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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

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.

3,846 transactions · updated Oct 27

Transactions on record
3,846
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
46 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Parties, A to Z.
PartiesTypeDateSizeCoverage
4thGEN Wealth Management · Modern Wealth ManagementClosed · Oct 23, 2026 · $330MClosed$330M
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
Adkisson Group · Amegy Bank · IPA Capital MarketsAnnounced · Oct 23, 2026Announced—Story: IPA arranges Houston construction debt for Adkisson's nine buildings
Adler Real Estate Partners · Ammendale Technology ParkAnnounced · Oct 26, 2026Announced—Story: Adler secures $37 million for Ammendale Technology Park
AirTrunkClosed · Oct 27, 2026Closed—Story: AirTrunk raises A$4.25bn green loan for Sydney campus
Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136MAnnounced$136MStory: Alexandria's $638.5M net loss widens as lab leasing picks up
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 Equities · Takenaka CorporationAnnounced · Oct 27, 2026 · $588MAnnounced$588M
Allen Abney · UBS Private Wealth Management · The Abney team · William Blair Private Wealth ManagementTeam lift-out · Oct 28, 2026 · team of 4Team lift-outteam of 4
Alliant · Interstate Power & Light · Wisconsin Power & Light · US Department of EnergyClosed · Oct 28, 2026Closed—
Allianz Global Investors · KKRClosed · Oct 28, 2026Closed—Story: AllianzGI leads KKR's first direct lending continuation vehicle
Alton Steel Inc. · TerraWattAnnounced · Oct 23, 2026Announced—Story: TerraWatt proposes up to 1GW Illinois data center on steel site
Amazon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: AWS plans up to 15 data center buildings on 890 Missouri acres
AnthropicRumored · Oct 23, 2026Rumored—Story: Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion
Apollo Global Management · Ares Capital · MidCap Financial InvestmentAnnounced · Oct 27, 2026Announced—Story: Ares Capital agrees to buy MFIC from Apollo for $2.6 billion
Ascent Real Estate Advisors · Albany Road Real Estate PartnersClosed · Oct 26, 2026Closed—Story: Ascent buys 97%-leased Dallas tower from Albany Road
atNorth · CoreWeaveAnnounced · Oct 27, 2026 · $23Announced$23Story: CoreWeave brings majority of 22.5MW live at atNorth
Baird StrategasTeam lift-out · Oct 27, 2026 · team of 3Team lift-outteam of 3
Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2MClosed$66.2MStory: Barings pays $66.2M for Placentia grocery-anchored center
Bell Canada · La CaisseAnnounced · Oct 27, 2026 · $2Announced$2Story: La Caisse agrees to buy 49.9% of Bell Canada tower unit
Bell Partners · Leva on Market (Bell Ballard)Closed · Oct 26, 2026Closed—Story: Bell Partners pays $95M for 261-unit Seattle building
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
Blackstone · Fannie MaeClosed · Oct 26, 2026Closed—Story: Blackstone affordable arm lines up $735M in Fannie Mae debt
Blueleaf Energy · MicrosoftAnnounced · Oct 28, 2026Announced—Story: Microsoft signs two Japan solar PPAs with Macquarie's Blueleaf
Bridge Investment Group · Dwight Investment Management · Pacific DevelopmentClosed · Oct 23, 2026 · $73MClosed$73MStory: Dwight lends $73M to refinance 368-unit Reno apartments

1–25 of the 200 shown · 3,846 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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