| Aug 19, 2026 | Announced | JK Land | undisclosed | Power politics now sets the AI data center calendar |
| Aug 19, 2026 | Announced | OpenAI · Nvidia | undisclosed | Power politics now sets the AI data center calendar |
| Aug 19, 2026 | Announced | Goodman Group | undisclosed | Power politics now sets the AI data center calendar |
| Aug 19, 2026 | Rumored | Mubadala | undisclosed | Power politics now sets the AI data center calendar |
| Aug 19, 2026 | Announced | NextEra | undisclosed | Power politics now sets the AI data center calendar |
| Aug 19, 2026 | Announced | AWS | undisclosed | Power politics now sets the AI data center calendar |
| Aug 18, 2026 | Closed | Finmarc Management · CIM Group | undisclosed | Finmarc pays $77.5M for Tysons towers in a Northern Virginia office bet |
| Aug 18, 2026 | Closed | Credit Agricole Corporate and Investment Bank · Miami Design District Associates · Raycliff Capital | $125M | Credit Agricole lends $125M for Miami Design District project |
| Aug 18, 2026 | Announced | Trammell Crow Company · Daiwa House Texas | undisclosed | Trammell Crow, Daiwa House break ground on Houston spec Phase II |
| Aug 18, 2026 | Announced | Aptitude Development · Urban Standard Capital | undisclosed | Urban Standard lends $26.5M against Vail Valley land for 440 units |
| Aug 18, 2026 | Closed | Cove Capital Investments | undisclosed | Cove Capital raises $7.1M for Shreveport retail DST |
| Aug 18, 2026 | Announced | Knightvest Capital · Lynd Living | undisclosed | Knightvest buys Round Rock portfolio, plans a rebrand |
| Aug 18, 2026 | Closed | The Nehemiah Company · RPM Living Investments · PCCP | undisclosed | PCCP and RPM Living buy a 358-unit Arlington apartment community |
| Aug 18, 2026 | Announced | New York Life · Invesco | undisclosed | New York Life, Invesco price CLOs at tighter end |
| Aug 18, 2026 | Closed | JLL Income Property Trust · JLL Exchange | undisclosed | JLL Income Property Trust closes its 20th 721 UPREIT exchange |
| Aug 18, 2026 | Closed | Eagle Point Credit Management · Nexus Data Centers | undisclosed | Eagle Point commits $1.3 billion mezzanine to Anthropic data center |
| Aug 18, 2026 | Announced | EDF Power Solutions | undisclosed | EDF's 400 MW Nevada solar PPA headline carries no terms |
| Aug 18, 2026 | Announced | H&R REIT · GO Residential REIT | undisclosed | H&R REIT breakup splits assets among five buyers |
| Aug 18, 2026 | Closed | Inox Clean · Vena Energy India | undisclosed | Thin record for Inox Clean's Vena Energy India acquisition |
| Aug 18, 2026 | Announced | Vestas | undisclosed | Vestas books 306 MW for unnamed US wind projects |
| Aug 18, 2026 | Announced | DataVita | undisclosed | DataVita raises £300m as state guarantee backs AI campus debt |
| Aug 18, 2026 | Announced | EigenRisk · Weatherwatch | undisclosed | EigenRisk adds Weatherwatch hail footprints to EigenPrism |
| Aug 18, 2026 | Announced | Standard Life · Snetterton Renewable Energy Plant | undisclosed | Standard Life's biomass loan puts matching adjustment to work |
| Aug 18, 2026 | Closed | Aconcagua Group · S3 Capital | $35M | S3 Capital lends $35M for Casa Princeton's final phase |
| Aug 18, 2026 | Announced | Siebert Financial Corp. · FusionIQ | undisclosed | Siebert deepens FusionIQ investment with 10-year pact |
| Aug 18, 2026 | Closed | Marcus & Millichap | undisclosed | Belmont apartment building trades at $359,375 a unit |
| Aug 18, 2026 | Closed | Seyon · BGO | undisclosed | BGO and Seyon Buy Marlborough Industrial Portfolio |
