| UBM DevelopmentAnnounced · Oct 30, 2026 | Announced | | — | Story: UBM Development sets 7% coupon on five-year green bond of up to €100m |
|---|
| Lighthouse Sustainability · Lansing Economic Area PartnershipAnnounced · Oct 29, 2026 | Announced | | — | Story: LEAP pitches $10 billion Michigan data center despite moratorium |
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| OneQode · AdaniConneXAnnounced · Oct 29, 2026 | Announced | | — | Story: OneQode signs 14MW Chennai data center lease with AdaniConneX |
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| GE Vernova · Trench GroupAnnounced · Oct 29, 2026 | Announced | | — | Story: GE Vernova to buy Trench Group for $9 billion |
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| Cooper Horowitz · Cohen Brothers Realty Corp.Announced · Oct 29, 2026 · $400 | Announced | | $400 | Story: Cooper Horowitz arranges $400M for West Palm Beach office tower |
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| Marwynn Holdings · NexaCore Technologies · Grenada National ResortAnnounced · Oct 29, 2026 | Announced | | — | Story: Marwynn signs Grenada MoU for $500m solar and AI data center |
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| Bull · České RadiokomunikaceAnnounced · Oct 29, 2026 | Announced | | — | Story: Bull signs MoU to join $4.5 billion Czech AI gigafactory bid |
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| Kyivstar · GigaCloudAnnounced · Oct 29, 2026 · $50M | Announced | | $50M | Story: Kyivstar buys cloud provider GigaCloud for $50 million |
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| Volta Data Centres · Lunar DigitalAnnounced · Oct 29, 2026 | Announced | | — | Story: Volta buys 1.45MW Manchester data center from Lunar Digital |
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| Captrust Financial Advisors · Pacific Sage PartnersAnnounced · Oct 29, 2026 · $1 | Announced | | $1 | Story: CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners |
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| State Street · TXSEAnnounced · Oct 28, 2026 | Announced | | — | |
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| Return Stacked ETFs · WisdomTree · QuorusAnnounced · Oct 28, 2026 | Announced | | — | Story: WisdomTree and Return Stacked plan co-branded model portfolios via Quorus |
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| Eagle Realty Group · JLL Capital Markets · Saber-Hightower · Bank OZKAnnounced · Oct 28, 2026 · $135M | Announced | | $135M | Story: JLL arranges $135M debt and equity for Yonkers apartment tower |
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| Kar Properties · Tyko Capital · Fortune International GroupAnnounced · Oct 28, 2026 | Announced | | — | Story: Tyko Capital lends $817M for Miami Faena condo towers |
|---|
| Markel Insurance · Cavello Bay Reinsurance · Enstar GroupAnnounced · Oct 28, 2026 | Announced | | — | Story: Enstar's Cavello Bay covers $2.3 billion of Markel run-off reserves |
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| US Signal · KBRAAnnounced · Oct 28, 2026 | Announced | | — | Story: KBRA assigns preliminary A- to up to $525 million US Signal ABS |
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| Tata CommunicationsAnnounced · Oct 28, 2026 | Announced | | — | Story: Tata Communications plans $450 million India fiber build |
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| DRA Advisors · Lincoln Property CompanyAnnounced · Oct 28, 2026 | Announced | | — | Story: Lincoln, DRA buy 299,000 SF Portland industrial portfolio |
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| Schwab · AnthropicAnnounced · Oct 28, 2026 | Announced | | — | Story: Schwab offers $4,800 credit for Claude enterprise seats |
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| Constellation · US Department of EnergyAnnounced · Oct 28, 2026 | Announced | | — | |
