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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.

3,891 transactions · updated Oct 28

Transactions on record
3,891
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
51 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, oldest first.
PartiesTypeDateSizeCoverage
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
TPG · Ark Data Centres · Elliott Investment ManagementRumored · Oct 28, 2026 · $5BRumored$5BStory: TPG in talks to buy Ark Data Centres for $5 billion
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
Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680MClosed$680MStory: Tree Line closes $680m continuation vehicle with PGIM and LGT
Chris Illiano · Matt Webber · Ameriprise Financial · Citizens Private WealthTeam lift-out · Oct 28, 2026 · $1.2BTeam lift-out$1.2BStory: Citizens adds $1.2 billion Newport Beach team from Ameriprise
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
RK Investors · Western-Southern Life Insurance CompanyClosed · Oct 29, 2026Closed—Story: Western-Southern lends $81M for Charlotte apartment project
AJ Capital Partners · GreenOakClosed · Oct 29, 2026 · $52MClosed$52MStory: GreenOak originated $52 million loan for Graduate by Hilton Princeton
Lightstone Capital · PEEK CapitalClosed · Oct 29, 2026 · $30Closed$30Story: Lightstone Capital lends $29.5M on 102-unit Orange lease-up
PCCP · Logistics Property Co.Closed · Oct 29, 2026 · $68.3MClosed$68.3MStory: PCCP provides $68.3M refi for Mesa logistics park
Lighthouse Sustainability · Lansing Economic Area PartnershipAnnounced · Oct 29, 2026Announced—Story: LEAP pitches $10 billion Michigan data center despite moratorium
OneQode · AdaniConneXAnnounced · Oct 29, 2026Announced—Story: OneQode signs 14MW Chennai data center lease with AdaniConneX
GE Vernova · Trench GroupAnnounced · Oct 29, 2026Announced—Story: GE Vernova to buy Trench Group for $9 billion
Apricus Realty Capital · ABR Capital PartnersClosed · Oct 29, 2026Closed—Story: Apricus buys leased Texas IOS site with ABR
Cooper Horowitz · Cohen Brothers Realty Corp.Announced · Oct 29, 2026 · $400Announced$400Story: Cooper Horowitz arranges $400M for West Palm Beach office tower
Evelyn Capital · TA RealtyClosed · Oct 29, 2026 · $31MClosed$31MStory: Evelyn Capital buys Franklin office for $31M, 29% below 2019
Walker & Dunlop · Benefit Street PartnersClosed · Oct 29, 2026 · $117MClosed$117MStory: Benefit Street Partners funds $117.3M Texas multifamily refi
Marwynn Holdings · NexaCore Technologies · Grenada National ResortAnnounced · Oct 29, 2026Announced—Story: Marwynn signs Grenada MoU for $500m solar and AI data center

151–175 of the 200 shown · 3,891 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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