| Aug 18, 2026 | Announced | Northern Concept Swanb Pty Ltd | undisclosed | Proposed ten-story Swanbank data center wins staff backing |
| Aug 18, 2026 | Rumored | USDOT | undisclosed | John Laing's US water debut joins a broadening P3 pipeline |
| Aug 18, 2026 | Announced | John Laing | undisclosed | John Laing's US water debut joins a broadening P3 pipeline |
| Aug 18, 2026 | Announced | euNetworks | undisclosed | euNetworks adds design-stage and GRESB targets to €1.26bn SLL |
| Aug 18, 2026 | Announced | Arenko · Orsted | undisclosed | Ørsted's Hornsea 3 software pick arrives without figures |
| Aug 18, 2026 | Announced | Kohlberg & Co. | $448M | Kohlberg prices $448m private credit CLO, second of 2026 |
| Aug 18, 2026 | Announced | Asahi Kasei | undisclosed | Asahi Kasei electrolyser funding reported; terms undisclosed |
| Aug 18, 2026 | Announced | Rakuten Symphony · Viva Bolivia | undisclosed | Rakuten Symphony and Viva Bolivia sign non-binding Open RAN MoU |
| Aug 18, 2026 | Closed | Kurv Industrial | $33.9M | Bridge Point Tacoma 210 sells for $33.9M, a fresh industrial comp |
| Aug 18, 2026 | Rumored | Hammerson · Landsec · Metrocentre Partnership · Frasers Group | $674M | Landsec reportedly nears £500m Metrocentre deal |
| Aug 18, 2026 | Announced | Emirates NBD | undisclosed | Emirates NBD writes the rulebook for its $30 billion transition pledge |
| Aug 18, 2026 | Announced | Apollo Global Management · Summit Ridge | $150M | Apollo, Summit Ridge land $150 million Illinois solar tax equity |
| Aug 18, 2026 | Announced | Nebius | undisclosed | Nebius plans $4.5 billion convertible raise for AI cloud buildout |
| Aug 18, 2026 | Closed | Armstrong Capital Development · Corebridge Real Estate Investors | $36M | Corebridge-Armstrong retail venture opens with $36M Raleigh buy |
| Aug 18, 2026 | Announced | Arbo · Cone CPA Firm | undisclosed | Arbo buys Cone CPA, adding tax and CFO services |
| Aug 18, 2026 | Announced | Aventon Companies · Clearwater Bay Associates | undisclosed | Aventon buys Wesley Chapel site for 384 apartments |
| Aug 18, 2026 | Closed | Realterm · Starwood Property Trust | $672M | Realterm and Starwood close a record $672 million IOS financing |
| Aug 18, 2026 | Announced | CPP Investments · Aermont Capital Real Estate Fund VI · Southern European Opportunities III | $600M | CPP puts €600 million into European real estate funds |
| Aug 18, 2026 | Announced | Diversify · Live Oak Investment Partners · River Financial Group | $400M | Diversify adds Texas and Boston practices, crosses $14B |
| Aug 18, 2026 | Rumored | Mubadala Investment Company · S2 · Bitgrit | $6.3B | Mubadala weighs ¥1 trillion bet on 500MW Akita data center |
| Aug 18, 2026 | Announced | Korkia JV · Enlight | undisclosed | Enlight buys 125-MW Finnish battery from Korkia JV |
| Aug 18, 2026 | Announced | Crowd Street · Equity Trust Company | undisclosed | Crowd Street and Equity Trust shorten the retirement route to private funds |
| Aug 18, 2026 | Closed | Lincoln Property Company · Waterfall Asset Management · National Resources · Saber-Hightower | $450M | Lincoln-led venture pays $450M for National Resources' tri-state portfolio |
| Aug 18, 2026 | Announced | Globalstar · DXN | undisclosed | Melbourne Airport taps DXN for AU$4.1 million edge data center |
| Aug 18, 2026 | Announced | DXN · Australia Pacific Airports (Melbourne) Pty Ltd | undisclosed | Melbourne Airport taps DXN for AU$4.1 million edge data center |
| Aug 18, 2026 | Announced | Everpure | undisclosed | Everpure signs second hyperscaler for DirectFlash storage |
