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Data & Tools · RIA M&A

The RIA Deal Tracker

Every deal, team lift-out and breakaway our newsroom verifies, linked to the coverage that explains it.

3,781 transactions · updated Oct 26

Transactions on record
3,781
de-duplicated, verified
Largest disclosed
$3.5B
reported assets, in this view
Closed
40 of 199
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, newest first.
PartiesTypeDateSizeCoverage
Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026Rumored—Story: Brightline West's $6 billion loan is doing equity's job
UBM DevelopmentAnnounced · Oct 30, 2026Announced—Story: UBM Development sets 7% coupon on five-year green bond of up to €100m
European Investment Fund · PureTerraAnnounced · Oct 27, 2026 · $30MAnnounced$30MStory: EIF commits €30 million to PureTerra water-tech fund
P3 BulletinClosed · Oct 27, 2026 · $800MClosed$800MStory: First schools open under Maryland's $800m P3 program
Ascent Real Estate Advisors · Albany Road Real Estate PartnersClosed · Oct 26, 2026Closed—Story: Ascent buys 97%-leased Dallas tower from Albany Road
Forum Edge AI LLC · FireworksAnnounced · Oct 26, 2026Announced—Story: Forum Edge signs $94.4M Nvidia B300 reservation with Fireworks
Madison Realty Capital · Fortune International Group · Château GroupClosed · Oct 26, 2026 · $463MClosed$463MStory: Madison Realty lends $463M for St. Regis Sunny Isles condos
MF1 · Pinnacle Group · LightstoneAnnounced · Oct 26, 2026 · $88MAnnounced$88MStory: JLL arranges MF1 loan on Lightstone's $88 million Manhattan buy
Octagon Finance · Revive Capital Development · KAI Design + BuildClosed · Oct 26, 2026 · $48Closed$48Story: Octagon lends $48.25M to convert 7Up HQ into apartments
Core42 · G42 · Khazna Data Centers · Copelouzos GroupAnnounced · Oct 26, 2026Announced—Story: G42 signs Greece AI factory MoUs with Copelouzos and Khazna
Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2MClosed$66.2MStory: Barings pays $66.2M for Placentia grocery-anchored center
Bell Partners · Leva on Market (Bell Ballard)Closed · Oct 26, 2026Closed—Story: Bell Partners pays $95M for 261-unit Seattle building
Verizon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: Verizon signs AWS AI infrastructure deal worth more than $2 billion
Weidner Apartment Homes · Brandywine Realty TrustClosed · Oct 26, 2026Closed—Story: Weidner buys 341-unit Austin high-rise with Nationwide debt
Zocks Communications · LPL Financial Holdings Inc. · Founders Financial Securities LLCAnnounced · Oct 26, 2026Announced—
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
Generative BionicsAnnounced · Oct 26, 2026Announced—Story: Generative Bionics plans 5,000 sqm physical AI facility in Italy
Adler Real Estate Partners · Ammendale Technology ParkAnnounced · Oct 26, 2026Announced—Story: Adler secures $37 million for Ammendale Technology Park
Liberty Mutual Re · Celest.ScienceAnnounced · Oct 26, 2026Announced—Story: Liberty Mutual Re and Celest.Science plan parametric fallback method
Nevis · Charles Schwab · EQT VenturesAnnounced · Oct 26, 2026 · $70MAnnounced$70MStory: Nevis raises $70M Series B with Schwab and EQT backing
Amazon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: AWS plans up to 15 data center buildings on 890 Missouri acres
Marsh Re · Synthetik Insurance TechnologiesAnnounced · Oct 26, 2026Announced—Story: Marsh Re extends Synthetik terrorism modeling agreement
Mubadala Capital · ApolloAnnounced · Oct 26, 2026 · $5Announced$5Story: Apollo to take minority stake in $60bn Mubadala Capital
Masdar · Lightsource bpAnnounced · Oct 26, 2026Announced—Story: Masdar agrees to buy 550+ MW Greek solar project from Lightsource bp
Rockefeller · 25 Commerce Park · EastGroup PropertiesClosed · Oct 26, 2026 · $95MClosed$95MStory: EastGroup buys Denver industrial park for $95M

1–25 of the 199 shown · 3,781 in all

Sizes are reported assets; undisclosed sizes sort last. Coverage links a deal’s own story when it has one.

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