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The RIA Deal Tracker 3993 transactions · updated Oct 21

Every deal, team lift-out, and breakaway our newsroom verifies — filterable, sortable, and linked to the coverage that explains it.

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200 of the latest transactions shown
DateTypePartiesSizeCoverage
Oct 30, 2026RumoredBrightline West · U.S. Department of TransportationundisclosedBrightline West's $6 billion loan is doing equity's job
Oct 29, 2026AnnouncedUBM DevelopmentundisclosedUBM Development sets 7% coupon on five-year green bond of up to €100m
Oct 21, 2026ClosedFisher Brothers · David Werner$425MDavid Werner buys 49% stake in 605 Third Avenue from J.P. Morgan Asset Management
Oct 21, 2026ClosedNewmark · MFP Capital$35MNewmark launches multifamily bridge program with $35M Georgia loan
Oct 21, 2026BreakawayCetera · LPL Financial · Kacy Walker · Kinetic Wealth$300MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 21, 2026Team lift-outRBC Wealth Management · UBS$1BRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 21, 2026ClosedAffinius Capital · Quadrangle Development · Wilkes Company$97.9MAffinius Capital lends $97.9M to refinance D.C.'s Lydian apartments
Oct 21, 2026ClosedCarr Properties · AscentrisundisclosedCarr Properties buys Ballston office for $12.25M apartment conversion
Oct 21, 2026ClosedInland Real Estate Group · Bruno's Self Storage, LLCundisclosedInland Real Estate buys two Wisconsin self-storage sites from Bruno's
Oct 21, 2026ClosedHillwood · JLL Capital Markets · Affinius Capital$94MHillwood refinances three Midlothian warehouses with $94M loan from Affinius
Oct 21, 2026AnnouncedVoltus · Google · PJM InterconnectionundisclosedGoogle adds 1,070 MW to Voltus virtual power plant in PJM
Oct 21, 2026Team lift-outRBC Wealth Management · UBS · Raymond Nepa · Jennifer Susco$1BRBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B
Oct 21, 2026AnnouncedMariner Wealth$150MMariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x
Oct 21, 2026AnnouncedFINNY AI · Visionary SquareundisclosedVisionary Square will pay FINNY AI subscriptions for more than 250 advisors
Oct 21, 2026ClosedSRS Real Estate Partners · Sherwin-Williams · Paul Profeta$133MSRS completes $133M sale of Sherwin-Williams Winter Haven warehouse
Oct 21, 2026RumoredFireblocks · Visa$2.5BFireblocks denies Visa acquisition talks after Axios reports $2.5 billion approach
Oct 21, 2026AnnouncedUniserve Communications CorporationundisclosedUniserve plans 1MW Vancouver data center for Q4 2026
Oct 21, 2026Team lift-outCaptrust Financial Advisors · RHA Wealth · Robert Hartinger · Clark Abbott$300MKintra Wealth adds Scott Seymour's $355M Great Scott practice
Oct 21, 2026Team lift-outScott Seymour · Great Scott Financial Services · Kintra Wealth$355MKintra Wealth adds Scott Seymour's $355M Great Scott practice
Oct 21, 2026ClosedBlackstone$1Blackstone credit and insurance assets reach $480bn after $35.8bn third-quarter inflows
Oct 21, 2026AnnouncedPeak Energy · General Motors Ventures$108MGM Ventures leads $108m Series B into Peak Energy's sodium-ion storage
Oct 21, 2026RumoredFirmus · NvidiaundisclosedNvidia in talks to invest in Firmus after neocloud scrapped its IPO
Oct 21, 2026AnnouncedSoluna · Applied Digital · ChronoScaleundisclosedSoluna and Applied Digital agree 50MW Texas data center joint venture
Oct 21, 2026AnnouncedTA Realty · Illinois Police Officers' Pension Investment Fund · TA Realty Value-Add Fund XIV$250MIllinois Police Officers' Pension Investment Fund commits $250m to TA Realty Value-Add Fund XIV
