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Goldman Sachs

In PWD coverage since September 25, 2026 · 16+ stories

15Deals on our tracker

Deal recordFull tracker →

Oct 1, 26Deal announcedQuantum Development Finance — coverage

Sep 27, 26Deal announcedLynq · tZERO Securities · FTIXX · $100B — coverage

Sep 21, 26Deal talkPalmer Square — coverage

Sep 16, 26Deal closedMercer · Oak Hill Capital · $1.6B — coverage

Aug 25, 26Deal announcedInnovator ETFs · Neos Investments · — coverage

Aug 25, 26Deal announcedNeos Investments · $2 — coverage

Aug 23, 26Deal talkNscale · JP Morgan · $3B — coverage

Aug 23, 26Deal announcedSona Aclai CLO I · Sona — coverage

Aug 18, 26Deal announcedNeos Investments — coverage

Aug 11, 26Deal announcedNeos Investments — coverage

Aug 10, 26Deal announcedBlackRock · Blackstone · Apollo Global Management · KKR · Nvidia · Brookfield · $500B — coverage

Aug 10, 26Deal announcedBlackRock · Blackstone · Apollo · KKR · Nvidia · Brookfield — coverage

Jul 31, 26Deal announcedNeos · $30B

Jul 31, 26Deal announcedNeos Investments · $2

PWD coverage

Deals & PE

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Tampa hybrid says the announced purchase brings more than 30 advisor teams; across four wealth additions this week, $8.55 billion in client assets are named.

Filings · Oct 3SEC accuses Meyer Global of five schemes targeting SpaceX and OpenAI investors

debt · Oct 2Goldman Sachs provides up to £500 million facility to Quantum Development Finance

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

the_wrap · Oct 1Treasury draft rules would auto-open 63.36 million child accounts

the_wrap · Oct 1Lloyds and Visa settle $750,000 in USDC in a seven-day cross-border pilot

Deals & PE · Sep 30Elme wraps liquidation with three D.C.-area sales and a $16.41 payout

etps · Sep 30HANetf ETCs and HSBC's RedCoin list zero assets as Franklin, Goldman seek crypto cash

the_wrap · Sep 30L+M Companies promotes Ellertson to CEO, Van Syckel to president

advisor_note · Sep 30Goldman survey finds fewer Americans increasing retirement savings as Gen X lags

active · Sep 29Three of GTEK's top Taiwan holdings are up 170% to 210% this year

passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes

Deals & PE · Sep 28Goldman announces a Lynq and tZERO deal tied to a $100 billion money fund

adoption · Sep 28Goldman Sachs puts $100 billion Treasury fund on Lynq for crypto firms

portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%

M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer

Goldman Sachs

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Morning Brief