| Aug 18, 2026 | Closed | Sage Geosystems | undisclosed | Sage Geosystems starts up its first next-generation geothermal plant |
| Aug 18, 2026 | Announced | Mercury | undisclosed | Mercury commits $300m to New Zealand wind expansion |
| Aug 18, 2026 | Announced | Stratos Wealth Enterprises · RPI Financial Life Planners | $400M | Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner |
| Aug 18, 2026 | Announced | Standard Chartered · HSBC · Swift | undisclosed | HSBC and Standard Chartered move first cross-bank tokenized deposit on Swift |
| Aug 18, 2026 | Closed | HarbourVest Partners · UC Investments | $1B | UC Investments sells $1 billion private equity block to HarbourVest |
| Aug 18, 2026 | Team lift-out | LPL Financial · Kristian Forster · U.S. Bank · HighWater Wealth | team of 5 | A $644M solo practice finds an exit in a $160B aggregator |
| Aug 18, 2026 | Team lift-out | LPL Financial · Cambridge Investment Research · Conte Wealth Advisors · Anthony "Tony" Conte | team of 20 | A $644M solo practice finds an exit in a $160B aggregator |
| Aug 18, 2026 | Closed | Creative Planning · Marshall Financial Group | undisclosed | A seller's emotions can make or break an RIA deal |
| Aug 17, 2026 | Announced | WealthReach | $1M | WealthReach's $1M seed targets advisor search visibility |
| Aug 17, 2026 | Announced | OPC Energy | $201 | OPC Energy raises $200.6m with the terms unstated |
| Aug 17, 2026 | Announced | Wealth Enhancement · Weinand Financial | $644M | A founder exit: Wealth Enhancement buys Weinand's $644M |
| Aug 17, 2026 | Announced | Macdoch · All Aboard Fund I | undisclosed | All Aboard closes $133M fund for climate's missing middle |
| Aug 17, 2026 | Announced | Carbonsate · Senken | undisclosed | Senken signs 50,000-ton biomass carbon removal deal with Carbonsate |
| Aug 17, 2026 | Announced | HashKey Exchange · OneDegree | undisclosed | Hong Kong's first regulated stablecoin is set to settle trade and insurance |
| Aug 17, 2026 | Rumored | Renergy | $3 | Egypt-Renergy solar item arrives with a future date |
| Aug 17, 2026 | Announced | Avison Young | undisclosed | Avison Young returns to creditors for second recapitalization in two years |
| Aug 17, 2026 | Announced | Metaplanet · Super League Enterprise | undisclosed | Metaplanet pays $134.6 million to turn Super League into Superplanet |
| Aug 17, 2026 | Team lift-out | The GUTIERREZ, WALSH & SNYDER team | team of 6 | on the wire |
| Aug 17, 2026 | Team lift-out | The GUTIERREZ, WALSH & SNYDER team | team of 6 | on the wire |
| Aug 17, 2026 | Closed | Sym Investments · New York Life · Prism Partners | $131M | Edison Lofts sells for $131 million in West Orange |
| Aug 17, 2026 | Closed | Terreno Realty Corporation | undisclosed | Terreno pays $939/sf for a Red Hook waterfront warehouse |
| Aug 17, 2026 | Closed | Greystone | $30.3M | Greystone refinances Rhode Island skilled nursing with $30M HUD-insured debt |
| Aug 17, 2026 | Announced | NextEra Energy | undisclosed | NextEra's $3.3bn gas buildout is a state-backed bet on data center power |
| Aug 17, 2026 | Closed | Albany Road | undisclosed | Regional bank backs $19.9M Scottsdale medical office buy |
| Aug 17, 2026 | Announced | Vantage Data Centers · Nebius | undisclosed | Vantage lands Nebius as first South Wales AI Growth Zone tenant |
| Aug 17, 2026 | Closed | Nationwide Life Insurance Company · Zuckerman Gravely · Potomac Place Shopping Center · Northmarq | $50.8M | Northmarq places $50.75 million refi on Potomac grocery center |