Oct 21, 2026AnnouncedBlackstone · TA Realty · School Employees Retirement System of OhioundisclosedOhio SERS commits $125m to Blackstone and TA Realty funds
Oct 21, 2026AnnouncedEra4undisclosedEra4 details 1GW Newport AI campus with first GPUs due next year
Oct 21, 2026AnnouncedCrusoe · Polar DCundisclosedCrusoe and Polar DC to build 40MW second building at Norway campus
Oct 21, 2026AnnouncedOVHcloud · R Énergies · European Metropolis of LilleundisclosedOVHcloud wins Lille approval to pipe Roubaix data center heat into district heating network
Oct 21, 2026ClosedExchangeRight · Net-Leased All-Cash 20 DST · Essential Income REIT$17.8MExchangeRight fully subscribes $17.8m debt-free DST for Essential Income REIT
Oct 21, 2026Team lift-outNinety One · Sound Point Capital ManagementundisclosedSound Point hires Ninety One trio for European secured lending
Oct 21, 2026AnnouncedCiti · Applied Carbon$72MCiti structures $72 million note tied to Applied Carbon biochar credits
Oct 21, 2026AnnouncedGeneral Compute · Positron AIundisclosedGeneral Compute commits to Positron AI chips for Q1 2027 launch
Oct 21, 2026Team lift-outCAPTRUST · The Hartinger team · RHA Wealth · Robert Hartingerteam of 5Kintra Wealth adds Scott Seymour's $355M Great Scott practice
Oct 21, 2026Team lift-outCAPTRUST · The Abbott team · RHA Wealth · Clark Abbottteam of 5Kintra Wealth adds Scott Seymour's $355M Great Scott practice
Oct 21, 2026BreakawayUBS · Salvatore "Sam" Mineo · MPI Wealth Management · Truing Capital Advisors$750MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 21, 2026BreakawayRussell Price · UBS · Truing Capital Advisors · Truing Capital Advisors$750MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 21, 2026BreakawayUBS Financial Services · Salvatore (Sam) Mineo · Truing Capital Advisors · Truing Capital Advisors$750MElevation Point takes minority stake in Truing Capital Advisors, a $750M ex-UBS team
Oct 21, 2026BreakawayRussell Price · UBS Financial Services · Truing Capital Advisors · Truing Capital Advisors$750MElevation Point takes minority stake in Truing Capital Advisors, a $750M ex-UBS team
Oct 21, 2026Team lift-outWealthForge Securities LLC · Beth Veloz · Archer Investorsteam of 5on the wire
Oct 21, 2026Team lift-outCaptrust Financial Advisors · The Hartinger team · RHA Wealth · Robert Hartingerteam of 5Kintra Wealth adds Scott Seymour's $355M Great Scott practice
Oct 21, 2026Team lift-outCaptrust Financial Advisors · The Abbott team · RHA Wealth · Clark Abbottteam of 5Kintra Wealth adds Scott Seymour's $355M Great Scott practice
Oct 20, 2026AnnouncedHumain · Nebius · DataVoltundisclosedNebius takes up to 50MW as anchor customer at Neom's Oxagon
Oct 20, 2026Team lift-outThe DEBUSSCHERE, GLASSMAN & Mongon teamteam of 3on the wire
Oct 20, 2026ClosedHillwood · Barings$139MBarings provides $138.6M first mortgage to Hillwood for Rancho Cucamonga industrial
Oct 20, 2026ClosedWells Fargo · Genting Americas$500MGenting Americas refinances Miami's Omni Center with $500M loan
Oct 20, 2026ClosedAriel Property Advisors · Gilbane Development · AAG Management · ABS Partners$37MGilbane pays $37 million for rezoned Sheepshead Bay development site
Oct 20, 2026ClosedJ.P. Morgan Chase · Citadel · Vornado Realty Trust · Wells Fargo · Ken Griffin · Rudin$3.3BGriffin, Vornado and Rudin close $3.3B construction loan for 350 Park Avenue
Oct 20, 2026AnnouncedNevis · Focus Financial PartnersundisclosedFocus Financial adds Nevis as enterprise AI platform nine months after Jump rollout
Oct 20, 2026ClosedAxonic Capital · Brasswater · Hospitality Investors TrustundisclosedBrasswater pays more than $48M for two Palm Beach County Hampton Inns
