Proprietary Data
Trackers
Weekly-updated proprietary trackers covering capital movement, M&A activity, and talent migration. Free week-of summary, full feed gated to email subscribers.
50 events tracked
CRE Capital Events Tracker
Capital movement across commercial real estate — fund closes, acquisitions, recaps, refinances, development starts, and dispositions — categorized by sponsor, asset class, market, and signal strength.
40 events tracked
Insurance M&A Tracker
Insurance brokerage and specialty M&A activity — acquisitions, roll-ups, tuck-ins, and minority investments — categorized by acquirer, target, vertical, deal type, and status.
60 events tracked
RIA Movement Tracker
Advisor and team movement across the RIA channel — hires, lift-outs, wirehouse breakaways, RIA-to-RIA moves, tuck-in acquisitions, and senior promotions — with estimated AUM moved.