? Key Topics: ? Apollo & SSGA’s Private Credit ETF – A game-changer for private credit in ETFs. ? Neuberger Berman’s $1B+ PE Secondary Fund – Why real estate secondaries are heating up. ? Blackstone’s $5.6B Energy Transition Fund – Big bets on sustainable energy. ? Sports Investing Surge – $205B+ in team investments, media rights booms & tech innovation. ? Funds to Watch – CAZ Sports Ownership III, Brookfield Infra Debt IV, Obvious Ventures V. Tune in & drop your questions live! ?? https://lnkd.in/e58wC4rz #PrivateEquity #Investing #SportsInvestments #ETFs #VentureCapital #DakotaResearch

?? New Episode Alert! ??? Want to master institutional sales and fundraising? Tune into the latest episode of The Rainmaker Podcast featuring Allen Gray, Head of Institutional Business at Silvercrest Asset Management Group. He shares 5 key strategies for building lasting client relationships, adapting to industry shifts, and leading with trust. If you’re in asset management, fundraising, or sales, this is a must-listen! Listen now: https://lnkd.in/egv8Sxrc #Podcast #InstitutionalSales #Fundraising #AssetManagement #Leadership

?? Congratulations to Spruce Capital Partners / S3 Capital for being named PERE’s Construction Lender of the Year 2024! This prestigious award, presented by PERE (Private Equity Real Estate), recognizes excellence in real estate financing, with a special focus on lenders who demonstrate innovation, expertise, and impact in the construction sector. ??? As a leading construction lending specialist?for the residential sector, S3 Capital has originated more than $5 billion across more than 650 loans, helping facilitate the development of hundreds of properties — from ground-up developments to condo conversions and mixed-use projects. Based in New York, S3 has built a strong reputation for providing creative financing solutions tailored to the needs of developers and investors alike. ?? Dakota is a proud partner of S3 Capital, and we are thrilled to see their impact recognized with this well-deserved award. Congratulations to the entire S3 team!

?? In Honor of Our Dakota Cocktails Event in Boston Tomorrow Night… Here’s a look at the 10 largest RIAs in the Boston metro area, managing billions in client assets: ?? Fidelity Strategic Advisors – ?? $450B+ AUM ?? SCS Financial – ?? $32B AUM ?? Partners Capital Group – ?? $29B AUM ?? Pathstone – ?? $22B AUM ?? Colony Group – ?? $18B AUM ?? Integrated Partners – ?? $16B AUM ?? CI Eaton Private Wealth – ?? $11B AUM ?? Ballentine Partners (Waltham, MA) – ?? $10B AUM ?? Sentinel Pension Advisors – ?? $10.5B AUM ?? GW & Wade – ?? $10.5B AUM Why This Matters: ? These firms are allocating across all asset classes ? They represent a huge opportunity for fund managers ? Boston remains a key hub for wealth management ?? Join us at Dakota Cocktails tomorrow night in Boston to network with industry leaders! Register here: https://lnkd.in/eh95_SxR If you’re looking to connect with top RIAs, Dakota Marketplace provides an updated, high-quality database of firms allocating to third-party managers like you. Book a demo here: https://lnkd.in/e-FYkfVY