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| Wood Partners · Sarofim Realty Advisors · JP MorganAnnounced · Oct 28, 2026 | Announced | | — | Story: J.P. Morgan finances Wood Partners' 372-unit Village Park |
|---|
| Nxera Singapore · SembcorpAnnounced · Oct 28, 2026 | Announced | | — | Story: Nxera signs non-binding power MoU with Sembcorp |
|---|
| Blueleaf Energy · MicrosoftAnnounced · Oct 28, 2026 | Announced | | — | Story: Microsoft signs two Japan solar PPAs with Macquarie's Blueleaf |
|---|
| US SignalAnnounced · Oct 28, 2026 | Announced | | — | Story: US Signal acquires Hillsboro data center with 4.5MW on site |
|---|
| RiverStreet Communications · Oaktree Capital ManagementAnnounced · Oct 28, 2026 | Announced | | — | 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 · $125M | Announced | | $125M | Story: PSERS commits $125 million to Sterling grocery-anchored fund |
|---|
| Maryland State Retirement and Pension System · Abacus Capital Group · TA RealtyAnnounced · Oct 28, 2026 · $175M | Announced | | $175M | Story: Maryland pension commits $175 million to Abacus and TA Realty funds |
|---|
| Alexandria Real Estate Equities · Campus Point by Alexandria Megacampus · KKRAnnounced · Oct 28, 2026 · $475M | Announced | | $475M | Story: KKR buys 49% of Alexandria's Campus Point entity for $475 million |
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| PreussenElektra · NvidiaAnnounced · Oct 28, 2026 | Announced | | — | Story: Nvidia, PreussenElektra weigh AI data centers at former nuclear sites |
|---|
| Hendricks Commercial Properties · Newmark · Blackstone · Kimco Realty Corp.Announced · Oct 27, 2026 · $104M | Announced | | $104M | Story: Kimco takes preferred equity in Fritz Farm recap |
|---|
| Alexandria Real Estate Equities · Takenaka CorporationAnnounced · Oct 27, 2026 · $588M | Announced | | $588M | |
|---|
| Seven Equity Group · San Francisco CentreAnnounced · Oct 27, 2026 · $130M | Announced | | $130M | Story: Seven Equity reported as possible buyer of San Francisco Centre |
|---|
| Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136M | Announced | | $136M | Story: Alexandria's $638.5M net loss widens as lab leasing picks up |
|---|
| Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152M | Announced | | $152M | Story: Truist lends $152M for 390-unit Long Beach apartments |
|---|
| Midtown Equities · Takenaka Corporation · Rockwood CapitalAnnounced · Oct 27, 2026 · $170M | Announced | | $170M | Story: Takenaka to buy 1 Broadway from Rockwood for $170 million |
|---|
| Ripple · Robinhood · RLUSDAnnounced · Oct 27, 2026 | Announced | | — | Story: Robinhood to offer Ripple's $2.5 billion RLUSD by end of 2026 |
|---|
| Bell Canada · La CaisseAnnounced · Oct 27, 2026 · $2 | Announced | | $2 | Story: La Caisse agrees to buy 49.9% of Bell Canada tower unit |
|---|
| STTGDC · Standard CharteredAnnounced · Oct 27, 2026 | Announced | | — | Story: STTGDC secures JPY93 billion green loan for 70MW Tokyo campus |
|---|
| SoleCryptAnnounced · Oct 27, 2026 | Announced | | — | Story: SoleCrypt lifts Bizerte AI campus plan to 40MW |
|---|
| Broadcom · Blackstone · AnthropicAnnounced · Oct 27, 2026 | Announced | | — | Story: Broadcom organizes $63B loan for Anthropic TPU purchases |
|---|
| Nvidia · MetaAnnounced · Oct 27, 2026 | Announced | | — | Story: Nvidia will invest $3 billion in Meta's $97.5 billion offering |
|---|
| atNorth · CoreWeaveAnnounced · Oct 27, 2026 · $23 | Announced | | $23 | Story: CoreWeave brings majority of 22.5MW live at atNorth |
|---|
| Apollo Global Management · Ares Capital · MidCap Financial InvestmentAnnounced · Oct 27, 2026 | Announced | | — | Story: Ares Capital agrees to buy MFIC from Apollo for $2.6 billion |
|---|
| Brookfield · OMERS · La Trobe FinancialAnnounced · Oct 27, 2026 | Announced | | — | Story: OMERS to take indirect minority stake in A$27bn La Trobe Financial |
