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Private Wealth Daily
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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.

3,891 transactions · updated Oct 28

Transactions on record
3,891
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
51 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Parties, A to Z.
PartiesTypeDateSizeCoverage
Madison Realty Capital · Fortune International Group · Château GroupClosed · Oct 26, 2026 · $463MClosed$463MStory: Madison Realty lends $463M for St. Regis Sunny Isles condos
Man Group · Meiji YasudaAnnounced · Oct 26, 2026 · $1.3BAnnounced$1.3BStory: Meiji Yasuda plans ¥200 billion Man Group commitment
Marcus & MillichapClosed · Oct 23, 2026 · $8.9MClosed$8.9MStory: Marcus & Millichap brokers $8.9M Brighton apartment sale
Markel Insurance · Cavello Bay Reinsurance · Enstar GroupAnnounced · Oct 28, 2026Announced—Story: Enstar's Cavello Bay covers $2.3 billion of Markel run-off reserves
Marsh Re · Synthetik Insurance TechnologiesAnnounced · Oct 26, 2026Announced—Story: Marsh Re extends Synthetik terrorism modeling agreement
Marwynn Holdings · NexaCore Technologies · Grenada National ResortAnnounced · Oct 29, 2026Announced—Story: Marwynn signs Grenada MoU for $500m solar and AI data center
Maryland State Retirement and Pension System · Abacus Capital Group · TA RealtyAnnounced · Oct 28, 2026 · $175MAnnounced$175MStory: Maryland pension commits $175 million to Abacus and TA Realty funds
Masdar · Lightsource bpAnnounced · Oct 26, 2026Announced—Story: Masdar agrees to buy 550+ MW Greek solar project from Lightsource bp
Matt Griggs · Griggs Investment Group · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2Breakawayteam of 2
MF1 · Pinnacle Group · LightstoneAnnounced · Oct 26, 2026 · $88MAnnounced$88MStory: JLL arranges MF1 loan on Lightstone's $88 million Manhattan buy
MicrosoftClosed · Oct 26, 2026Closed—Story: Microsoft buys 37 Ohio acres for $6.65 million
Midtown Equities · Takenaka Corporation · Rockwood CapitalAnnounced · Oct 27, 2026 · $170MAnnounced$170MStory: Takenaka to buy 1 Broadway from Rockwood for $170 million
MML Investors Services · Benjamin Dubinski · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
MML Investors Services · Joanne Amorosi · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
MML Investors Services · Peter Hall · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
MML Investors Services · Tiffany DiCerbo · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
MML Investors Services · Tim O’Connell · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
MML Investors Services · Tim O'Connell · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
MML Investors Services · Zach Czaplicki · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
Mount Logan Management · AFA Asset Based Lending Fund · Alternative Fund AdvisorsAnnounced · Oct 26, 2026 · $460Announced$460Story: Mount Logan to advise $230M AFA lending fund
Mubadala Capital · ApolloAnnounced · Oct 26, 2026 · $5Announced$5Story: Apollo to take minority stake in $60bn Mubadala Capital
Mutual Securities, Inc. · Modern Wealth ManagementTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3Story: Busiest RIA buyers average $679 million a deal, below the median
Nevis · Charles Schwab · EQT VenturesAnnounced · Oct 26, 2026 · $70MAnnounced$70MStory: Nevis raises $70M Series B with Schwab and EQT backing
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
Nvidia · MetaAnnounced · Oct 27, 2026Announced—Story: Nvidia will invest $3 billion in Meta's $97.5 billion offering

76–100 of the 200 shown · 3,891 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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