Oct 20, 2026ClosedBGO · Affinius Capital · Bluewater Property Group$34.9MBGO buys fully leased Wrentham, Mass., industrial building for reported $34.9M
Oct 20, 2026AnnouncedOnnec · CBRE$610MCBRE agrees to buy Onnec for $610M, plus up to $400M earnout
Oct 20, 2026ClosedCompass · Long Island Wealth Management · CAPTRUST$1.2KCaptrust adds $300M Raleigh team, its ninth deal this year
Oct 20, 2026AnnouncedHoge-Barrett Group · CAPTRUST$3KCaptrust adds $300M Raleigh team, its ninth deal this year
Oct 20, 2026AnnouncedCAPTRUST · RHA Wealth$300Captrust adds $300M Raleigh team, its ninth deal this year
Oct 20, 2026ClosedJPMorgan Chase Bank · Vornado Realty Trust · PNC Bank · Standard Chartered Bank · Wells Fargo Bank · Ken Griffin · Rudin · BMO Bank · Bank of America · Citadel Enterprise Americas LLC · ING Capital LLCundisclosedVornado, Griffin, Rudin close 350 Park Ave joint venture with $3.3B loan, Citadel lease
Oct 20, 2026AnnouncedAMD · VultrundisclosedVultr plans 20MW of AMD Instinct MI355X GPUs in Chennai, India
Oct 20, 2026AnnouncedVantage · Heron PowerundisclosedVantage signs 1GW solid-state transformer supply deal with Heron Power
Oct 20, 2026ClosedNeoAI Cloud · SC Capital Partners GroupundisclosedSC Capital Partners invests in 40MW Pohang data center with NeoAI Cloud
Oct 20, 2026AnnouncedTata Power$3Tata Power plans 2.8GW of Indian data-center capacity
Oct 20, 2026ClosedWinspire Development · BridgeCity Capital$36.2MBridgeCity Capital lends $36.2M for Long Island City condos
Oct 20, 2026AnnouncedOmnes Capital · Heim DatacenterundisclosedOmnes Capital backs Heim Datacenter platform through CEP2 fund
Oct 20, 2026ClosedReal Capital Solutions · Dunton Commercial · Terrace Tower$23.8MReal Capital Solutions, Dunton pay nearly $23.8M for Denver Tech Center office
Oct 20, 2026AnnouncedApollo Global Management · UDR$2BApollo to invest $1.34 billion for two-thirds of $2 billion UDR multifamily venture
Oct 20, 2026ClosedAgador Spartacus · Anchor LoansundisclosedAnchor Loans provided $58.5M construction loan for two Deltona BTR projects
Oct 20, 2026AnnouncedDuos TechnologiesundisclosedDuos signs 10-year colocation deal for 20MW with unnamed cloud provider
Oct 20, 2026ClosedHillwood · Affinius Capital$94MAffinius provides $94M lease-up refinancing for Hillwood's DFW warehouses
Oct 20, 2026ClosedFannie Mae · Newmark · April Housing$369MNewmark arranges $369 million Fannie Mae facility for April Housing's Florida portfolio
Oct 20, 2026ClosedNuveen · Citi · Applied CarbonundisclosedCiti closes $72 million carbon removal-linked note for Texas biochar project
Oct 20, 2026AnnouncedRadnor Property Group · Morehouse College · Spelman College · Madrone Community Development FoundationundisclosedRadnor, Madrone, Morehouse and Spelman break ground on $147M Atlanta student housing
Oct 20, 2026AnnouncedAmazon · Loudoun County$65Amazon withdraws Ashburn data center application after Loudoun talks
Oct 20, 2026AnnouncedApollo · UDRundisclosedApollo funds to invest $1.34B in $2B UDR apartment joint venture
Oct 20, 2026ClosedPSP Investments · Nuveen Real Estate$790MPSP Investments and Nuveen launch $790 million grocery-anchored retail venture
Oct 20, 2026ClosedThe Bascom Group · Oberndorf Real Estate Management (OBREM) · Museum Park Apartments$53.1MOBREM and Bascom buy San Jose's Museum Park Apartments for $53.1m
Oct 20, 2026RumoredWilliam Blair · Lee Equity Partners · Discovery Senior Living · Coastwood Senior Housing Partners$1BDiscovery Senior Living explores sale above $1 billion
Oct 20, 2026AnnouncedPrimary Health Properties · GIC$938MPHP and GIC agree to form $938M UK hospital joint venture