|---|
| European Investment Fund · PureTerraAnnounced · Oct 27, 2026 · $30M | Announced | | $30M | Story: EIF commits €30 million to PureTerra water-tech fund |
|---|
| North Haven Private Income Fund A LLC · North Haven Private Income Fund LLC · Morgan StanleyAnnounced · Oct 26, 2026 · $289 | Announced | | $289 | Story: Morgan Stanley cuts North Haven BDC base fee to 1% in merger |
|---|
| Equitable Holdings Inc. · Corebridge FinancialAnnounced · Oct 26, 2026 | Announced | | — | Story: Insurers build private-asset books as reinsurance tops $100 billion |
|---|
| Forum Edge AI LLC · FireworksAnnounced · Oct 26, 2026 | Announced | | — | Story: Forum Edge signs $94.4M Nvidia B300 reservation with Fireworks |
|---|
| MF1 · Pinnacle Group · LightstoneAnnounced · Oct 26, 2026 · $88M | Announced | | $88M | Story: JLL arranges MF1 loan on Lightstone's $88 million Manhattan buy |
|---|
| Core42 · G42 · Khazna Data Centers · Copelouzos GroupAnnounced · Oct 26, 2026 | Announced | | — | Story: G42 signs Greece AI factory MoUs with Copelouzos and Khazna |
|---|
| Verizon · Amazon Web ServicesAnnounced · Oct 26, 2026 | Announced | | — | Story: Verizon signs AWS AI infrastructure deal worth more than $2 billion |
|---|
| Zocks Communications · LPL Financial Holdings Inc. · Founders Financial Securities LLCAnnounced · Oct 26, 2026 | Announced | | — | Story: Zocks AI tools reach LPL's more than 32,000 advisers |
|---|
| Generative BionicsAnnounced · Oct 26, 2026 | Announced | | — | Story: Generative Bionics plans 5,000 sqm physical AI facility in Italy |
|---|
| Adler Real Estate Partners · Ammendale Technology ParkAnnounced · Oct 26, 2026 | Announced | | — | Story: Adler secures $37 million for Ammendale Technology Park |
|---|
| Liberty Mutual Re · Celest.ScienceAnnounced · Oct 26, 2026 | Announced | | — | Story: Liberty Mutual Re and Celest.Science plan parametric fallback method |
|---|
| Nevis · Charles Schwab · EQT VenturesAnnounced · Oct 26, 2026 · $70M | Announced | | $70M | Story: Nevis raises $70M Series B with Schwab and EQT backing |
|---|
| Amazon · Amazon Web ServicesAnnounced · Oct 26, 2026 | Announced | | — | Story: AWS plans up to 15 data center buildings on 890 Missouri acres |
|---|
| Marsh Re · Synthetik Insurance TechnologiesAnnounced · Oct 26, 2026 | Announced | | — | Story: Marsh Re extends Synthetik terrorism modeling agreement |
|---|
| Mubadala Capital · ApolloAnnounced · Oct 26, 2026 · $5 | Announced | | $5 | Story: Apollo to take minority stake in $60bn Mubadala Capital |
|---|
| Masdar · Lightsource bpAnnounced · Oct 26, 2026 | Announced | | — | Story: Masdar agrees to buy 550+ MW Greek solar project from Lightsource bp |
|---|
| Origin Investments · Mill Creek ResidentialAnnounced · Oct 26, 2026 | Announced | | — | Story: Origin and Mill Creek plan 190-unit Scottsdale OZ project |
|---|
| CrowdProperty · ColCap Financial UKAnnounced · Oct 26, 2026 · $100M | Announced | | $100M | Story: CrowdProperty signs £100m ColCap Financial UK forward flow |
|---|
| Man Group · Meiji YasudaAnnounced · Oct 26, 2026 · $1.3B | Announced | | $1.3B | Story: Meiji Yasuda plans ¥200 billion Man Group commitment |
|---|
| Kao Data · CommonAIAnnounced · Oct 26, 2026 | Announced | | — | Story: Kao Data to host ARIA-funded AI inference lab at Harlow |
|---|
| Mount Logan Management · AFA Asset Based Lending Fund · Alternative Fund AdvisorsAnnounced · Oct 26, 2026 · $460 | Announced | | $460 | Story: Mount Logan to advise $230M AFA lending fund |
|---|
| Ken Griffin · Rudin · Vornado Realty TrustAnnounced · Oct 25, 2026 · $3.3B | Announced | | $3.3B | Story: 350 Park Avenue tower secures $3.3B construction financing |
|---|
| Extell Development · Church of St. Mary the VirginAnnounced · Oct 23, 2026 · $24 | Announced | | $24 | Story: Extell to buy 87,000 sf of Fifth Ave air rights for $23.9M |
