Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

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.

3,863 transactions · updated Oct 28

Transactions on record
3,863
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
43 of 200
in this view
Filters
Type
Size $M
Sort by

Tip: shift-click a column heading to add a second sort.

Clear filters
Columns
RIA deals, lift-outs and breakaways. Sorted by Type, Z to A.
PartiesTypeDateSizeCoverage
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
Tata CommunicationsAnnounced · Oct 28, 2026Announced—Story: Tata Communications plans $450 million India fiber 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
Constellation · US Department of EnergyAnnounced · Oct 28, 2026Announced—
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
Pennsylvania Public School Employees' Retirement System · Sterling United Properties I CFAnnounced · Oct 28, 2026 · $125MAnnounced$125MStory: PSERS commits $125 million to Sterling grocery-anchored fund
Maryland State Retirement and Pension System · Abacus Capital Group · TA RealtyAnnounced · Oct 28, 2026 · $175MAnnounced$175MStory: Maryland pension commits $175 million to Abacus and TA Realty funds
Alexandria Real Estate Equities · Campus Point by Alexandria Megacampus · KKRAnnounced · Oct 28, 2026 · $475MAnnounced$475MStory: KKR buys 49% of Alexandria's Campus Point entity for $475 million
PreussenElektra · NvidiaAnnounced · Oct 28, 2026Announced—Story: Nvidia, PreussenElektra weigh AI data centers at former nuclear sites
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
Seven Equity Group · San Francisco CentreAnnounced · Oct 27, 2026 · $130MAnnounced$130MStory: Seven Equity reported as possible buyer of San Francisco Centre
Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136MAnnounced$136MStory: Alexandria's $638.5M net loss widens as lab leasing picks up
Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152MAnnounced$152MStory: Truist lends $152M for 390-unit Long Beach apartments
Midtown Equities · Takenaka Corporation · Rockwood CapitalAnnounced · Oct 27, 2026 · $170MAnnounced$170MStory: Takenaka to buy 1 Broadway from Rockwood for $170 million

126–150 of the 200 shown · 3,863 in all

Sizes are reported assets; undisclosed sizes sort last. Coverage links a deal’s own story when it has one.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.