| UBM DevelopmentAnnounced · Oct 30, 2026 | Announced | | — | Story: UBM Development sets 7% coupon on five-year green bond of up to €100m |
|---|
| European Investment Fund · PureTerraAnnounced · Oct 27, 2026 · $30M | Announced | | $30M | Story: EIF commits €30 million to PureTerra water-tech fund |
|---|
| Forum Edge AI LLC · FireworksAnnounced · Oct 26, 2026 | Announced | | — | Story: Forum Edge signs $94.4M Nvidia B300 reservation with Fireworks |
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| 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 |
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| Zocks Communications · LPL Financial Holdings Inc. · Founders Financial Securities LLCAnnounced · Oct 26, 2026 | Announced | | — | |
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| Generative BionicsAnnounced · Oct 26, 2026 | Announced | | — | Story: Generative Bionics plans 5,000 sqm physical AI facility in Italy |
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| Adler Real Estate Partners · Ammendale Technology ParkAnnounced · Oct 26, 2026 | Announced | | — | Story: Adler secures $37 million for Ammendale Technology Park |
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| 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 |
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| 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 |
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| Mubadala Capital · ApolloAnnounced · Oct 26, 2026 · $5 | Announced | | $5 | Story: Apollo to take minority stake in $60bn Mubadala Capital |
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| 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 |
|---|
| Hamilton Zanze · Indigo 19Announced · Oct 23, 2026 | Announced | | — | Story: Hamilton Zanze announces sale of 196-unit Virginia Beach apartments |
|---|
| Carta · NewView CapitalAnnounced · Oct 23, 2026 | Announced | | — | Story: Carta and NewView partner on employee tender offers |
|---|
| Abacus Finance · Fengate Private Equity · Clinical Research of West FloridaAnnounced · Oct 23, 2026 | Announced | | — | Story: Abacus sole lender on Fengate's buyout of a Florida clinical firm |
|---|
| eQ Plc · GenestaAnnounced · Oct 23, 2026 | Announced | | — | Story: eQ to acquire Genesta for up to EUR 15.5 million |
|---|
| The Mandalay Towers · Parmenter Realty PartnersAnnounced · Oct 23, 2026 | Announced | | — | Story: Parmenter markets more than 800,000 sf Las Colinas towers |
|---|
| Alton Steel Inc. · TerraWattAnnounced · Oct 23, 2026 | Announced | | — | Story: TerraWatt proposes up to 1GW Illinois data center on steel site |
|---|
| Prologis · Hunt Realty InvestmentsAnnounced · Oct 23, 2026 | Announced | | — | Story: Prologis and Hunt Realty team on 11.5M sf Texas build-to-suit JV |
|---|
| Adkisson Group · Amegy Bank · IPA Capital MarketsAnnounced · Oct 23, 2026 | Announced | | — | Story: IPA arranges Houston construction debt for Adkisson's nine buildings |
|---|
| Core Stack · Green Arrow Capital · Lazzari GroupAnnounced · Oct 23, 2026 · $1B | Announced | | $1B | Story: Core Stack and Green Arrow plan 13 Italian data centers |
|---|
| Everspan Group · Falvey Insurance Group · Providence WashingtonAnnounced · Oct 23, 2026 · $11 | Announced | | $11 | Story: Everspan expects $11 million book gain on shell sale to Falvey |
|---|
| Swiss Federal Office for IT and Telecommunications (BIT)Announced · Oct 23, 2026 | Announced | | — | Story: Switzerland publishes up to CHF 7bn government cloud tender |
|---|
| gFiber · Ting Fiber · Tucows Inc.Announced · Oct 23, 2026 | Announced | | — | Story: gFiber to take over Ting's Colorado Springs dark fiber lease |
|---|
| Vertical Semiconductor · US Department of CommerceAnnounced · Oct 23, 2026 · $73M | Announced | | $73M | Story: Vertical Semiconductor signs $73m CHIPS letter with Commerce stake |
|---|
| Neysa · STTGDC IndiaAnnounced · Oct 23, 2026 | Announced | | — | Story: STTGDC to host up to 9,000 Neysa GPUs in Noida |
|---|
| Vantage Data Centers · Copiapo · O-GreenAnnounced · Oct 23, 2026 | Announced | | — | Story: O-Green plans €7.4bn, 570MW data center campus in Spain |