Oct 20, 2026AnnouncedBaird · SagardundisclosedSagard opens $5.9bn private credit platform to US advisors via Baird
Oct 20, 2026ClosedArini · Arini Direct Lending Fund IundisclosedArini closes inaugural European direct lending fund with $4bn-plus deployment target
Oct 20, 2026RumoredCenterbridge · Mubadala Investment Company · Canaccord Genuity$1BCenterbridge and Mubadala in talks to buy Canaccord UK wealth unit for about £1bn
Oct 20, 2026Team lift-outTrace Shapiro · NewEdge Wealthteam of 5on the wire
Oct 20, 2026Team lift-outWells Fargo · Strong Wealth Management Group · UBS Financial Services · Strong Wealth Management Group of Wells Fargo Advisors$410MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 20, 2026Team lift-outOsaic · LPL Financial · James Costabile · ICG nextteam of 22RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 19, 2026AnnouncedGeorgia Power · MicrosoftundisclosedMicrosoft files 422MW Floyd County campus, powered by Georgia Power
Oct 19, 2026ClosedElmington Residential · American South Capital Partners · Federal Capital Partners$55MElmington and American South Capital Partners pay $55 million for Lawrenceville apartments with 2023 income caps
Oct 19, 2026ClosedBureau of Land Management · NextEra Energy · Ormat Technologies · United Minerals and MiningundisclosedBLM geothermal sale nets $4.8M; two Nevada parcels overlap NextEra solar site
Oct 19, 2026ClosedRobertson Stephens · Alpha Investment Consulting GroupundisclosedRobertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting
Oct 19, 2026ClosedNewmark · Kam Sang Company, Inc. · New Age 355, LLC$290MKam Sang affiliate buys $290M Downtown Los Angeles office loan at undisclosed discount
Oct 19, 2026ClosedRelated Ross · North 40 · Mainstreet Capital Partners$64MRelated Ross paid $64M for North 40 office complex in Boca Raton
Oct 19, 2026ClosedAlta West Partners · Forbright Bank · JLL Capital Markets$49.8MAlta West Partners closed $49.8M Forbright Bank bridge loan on Thousand Oaks R&D campus
Oct 19, 2026AnnouncedHigh Street Residential · BaringsundisclosedHigh Street Residential, Barings start 501-unit Redwood City project
Oct 19, 2026ClosedSilver Creek Development · Michelin North America$151MMichelin North America buys 2M-square-foot Wilmington distribution site for $151M
Oct 19, 2026BreakawayUBS Wealth Management USA · Elevation Point · Truing Capital Advisors$750MElevation Point takes minority stake in $750M UBS Las Vegas breakaway
Oct 19, 2026AnnouncedJump · FMG SuiteundisclosedJump links FMG content to follow-ups; Zocks partners with LPL
Oct 19, 2026AnnouncedZocks · LPL Financialteam of 32000Jump links FMG content to follow-ups; Zocks partners with LPL
Oct 19, 2026AnnouncedElevation Point · Truing Capital Advisors$750MElevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors
Oct 19, 2026ClosedBlackstoneundisclosedBlackstone's six Blackjack apartment properties enter special servicing after 15 communities sold
Oct 19, 2026AnnouncedBase Power · Central Georgia Electric Membership Corp.undisclosedCentral Georgia EMC plans 50-MW home battery fleet as data centers seek grid access
Oct 19, 2026AnnouncedAmazon · Germany · Amazon Web ServicesundisclosedAmazon plans €16bn German investment for 2027, including €4.8bn for AWS data centers
Oct 19, 2026ClosedWealthspire · Ground Control Business Management · Atlantic SwissundisclosedBeacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss
Oct 19, 2026ClosedWorthPointe Financial Planners · Silver Lake Capital Partners · Beacon Pointe Advisors · R Meier Wealth ManagementundisclosedBeacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss
Oct 19, 2026Team lift-outOsaic · LPL Financial · ICG Next$2Osaic recruits $2.3 billion ICG next team from LPL Financial