|---|
| Peak XV · MaxinsightsAnnounced · Oct 23, 2026 | Announced | | — | Story: Physical AI startups raised $47.4 billion in first half of 2026 |
|---|
| Griggs Investment Group · Cheryl Pitts · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2 | Breakaway | | team of 2 | |
|---|
| Matt Griggs · Griggs Investment Group · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2 | Breakaway | | team of 2 | |
|---|
| Stribling-Whalen Financial Group · Raymond James Financial Services · FidelityBreakaway · Oct 27, 2026 · $1.1B | Breakaway | | $1.1B | Story: Stribling-Whalen team with $1.1B leaves Raymond James for RIA |
|---|
| JP Morgan · The Atwood team · Jim AtwoodBreakaway · Oct 25, 2026 | Breakaway | | — | |
|---|
| Phil Scott · JP Morgan · The Scott teamBreakaway · Oct 25, 2026 | Breakaway | | — | |
|---|
| RK Investors · Western-Southern Life Insurance CompanyClosed · Oct 29, 2026 | Closed | | — | Story: Western-Southern lends $81M for Charlotte apartment project |
|---|
| AJ Capital Partners · GreenOakClosed · Oct 29, 2026 · $52M | Closed | | $52M | Story: GreenOak originated $52 million loan for Graduate by Hilton Princeton |
|---|
| Lightstone Capital · PEEK CapitalClosed · Oct 29, 2026 · $30 | Closed | | $30 | Story: Lightstone Capital lends $29.5M on 102-unit Orange lease-up |
|---|
| PCCP · Logistics Property Co.Closed · Oct 29, 2026 · $68.3M | Closed | | $68.3M | Story: PCCP provides $68.3M refi for Mesa logistics park |
|---|
| Apricus Realty Capital · ABR Capital PartnersClosed · Oct 29, 2026 | Closed | | — | Story: Apricus buys leased Texas IOS site with ABR |
|---|
| Evelyn Capital · TA RealtyClosed · Oct 29, 2026 · $31M | Closed | | $31M | Story: Evelyn Capital buys Franklin office for $31M, 29% below 2019 |
|---|
| Walker & Dunlop · Benefit Street PartnersClosed · Oct 29, 2026 · $117M | Closed | | $117M | Story: Benefit Street Partners funds $117.3M Texas multifamily refi |
|---|
| Braemar Hotels & Resorts · Four Seasons Resort Scottsdale · Sixth StreetClosed · Oct 29, 2026 | Closed | | — | Story: Sixth Street buys Four Seasons Scottsdale for $372 million |
|---|
| Climate Investor Three · Climate Fund Managers · Green Climate FundClosed · Oct 29, 2026 · $140M | Closed | | $140M | Story: GCF approves $140 million for Climate Fund Managers' CI3 |
|---|
| KDDI · Telehouse · LaSalle Investment ManagementClosed · Oct 29, 2026 | Closed | | — | Story: Telehouse closes £220 million Docklands buy for 65MW data center |
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| Foundation CreditClosed · Oct 29, 2026 · $540M | Closed | | $540M | Story: Foundation Credit closes $540M infrastructure debt fund above target |
|---|
| EdgeCore Digital InfrastructureClosed · Oct 29, 2026 | Closed | | — | Story: EdgeCore closes $521 million green ABS on Santa Clara campus |
|---|
| Silverstreak Group · FingularClosed · Oct 29, 2026 | Closed | | — | Story: Silverstreak provides $20M credit facility to Fingular |
|---|
| Terradot · HASIClosed · Oct 29, 2026 | Closed | | — | Story: HASI lends Terradot up to $34 million for rock weathering |
|---|
| William Warren Group Self Storage Income Fund, L.P. · William Warren GroupClosed · Oct 28, 2026 · $111M | Closed | | $111M | Story: William Warren adds nine properties to $196M self-storage fund |
|---|
| Standard Real Estate Investments · Endeavor DevelopmentClosed · Oct 28, 2026 | Closed | | — | Story: Standard Real Estate and Endeavor sell 174,288 sq ft Cobalt center |
|---|
| King Environmental Services · VertivClosed · Oct 28, 2026 | Closed | | — | Story: Vertiv Q3 sales rise 61% and orders double |
|---|
| Wells Fargo · Eden Housing · Black Cultural Zone Community Development CorporationClosed · Oct 28, 2026 · $82M | Closed | | $82M | Story: Wells Fargo funds $82M Oakland affordable housing build |
