Retiring Advisers Drive RIA M&A as Channel Nears $4 Trillion, Cerulli Says

June 11, 2026

Nuveen Churchill PCAP BDC Acquires BDC V for $347M, Absorbing $511M in Debt

May 8, 2026

Blue Owl to Acquire Sila Realty Trust in $2.4 Billion All-Cash Deal

April 20, 2026

Nuveen Churchill BDCs to Consolidate in All-Cash Deal

April 10, 2026

Fidelity Private Credit Company to Merge Into Affiliated BDC

April 3, 2026

Northwestern Mutual Private Client Group Socium Advisors Acquires $1.6B Amplify Wealth Partners

April 3, 2026

Composition Wealth Adds $900M Edgewater Team From Northwestern Mutual

March 24, 2026

Sonida Senior Living Finalizes $1.8 Billion Acquisition of CNL Healthcare Properties

March 12, 2026

Kestra’s Bluespring Affiliate Reports $1.3B in Assets After Florida RIA Merger

March 11, 2026

Origin Credit Advisers Launches Multifamily Interval Fund Targeting Real Estate Credit

March 10, 2026

Savant Wealth Management Partners With $3.9B Heritage Financial Services

March 3, 2026

BC Partners Lending Corp. to Acquire Alternative Credit Income Fund

February 27, 2026

$750M AUM Ryan Financial Group Joins Cetera Amid Commonwealth-LPL Merger

February 5, 2026

First Eagle to Acquire Diamond Hill in Asset Management Merger

January 25, 2026

Cottonwood Communities Closes on $500M RealSource Properties Acquisition

December 21, 2025

Citing Market Conditions, Blue Owl Calls Off Merger of BDCs

November 19, 2025

Blue Owl to Merge BDCs in $1.7 Billion Stock-for-Stock Deal

November 8, 2025

Sonida Senior Living to Acquire CNL Healthcare Properties in $1.8B Deal

November 5, 2025

SmartStop Self Storage REIT Announces Merger With Leading Third-Party Provider

September 24, 2025

Cottonwood Communities REIT to Launch DST Program in Q3 2025

August 22, 2025