|---|
| Nvidia · AleriaAnnounced · Oct 23, 2026 | Announced | | — | Story: Aleria plans 8,640 Blackwell GPUs for 25MW US site |
|---|
| KrolmapAnnounced · Oct 23, 2026 · $1.5B | Announced | | $1.5B | Story: Krolmap plans 225MW data center campus in Spain |
|---|
| Foresight Autonomous HoldingsAnnounced · Oct 23, 2026 · $4 | Announced | | $4 | Story: Foresight signs term sheet for 50.01% of Polish data center developer |
|---|
| IQM · TelefónicaAnnounced · Oct 23, 2026 | Announced | | — | Story: Telefónica, IQM to install Madrid's first quantum computer by end-2026 |
|---|
| ORIX Corporation · AMLI ResidentialAnnounced · Oct 23, 2026 · $83M | Announced | | $83M | Story: ORIX buys AMLI Lenox with $83M New York Life loan |
|---|
| Pilot Fiber · BoldynAnnounced · Oct 23, 2026 | Announced | | — | Story: Crusoe, Microsoft and Akashi plan 628MW of data-center capacity |
|---|
| Endeavour · Trevi SystemsAnnounced · Oct 23, 2026 | Announced | | — | Story: Endeavour, Trevi claim 200,000 gallons a day per MW of computing |
|---|
| Crusoe · AraicoAnnounced · Oct 23, 2026 · $106 | Announced | | $106 | Story: Crusoe plans 106MW Paraguay data center in first Latin America move |
|---|
| InnioAnnounced · Oct 23, 2026 | Announced | | — | Story: Innio books 620MW gas engine order, contracted capacity hits 1.72GW |
|---|
| Sanctuary Wealth · BquestAnnounced · Oct 23, 2026 | Announced | | — | Story: Sanctuary Wealth adds bQuest aging-care tools for partner firms |
|---|
| Sacramento County Employees Retirement System · Wolff Credit Partners IVAnnounced · Oct 23, 2026 · $50M | Announced | | $50M | Story: Sacramento pension commits $50m to Wolff Credit Partners IV |
|---|
| Tavistock · Atomos Group · EPF V UK Wealth Bidco Jersey · King Financial PlanningAnnounced · Oct 22, 2026 · $3 | Announced | | $3 | Story: Tavistock agrees £3m King Financial Planning sale, Atomos exclusivity |
|---|
| Northern Trust · Credit Suisse · UBSAnnounced · Oct 22, 2026 | Announced | | — | Story: Northern Trust profit rises 40% as UBS agrees to extend fund admin |
|---|
| WSHB Support Services · Wood Smith Henning & Berman · Charlesbank Capital PartnersAnnounced · Oct 22, 2026 | Announced | | — | Story: Charlesbank invests in services arm of 550-attorney WSHB |
|---|
| EQT · QIAGEN · Crown NL Bidco B.V.Announced · Oct 22, 2026 | Announced | | — | Story: EQT agrees to take QIAGEN private in €10.8 billion deal |
|---|
| GPU cloud provider and marketplace operator (unnamed) · Reliance Global Group, Inc.Announced · Oct 22, 2026 · $3.4M | Announced | | $3.4M | Story: Reliance Global signs LOI for GPU cloud assets; $3.375M due at close |
|---|
| Visionary SquareAnnounced · Oct 22, 2026 | Announced | | — | Story: Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors |
|---|
| FINNY AI · Visionary SquareAnnounced · Oct 22, 2026 | Announced | | — | Story: Visionary Square to pay $50-a-month FINNY AI fee for 250-plus advisors |
|---|
| Voltus · Google · PJM InterconnectionAnnounced · Oct 22, 2026 | Announced | | — | Story: Google adds 1,070 MW to Voltus virtual power plant in PJM |
|---|
| Mariner WealthAnnounced · Oct 22, 2026 · $150M | Announced | | $150M | Story: Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x |
|---|
| Uniserve Communications CorporationAnnounced · Oct 22, 2026 | Announced | | — | Story: Uniserve plans 1MW Vancouver data center for Q4 2026 |
|---|
| Peak Energy · General Motors VenturesAnnounced · Oct 22, 2026 · $108M | Announced | | $108M | Story: GM Ventures leads $108m Series B into Peak Energy's sodium-ion storage |
|---|
| Soluna · Applied Digital · ChronoScaleAnnounced · Oct 22, 2026 | Announced | | — | Story: Soluna and Applied Digital agree 50MW Texas data center joint venture |
|---|
| Illinois Police Officers' Pension Investment Fund · TA Realty Value-Add Fund XIV · TA RealtyAnnounced · Oct 22, 2026 · $250M | Announced | | $250M | Story: Illinois Police Officers' Pension Investment Fund commits $250m to TA Realty Value-Add Fund XIV |
|---|
| Blackstone · School Employees Retirement System of Ohio · TA RealtyAnnounced · Oct 22, 2026 | Announced | | — | Story: Ohio SERS commits $125m to Blackstone and TA Realty funds |
