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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 Size, high to low.
PartiesTypeDateSizeCoverage
Kar Properties · Tyko Capital · Fortune International GroupAnnounced · Oct 28, 2026Announced—Story: Tyko Capital lends $817M for Miami Faena condo towers
Standard Real Estate Investments · Endeavor DevelopmentClosed · Oct 28, 2026Closed—Story: Standard Real Estate and Endeavor sell 174,288 sq ft Cobalt center
Markel Insurance · Cavello Bay Reinsurance · Enstar GroupAnnounced · Oct 28, 2026Announced—Story: Enstar's Cavello Bay covers $2.3 billion of Markel run-off reserves
US Signal · KBRAAnnounced · Oct 28, 2026Announced—Story: KBRA assigns preliminary A- to up to $525 million US Signal ABS
Tata CommunicationsAnnounced · Oct 28, 2026Announced—Story: Tata Communications plans $450 million India fiber build
King Environmental Services · VertivClosed · Oct 28, 2026Closed—Story: Vertiv Q3 sales rise 61% and orders double
DRA Advisors · Lincoln Property CompanyAnnounced · Oct 28, 2026Announced—Story: Lincoln, DRA buy 299,000 SF Portland industrial portfolio
Schwab · AnthropicAnnounced · Oct 28, 2026Announced—Story: Schwab offers $4,800 credit for Claude enterprise seats
Sagard Real Estate · La CaisseClosed · Oct 28, 2026Closed—Story: Sagard and La Caisse JV add second East Bay IOS site
Constellation · US Department of EnergyAnnounced · Oct 28, 2026Announced—
Alliant · Interstate Power & Light · Wisconsin Power & Light · US Department of EnergyClosed · Oct 28, 2026Closed—
Wood Partners · Sarofim Realty Advisors · JP MorganAnnounced · Oct 28, 2026Announced—Story: J.P. Morgan finances Wood Partners' 372-unit Village Park
Nxera Singapore · SembcorpAnnounced · Oct 28, 2026Announced—Story: Nxera signs non-binding power MoU with Sembcorp
Blueleaf Energy · MicrosoftAnnounced · Oct 28, 2026Announced—Story: Microsoft signs two Japan solar PPAs with Macquarie's Blueleaf
US SignalAnnounced · Oct 28, 2026Announced—Story: US Signal acquires Hillsboro data center with 4.5MW on site
RiverStreet Communications · Oaktree Capital ManagementAnnounced · Oct 28, 2026Announced—Story: RiverStreet files Chapter 11 to sell broadband network to Oaktree
Allianz Global Investors · KKRClosed · Oct 28, 2026Closed—Story: AllianzGI leads KKR's first direct lending continuation vehicle
PreussenElektra · NvidiaAnnounced · Oct 28, 2026Announced—Story: Nvidia, PreussenElektra weigh AI data centers at former nuclear sites
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
Allen Abney · UBS Private Wealth Management · William Blair Private Wealth Management · The Abney teamTeam lift-out · Oct 28, 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 28, 2026 · team of 4Team lift-outteam of 4
Ripple · Robinhood · RLUSDAnnounced · Oct 27, 2026Announced—Story: Robinhood to offer Ripple's $2.5 billion RLUSD by end of 2026
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

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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