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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.

3,884 transactions · updated Oct 28

Transactions on record
3,884
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
46 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, oldest first.
PartiesTypeDateSizeCoverage
Mount Logan Management · AFA Asset Based Lending Fund · Alternative Fund AdvisorsAnnounced · Oct 26, 2026 · $460Announced$460Story: Mount Logan to advise $230M AFA lending fund
Hendricks Commercial Properties · Newmark · Blackstone · Kimco Realty Corp.Announced · Oct 27, 2026 · $104MAnnounced$104MStory: Kimco takes preferred equity in Fritz Farm recap
Alexandria Real Estate Equities · Takenaka CorporationAnnounced · Oct 27, 2026 · $588MAnnounced$588M
JLL Capital Markets · Greystar · Tishman Speyer · Crow Holdings CapitalClosed · Oct 27, 2026 · $630MClosed$630M
Russo Development · Kushner Real Estate Group · PCCPClosed · Oct 27, 2026 · $164MClosed$164MStory: PCCP lends $163.9M for 426-unit Paramus apartment project
Seven Equity Group · San Francisco CentreAnnounced · Oct 27, 2026 · $130MAnnounced$130MStory: Seven Equity reported as possible buyer of San Francisco Centre
WelltowerClosed · Oct 27, 2026 · $2.7BClosed$2.7BStory: Welltower buys 43 senior housing properties for $2.7 billion
Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136MAnnounced$136MStory: Alexandria's $638.5M net loss widens as lab leasing picks up
Tishman Speyer · Shorenstein PropertiesClosed · Oct 27, 2026 · $133MClosed$133MStory: Shorenstein pays $866 psf for SoHo office in $132.5M Tishman sale
Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152MAnnounced$152MStory: Truist lends $152M for 390-unit Long Beach apartments
The Schirm Firm · Byline BankClosed · Oct 27, 2026 · $18Closed$18Story: Byline Bank lends $17.5M on Columbus multifamily buy
LBA Realty · Mesa WestClosed · Oct 27, 2026 · $61.5MClosed$61.5MStory: Mesa West lends $61.5M to refinance Sunnyvale Class A office
Southstar Development · PCCP · EmbreyClosed · Oct 27, 2026 · $71Closed$71Story: PCCP lends $71M to Embrey JV for 360-unit project
JLL Capital Markets · Greystar · Crow Holdings CapitalClosed · Oct 27, 2026 · $333MClosed$333MStory: JLL arranges $333M Greystar bridge for Palomino Park
Midtown Equities · Takenaka Corporation · Rockwood CapitalAnnounced · Oct 27, 2026 · $170MAnnounced$170MStory: Takenaka to buy 1 Broadway from Rockwood for $170 million
Ripple · Robinhood · RLUSDAnnounced · Oct 27, 2026Announced—Story: Robinhood to offer Ripple's $2.5 billion RLUSD by end of 2026
Bell Canada · La CaisseAnnounced · Oct 27, 2026 · $2Announced$2Story: La Caisse agrees to buy 49.9% of Bell Canada tower unit
IberdrolaClosed · Oct 27, 2026 · $1.6BClosed$1.6BStory: Iberdrola raises $1.6 billion in first U.S. green bond sale since 2009
STTGDC · Standard CharteredAnnounced · Oct 27, 2026Announced—Story: STTGDC secures JPY93 billion green loan for 70MW Tokyo campus
SoleCryptAnnounced · Oct 27, 2026Announced—Story: SoleCrypt lifts Bizerte AI campus plan to 40MW
AirTrunkClosed · Oct 27, 2026Closed—Story: AirTrunk raises A$4.25bn green loan for Sydney campus
Broadcom · Blackstone · AnthropicAnnounced · Oct 27, 2026Announced—Story: Broadcom organizes $63B loan for Anthropic TPU purchases
Nvidia · MetaAnnounced · Oct 27, 2026Announced—Story: Nvidia will invest $3 billion in Meta's $97.5 billion offering
Stribling-Whalen Financial Group · Raymond James Financial Services · FidelityBreakaway · Oct 27, 2026 · $1.1BBreakaway$1.1BStory: Stribling-Whalen team with $1.1B leaves Raymond James for RIA
atNorth · CoreWeaveAnnounced · Oct 27, 2026 · $23Announced$23Story: CoreWeave brings majority of 22.5MW live at atNorth

101–125 of the 200 shown · 3,884 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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