|---|
| Era4Announced · Oct 22, 2026 | Announced | | — | Story: Era4 details 1GW Newport AI campus with first GPUs due next year |
|---|
| Crusoe · Polar DCAnnounced · Oct 22, 2026 | Announced | | — | Story: Crusoe and Polar DC to build 40MW second building at Norway campus |
|---|
| OVHcloud · R Énergies · European Metropolis of LilleAnnounced · Oct 22, 2026 | Announced | | — | Story: OVHcloud wins Lille approval to pipe Roubaix data center heat into district heating network |
|---|
| Citi · Applied CarbonAnnounced · Oct 22, 2026 · $72M | Announced | | $72M | Story: Citi structures $72 million note tied to Applied Carbon biochar credits |
|---|
| General Compute · Positron AIAnnounced · Oct 22, 2026 | Announced | | — | Story: General Compute commits to Positron AI chips for Q1 2027 launch |
|---|
| Mitsubishi Corp. · Hudbay Minerals · Copper WorldAnnounced · Oct 21, 2026 | Announced | | — | Story: Hudbay, Mitsubishi approve $2.1B Copper World mine |
|---|
| Hitachi Energy · Ansaldo EnergiaAnnounced · Oct 21, 2026 | Announced | | — | Story: Hitachi Energy, Ansaldo sign non-binding data center power MoU |
|---|
| Colliers · Stream 403 · Josef StanzlAnnounced · Oct 21, 2026 · $20 | Announced | | $20 | Story: Josef Stanzl buys 47-unit Capitol Hill apartments for $20.4M |
|---|
| JP Morgan · The Atwood team · Jim AtwoodBreakaway · Oct 25, 2026 | Breakaway | | — | |
|---|
| Phil Scott · JP Morgan · The Scott teamBreakaway · Oct 25, 2026 | Breakaway | | — | |
|---|
| Cetera · Kacy Walker · Kinetic Wealth · LPL FinancialBreakaway · Oct 23, 2026 · $300M | Breakaway | | $300M | |
|---|
| Cetera · Kacy Walker · Kinetic Wealth · LPL FinancialBreakaway · Oct 22, 2026 · $300M | Breakaway | | $300M | Story: Kacy Walker launches $300M Kinetic Wealth on LPL |
|---|
| UBS · Salvatore "Sam" Mineo · MPI Wealth Management · Truing Capital AdvisorsBreakaway · Oct 22, 2026 · $750M | Breakaway | | $750M | |
|---|
| Russell Price · UBS · Truing Capital Advisors · Truing Capital AdvisorsBreakaway · Oct 22, 2026 · $750M | Breakaway | | $750M | |
|---|
| Salvatore (Sam) Mineo · Truing Capital Advisors · Truing Capital Advisors · UBS Financial ServicesBreakaway · Oct 22, 2026 · $750M | Breakaway | | $750M | |
|---|
| Russell Price · Truing Capital Advisors · Truing Capital Advisors · UBS Financial ServicesBreakaway · Oct 22, 2026 · $750M | Breakaway | | $750M | |
|---|
| P3 BulletinClosed · Oct 27, 2026 · $800M | Closed | | $800M | Story: First schools open under Maryland's $800m P3 program |
|---|
| 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 |
|---|
| UBS · 360 ONE WAMClosed · Oct 23, 2026 | Closed | | — | Story: UBS completes 360 ONE warrant conversion for 4.8% stake |
|---|
| eCapitalClosed · Oct 23, 2026 | Closed | | — | Story: eCapital provides $18m ABL to forged-steel parts maker |
|---|
| 4thGEN Wealth Management · Modern Wealth ManagementClosed · Oct 23, 2026 · $330M | Closed | | $330M | |
|---|
| Iwoca · ABN AMRO · NeubergerClosed · Oct 23, 2026 | Closed | | — | Story: iwoca adds €185m German line; Ignite seeks £500m |
|---|
| Bridge Investment Group · Dwight Investment Management · Pacific DevelopmentClosed · Oct 23, 2026 · $73M | Closed | | $73M | Story: Dwight lends $73M to refinance 368-unit Reno apartments |
|---|
| Harrison Street · Golden East Investor · CP GroupClosed · Oct 23, 2026 · $78.9M | Closed | | $78.9M | Story: Harrison Street, CP Group sell Boca Raton office for $78.9M |
|---|
| Mountain States Properties · Weidner Apartment HomesClosed · Oct 23, 2026 · $130M | Closed | | $130M | Story: Weidner pays $130M for 440-unit Lehi, Utah complex |
|---|
| KKR · Bridge Investment Group · Avery Hall Investments · Declaration PartnersClosed · Oct 23, 2026 · $95M | Closed | | $95M | Story: KKR supplies $95 million 10-year loan for Brooklyn apartments |
|---|
| Nebius · CitiClosed · Oct 23, 2026 · $3.5B | Closed | | $3.5B | Story: Nebius secures $3.5bn Citi facility at SOFR plus 2.75 points |
|---|
| Endeavor Real Estate Group · Redline Property PartnersClosed · Oct 23, 2026 · $39 | Closed | | $39 | Story: Endeavor buys Carnegie Point in Charlotte for $38.8M |
