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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 Size, low to high.
PartiesTypeDateSizeCoverage
WelltowerClosed · Oct 27, 2026 · $2.7BClosed$2.7BStory: Welltower buys 43 senior housing properties for $2.7 billion
Ken Griffin · Rudin · Vornado Realty TrustAnnounced · Oct 25, 2026 · $3.3BAnnounced$3.3BStory: 350 Park Avenue tower secures $3.3B construction financing
TPG · Ark Data Centres · Elliott Investment ManagementRumored · Oct 28, 2026 · $5BRumored$5BStory: TPG in talks to buy Ark Data Centres for $5 billion
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
RK Investors · Western-Southern Life Insurance CompanyClosed · Oct 29, 2026Closed—Story: Western-Southern lends $81M for Charlotte apartment project
Lighthouse Sustainability · Lansing Economic Area PartnershipAnnounced · Oct 29, 2026Announced—Story: LEAP pitches $10 billion Michigan data center despite moratorium
OneQode · AdaniConneXAnnounced · Oct 29, 2026Announced—Story: OneQode signs 14MW Chennai data center lease with AdaniConneX
GE Vernova · Trench GroupAnnounced · Oct 29, 2026Announced—Story: GE Vernova to buy Trench Group for $9 billion
Apricus Realty Capital · ABR Capital PartnersClosed · Oct 29, 2026Closed—Story: Apricus buys leased Texas IOS site with ABR
Marwynn Holdings · NexaCore Technologies · Grenada National ResortAnnounced · Oct 29, 2026Announced—Story: Marwynn signs Grenada MoU for $500m solar and AI data center
Braemar Hotels & Resorts · Four Seasons Resort Scottsdale · Sixth StreetClosed · Oct 29, 2026Closed—Story: Sixth Street buys Four Seasons Scottsdale for $372 million
Bull · České RadiokomunikaceAnnounced · Oct 29, 2026Announced—Story: Bull signs MoU to join $4.5 billion Czech AI gigafactory bid
KDDI · Telehouse · LaSalle Investment ManagementClosed · Oct 29, 2026Closed—Story: Telehouse closes £220 million Docklands buy for 65MW data center
Volta Data Centres · Lunar DigitalAnnounced · Oct 29, 2026Announced—Story: Volta buys 1.45MW Manchester data center from Lunar Digital
EdgeCore Digital InfrastructureClosed · Oct 29, 2026Closed—Story: EdgeCore closes $521 million green ABS on Santa Clara campus
Silverstreak Group · FingularClosed · Oct 29, 2026Closed—Story: Silverstreak provides $20M credit facility to Fingular
Terradot · HASIClosed · Oct 29, 2026Closed—Story: HASI lends Terradot up to $34 million for rock weathering
Allen Abney · UBS Private Wealth Management · William Blair Private Wealth Management · The Abney teamTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
UBS Private Wealth Management · Ryan Berube · William Blair Private Wealth Management · The Berube teamTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Griggs Investment Group · Cheryl Pitts · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2Breakawayteam of 2
Matt Griggs · Griggs Investment Group · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2Breakawayteam of 2
Wells Fargo · Raymond James & Associates · Ethan Veselic · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Wells Fargo · Raymond James & Associates · Natalie Sutcliffe · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Wells Fargo · Raymond James & Associates · Jordan Krawec · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4

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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