Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Golub's Altman Index reported middle market private-company revenue growth of 1.4% year-over-year and flat EBITDA in the first two months of Q1 2026; software constituent earnings grew by 4%. Not manager AUM.
Howard Marks published What's Going on in Private Credit? on April 9, 2026. The memo reviews the evolution of high-yield debt, leveraged loans, securitizations and direct lending, as well as the growth of alternative credit products for institutional and individual investors.
Monroe arranged senior secured lending in support of EagleTree Capital's acquisition of The Opus Group.
Blackstone announced the final close of its flagship opportunistic credit fund at more than US$10 billion, reaching its hard cap and expanding its opportunistic credit platform.
Antin Flagship V acquired Sapphire Gas Solutions from Apollo-affiliated funds; financial consideration undisclosed.
Goldman Sachs completed the acquisition of Innovator Capital Management, a defined-outcome ETF manager. The acquired firm had about USD 31bn AUM across 171 ETFs as of February 28, 2026.
Monroe served as joint lead arranger and administrative agent for financing supporting Altamont Capital Partners' investment in Key Container.
Schroders Capital Global Innovation Trust reported its 2025 annual results and continued managed wind-down to return capital to shareholders after a February 2025 shareholder vote. The trust discussed realizations from investment holdings and planned further capital returns.
Nuveen reports US$1.4 trillion in total AUM as of 31 March 2026, per 'Nuveen by the Numbers'. The disclosed asset-class totals do not sum exactly to US$1.4 trillion due to rounding, and Multi-Asset AUM includes underlying allocations to fixed income, equities, and real estate, resulting in overlap.
Antares and Ares announced Antares' second credit continuation vehicle, with more than $1.7 billion in aggregate commitments. Ares Credit Secondaries funds led the financing and Antares also committed capital, with individual amounts undisclosed. The vehicle acquired assets from a closed-end Antares-managed credit fund comprising over 300 first-lien, floating-rate loans. Existing fund investors were offered a liquidity option, while the new vehicle preserved Antares' management of the underlying loans. Evercore, GreensLedge and Moelis advised the transaction. The capital commitment figure refers to the whole vehicle, not a single investor's investment.
Carlyle signed an agreement to acquire OMRON’s Device & Module Solutions business. The electronic-component carve-out remained subject to regulatory approvals, and OMRON could retain a minority interest. The release did not quantify consideration or ownership.
Wells Fargo reported more than one billion interactions with its Fargo virtual assistant since its 2023 launch and more than 33 million mobile active users in February 2026. More than three million Spanish-speaking customers had used Fargo, generating over 160 million interactions. These are product usage measures.
Carlyle AlpInvest led TowerBrook’s completed continuation transaction for Eisner Advisory Group, known as EisnerAmper. Hamilton Lane-managed funds co-led the investment. Existing investors could take liquidity while TowerBrook continued its partnership with the accounting and advisory business.
SierraCol Energy's issuer notice dated 24 March 2026 confirms that Prime Infrastructure Capital acquired 100% of its share capital from Carlyle that day. The transaction followed the agreement announced on 11 March. Consideration and Carlyle's individual proceeds were not disclosed.
Apollo-managed funds and affiliates agreed to invest USD 1 billion for 49% of a joint venture holding US retail properties with Realty Income. Wells Fargo Securities acted as financial adviser to Apollo. The release anticipated closing March 31, 2026. This announcement is separate from the subsequent confirmation that the joint venture was formed on that date.
Carlyle agreed on 19 March 2026 to sell KANAMEL to Nippon Television. The buyer’s subsequent-events note confirms completion on 24 April 2026, acquisition of an additional 77.2% of voting rights and 100% final ownership. Cash consideration for the additionally acquired common shares was JPY 39,260 million. This transaction amount is distinct from the buyer’s JPY 49,754 million accounting acquisition cost and Carlyle’s individual proceeds.
AQR announced 2026 LSEG Lipper awards covering nine mutual funds across alternative and equity categories. Awards recognized risk-adjusted performance over three-, five-, or ten-year periods ending November 30, 2025.
CAA's FY2025 investor presentation detailed its investment portfolio and asset allocation.
Sweden's financial regulator Finansinspektionen issued Alecta a warning and SEK 50 million administrative penalty over deficiencies in risk control and the handling of its Heimstaden Bostad investment. The sanction concerns investment governance; it is not a current AUM or cash allocation item.
Hamilton Lane disclosed a strategic investment in private-markets tokenization and investing platform Republic. Investment size and ownership percentage were not announced.
Fortress launched a new 1031 real estate exchange platform providing access to institutional quality real estate through Delaware Statutory Trusts. Initial focus areas include senior housing, student housing and multifamily.
ADIA subsidiary committed to Dignari Capital Partners' newly established APAC developed-market real estate private credit strategy, particularly Hong Kong financing. Amount undisclosed.
Antin reported 31 December 2025 total AUM €33.8bn and investments across flagship, mid-cap and NextGen.
Christofferson Robb & Company and ADIA subsidiary agreed to establish SRT-focused fund. ADIA will also acquire a participation interest in CRC; amounts and stake percentage undisclosed.
Carlyle agreed on 11 March 2026 to sell SierraCol Energy to Prime Infrastructure Capital. SierraCol’s issuer notice confirms that Prime acquired 100% of the company’s share capital from Carlyle on 24 March 2026. Carlyle’s International Energy Partners platform had invested in 2020. Consideration and Carlyle’s individual proceeds were not disclosed.
CCR appointed Amundi to manage a EUR350 million private equity and private debt multi-management mandate using Amundi Alpha Associates' capabilities. A separate ancillary portfolio can receive CCR's existing assets. The disclosed amount concerns the main mandate; the announcement does not identify a named fund commitment.
HOOPP reported a 7.7% net return for 2025, CAD 9.7 billion of net investment income and a funded status of 109% at year-end. Its ten-year annualized net return was 7.8%, compared with a 5.9% benchmark. This records the latest annual-results release; audited net-assets observations are stored separately under their exact reporting measure.
Ardian and an ADIA subsidiary agreed on the creation of a dedicated real estate secondaries platform. Neither disclosed an ADIA contribution size.
Carlyle announced structured financing for Unifi Aviation to simplify ownership and support expansion. The Credit Opportunities team leads the investment. The release does not specify the financing instrument or amount; Unifi remains part of Argenbright Group.
AQR Managed Futures Strategy Fund won the Alternative Mutual Fund of the Year category at the 2026 With Intelligence Mutual Fund and ETF Awards. The Equity Market Neutral Fund was shortlisted as a finalist.
