Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Monroe arranged an undisclosed senior credit facility supporting First Reserve's strategic growth investment in Lindsey Systems.
Realty Income's first-quarter results confirmed the March 31, 2026 closing of its joint venture with Apollo, comprising 492 properties. Apollo affiliates invested USD 1 billion for 49%; Realty Income retained 51%. Wells Fargo Securities had advised Apollo on the transaction. May 6 is the publication date of this results disclosure, not the closing date.
Carlyle Global Credit-managed funds and accounts partnered with Diversified Energy on the Camino asset transaction announced on 6 May 2026 and completed on 2 July 2026. The managed investors hold 60% of the producing-assets SPV and contributed a reported $82 million; Diversified holds 40% and contributed $55 million. DP Eagle LLC issued $895 million of ABS. Diversified separately owns the undeveloped acreage. These figures do not represent Carlyle parent ownership, ownership of Camino itself or the overall purchase price. Aggregate agreement price was approximately $1.175 billion before customary adjustments.
Antin reported total AUM €33.8bn in 1Q 2026 and announced Mid Cap II fundraising, later superseded by 30 June 2026 total AUM of €33.3bn.
Invesco published its assessment of private credit market conditions, emphasizing manager selection, underwriting quality and differences among evergreen and other private credit structures.
UBS Asset Management announced fee reductions for five ETFs and added its Euro Stoxx 50 ETF to the Core range. The changes cover the MSCI EMU, MSCI USA, Euro Stoxx 50, MSCI World ex USA and MSCI Pacific ex Japan products. The release specifies the affected unhedged share classes.
Goldman Sachs announced that Stephan Feldgoise and Joshua Schiffrin joined its Management Committee, with Ericka Leslie appointed Chief Administrative Officer as part of operational changes.
Sixth Street joined Bain Capital and Harvest Partners Structured Capital in a growth investment in Power Home Remodeling. Existing Harvest Partners funds remain the largest investor. The investment supports business expansion; financial terms and ownership percentages were not disclosed.
Firefly’s quarterly filing disclosed a second revolver amendment effective April 3, 2026. The amendment added USD 45 million of commitments and brought total capacity to USD 305 million, with Wells Fargo Bank, N.A. as administrative agent. Maturity remained August 8, 2028. May 4 is the filing date; the agreement’s April 3 effective date is retained separately.
Carlyle Global Credit led a $460 million financing package for ORBCOMM, acting as administrative agent. The package refinances existing debt and supports growth for the industrial Internet-of-Things provider. The disclosed total represents the financing package, rather than Carlyle’s individual funded share.
Carlyle acquired majority interests in Knack RCM and EqualizeRCM to create a combined healthcare revenue-cycle management platform. Asia Partners VI and Asia Partners Growth II affiliated funds provide equity. Both founders will reinvest part of their proceeds. Terms were not disclosed.
Aviva announced completion of its acquisition of DisasterCare Group, including CJN Holdings Limited, Disaster Care Limited and The Flood School Limited. These businesses became wholly owned Aviva subsidiaries. The acquisition expands the group’s disaster-recovery, restoration and property-claims operations.
JPMAM launched JPMorgan Managed Futures Plus ETF (JFPP) on Nasdaq, expanding its alternatives and multi asset product offering.
JPMAM launched a second tokenized money market fund on Ethereum, expanding its Morgan Money tokenized liquidity offering.
SEI and Carlyle expanded their partnership to develop private-market solutions for wealth and retirement investors, including model portfolios and defined-contribution offerings. The collaboration extends a relationship previously focused on fund administration and technology enablement.
Carlyle Global Credit provided A$600 million of preferred equity to support CC Capital’s acquisition of Insignia Financial. Its Credit Opportunities strategy supplied the capital for the Australian wealth manager’s transformation and growth. This is preferred equity, not a loan.
Q1 2026 premium income reached €17.0 B, up 14.5%; net inflows were €5.7 B.
Pershing Square's parent company completed its IPO alongside the PSUS offering, creating a publicly traded corporate structure for the investment manager.
Carlyle agreed on 27 April 2026 to sell iC Consult to Bridgepoint. Bridgepoint’s portfolio page now confirms completion in the third quarter of 2026. Carlyle fully exited, while founder Jürgen Biermann and management remained invested. Financial terms and the exact closing day were not disclosed.
ADIA announced participation in a TeraHop capital raise. The official indexed announcement gives no ADIA-specific financial amount; do not infer a ticket.
ChrysCapital announced that Senior Partner Ashley Menezes had been recognised as Changemaker of the Year in Private Equity at the WinPE Leadership Awards 2026.
Alecta's first-quarter release disclosed SEK 1,379 billion in group-managed assets at 31 March 2026, including SEK 1,038 billion in defined-benefit and SEK 341 billion in defined-contribution capital. Alecta Optimal Pension's 60%-equity portfolio returned minus 3.0% during the quarter.
ChrysCapital announced that it had been recognised as Firm of the Year in Private Equity at the WinPE Leadership Awards 2026.
Pantheon announced regulatory approval of the Luxembourg-domiciled Pantheon Global Infrastructure Secondaries Fund. The evergreen vehicle is designed to give professional investors access to a global infrastructure secondaries portfolio and complements Pantheon's international private-equity and credit-secondaries offerings.
Carlyle agreed on 29 January 2026 to sell Iwasaki Electric to Stanley Electric. Stanley’s announcement disclosed JPY 70,292 million purchase price including advisory fees and other costs, covering shares from Carlyle’s Lux Holdings and minority shareholders. The buyer confirms that acquisition of all shares completed on 23 April 2026. The announced aggregate purchase price is not Carlyle’s individual proceeds or an independently restated final closing amount.
Monroe arranged senior credit financing to support the growth of packaging business Royal Interpack Group.
Blackstone reported first-quarter 2026 financial results, with assets under management exceeding US$1.3 trillion, supported by fundraising, deployment, and realizations across its investment businesses
Hamilton Lane announced two interval-fund offerings covering private credit and infrastructure, expanding the firm's investment options for wealth clients.
Hamilton Lane announced managing director and principal promotions across credit, equity, client solutions, fund accounting and operations roles.
Carlyle Asia Partners appointed Icksoo Jung as managing director and head of Korea and named John Kim chairman of Korea. Jung previously worked at Affinity Equity Partners, TPG Capital and Citigroup. Kim will concentrate on senior relationships and portfolio oversight.