| Aug 17, 2026 | Closed | Aviva Investors | undisclosed | Aviva completes Mayfair office rehab with Sona pre-let |
| Aug 17, 2026 | Announced | CBRE | undisclosed | European AI data center signings quadruple to record 420 megawatts |
| Aug 17, 2026 | Announced | Flo Energy · Equinix | undisclosed | Equinix signs 11.5MW rooftop vPPA with Flo Energy in Singapore |
| Aug 17, 2026 | Closed | EDP Renewables | undisclosed | Enel Chile breaks ground on 100-MW Finis Terrae battery |
| Aug 17, 2026 | Announced | Enel Chile | undisclosed | Enel Chile breaks ground on 100-MW Finis Terrae battery |
| Aug 17, 2026 | Announced | Heide Refinery | undisclosed | Green hydrogen project at Heide Refinery called off |
| Aug 17, 2026 | Closed | Polaris DS · Core Scientific | undisclosed | Core Scientific closes Polaris deal, expands Muskogee campus to 1.5GW |
| Aug 17, 2026 | Announced | Rexford Industrial Realty · EQT Real Estate | $1.2B | Rexford sells $1.2B non-core portfolio to EQT |
| Aug 17, 2026 | Announced | Bridgepoint · Bridgepoint CLO I | undisclosed | Bridgepoint resets first CLO for €307.85m, extends reinvestment to 2031 |
| Aug 17, 2026 | Closed | Blaze Capital Partners | $32M | Blaze Capital sells Charlotte build-to-rent community at its 2022 basis |
| Aug 17, 2026 | Announced | Saxon · NTER | undisclosed | Saxon-NTER solar glass JV is known only by its headline |
| Aug 17, 2026 | Announced | PowerBank | undisclosed | PowerBank reacquires 13.9-MW New York solar portfolio for $2.4m |
| Aug 17, 2026 | Closed | Portman | undisclosed | Portman closes construction financing for Gateway 1960 |
| Aug 17, 2026 | Announced | Ripple · Jeonbuk Bank | undisclosed | Jeonbuk Bank takes Ripple's payment rail to regional Korea |
| Aug 17, 2026 | Announced | Tencent Cloud | undisclosed | Tencent Cloud's Johor region lands next to Alibaba |
| Aug 17, 2026 | Announced | Pivot Real Estate Partners · Hilton | undisclosed | Pivot turns Nashville office tower into Hilton hotel, timeshare |
| Aug 17, 2026 | Rumored | Visa | undisclosed | Visa's stablecoin settlement search turns on four licenses |
| Aug 17, 2026 | Announced | ABB | undisclosed | ABB builds ultracapacitor storage for Ireland's data-center grid rule |
| Aug 17, 2026 | Announced | Nigeria Universal Communication Access Project | undisclosed | Nigeria to start deploying 3,700 rural towers in October |
| Aug 17, 2026 | Rumored | Koray GYO | undisclosed | Koray GYO brings Turkish capital to US data center land |
| Aug 17, 2026 | Announced | CBRE Capital Markets | $46 | CBRE arranges $45.8M refi for Scottsdale Towne Center |
| Aug 17, 2026 | Announced | Siebert Financial Corp. · Unusual Whales | undisclosed | Siebert and Unusual Whales to build ETFs from market data |
| Aug 17, 2026 | Closed | CIC Private Debt · Victory Street CLO I | undisclosed | CIC Private Debt resets Victory Street CLO I at €307.5m |
| Aug 17, 2026 | Announced | Twelve Securis · Concord Capital Management · Uni-President | undisclosed | Twelve Securis targets Asia's wealth channel with Taiwan cat-bond partners |
| Aug 17, 2026 | Announced | Citigroup | undisclosed | Citi's Custody+ puts bitcoin on the bank's main institutional rail |
| Aug 17, 2026 | Announced | Morgan Stanley | $1.5T | Bank of America's $250B plan puts energy, minerals at transition's core |
| Aug 17, 2026 | Announced | Bank of America | $250B | Bank of America's $250B plan puts energy, minerals at transition's core |
| Aug 17, 2026 | Announced | Edward Jones · Quicken | undisclosed | Edward Jones's Quicken stake attacks the planner's organizing problem |