|---|
| Sagard Real Estate · La CaisseClosed · Oct 28, 2026 | Closed | | — | Story: Sagard and La Caisse JV add second East Bay IOS site |
|---|
| Alliant · Interstate Power & Light · Wisconsin Power & Light · US Department of EnergyClosed · Oct 28, 2026 | Closed | | — | |
|---|
| Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680M | Closed | | $680M | Story: Tree Line closes $680m continuation vehicle with PGIM and LGT |
|---|
| Allianz Global Investors · KKRClosed · Oct 28, 2026 | Closed | | — | Story: AllianzGI leads KKR's first direct lending continuation vehicle |
|---|
| JLL Capital Markets · Greystar · Tishman Speyer · Crow Holdings CapitalClosed · Oct 27, 2026 · $630M | Closed | | $630M | |
|---|
| Russo Development · Kushner Real Estate Group · PCCPClosed · Oct 27, 2026 · $164M | Closed | | $164M | Story: PCCP lends $163.9M for 426-unit Paramus apartment project |
|---|
| WelltowerClosed · Oct 27, 2026 · $2.7B | Closed | | $2.7B | Story: Welltower buys 43 senior housing properties for $2.7 billion |
|---|
| Tishman Speyer · Shorenstein PropertiesClosed · Oct 27, 2026 · $133M | Closed | | $133M | Story: Shorenstein pays $866 psf for SoHo office in $132.5M Tishman sale |
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| The Schirm Firm · Byline BankClosed · Oct 27, 2026 · $18 | Closed | | $18 | Story: Byline Bank lends $17.5M on Columbus multifamily buy |
|---|
| LBA Realty · Mesa WestClosed · Oct 27, 2026 · $61.5M | Closed | | $61.5M | Story: Mesa West lends $61.5M to refinance Sunnyvale Class A office |
|---|
| Southstar Development · PCCP · EmbreyClosed · Oct 27, 2026 · $71 | Closed | | $71 | Story: PCCP lends $71M to Embrey JV for 360-unit project |
|---|
| JLL Capital Markets · Greystar · Crow Holdings CapitalClosed · Oct 27, 2026 · $333M | Closed | | $333M | Story: JLL arranges $333M Greystar bridge for Palomino Park |
|---|
| IberdrolaClosed · Oct 27, 2026 · $1.6B | Closed | | $1.6B | Story: Iberdrola raises $1.6 billion in first U.S. green bond sale since 2009 |
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| AirTrunkClosed · Oct 27, 2026 | Closed | | — | Story: AirTrunk raises A$4.25bn green loan for Sydney campus |
|---|
| Rithm Capital · Elecor Properties · DRA AdvisorsClosed · Oct 27, 2026 | Closed | | — | Story: Rithm, DRA close joint venture at 1301 Avenue of the Americas |
|---|
| P3 BulletinClosed · Oct 27, 2026 · $800M | Closed | | $800M | Story: First schools open under Maryland's $800m P3 program |
|---|
| Roxborough Fund III · Roxborough GroupClosed · Oct 26, 2026 · $109M | Closed | | $109M | Story: Roxborough buys 246-unit Fremont apartments for $109.4M |
|---|
| Blackstone · Fannie MaeClosed · Oct 26, 2026 | Closed | | — | Story: Blackstone affordable arm lines up $735M in Fannie Mae debt |
|---|
| Ascent Real Estate Advisors · Albany Road Real Estate PartnersClosed · Oct 26, 2026 | Closed | | — | Story: Ascent buys 97%-leased Dallas tower from Albany Road |
|---|
| Madison Realty Capital · Fortune International Group · Château GroupClosed · Oct 26, 2026 · $463M | Closed | | $463M | Story: Madison Realty lends $463M for St. Regis Sunny Isles condos |
|---|
| Octagon Finance · Revive Capital Development · KAI Design + BuildClosed · Oct 26, 2026 · $48 | Closed | | $48 | Story: Octagon lends $48.25M to convert 7Up HQ into apartments |
|---|
| Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2M | Closed | | $66.2M | Story: Barings pays $66.2M for Placentia grocery-anchored center |
|---|
| Bell Partners · Leva on Market (Bell Ballard)Closed · Oct 26, 2026 | Closed | | — | Story: Bell Partners pays $95M for 261-unit Seattle building |
|---|
| Weidner Apartment Homes · Brandywine Realty TrustClosed · Oct 26, 2026 | Closed | | — | Story: Weidner buys 341-unit Austin high-rise with Nationwide debt |
|---|
| Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145M | Closed | | $145M | Story: Centennial Bank closes $145M loan for Miami River Dream Hotel |
|---|
| Rockefeller · 25 Commerce Park · EastGroup PropertiesClosed · Oct 26, 2026 · $95M | Closed | | $95M | Story: EastGroup buys Denver industrial park for $95M |
|---|
| Roxborough Group · Pacific Urban InvestorsClosed · Oct 26, 2026 · $109M | Closed | | $109M | Story: Roxborough Group buys Fremont apartments at $444,500 per unit |
|---|
| BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2B | Closed | | $1.2B | Story: BlackRock-owned Akaysha refinances four batteries with A$1.75bn |
|---|
| MicrosoftClosed · Oct 26, 2026 | Closed | | — | Story: Microsoft buys 37 Ohio acres for $6.65 million |
|---|
| Kodal Minerals · GH Geo-Consult LtdClosed · Oct 23, 2026 · $300K | Closed | | $300K | Story: Kodal buys 10% of Ghana lithium project for $300,000 |
|---|
| Marcus & MillichapClosed · Oct 23, 2026 · $8.9M | Closed | | $8.9M | Story: Marcus & Millichap brokers $8.9M Brighton apartment sale |
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| UBS · 360 ONE WAMClosed · Oct 23, 2026 | Closed | | — | Story: UBS completes 360 ONE warrant conversion for 4.8% stake |
|---|
| Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026 | Rumored | | — | Story: Brightline West's $6 billion loan is doing equity's job |
|---|
| BXPRumored · Oct 28, 2026 · $700M | Rumored | | $700M | Story: BXP revenue rises 4.6% with 7 Times Square sale in talks |
|---|
| TPG · Ark Data Centres · Elliott Investment ManagementRumored · Oct 28, 2026 · $5B | Rumored | | $5B | Story: TPG in talks to buy Ark Data Centres for $5 billion |
|---|
| Prospera Financial ServicesTeam lift-out · Oct 30, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| Huntington Bank · Ameriprise FinancialTeam lift-out · Oct 30, 2026 · team of 29 | Team lift-out | | team of 29 | |
|---|
| Huntington Bank · Ameriprise FinancialTeam lift-out · Oct 30, 2026 · team of 258 | Team lift-out | | team of 258 | |
|---|
| Anchor Financial Partners · Northwestern Mutual · LPL FinancialTeam lift-out · Oct 29, 2026 · $525M | Team lift-out | | $525M | |
|---|
| Eric Bradley · Citi Private Alternatives · Bradley Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $880M | Team lift-out | | $880M | |
|---|
| Chris Illiano · Comerica Bank · Webber Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2B | Team lift-out | | $1.2B | |
|---|
| Comerica Bank · Webber Wealth Partners · Matt Webber · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2B | Team lift-out | | $1.2B | |
|---|
| Allen Abney · UBS Private Wealth Management · William Blair Private Wealth Management · The Abney teamTeam lift-out · Oct 29, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| UBS Private Wealth Management · Ryan Berube · William Blair Private Wealth Management · The Berube teamTeam lift-out · Oct 29, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| Wells Fargo · Raymond James & Associates · Ethan Veselic · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| Wells Fargo · Raymond James & Associates · Natalie Sutcliffe · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| Wells Fargo · Raymond James & Associates · Jordan Krawec · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| Wells Fargo · Raymond James & Associates · Ted Krawec · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3 | Team lift-out | | team of 3 | |
|---|
| The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3 | Team lift-out | | team of 3 | |
|---|
| The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3 | Team lift-out | | team of 3 | |
|---|
| The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3 | Team lift-out | | team of 3 | |
|---|
| Raymond James · Wells Fargo · Ted Krawec · Jordan KrawecTeam lift-out · Oct 28, 2026 · $460M | Team lift-out | | $460M | Story: Raymond James lands $460M father-son team from Wells Fargo |