Oct 19, 2026AnnouncedWealthspire · Ground Control Business Management · Atlantic Swiss$1Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager
Oct 19, 2026AnnouncedSITE Centers · Pine TreeundisclosedPine Tree buys SITE Centers sponsor stake in $644M retail portfolio
Oct 19, 2026ClosedACHS Management · Aurora Capital Associates · ACORE Capital · Wharton Properties$45.5MACORE Capital lends $45.5M to refinance 511 Fifth Avenue
Oct 19, 2026RumoredKG Growth Partners · Macy's$40KG Growth Partners weighs data center at closed San Francisco Centre mall
Oct 19, 2026ClosedNuveen Green Capital · The Meuse · DC Partners$68.6MNuveen Green Capital closes $68.6M C-PACE for Fredericksburg's The Meuse
Oct 19, 2026ClosedEndeavor Real Estate Group$210MEndeavor Real Estate Group closes $210M Texas-focused value-add fund
Oct 19, 2026AnnouncedAsian Infrastructure Investment Bank · TPG Rise Climate Global South Initiative fund$100MAIIB commits $50m to TPG Global South climate fund, with up to $50m for co-investments
Oct 19, 2026ClosedFCP · Elmington Residential · American South Capital Partners$55MElmington buys 260-unit Lawrenceville apartments for $55M from FCP
Oct 19, 2026ClosedBGO · Realterm Logistics · Banner Property GroupundisclosedBGO and Banner buy Opa-Locka cold-storage facility from Realterm
Oct 19, 2026AnnouncedWorthPointe Financial Planners · Silver Lake Capital Partners · Beacon Pointe Advisors · R Meier Wealth Management$1.4BBeacon Pointe adds $1.35B across three RIAs, passing $70B
Oct 19, 2026AnnouncedSchwab · Alto · Forge Trust Co.undisclosedAssetMark adds two private equity interval funds, taking shelf to six
Oct 19, 2026Closed4thGEN Wealth Management · Modern Wealth Management$330MModern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA
Oct 19, 2026ClosedMagnora Data Center · Blix GroupundisclosedMagnora Data Center buys 2MW operating data center in Oslo from telecom operator
Oct 19, 2026AnnouncedTokyo Tatemono · Japan Prime Realty Investment Corp.undisclosedTokyo Tatemono agrees to sell 22.5% of two Otemachi towers for ¥32.8bn
Oct 19, 2026AnnouncedDataVaultundisclosedDataVault plans 3MW Auckland data center with 11 launch partners
Oct 19, 2026ClosedEuropean Logistics Fund 2 · Atland Investment Management · Savills Investment ManagementundisclosedSavills IM sells Zaragoza logistics portfolio to Atland off-market
Oct 19, 2026AnnouncedPrimary Health Properties · GIC$938MPrimary Health Properties and GIC agree to form $938 million joint venture for 27 UK private hospitals
Oct 19, 2026ClosedBGO · Banner Property GroupundisclosedBGO and Banner Property Group acquire 160,000-square-foot Opa-locka cold storage facility
Oct 19, 2026ClosedPatrizia · LidlundisclosedPATRIZIA acquires 24 Lidl stores in France, Italy and Spain
Oct 19, 2026RumoredNscale · AnthropicundisclosedAnthropic in talks for second $45bn Nscale lease at West Virginia campus
Oct 19, 2026AnnouncedEuropean Commission · EU Innovation Fund$3.8BEU awards €3.4bn of ETS revenue to 77 net-zero projects
Oct 19, 2026AnnouncedDigital Realty · Rönesans InfrastructureundisclosedDigital Realty breaks ground on 22MW Ankara data center with Rönesans
Oct 19, 2026AnnouncedEvolution Power Limited · Longmarsh Green EnergyundisclosedEvolution Power proposes 1GW data center with 1.3GW solar farm in Norfolk
Oct 19, 2026AnnouncedTPG · Asian Infrastructure Investment Bank · TPG Rise Climate Global South Initiative$100MAIIB commits up to $100m to TPG's Global South climate strategy
Oct 18, 2026AnnouncedNevis · Focus Financial PartnersundisclosedFocus Financial Partners names Nevis its enterprise AI platform, starting with account opening
