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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 Parties, Z to A.
PartiesTypeDateSizeCoverage
Extell Development · Church of St. Mary the VirginAnnounced · Oct 23, 2026 · $24Announced$24Story: Extell to buy 87,000 sf of Fifth Ave air rights for $23.9M
Evelyn Capital · TA RealtyClosed · Oct 29, 2026 · $31MClosed$31MStory: Evelyn Capital buys Franklin office for $31M, 29% below 2019
European Investment Fund · PureTerraAnnounced · Oct 27, 2026 · $30MAnnounced$30MStory: EIF commits €30 million to PureTerra water-tech fund
Eric Bradley · Citi Private Alternatives · Bradley Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $880MTeam lift-out$880M
Equitable Holdings Inc. · Corebridge FinancialAnnounced · Oct 26, 2026Announced—Story: Insurers build private-asset books as reinsurance tops $100 billion
EdgeCore Digital InfrastructureClosed · Oct 29, 2026Closed—Story: EdgeCore closes $521 million green ABS on Santa Clara campus
eCapitalClosed · Oct 23, 2026Closed—Story: eCapital provides $18m ABL to forged-steel parts maker
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
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
DRA Advisors · Lincoln Property CompanyAnnounced · Oct 28, 2026Announced—Story: Lincoln, DRA buy 299,000 SF Portland industrial portfolio
CrowdProperty · ColCap Financial UKAnnounced · Oct 26, 2026 · $100MAnnounced$100MStory: CrowdProperty signs £100m ColCap Financial UK forward flow
Core42 · G42 · Khazna Data Centers · Copelouzos GroupAnnounced · Oct 26, 2026Announced—Story: G42 signs Greece AI factory MoUs with Copelouzos and Khazna
Cooper Horowitz · Cohen Brothers Realty Corp.Announced · Oct 29, 2026 · $400Announced$400Story: Cooper Horowitz arranges $400M for West Palm Beach office tower
Constellation · US Department of EnergyAnnounced · Oct 28, 2026Announced—
Comerica Bank · Webber Wealth Partners · Matt Webber · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2BTeam lift-out$1.2B
Climate Investor Three · Climate Fund Managers · Green Climate FundClosed · Oct 29, 2026 · $140MClosed$140MStory: GCF approves $140 million for Climate Fund Managers' CI3
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
Chris Illiano · Comerica Bank · Webber Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2BTeam lift-out$1.2B
Cetera Investment Services · Raymond James Financial Institutions Division · IB Wealth Management team (unnamed) · IB Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 11Team lift-outteam of 11Story: Pinnacle hires $700M Truist team in Naples
Captrust Financial Advisors · Pacific Sage PartnersAnnounced · Oct 29, 2026 · $1Announced$1Story: CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners
BXPRumored · Oct 28, 2026 · $700MRumored$700MStory: BXP revenue rises 4.6% with 7 Times Square sale in talks
Bull · České RadiokomunikaceAnnounced · Oct 29, 2026Announced—Story: Bull signs MoU to join $4.5 billion Czech AI gigafactory bid
Brookfield · OMERS · La Trobe FinancialAnnounced · Oct 27, 2026Announced—Story: OMERS to take indirect minority stake in A$27bn La Trobe Financial
Broadcom · Blackstone · AnthropicAnnounced · Oct 27, 2026Announced—Story: Broadcom organizes $63B loan for Anthropic TPU purchases
Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026Rumored—Story: Brightline West's $6 billion loan is doing equity's job

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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