|---|
| Chris Illiano · Matt Webber · Ameriprise Financial · Citizens Private WealthTeam lift-out · Oct 28, 2026 · $1.2B | Team lift-out | | $1.2B | Story: Citizens adds $1.2 billion Newport Beach team from Ameriprise |
|---|
| Mutual Securities, Inc. · Modern Wealth ManagementTeam lift-out · Oct 28, 2026 · team of 3 | Team lift-out | | team of 3 | Story: 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 4 | Team lift-out | | team of 4 | |
|---|
| UBS Private Wealth Management · Ryan Berube · William Blair Private Wealth Management · The Berube teamTeam lift-out · Oct 28, 2026 · team of 4 | Team lift-out | | team of 4 | |
|---|
| Baird StrategasTeam lift-out · Oct 27, 2026 · team of 3 | Team lift-out | | team of 3 | |
|---|
| Osaic · Freehold Wealth Management · Stifel Independent AdvisorsTeam lift-out · Oct 26, 2026 · $576 | Team lift-out | | $576 | Story: Raymond James names Scott Curtis COO effective Oct. 26 |
|---|
| Frost Investment ServicesTeam lift-out · Oct 26, 2026 · team of 3 | Team lift-out | | team of 3 | |
|---|
| Osaic · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · John Boyle · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · Stifel Independent Advisors · Cynthia "Cindy" Boyle · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · Stifel Independent Advisors · Jerry Pyles · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · Stifel Independent Advisors · Michael Wiseman · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · Mark Bloomer · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · Stifel Independent Advisors · James Thornton · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · Stifel Independent Advisors · Shelley Strobel-Erhardt · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576M | Team lift-out | | $576M | |
|---|
| Osaic · James A. Costabile · ICG next · LPL FinancialTeam lift-out · Oct 26, 2026 · $2.3B | Team lift-out | | $2.3B | |
|---|
| RBC Wealth Management · UBS · Max Freed · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| RBC Wealth Management · UBS · Karen Venneri · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| RBC Wealth Management · UBS · Julia Munchel · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| RBC Wealth Management · UBS · Nepa/Susco · Jennifer SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| RBC Wealth Management · UBS · Nepa/Susco · Raymond NepaTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| Kintra Wealth · L. Edward Price · Commonwealth/LPL Financial · Great Scott Financial ServicesTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| Scott Seymour · Kintra Wealth · Commonwealth/LPL Financial · Great Scott Financial ServicesTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| Truist Investment Services · Erin Powers-Westendorf · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Truist Investment Services · Jonathan Shaw · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Truist Investment Services · Mark Taylor · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Truist Investment Services · Darrell Brown · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Raymond James & Associates · UBSTeam lift-out · Oct 25, 2026 · team of 2 | Team lift-out | | team of 2 | |
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| Cetera Investment Services · Raymond James Financial Institutions Division · IB Wealth Management team (unnamed) · IB Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 11 | Team lift-out | | team of 11 | Story: Pinnacle hires $700M Truist team in Naples |