| Aug 17, 2026 | Announced | Genstar Capital · Ascensus · Stone Point Capital | undisclosed | Stone Point and Genstar take equal stakes in Ascensus |
| Aug 17, 2026 | Announced | Sunrun · Voltus | undisclosed | Sunrun, Voltus turn home batteries into AI data center capacity |
| Aug 17, 2026 | Announced | DayOne · Cortical Labs · NUS Medicine | undisclosed | DayOne deploys Singapore’s first biological data center prototype |
| Aug 17, 2026 | Announced | Waypoint Wealth Counsel · MAI Capital Management | $490M | Carlyle-backed MAI buys two RIAs and enters Atlanta |
| Aug 17, 2026 | Announced | OG Private Wealth · MAI Capital Management | $551M | Carlyle-backed MAI buys two RIAs and enters Atlanta |
| Aug 17, 2026 | Announced | QTS · Engie | undisclosed | Engie's three-party Texas deal adds a layer between QTS and the grid |
| Aug 17, 2026 | Announced | Mark Carney · Government of Canada | undisclosed | Canada pledges C$10 billion toward C$70 billion clean energy package |
| Aug 17, 2026 | Rumored | Apollo S3 · Mountaintop Beverage · Monogram | undisclosed | AltAssets recounts Apollo S3's Monogram vehicle for Mountaintop |
| Aug 17, 2026 | Announced | Apollo · Starwood REIT | undisclosed | Starwood REIT taps Apollo for $1.02B affordable-housing JV |
| Aug 17, 2026 | Closed | Brookfield | undisclosed | Brookfield enters Japan multifamily with 50-building buy |
| Aug 17, 2026 | Announced | Alto | undisclosed | Alto's Private Deal Room targets back-office friction in IRA private-market deals |
| Aug 17, 2026 | Breakaway | Jason Stephens · Evertern Wealth · The Stephens team · UBS | team of 2 | The Foreman Rial Group's wirehouse jump is a pricing lesson |
| Aug 16, 2026 | Rumored | Nvidia · SB Energy | $3B | Nvidia weighs $3B SB Energy investment behind OpenAI's Ohio campus |
| Aug 16, 2026 | Announced | Brookfield Asset Management · Varia US Properties | undisclosed | Swiss landlord Varia hands Brookfield 90% of a $694M portfolio |
| Aug 16, 2026 | Announced | PMC Property Group · Dean Adler | undisclosed | Judge clears Centre Square sale to PMC, Dean Adler |
| Aug 16, 2026 | Announced | Moltex Energy · Nuclea Energy | undisclosed | Nuclea Energy to buy Moltex nuclear portfolio in cash deal |
| Aug 16, 2026 | Announced | SEI · Zocks Communications | undisclosed | SEI adds Zocks' AI assistant to its advisor services lineup |
| Aug 16, 2026 | Closed | Boralex · CDPQ · Brookfield | $6.5B | Brookfield, CDPQ close $6.5bn Boralex buyout |
| Aug 16, 2026 | Closed | Nomura Securities · Starwood Asset Management | undisclosed | Nomura backs Starwood’s $482.5M CMBS refi of scattered rental homes |
| Aug 16, 2026 | Rumored | EBRD · Scatec | undisclosed | EBRD weighs senior debt for Scatec's 900-MW Egypt wind project |
| Aug 16, 2026 | Announced | Dimension Energy | $857M | Dimension Energy secures $857 million for U.S. distributed solar |
| Aug 16, 2026 | Announced | WealthReach · SageContent | undisclosed | SEI brings Zocks AI to its $2.1 trillion adviser network |
| Aug 16, 2026 | Announced | Mili · Holistiplan | undisclosed | SEI brings Zocks AI to its $2.1 trillion adviser network |
| Aug 16, 2026 | Announced | Zeplyn · Charles Schwab | undisclosed | SEI brings Zocks AI to its $2.1 trillion adviser network |
| Aug 16, 2026 | Announced | The Fidelis Partnership | undisclosed | Fidelis Partnership's first public loan saves about $46 million a year |
| Aug 16, 2026 | Announced | L&T · Together AI | undisclosed | L&T to host Nvidia cluster for Together AI in Chennai |
