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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.

3,890 transactions · updated Oct 28

Transactions on record
3,890
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
50 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, oldest first.
PartiesTypeDateSizeCoverage
P3 BulletinClosed · Oct 27, 2026 · $800MClosed$800MStory: First schools open under Maryland's $800m P3 program
State Street · TXSEAnnounced · Oct 28, 2026Announced—
Return Stacked ETFs · WisdomTree · QuorusAnnounced · Oct 28, 2026Announced—Story: WisdomTree and Return Stacked plan co-branded model portfolios via Quorus
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
William Warren Group Self Storage Income Fund, L.P. · William Warren GroupClosed · Oct 28, 2026 · $111MClosed$111MStory: William Warren adds nine properties to $196M self-storage fund
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
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
Raymond James · Wells Fargo · Ted Krawec · Jordan KrawecTeam lift-out · Oct 28, 2026 · $460MTeam lift-out$460MStory: Raymond James lands $460M father-son team from Wells Fargo
BXPRumored · Oct 28, 2026 · $700MRumored$700MStory: BXP revenue rises 4.6% with 7 Times Square sale in talks
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
Wells Fargo · Eden Housing · Black Cultural Zone Community Development CorporationClosed · Oct 28, 2026 · $82MClosed$82MStory: Wells Fargo funds $82M Oakland affordable housing build
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

126–150 of the 200 shown · 3,890 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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