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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.

3,852 transactions · updated Oct 28

Transactions on record
3,852
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
47 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Type, Z to A.
PartiesTypeDateSizeCoverage
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
MicrosoftClosed · Oct 26, 2026Closed—Story: Microsoft buys 37 Ohio acres for $6.65 million
Kodal Minerals · GH Geo-Consult LtdClosed · Oct 23, 2026 · $300KClosed$300KStory: Kodal buys 10% of Ghana lithium project for $300,000
Marcus & MillichapClosed · Oct 23, 2026 · $8.9MClosed$8.9MStory: Marcus & Millichap brokers $8.9M Brighton apartment sale
UBS · 360 ONE WAMClosed · Oct 23, 2026Closed—Story: UBS completes 360 ONE warrant conversion for 4.8% stake
eCapitalClosed · Oct 23, 2026Closed—Story: eCapital provides $18m ABL to forged-steel parts maker
4thGEN Wealth Management · Modern Wealth ManagementClosed · Oct 23, 2026 · $330MClosed$330M
Iwoca · ABN AMRO · NeubergerClosed · Oct 23, 2026Closed—Story: iwoca adds €185 million German line with ABN AMRO and Neuberger
Bridge Investment Group · Dwight Investment Management · Pacific DevelopmentClosed · Oct 23, 2026 · $73MClosed$73MStory: Dwight lends $73M to refinance 368-unit Reno apartments
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
Mountain States Properties · Weidner Apartment HomesClosed · Oct 23, 2026 · $130MClosed$130MStory: Weidner pays $130M for 440-unit Lehi, Utah complex
KKR · Bridge Investment Group · Avery Hall Investments · Declaration PartnersClosed · Oct 23, 2026 · $95MClosed$95MStory: KKR supplies $95 million 10-year loan for Brooklyn apartments
Nebius · CitiClosed · Oct 23, 2026 · $3.5BClosed$3.5BStory: Nebius secures $3.5bn Citi facility at SOFR plus 2.75 points
Endeavor Real Estate Group · Redline Property PartnersClosed · Oct 23, 2026 · $39Closed$39Story: Endeavor buys Carnegie Point in Charlotte for $38.8M
Obra Capital · Obra CLO 5Closed · Oct 23, 2026 · $404MClosed$404MStory: Obra Capital closes fifth CLO at $403.6 million
Polus Capital Management · Polus US CLO IClosed · Oct 23, 2026 · $400MClosed$400MStory: Polus closes $400m reset of Polus US CLO I
Eurasian Development Bank · Akashi Data CenterClosed · Oct 23, 2026 · $31.2MClosed$31.2MStory: EDB signs $31.2m financing for Akashi's 100MW Astana campus
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
JP Morgan · The Atwood team · Jim AtwoodBreakaway · Oct 25, 2026Breakaway—
Phil Scott · JP Morgan · The Scott teamBreakaway · Oct 25, 2026Breakaway—
UBM DevelopmentAnnounced · Oct 30, 2026Announced—Story: UBM Development sets 7% coupon on five-year green bond of up to €100m
Eagle Realty Group · JLL Capital Markets · Saber-Hightower · Bank OZKAnnounced · Oct 28, 2026 · $135MAnnounced$135MStory: JLL arranges $135M debt and equity for Yonkers apartment tower
Kar Properties · Tyko Capital · Fortune International GroupAnnounced · Oct 28, 2026Announced—Story: Tyko Capital lends $817M for Miami Faena condo towers
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

101–125 of the 200 shown · 3,852 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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