| Aug 16, 2026 | Announced | Gramercy Networks | undisclosed | Gramercy sells its financial backbone before it has a route |
| Aug 16, 2026 | Announced | Nuclea Energy · Moltex Energy Limited | undisclosed | Nuclea Energy to acquire Moltex's nuclear fuel-recycling portfolio |
| Aug 16, 2026 | Announced | LPL Financial · FINNY AI | undisclosed | FINNY prices marketing on a share of the assets it wins |
| Aug 16, 2026 | Closed | AvalonBay Communities · Equity Residential · Vivmark Residential | undisclosed | AvalonBay and Equity Residential complete merger into Vivmark, the largest apartment REIT |
| Aug 16, 2026 | Announced | Leon Financial Network · Tocqueville Asset Management · Legacy Knight | undisclosed | De Leon brings patient capital to RIA minority stakes |
| Aug 16, 2026 | Announced | Beazley · Integral ILS | undisclosed | Beazley partners with Integral ILS on Bermuda cyber fund |
| Aug 16, 2026 | Closed | Squadron | undisclosed | Squadron closes US$1.91bn refinancing of Australian wind assets |
| Aug 16, 2026 | Announced | Blue Owl Technology Finance Corp. | undisclosed | Private credit funds return to investment-grade bond market |
| Aug 16, 2026 | Announced | Blackstone Private Credit Fund | undisclosed | Private credit funds return to investment-grade bond market |
| Aug 16, 2026 | Closed | Spirit Airlines · Hill City Capital | undisclosed | Spirit Airlines' shuttered Dania Beach headquarters sells for $93.25M at auction |
| Aug 16, 2026 | Announced | Four Springs TEN31 Xchange · FSX Industrial 36, DST · Amazon.com Services | $58.9M | Four Springs TEN31 Xchange buys Georgia Amazon sortation center via $58.9M DST |
| Aug 16, 2026 | Announced | Prologis · Segro | undisclosed | IPE sees a hidden infrastructure asset in Prologis's Segro bid |
| Aug 16, 2026 | Announced | Waypoint Wealth Counsel · MAI Capital Management | $490M | Atlanta is the new front in the RIA roll-up war |
| Aug 16, 2026 | Announced | flexPATH Strategies · Mesirow Financial Holdings | undisclosed | Mesirow buys flexPATH's 3(38) retirement-plan business |
| Aug 16, 2026 | Rumored | AITi Global · Franklin Templeton | undisclosed | AITi Global revenue rises 11% as takeover talk builds |
| Aug 16, 2026 | Announced | Siebert Financial Corp. · FusionIQ | undisclosed | Siebert deepens FusionIQ investment with ten-year transformation pact |
| Aug 16, 2026 | Team lift-out | Kevin McGarry · Hightower Advisors (Hightower Signature Wealth) · Valley Financial Group | $275M | Independent broker-dealers lose three teams in one day |
| Aug 16, 2026 | Team lift-out | Cetera (Summit Financial Networks) · Jim Tucker · Commonwealth Financial Network | $420M | Independent broker-dealers lose three teams in one day |
| Aug 16, 2026 | Team lift-out | Cetera (Summit Financial Networks) · Rick Bergstrom · Commonwealth Financial Network | undisclosed | Independent broker-dealers lose three teams in one day |
| Aug 16, 2026 | Announced | Inter-American Development Bank · Swiss Re | $20M | Citi counts data centers in its $1 trillion green-finance ledger |
| Aug 16, 2026 | Team lift-out | Kevin McGarry · Hightower Signature Wealth · Valley Financial Group · Hightower | $275M | Hightower: AI capex is structural |
| Aug 16, 2026 | Team lift-out | Cetera Financial Group · Summit Financial Networks · Rick Bergstrom · Commonwealth Financial Network | undisclosed | The IBD talent war opens a wirehouse front |
| Aug 16, 2026 | Team lift-out | Tucker Bria Wealth Strategies · Cetera Financial Group · Summit Financial Networks · Jim Tucker · Commonwealth Financial Network | $420M | The IBD talent war opens a wirehouse front |