Oct 18, 2026Team lift-outSchwab · Ameriprise FinancialundisclosedBank of America downgrades Ameriprise over the cost of retention bonuses
Oct 18, 2026BreakawayPhil Scott · Latigo Peak Partners · Jim Atwood · JP Morgan$18.6BPhil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens
Oct 18, 2026AnnouncedAmazon · Amazon Leo · ColliersundisclosedAmazon leases 90,970-sf Everett warehouse for Leo satellite unit
Oct 18, 2026ClosedGrand Cru Real Estate · S3 Capital · Visabve Corp.undisclosedS3 Capital lends $52.5M for 28-unit Upper East Side condo
Oct 18, 2026ClosedIrvine Company · Ponte Gadea$550MIrvine sells One North Wacker to Ortega's Ponte Gadea for $550M
Oct 18, 2026ClosedJPMorgan Chase Bank · SL Green Realty · Mori Trust Co.$2BSL Green and Mori Trust refinance 245 Park Ave. with $2B loan at 6.52%
Oct 18, 2026BreakawayPhil Scott · Latigo Peak Partners · Jim Atwood · JPMorgan Chase$19Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak
Oct 18, 2026ClosedHalmar · Metropolitan Transportation Authority$965Halmar completes Yankee Stadium station on $965M MTA subway program
Oct 18, 2026RumoredBlackstone$518MBlackstone's $1.3 billion CMBS multifamily loan lands in special servicing
Oct 18, 2026ClosedDeven Group · Akara PartnersundisclosedAkara and Deven start 305-bed SDSU student housing with capital in place
Oct 18, 2026RumoredSan Francisco Centre · KG Growth PartnersundisclosedKG Growth Partners weighs data center conversion at shuttered San Francisco Centre
Oct 18, 2026AnnouncedEverWind · Anthropic$5.6BEverWind plans C$8 billion Point Tupper data-center campus in Nova Scotia
Oct 18, 2026AnnouncedDefence Construction Canada · Government of Canada$2Defence Construction Canada posts notice for CA$1.5bn–CA$1.85bn Ontario data center
Oct 18, 2026ClosedVisabe · Grand Cru Real Estate · S3 Capital$52.5MS3 Capital lends $52.5M for 28-unit Upper East Side condo tower
Oct 18, 2026ClosedBaron Properties · Piercey Realty VenturesundisclosedBaron Properties buys seven-property Phoenix and Las Vegas warehouse portfolio
Oct 18, 2026ClosedIndustrial and Commercial Bank of China · LMR Assets · Meridian Capital Group$24.4MICBC's U.S. arm lends $24.4M to refinance NoMad office tower
Oct 18, 2026AnnouncedX-energy Inc. · Amazon · American Electric PowerundisclosedAmazon and AEP agree to explore 960MW of X-energy reactors in Indiana
Oct 18, 2026ClosedBrixton Capital · ExchangeRight Essential Income REITundisclosedBrixton sells 664,100-square-foot Dow Texas Innovation Center to ExchangeRight REIT
Oct 18, 2026RumoredManchester Financial GroupundisclosedManchester Financial seeks investment for potential 400MW data center at Navy NAVWAR site
Oct 18, 2026ClosedAnthropic · EverWind Fuels$10BAnthropic signs 20-year lease for EverWind's Point Tupper data center
Oct 18, 2026ClosedCIC Private Debt · BNP Paribas · Victory Street CLO IIIundisclosedCIC Private Debt prices €403.75m Victory Street CLO III through BNP Paribas
Oct 18, 2026Team lift-outRockefeller · Truist Investment Services · The Kellam Group$992MRockefeller adds $992 million Truist team in Naples
Oct 18, 2026AnnouncedDermody$1.2MDermody to start 1.2M SF of Phoenix industrial as first phase leases up
Oct 18, 2026ClosedSTRE Management · Lloyd Jones$51STRE Management and Lloyd Jones refinance The Vibe with $50.8M CMBS loan
Oct 18, 2026ClosedMidtown Capital Partners · CBRE · City National BankundisclosedCBRE arranged a $17.1 million City National refinancing for Crawford's Peachtree Corners HQ
Oct 18, 2026ClosedPhillips Edison & Co. · MCB Real Estate · Alafaya SquareundisclosedPhillips Edison pays $69.1M for Publix-anchored Oviedo center
