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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.

3,865 transactions · updated Oct 28

Transactions on record
3,865
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
43 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Size, high to low.
PartiesTypeDateSizeCoverage
CrowdProperty · ColCap Financial UKAnnounced · Oct 26, 2026 · $100MAnnounced$100MStory: CrowdProperty signs £100m ColCap Financial UK forward flow
Rockefeller · 25 Commerce Park · EastGroup PropertiesClosed · Oct 26, 2026 · $95MClosed$95MStory: EastGroup buys Denver industrial park for $95M
KKR · Bridge Investment Group · Avery Hall Investments · Declaration PartnersClosed · Oct 23, 2026 · $95MClosed$95MStory: KKR supplies $95 million 10-year loan for Brooklyn apartments
MF1 · Pinnacle Group · LightstoneAnnounced · Oct 26, 2026 · $88MAnnounced$88MStory: JLL arranges MF1 loan on Lightstone's $88 million Manhattan buy
Wells Fargo · Eden Housing · Black Cultural Zone Community Development CorporationClosed · Oct 28, 2026 · $82MClosed$82MStory: Wells Fargo funds $82M Oakland affordable housing build
Harrison Street · Golden East Investor · CP GroupClosed · Oct 23, 2026 · $78.9MClosed$78.9MStory: Harrison Street, CP Group sell Boca Raton office for $78.9M
Bridge Investment Group · Dwight Investment Management · Pacific DevelopmentClosed · Oct 23, 2026 · $73MClosed$73MStory: Dwight lends $73M to refinance 368-unit Reno apartments
Vertical Semiconductor · US Department of CommerceAnnounced · Oct 23, 2026 · $73MAnnounced$73MStory: Vertical Semiconductor signs $73m CHIPS letter with Commerce stake
Nevis · Charles Schwab · EQT VenturesAnnounced · Oct 26, 2026 · $70MAnnounced$70MStory: Nevis raises $70M Series B with Schwab and EQT backing
Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2MClosed$66.2MStory: Barings pays $66.2M for Placentia grocery-anchored center
LBA Realty · Mesa WestClosed · Oct 27, 2026 · $61.5MClosed$61.5MStory: Mesa West lends $61.5M to refinance Sunnyvale Class A office
European Investment Fund · PureTerraAnnounced · Oct 27, 2026 · $30MAnnounced$30MStory: EIF commits €30 million to PureTerra water-tech fund
Marcus & MillichapClosed · Oct 23, 2026 · $8.9MClosed$8.9MStory: Marcus & Millichap brokers $8.9M Brighton apartment sale
Kodal Minerals · GH Geo-Consult LtdClosed · Oct 23, 2026 · $300KClosed$300KStory: Kodal buys 10% of Ghana lithium project for $300,000
Osaic · Freehold Wealth Management · Stifel Independent AdvisorsTeam lift-out · Oct 26, 2026 · $576Team lift-out$576Story: Raymond James names Scott Curtis COO effective Oct. 26
Mount Logan Management · AFA Asset Based Lending Fund · Alternative Fund AdvisorsAnnounced · Oct 26, 2026 · $460Announced$460Story: Mount Logan to advise $230M AFA lending fund
North Haven Private Income Fund A LLC · North Haven Private Income Fund LLC · Morgan StanleyAnnounced · Oct 26, 2026 · $289Announced$289Story: Morgan Stanley cuts North Haven BDC base fee to 1% in merger
Southstar Development · PCCP · EmbreyClosed · Oct 27, 2026 · $71Closed$71Story: PCCP lends $71M to Embrey JV for 360-unit project
Octagon Finance · Revive Capital Development · KAI Design + BuildClosed · Oct 26, 2026 · $48Closed$48Story: Octagon lends $48.25M to convert 7Up HQ into apartments
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
atNorth · CoreWeaveAnnounced · Oct 27, 2026 · $23Announced$23Story: CoreWeave brings majority of 22.5MW live at atNorth
The Schirm Firm · Byline BankClosed · Oct 27, 2026 · $18Closed$18Story: Byline Bank lends $17.5M on Columbus multifamily buy
Everspan Group · Falvey Insurance Group · Providence WashingtonAnnounced · Oct 23, 2026 · $11Announced$11Story: Everspan expects $11 million book gain on shell sale to Falvey
Mubadala Capital · ApolloAnnounced · Oct 26, 2026 · $5Announced$5Story: Apollo to take minority stake in $60bn Mubadala Capital
Bell Canada · La CaisseAnnounced · Oct 27, 2026 · $2Announced$2Story: La Caisse agrees to buy 49.9% of Bell Canada tower unit

51–75 of the 200 shown · 3,865 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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