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| MML Investors Services · Tiffany DiCerbo · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| MML Investors Services · Benjamin Dubinski · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| MML Investors Services · Joanne Amorosi · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| MML Investors Services · Zach Czaplicki · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| MML Investors Services · Peter Hall · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| MML Investors Services · Tim O’Connell · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| Raymond James Financial Services · Truist Investment Services · Erin Powers-Westendorf · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Raymond James Financial Services · Truist Investment Services · Jonathan Shaw · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Raymond James Financial Services · Truist Investment Services · Mark Taylor · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Raymond James Financial Services · Truist Investment Services · Darrell Brown · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| MML Investors Services · Tim O'Connell · Cetera Wealth Partners · Financial Guide SolutionsTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| Kintra Wealth · L. Edward Price · Commonwealth Financial Network (acquired by LPL Financial) · Great Scott Financial ServicesTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| Scott Seymour · Kintra Wealth · Commonwealth Financial Network (acquired by LPL Financial) · Great Scott Financial ServicesTeam lift-out · Oct 25, 2026 · team of 6 | Team lift-out | | team of 6 | |
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| Truist Investment Services · Erin Powers-Westendorf · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Truist Investment Services · Jonathan Shaw · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Truist Investment Services · Mark Taylor · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Truist Investment Services · Darrell Brown · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Rockefeller Global Family Office · UBS Wealth Management USA · Martin E. Shea · Shea Wealth PartnersTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Rockefeller Global Family Office · UBS Wealth Management USA · Andrea M. Shea · Shea Wealth PartnersTeam lift-out · Oct 25, 2026 · team of 4 | Team lift-out | | team of 4 | |
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| Rockefeller Global Family Office · JP Morgan · Cameron Sheets · Sage Wealth PartnersTeam lift-out · Oct 25, 2026 · $700M | Team lift-out | | $700M | |
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| Rockefeller Global Family Office · JP Morgan · Sage Wealth Partners · Forrest R. GreenTeam lift-out · Oct 25, 2026 · $700M | Team lift-out | | $700M | |
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| Rockefeller Global Family Office · JP Morgan · Sage Wealth Partners · Christopher D. SheetsTeam lift-out · Oct 25, 2026 · $700M | Team lift-out | | $700M | |
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| Osaic · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3 | Team lift-out | | team of 3 | |
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| Osaic · John Boyle · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3 | Team lift-out | | team of 3 | |
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| Osaic · Stifel Independent Advisors · Cynthia “Cindy” Boyle · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3 | Team lift-out | | team of 3 | |
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| Rockefeller Global Family Office · JP Morgan · Sage Wealth PartnersTeam lift-out · Oct 23, 2026 | Team lift-out | | — | Story: Rockefeller adds J.P. Morgan team in Houston |
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| Osaic · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576M | Team lift-out | | $576M | Story: Osaic president says recruiting turned 'very, very fierce' |
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