|---|
| Obra Capital · Obra CLO 5Closed · Oct 23, 2026 · $404M | Closed | | $404M | Story: Obra Capital closes fifth CLO at $403.6 million |
|---|
| Polus Capital Management · Polus US CLO IClosed · Oct 23, 2026 · $400M | Closed | | $400M | Story: Polus closes $400m reset of Polus US CLO I |
|---|
| Eurasian Development Bank · Akashi Data CenterClosed · Oct 23, 2026 · $31.2M | Closed | | $31.2M | Story: EDB signs $31.2m financing for Akashi's 100MW Astana campus |
|---|
| High Street Logistics Properties · Cawley Commercial Real EstateClosed · Oct 22, 2026 | Closed | | — | Story: Cawley brokers 29,600-square-foot industrial sale in Carol Stream |
|---|
| Truist Equity Funding · FedExClosed · Oct 22, 2026 | Closed | | — | Story: FedEx buys leased Chatham County warehouse for $58.8M |
|---|
| XPO · Colliers · Bridge Logistics PropertiesClosed · Oct 22, 2026 | Closed | | — | Story: Bridge Logistics buys 21.3-acre XPO terminal at half land value |
|---|
| Grover Corlew · Banyan Street CapitalClosed · Oct 22, 2026 · $69.7M | Closed | | $69.7M | Story: Grover Corlew buys 200 East Broward in Fort Lauderdale for $69.7 million |
|---|
| David Werner · Fisher BrothersClosed · Oct 22, 2026 · $425M | Closed | | $425M | Story: David Werner buys 49% stake in 605 Third Avenue from J.P. Morgan Asset Management |
|---|
| Newmark · MFP CapitalClosed · Oct 22, 2026 · $35M | Closed | | $35M | Story: Newmark launches multifamily bridge program with $35M Georgia loan |
|---|
| Quadrangle Development · Wilkes Company · Affinius CapitalClosed · Oct 22, 2026 · $97.9M | Closed | | $97.9M | Story: Affinius Capital lends $97.9M to refinance D.C.'s Lydian apartments |
|---|
| Carr Properties · AscentrisClosed · Oct 22, 2026 | Closed | | — | Story: Carr Properties buys Ballston office for $12.25M apartment conversion |
|---|
| Inland Real Estate Group · Bruno's Self Storage, LLCClosed · Oct 22, 2026 | Closed | | — | Story: Inland Real Estate buys two Wisconsin self-storage sites from Bruno's |
|---|
| JLL Capital Markets · Hillwood · Affinius CapitalClosed · Oct 22, 2026 · $94M | Closed | | $94M | Story: Hillwood refinances three Midlothian warehouses with $94M loan from Affinius |
|---|
| Sherwin-Williams · Paul Profeta · SRS Real Estate PartnersClosed · Oct 22, 2026 · $133M | Closed | | $133M | Story: SRS completes $133M sale of Sherwin-Williams Winter Haven warehouse |
|---|
| BlackstoneClosed · Oct 22, 2026 · $1 | Closed | | $1 | Story: Blackstone credit and insurance assets reach $480bn after $35.8bn third-quarter inflows |
|---|
| Net-Leased All-Cash 20 DST · Essential Income REIT · ExchangeRightClosed · Oct 22, 2026 · $17.8M | Closed | | $17.8M | Story: ExchangeRight fully subscribes $17.8m debt-free DST for Essential Income REIT |
|---|
| Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026 | Rumored | | — | Story: Brightline West's $6 billion loan is doing equity's job |
|---|
| AnthropicRumored · Oct 23, 2026 | Rumored | | — | Story: Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion |
|---|
| CVC Capital Partners · VerisureRumored · Oct 23, 2026 | Rumored | | — | Story: CVC weighs take-private bid for Verisure, market value €9.7 billion |
|---|
| Crown Castle · SpaceXRumored · Oct 23, 2026 | Rumored | | — | Story: SpaceX seeks access to 80,000 US cell sites in Crown Castle talks |
|---|
| Bain Capital · Aquiline · W1M · BridgepointRumored · Oct 22, 2026 | Rumored | | — | Story: W1M sale enters second round with Bridgepoint, Bain and Aquiline |
|---|
| Lubert-Adler · PMC Property GroupRumored · Oct 22, 2026 | Rumored | | — | Story: Lubert-Adler looks to sell 595,000 sq ft Philadelphia office |
|---|
| Fireblocks · VisaRumored · Oct 22, 2026 · $2.5B | Rumored | | $2.5B | Story: Fireblocks denies Visa acquisition talks after Axios reports $2.5 billion approach |
|---|
| Firmus · NvidiaRumored · Oct 22, 2026 | Rumored | | — | Story: Nvidia in talks to invest in Firmus after neocloud scrapped its IPO |
|---|
| Osaic · Freehold Wealth Management · Stifel Independent AdvisorsTeam lift-out · Oct 26, 2026 · $576 | Team lift-out | | $576 | |