Oct 18, 2026ClosedFederal Railroad Administration · North Carolina Department of Transportation$550MUS DOT obligates $550M for North Carolina's S-Line rail corridor
Oct 18, 2026AnnouncedWarburg Pincus · Odido Netherlands Holding B.V. · Apax PartnersundisclosedApax agrees to buy Warburg Pincus's Odido stake for full control
Oct 18, 2026ClosedFund II (Sosteneo Clean Energy Infrastructure Fund II) · Sosteneo$504MSosteneo secures more than €450m in commitments for second clean energy fund
Oct 18, 2026ClosedAkara Partners · Development Ventures Group (Deven Group)undisclosedAkara and Deven Group close construction financing for 305-bed SDSU housing
Oct 18, 2026ClosedDayOne Data CentersundisclosedDayOne upsizes Malaysia term financing to $7.2 billion as billings pass 1 GW
Oct 18, 2026RumoredKG Growth PartnersundisclosedKG Growth Partners explores AI data center conversion at shuttered San Francisco mall
Oct 18, 2026AnnouncedGreenSquareundisclosedGreenSquare opens SYD1 phase one with Sharon AI as anchor tenant
Oct 18, 2026ClosedGreenSquare · Sharon AIundisclosedGreenSquare opens SYD1 phase one with Sharon AI as anchor tenant
Oct 18, 2026Team lift-outTruist · Rockefeller Global Family Office · The Kellam GroupundisclosedJanney opens Houston office with four Raymond James advisors managing nearly $3.5B
Oct 18, 2026AnnouncedNorth Country Colocation Services · NYDIG · Alcoa CorporationundisclosedAlcoa to sell Massena smelter site to data center developer for up to $315m
Oct 18, 2026AnnouncedIwoca · Neuberger Berman Group LLC · ABN AMRO$185Miwoca adds €185m German line with ABN AMRO senior, Neuberger mezzanine
Oct 18, 2026AnnouncedUruguay · Solaria$6Uruguay signs $5.7bn Solaria deal for up to 500MW of solar-paired capacity
Oct 18, 2026ClosedHamilton · Clarion PartnersundisclosedBXP sells 10.6% of 343 Madison tower to AVRS Partners
Oct 18, 2026ClosedBXP · AVRS PartnersundisclosedBXP sells 10.6% of 343 Madison tower to AVRS Partners
Oct 18, 2026AnnouncedGoldman Sachs · Phoenix Financial$4BGoldman, Phoenix form credit partnership; Japan PFA lifts alternatives to $19bn
Oct 18, 2026ClosedMicrosoft · NiSourceundisclosedMicrosoft signs 20-year NiSource power deal for northern Indiana data center
Oct 18, 2026AnnouncedNord/LB · VoltiqundisclosedNORD/LB announces deal to acquire renewable energy adviser Voltiq
Oct 17, 2026Team lift-outMissionSquare Retirementteam of 5on the wire
Oct 17, 2026Team lift-outTruist · Rockefeller Global Family Office · Charles Outlaw · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 17, 2026Team lift-outTruist · Rockefeller Global Family Office · Brad Cherkin · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 17, 2026Team lift-outTruist · Rockefeller Global Family Office · Sumera Yousaf · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 17, 2026Team lift-outTruist · Rockefeller Global Family Office · Eric Solas · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 17, 2026Team lift-outMatthew T. Caras · Truist · Rockefeller Global Family Office · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 17, 2026Team lift-outOwen M. Wilson · Truist · Rockefeller Global Family Office · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 17, 2026Team lift-outGordon B. Kellam · Truist · Rockefeller Global Family Office · The Kellam Groupteam of 7Rockefeller adds $992 million Truist team in Naples
Oct 16, 2026AnnouncedEQTundisclosedReal estate funds raise $30.7B in Q3, lowest since 2013
