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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
Braemar Hotels & Resorts · Four Seasons Resort Scottsdale · Sixth StreetClosed · Oct 29, 2026Closed—Story: Sixth Street buys Four Seasons Scottsdale for $372 million
Blueleaf Energy · MicrosoftAnnounced · Oct 28, 2026Announced—Story: Microsoft signs two Japan solar PPAs with Macquarie's Blueleaf
Blackstone · Fannie MaeClosed · Oct 26, 2026Closed—Story: Blackstone affordable arm lines up $735M in Fannie Mae debt
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
Bell Partners · Leva on Market (Bell Ballard)Closed · Oct 26, 2026Closed—Story: Bell Partners pays $95M for 261-unit Seattle building
Bell Canada · La CaisseAnnounced · Oct 27, 2026 · $2Announced$2Story: La Caisse agrees to buy 49.9% of Bell Canada tower unit
Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2MClosed$66.2MStory: Barings pays $66.2M for Placentia grocery-anchored center
Baird StrategasTeam lift-out · Oct 27, 2026 · team of 3Team lift-outteam of 3
atNorth · CoreWeaveAnnounced · Oct 27, 2026 · $23Announced$23Story: CoreWeave brings majority of 22.5MW live at atNorth
Ascent Real Estate Advisors · Albany Road Real Estate PartnersClosed · Oct 26, 2026Closed—Story: Ascent buys 97%-leased Dallas tower from Albany Road
Apricus Realty Capital · ABR Capital PartnersClosed · Oct 29, 2026Closed—Story: Apricus buys leased Texas IOS site with ABR
Apollo Global Management · Ares Capital · MidCap Financial InvestmentAnnounced · Oct 27, 2026Announced—Story: Ares Capital agrees to buy MFIC from Apollo for $2.6 billion
AnthropicRumored · Oct 23, 2026Rumored—Story: Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion
Anchor Financial Partners · Northwestern Mutual · LPL FinancialTeam lift-out · Oct 29, 2026 · $525MTeam lift-out$525M
Amazon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: AWS plans up to 15 data center buildings on 890 Missouri acres
Allianz Global Investors · KKRClosed · Oct 28, 2026Closed—Story: AllianzGI leads KKR's first direct lending continuation vehicle
Alliant · Interstate Power & Light · Wisconsin Power & Light · US Department of EnergyClosed · Oct 28, 2026Closed—
Allen Abney · UBS Private Wealth Management · William Blair Private Wealth Management · The Abney teamTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
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
Alexandria Real Estate Equities · Takenaka CorporationAnnounced · Oct 27, 2026 · $588MAnnounced$588M
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
Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136MAnnounced$136MStory: Alexandria's $638.5M net loss widens as lab leasing picks up
AJ Capital Partners · GreenOakClosed · Oct 29, 2026 · $52MClosed$52MStory: GreenOak originated $52 million loan for Graduate by Hilton Princeton
AirTrunkClosed · Oct 27, 2026Closed—Story: AirTrunk raises A$4.25bn green loan for Sydney campus
Adler Real Estate Partners · Ammendale Technology ParkAnnounced · Oct 26, 2026Announced—Story: Adler secures $37 million for Ammendale Technology Park

176–200 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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