Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Private Debt Investor recognized Golub Capital as Senior Lender of the Year, Americas for the seventh time. Golub stated it had won 26 PDI awards since 2014. This is an industry award announcement and is not a source of manager AUM or fund returns.
HarbourVest announced 15 Managing Director, 15 Principal and 17 Senior Vice President promotions across its global business.
Hamilton Lane appointed Mika Tashiro to lead Japan private wealth distribution efforts, strengthening the firm's Asia private wealth footprint.
Netflix disclosed that WBD terminated their merger agreement on February 27, 2026. Paramount Skydance paid Netflix the USD 2.8 billion termination fee on WBD’s behalf. Netflix’s bridge, incremental bridge, revolving-credit and delayed-draw loan commitments associated with the transaction automatically terminated. The fee was paid to Netflix; it was not a Wells Fargo advisory fee or loan. This ends the proposed acquisition announced in December 2025.
Carlyle presented three-year targets for the end of 2028: fee-related earnings of at least $1.9 billion, inflows of at least $200 billion and distributable earnings per common share of at least $6.00. Its board also approved a new $2 billion share repurchase authorization. These figures are future management objectives and an authorization, not realized earnings, inflows or completed repurchases.
Man Group announced its 2025 annual results on 26 February 2026. Assets under management were USD 227.6 billion at 31 December 2025, compared with USD 168.6 billion a year earlier, excluding USD 4.9 billion of non-fee-paying committed capital. Net inflows totalled USD 28.7 billion. Run-rate net management fees were USD 1,182 million and core performance fees reached USD 281 million. The company reported diluted statutory earnings of 15.0 cents per share and proposed a final dividend of 11.5 cents, bringing the annual total to 17.2 cents. During the year it completed the Bardin Hill acquisition, seeded twelve strategies and launched four active ETFs.
Wells Fargo announced that Jeff Brown would join as Independent Solutions Platform Growth Director. The new role supports FiNet and planned RIA Solutions practices through strategic planning, talent development, succession and capital decisions. Brown previously served as president of Stratos Private Wealth and earlier worked as a Wells Fargo Advisors financial adviser. The release did not specify an effective joining day.
CPP Investments appointed David Colla global head of Credit Investments effective April 1, 2026, succeeding Andrew Edgell, who would remain as senior adviser. Colla joined in 2010.
HPS provided USD50 million through redeemable convertible perpetual securities. Teleport's pre-money valuation was USD500 million. The financing supports airline partnerships and cross-border e-commerce network expansion. Legal adviser Milbank disclosed the transaction on 24 February 2026; that date is not asserted as the closing date.
Carlyle Global Credit supplied structured capital to energy-software provider Peloton Computer Enterprises. The transaction funds growth and facilitates the exit of Silver Lake, TriWest and HarbourVest. Carlyle’s Andreas Boye and Arjun Shah will join Peloton’s board. The instrument and amount were not disclosed.
ART was named Fund Manager of the Year – Superannuation at the 2026 Morningstar Awards.
Pershing Square Holdings published its 2025 Annual Report and investor presentation, detailing its concentrated portfolio and investment theses.
HarbourVest reported final closing of its inaugural Private Equity Continuation Solutions fund and related parallel vehicles at more than $1.1 billion of commitments, focused on single-asset continuation transactions.
Debtwise ranked Arcmont #1 direct lender in Benelux following the establishment of its Benelux office in Q4 2024.
CPP Investments disclosed CPP Fund net assets of C$780.7 billion at December 31, 2025, rather than the C$714.43 billion presently shown for that date in the live AUM database.
Mid Cap Fund I entered exclusive negotiations to acquire French leisure infrastructure operator Belambra.
CPP Investments agreed to purchase a 50% stake in Peru's Inkia Energy alongside an I Squared-managed continuation vehicle at US$3.4 billion total enterprise valuation.
Franklin Lexington strategy reaches $3.5 billion AUM. Official firm or parent-company announcement.
Nuveen, part of TIAA, announced a recommended all-cash acquisition of Schroders plc valuing equity at up to £9.9bn inclusive of permitted dividends. The offer included 590p cash per share plus up to 22p dividends, conditional on approvals.
Horizon Technology Finance and Monroe announced up to $50 million of financing capacity for OSSIO: $40 million initially plus $10 million additional availability. The $50 million does not represent Monroe's individual funded amount.
The AI investment landscape resembles a gold rush The current AI investment landscape resembles a gold rush, with capital flooding into anything remotely connected to artificial intelligence, driving significant valuation uplift. Pre-revenue startups command valuations historically reserved for mature, profitable companies, while public markets exhibit exuberance with double-digit stock price percentage moves triggered by AI-related news. Certain parallels exist between today’s AI boom and the dot-com era: transformative technologies with grand visions, massive capital deployment, and fierce competition for talent. However, today’s AI era differs in critical ways: higher barriers to entry, established infrastructure, and more immediate productivity benefits provide a different foundation than the dot-com boom. Perhaps most critically, unlike the dot-com era’s cash-burning startups with unproven business models, many of today’s AI leaders generate cash flows and operate profitable core businesses. This fundamental difference provides a financial cushion that reduces systemic risk. The key question for investors and…
Carlyle Asia Partners-affiliated funds agreed to invest INR 2,100 crore in Nido Home Finance. The package combines a purchase of a 45% stake from Edelweiss with INR 1,500 crore of primary capital, producing a strategic majority position. The deal remained subject to regulatory approvals.
Schroders and Apollo announced a partnership to develop integrated public and private market investment solutions, including retirement and wealth offerings. The arrangement concerned joint capabilities and distribution rather than a reported portfolio company acquisition.
Carlyle reported unaudited results for the fourth quarter and full year ended 31 December 2025, including pre-tax income of $462 million for the quarter and $1.2 billion for the full year. The release reported group assets under management of $477 billion as of 31 December 2025. This news preserves the reporting period separately from the publication date.
Monroe provided debt financing and participated in equity co-investment supporting Golden Bear Partners' majority recapitalization of CST Academy; amounts undisclosed.
StepStone reported third-quarter fiscal 2026 results for the period ended 31 December 2025 and declared a $0.28 per-share quarterly dividend.
Flagship V agreed to acquire Vigor Marine Group from a Lone Star Funds affiliate; price not announced.
Record premium income of €52.4 B and Group-share net income of €2.03 B.
University Pension Plan Ontario and Schroders Capital formed an investment partnership targeting European industrial and logistics real estate, with UPP investing through Schroders Capital Real Estate Gateway Fund; a precise commitment amount was not disclosed.
Hamilton Lane announced nearly $2 billion across Infrastructure Opportunities Fund II and related vehicles, about three times its predecessor capital. Related-vehicle totals are not identical to the main fund's close size.