Oct 16, 2026BreakawayHighWater Wealth · U.S. Bank$2.4BMerrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Oct 16, 2026Team lift-outTruist · CAPTRUST$3BMerrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Oct 16, 2026Team lift-outManuel Monasterio · Merrill · UBS · John Vazquez$1.2BMerrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Oct 16, 2026Team lift-outRaymond James & Associates · Kenneth Montal · Peter Q. Morris · UBS Financial Services$245MJanney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams
Oct 16, 2026Team lift-outAmeriprise · RBC Wealth Management$1.2BJanney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams
Oct 16, 2026Team lift-outRaymond James · The Edward Fitzpatrick Group · Lance Murphy · Janney Montgomery ScottundisclosedJanney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams
Oct 16, 2026Team lift-outSavant Wealth Managementteam of 3on the wire
Oct 16, 2026Team lift-outRaymond James · Lance Murphy · Janney Montgomery Scott · The Edward Fitzpatrick Groupteam of 5LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Oct 16, 2026Team lift-outRaymond James · Allison Spinelli · Janney Montgomery Scott · The Edward Fitzpatrick Groupteam of 5LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Oct 16, 2026Team lift-outRaymond James · Christin Simon · Janney Montgomery Scott · The Edwards Fitzpatrick Groupteam of 5LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Oct 16, 2026Team lift-outRaymond James · James "Jim" Edwards · Janney Montgomery Scott · The Edward Fitzpatrick Groupteam of 5LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Oct 16, 2026Team lift-outRaymond James · Sean Fitzpatrick · Janney Montgomery Scott · The Edward Fitzpatrick Groupteam of 5LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Oct 16, 2026Team lift-outRaymond James · James “Jim” Edwards · Janney Montgomery Scott · The Edward Fitzpatrick Groupteam of 5LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Oct 16, 2026Team lift-outRaymond James & Associates · Kenneth "Ken" Montal · UBS Financial Services · The Compass Group of Raymond James$245MWells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples
Oct 16, 2026Team lift-outRaymond James & Associates · Peter Q. Morris · UBS Financial Services · The Compass Group of Raymond James$245MWells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples
Oct 16, 2026Team lift-outWells Fargo · Santander Securities · Michael Dooley · Halloran Dooley Investment Group$400MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 16, 2026Team lift-outWells Fargo · Santander Securities · John (Ryan) Halloran · Halloran Dooley Investment Group$400MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 16, 2026Team lift-outWells Fargo · Santander Securities · Kevin Halloran · Halloran Dooley Investment Group$400MRBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Oct 16, 2026Team lift-outRBC Capital Markets · Corben Gailey · Ameriprise Financial · Vantage Axia Wealth$280MPRIMECAP plans Wednesday launch of first ETF, POMG, at 0.68%
Oct 16, 2026Team lift-outRBC Capital Markets · Ameriprise Financial · Andy Krantz · Vantage Axia Wealth$280MPRIMECAP plans Wednesday launch of first ETF, POMG, at 0.68%
Oct 16, 2026Team lift-outRBC Capital Markets · The GEN Group · Ameriprise Financial · Amanda Catalina$750MPRIMECAP plans Wednesday launch of first ETF, POMG, at 0.68%
Oct 16, 2026Team lift-outRBC Capital Markets · Matt Lanham · The GEN Group · Ameriprise Financial$750MPRIMECAP plans Wednesday launch of first ETF, POMG, at 0.68%
Oct 16, 2026Team lift-outRaymond James & Associates · Christin Simon · Janney Montgomery Scott · The Edwards Fitzpatrick Groupteam of 4Janney opens Houston office with four Raymond James advisors managing nearly $3.5B

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