|---|
| 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 | |
|---|
| RBC Wealth Management · UBS · Karen Venneri · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
|---|
| RBC Wealth Management · UBS · Julia Munchel · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
|---|
| RBC Wealth Management · UBS · Nepa/Susco · Jennifer SuscoTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
|---|
| RBC Wealth Management · UBS · Nepa/Susco · Raymond NepaTeam lift-out · Oct 25, 2026 · team of 5 | Team lift-out | | team of 5 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| Raymond James & Associates · UBSTeam lift-out · Oct 25, 2026 · team of 2 | Team lift-out | | team of 2 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | |
|---|
| 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 | | — | |
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| Osaic · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576M | Team lift-out | | $576M | |
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| Sanctuary · CAPTRUSTTeam lift-out · Oct 23, 2026 | Team lift-out | | — | |
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| RBC Wealth Management · UBS · Nepa/Susco teamTeam lift-out · Oct 23, 2026 · team of 5 | Team lift-out | | team of 5 | Story: Janney, Osaic, Rockefeller listed as adding teams worth $7B combined |
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| Truist Investment Services · Pinnacle Asset ManagementTeam lift-out · Oct 23, 2026 · $700M | Team lift-out | | $700M | |
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| RBC Wealth Management · UBS · Max Freed · Nepa/SuscoTeam lift-out · Oct 23, 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 23, 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 23, 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 23, 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 23, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| RBC Wealth Management · UBS · Julia D. Munchel · Nepa/Susco TeamTeam lift-out · Oct 23, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| RBC Wealth Management · UBSTeam lift-out · Oct 22, 2026 · $1B | Team lift-out | | $1B | Story: RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh |
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| RBC Wealth Management · UBS · Raymond Nepa · Jennifer SuscoTeam lift-out · Oct 22, 2026 · $1B | Team lift-out | | $1B | Story: RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B |
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| Captrust Financial Advisors · RHA Wealth · Robert Hartinger · Clark AbbottTeam lift-out · Oct 22, 2026 · $300M | Team lift-out | | $300M | |
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| Scott Seymour · Great Scott Financial Services · Kintra WealthTeam lift-out · Oct 22, 2026 · $355M | Team lift-out | | $355M | |
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| Ninety One · Sound Point Capital ManagementTeam lift-out · Oct 22, 2026 | Team lift-out | | — | Story: Sound Point hires Ninety One trio for European secured lending |
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| CAPTRUST · The Hartinger team · RHA Wealth · Robert HartingerTeam lift-out · Oct 22, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| CAPTRUST · The Abbott team · RHA Wealth · Clark AbbottTeam lift-out · Oct 22, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| WealthForge Securities LLC · Beth Veloz · Archer InvestorsTeam lift-out · Oct 22, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| Captrust Financial Advisors · The Hartinger team · RHA Wealth · Robert HartingerTeam lift-out · Oct 22, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| Captrust Financial Advisors · The Abbott team · RHA Wealth · Clark AbbottTeam lift-out · Oct 22, 2026 · team of 5 | Team lift-out | | team of 5 | |
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| Osaic · ICG Next · LPL FinancialTeam lift-out · Oct 21, 2026 · $2.3B | Team lift-out | | $2.3B | Story: ICG next, a $2.3B New Jersey firm, moves from LPL to Osaic |
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