| Aug 16, 2026 | Announced | Mangrove Property Insurance Company | undisclosed | Mangrove's record Florida reinsurance program adds $111m cat bond and a sidecar |
| Aug 16, 2026 | Team lift-out | Cetera (Summit Financial Networks) · Rick Bergstrom · The Bergstrom team · Commonwealth Financial Network | undisclosed | The IBD talent war opens a wirehouse front |
| Aug 16, 2026 | Team lift-out | Tucker Bria Wealth Strategies · Cetera (Summit Financial Networks) · Jim Tucker · Commonwealth Financial Network | $420M | The IBD talent war opens a wirehouse front |
| Aug 16, 2026 | Team lift-out | Kevin McGarry · The McGarry team · Hightower Advisors (Hightower Signature Wealth) · Valley Financial Group | $275M | Independent broker-dealers lose three teams in one day |
| Aug 16, 2026 | Team lift-out | Cetera Financial Group (Summit Financial Networks) · Tucker Bria Wealth Strategies · Jim Tucker · Commonwealth Financial Network | team of 2 | The IBD talent war opens a wirehouse front |
| Aug 15, 2026 | Announced | Mesirow | undisclosed | Mesirow buys flexPATH's 3(38) business in second fiduciary deal |
| Aug 15, 2026 | Announced | CVC DIF · firstcolo GmbH · CUBE Infrastructure | undisclosed | CVC DIF buys majority stake in Frankfurt data center operator firstcolo |
| Aug 14, 2026 | Closed | Wealth Enhancement · Weinand Financial | $644M | A $644M solo practice finds an exit in a $160B aggregator |
| Aug 14, 2026 | Closed | Pilot Fiber · Extenet Systems LLC | undisclosed | Pilot Fiber closes Extenet acquisition, crossing into New Jersey |
| Aug 14, 2026 | Closed | Priority Income Fund | undisclosed | Priority Income Fund's tender proration falls to 15% as NAV slides |
| Aug 14, 2026 | Team lift-out | Morgan Stanley · UBS | team of 2 | Eagle Point commits $1.3 billion mezzanine to Anthropic data center |
| Aug 14, 2026 | Breakaway | Wells Fargo · Raymond James | undisclosed | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Team lift-out | Jeff Stanley · Morgan Stanley · UBS | team of 2 | Eagle Point commits $1.3 billion mezzanine to Anthropic data center |
| Aug 14, 2026 | Team lift-out | Mitch Edwards · The Edwards team · Morgan Stanley · UBS | team of 2 | Eagle Point commits $1.3 billion mezzanine to Anthropic data center |
| Aug 14, 2026 | Team lift-out | Raymond James & Associates · Stifel · Michael Rose · The Rose team | team of 2 | UBS pulls three Morgan Stanley teams in one week |
| Aug 14, 2026 | Team lift-out | Raymond James & Associates · Wells Fargo · Julie Sabransky · The Stancik team | team of 2 | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Team lift-out | Raymond James & Associates · Wells Fargo · Abby Stancik · The Stancik team | team of 2 | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Team lift-out | Corebridge Financial (formerly Valic Financial Advisors) · Frontline Investment Advisors · Kent Voges · The Roberts team | team of 2 | UBS pulls three Morgan Stanley teams in one week |
| Aug 14, 2026 | Team lift-out | Corebridge Financial (formerly Valic Financial Advisors) · Frontline Investment Advisors · Matt Roberts · The Roberts team | team of 2 | UBS pulls three Morgan Stanley teams in one week |
| Aug 14, 2026 | Breakaway | Global Corporate and Institutional Advisory Services (GCIAS) team · Merrill Lynch · OpenArc | $129B | The Foreman Rial Group's wirehouse jump is a pricing lesson |
