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Private Wealth Daily
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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.

3,848 transactions · updated Oct 27

Transactions on record
3,848
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 Date, newest first.
PartiesTypeDateSizeCoverage
Osaic · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576MTeam lift-out$576MStory: Osaic president says recruiting turned 'very, very fierce'
Peak XV · MaxinsightsAnnounced · Oct 23, 2026Announced—Story: Physical AI startups raised $47.4 billion in first half of 2026
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
AnthropicRumored · Oct 23, 2026Rumored—Story: Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion
eCapitalClosed · Oct 23, 2026Closed—Story: eCapital provides $18m ABL to forged-steel parts maker
Hamilton Zanze · Indigo 19Announced · Oct 23, 2026Announced—Story: Hamilton Zanze announces sale of 196-unit Virginia Beach apartments
Carta · NewView CapitalAnnounced · Oct 23, 2026Announced—Story: Carta and NewView partner on employee tender offers
Abacus Finance · Fengate Private Equity · Clinical Research of West FloridaAnnounced · Oct 23, 2026Announced—Story: Abacus sole lender on Fengate's buyout of a Florida clinical firm
CVC Capital Partners · VerisureRumored · Oct 23, 2026Rumored—Story: CVC weighs take-private bid for Verisure, market value €9.7 billion
eQ Plc · GenestaAnnounced · Oct 23, 2026Announced—Story: eQ to acquire Genesta for up to EUR 15.5 million
The Mandalay Towers · Parmenter Realty PartnersAnnounced · Oct 23, 2026Announced—Story: Parmenter markets more than 800,000 sf Las Colinas towers
Alton Steel Inc. · TerraWattAnnounced · Oct 23, 2026Announced—Story: TerraWatt proposes up to 1GW Illinois data center on steel site
Sanctuary · CAPTRUSTTeam lift-out · Oct 23, 2026Team lift-out—
4thGEN Wealth Management · Modern Wealth ManagementClosed · Oct 23, 2026 · $330MClosed$330M
Prologis · Hunt Realty InvestmentsAnnounced · Oct 23, 2026Announced—Story: Prologis and Hunt Realty team on 11.5M sf Texas build-to-suit JV
RBC Wealth Management · UBS · Nepa/Susco teamTeam lift-out · Oct 23, 2026 · team of 5Team lift-outteam of 5Story: Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Adkisson Group · Amegy Bank · IPA Capital MarketsAnnounced · Oct 23, 2026Announced—Story: IPA arranges Houston construction debt for Adkisson's nine buildings
Iwoca · ABN AMRO · NeubergerClosed · Oct 23, 2026Closed—Story: iwoca adds €185 million German line with ABN AMRO and Neuberger
Core Stack · Green Arrow Capital · Lazzari GroupAnnounced · Oct 23, 2026 · $1BAnnounced$1BStory: Core Stack and Green Arrow plan 13 Italian data centers
Bridge Investment Group · Dwight Investment Management · Pacific DevelopmentClosed · Oct 23, 2026 · $73MClosed$73MStory: Dwight lends $73M to refinance 368-unit Reno apartments
Everspan Group · Falvey Insurance Group · Providence WashingtonAnnounced · Oct 23, 2026 · $11Announced$11Story: Everspan expects $11 million book gain on shell sale to Falvey
Truist Investment Services · Pinnacle Asset ManagementTeam lift-out · Oct 23, 2026 · $700MTeam lift-out$700M
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

151–175 of the 200 shown · 3,848 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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