Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
FUNDS · LAST CLOSEIVV773.25 +0.59%SPY769.66 +0.56%VOO522.67 −0.95%QQQ721.25 +1.27%VTI281.03 −0.75%IEFA96.59 +0.66%VEA50.10 −5.13%GLD372.28 +1.21%VUG382.92 −0.26%IWF125.62 +0.18%

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.

3,852 transactions · updated Oct 28

Transactions on record
3,852
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
47 of 200
in this view
Filters
Type
Size $M
Sort by

Tip: shift-click a column heading to add a second sort.

Clear filters
Columns
RIA deals, lift-outs and breakaways. Sorted by Parties, A to Z.
PartiesTypeDateSizeCoverage
Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026Rumored—Story: Brightline West's $6 billion loan is doing equity's job
Broadcom · Blackstone · AnthropicAnnounced · Oct 27, 2026Announced—Story: Broadcom organizes $63B loan for Anthropic TPU purchases
Brookfield · OMERS · La Trobe FinancialAnnounced · Oct 27, 2026Announced—Story: OMERS to take indirect minority stake in A$27bn La Trobe Financial
BXPRumored · Oct 28, 2026 · $700MRumored$700MStory: BXP revenue rises 4.6% with 7 Times Square sale in talks
Carta · NewView CapitalAnnounced · Oct 23, 2026Announced—Story: Carta and NewView partner on employee tender offers
Cetera Investment Services · Raymond James Financial Institutions Division · IB Wealth Management team (unnamed) · IB Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 11Team lift-outteam of 11
Constellation · US Department of EnergyAnnounced · Oct 28, 2026Announced—
Core Stack · Green Arrow Capital · Lazzari GroupAnnounced · Oct 23, 2026 · $1BAnnounced$1BStory: Core Stack and Green Arrow plan 13 Italian data centers
Core42 · G42 · Khazna Data Centers · Copelouzos GroupAnnounced · Oct 26, 2026Announced—Story: G42 signs Greece AI factory MoUs with Copelouzos and Khazna
CrowdProperty · ColCap Financial UKAnnounced · Oct 26, 2026 · $100MAnnounced$100MStory: CrowdProperty signs £100m ColCap Financial UK forward flow
Crown Castle · SpaceXRumored · Oct 23, 2026Rumored—Story: SpaceX seeks access to 80,000 US cell sites in Crown Castle talks
Crusoe · AraicoAnnounced · Oct 23, 2026 · $106Announced$106Story: Crusoe plans 106MW Paraguay data center in first Latin America move
CVC Capital Partners · VerisureRumored · Oct 23, 2026Rumored—Story: CVC weighs take-private bid for Verisure, market value €9.7 billion
DRA Advisors · Lincoln Property CompanyAnnounced · Oct 28, 2026Announced—Story: Lincoln, DRA buy 299,000 SF Portland industrial portfolio
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
Eagle Realty Group · JLL Capital Markets · Saber-Hightower · Bank OZKAnnounced · Oct 28, 2026 · $135MAnnounced$135MStory: JLL arranges $135M debt and equity for Yonkers apartment tower
eCapitalClosed · Oct 23, 2026Closed—Story: eCapital provides $18m ABL to forged-steel parts maker
Endeavor Real Estate Group · Redline Property PartnersClosed · Oct 23, 2026 · $39Closed$39Story: Endeavor buys Carnegie Point in Charlotte for $38.8M
Endeavour · Trevi SystemsAnnounced · Oct 23, 2026Announced—Story: Endeavour, Trevi claim 200,000 gallons a day per MW of computing
eQ Plc · GenestaAnnounced · Oct 23, 2026Announced—Story: eQ to acquire Genesta for up to EUR 15.5 million
Equitable Holdings Inc. · Corebridge FinancialAnnounced · Oct 26, 2026Announced—Story: Insurers build private-asset books as reinsurance tops $100 billion
Eurasian Development Bank · Akashi Data CenterClosed · Oct 23, 2026 · $31.2MClosed$31.2MStory: EDB signs $31.2m financing for Akashi's 100MW Astana campus
European Investment Fund · PureTerraAnnounced · Oct 27, 2026 · $30MAnnounced$30MStory: EIF commits €30 million to PureTerra water-tech fund
Everspan Group · Falvey Insurance Group · Providence WashingtonAnnounced · Oct 23, 2026 · $11Announced$11Story: Everspan expects $11 million book gain on shell sale to Falvey
Extell Development · Church of St. Mary the VirginAnnounced · Oct 23, 2026 · $24Announced$24Story: Extell to buy 87,000 sf of Fifth Ave air rights for $23.9M

26–50 of the 200 shown · 3,852 in all

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

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.