| Aug 14, 2026 | Team lift-out | Kevin McGarry · The McGarry team · Valley Financial Group · Hightower | $275M | Hightower: AI capex is structural |
| Aug 14, 2026 | Team lift-out | The Tucker & Bria team · Cetera Financial Group · Commonwealth Financial Network | team of 2 | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Breakaway | Wells Fargo · Oak Hill Wealth Advisors · Patrick Larkin · The Larkin team | undisclosed | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Team lift-out | Scott Miller · The Miller team · Merit Financial Advisors · Commonwealth Financial Network | team of 9 | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Team lift-out | Sean Montgomery · The Miller team · Merit Financial Advisors · Commonwealth Financial Network | team of 9 | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Team lift-out | Matt Dupon · The Miller team · Merit Financial Advisors · Commonwealth Financial Network | team of 9 | The IBD talent war opens a wirehouse front |
| Aug 14, 2026 | Announced | Vista Equity · CAIS | undisclosed | CAIS doubles valuation to $2B with $170M Vista Equity raise |
| Aug 13, 2026 | Announced | Edelman Financial Engines | undisclosed | Edelman's TRO shows an advisor's non-solicit clause followed him to RFG |
| Aug 13, 2026 | Closed | Millennium Partners · Nuveen Green Capital | $281M | Nuveen closes $281M C-PACE loan, a New England record, on Boston condos |
| Aug 13, 2026 | Announced | SSE | undisclosed | SSE's debut Kangaroo green bond raises about $708m |
| Aug 13, 2026 | Announced | Cube Infrastructure Managers · CVC DIF · firstcolo | undisclosed | CVC DIF takes majority stake in Frankfurt colocation operator |
| Aug 13, 2026 | Announced | Brookfield Asset Management · Varia US Properties AG · SWI Group | $694M | Brookfield, Varia form $694M multifamily venture |
| Aug 13, 2026 | Closed | JLL Income Property Trust | $137M | JLL Income Property Trust adds $137M Indiana warehouse |
| Aug 13, 2026 | Announced | SparrowHawk · EQT | $400M | SparrowHawk pays just under $400M for EQT's Midwest warehouses |
| Aug 13, 2026 | Announced | OpenArc Corporate Advisory | undisclosed | OpenArc moves into recordkeeper searches as an independent fiduciary |
| Aug 13, 2026 | Announced | Cube Infrastructure Managers | undisclosed | CVC DIF takes majority stake in German colocation operator Firstcolo |
| Aug 13, 2026 | Announced | CVC DIF · firstcolo | undisclosed | CVC DIF takes majority stake in German colocation operator Firstcolo |
| Aug 13, 2026 | Closed | Waypoint Wealth Counsel · MAI Capital Management | $490M | MAI buys $490M Waypoint to enter Atlanta |
| Aug 13, 2026 | Announced | QBE Insurance Group · RiverStone International | undisclosed | QBE moves $1.6 billion in reserves to RiverStone in run-off deal |
| Aug 13, 2026 | Announced | flexPATH Strategies · Mesirow Fiduciary Solutions | undisclosed | Mesirow buys flexPATH's 3(38) book in second fiduciary deal |
| Aug 13, 2026 | Closed | Blue Owl · Napier Park · Post Advisory | undisclosed | Three managers price $400 million CLO deals on a single Friday |
| Aug 13, 2026 | Closed | Growth Markets Fund II · Copenhagen Infrastructure Partners | $3B | CIP closes $3B growth markets fund, half already invested |
| Aug 13, 2026 | Closed | Sack Capital Partners · Align Finance Partners · Step Up Housing | $91.3M | Sack Capital's $91 million structured deal for Step Up Housing includes property management duties |
| Aug 13, 2026 | Announced | Millennium Partners · Nuveen Green Capital · MassDevelopment | $281M | Millennium secures $281M C-PACE for Winthrop Center condos |