Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Carlyle Europe Technology Partners and Rabo Investments announced a growth investment in payment-verification software provider SurePay. Carlyle invests through CETP V. The investment supports product development and geographic expansion. Financial terms were not disclosed.
The Federal Reserve removed the $1.95 trillion asset cap imposed on Wells Fargo in 2018 following the fake-accounts scandal No specific figure stated beyond removal of the $1.95 trillion asset cap
Antares and Ares closed Antares' first continuation vehicle with more than $1.2 billion in aggregate commitments. Ares Credit Secondaries funds led the deal and Antares participated as an investor. The vehicle purchased assets and LP interests from two commingled private credit funds associated with over 100 underlying first-lien floating-rate loans. It enabled existing investors to seek liquidity while a new investor group accessed Antares-originated loans. Antares' liquidity-solutions head Ben Chapin and Ares credit secondaries head Dave Schwartz commented on the transaction. Individual investor tickets and asset pricing were not disclosed.
Bluebird bio announced completion of its acquisition by Carlyle and SK Capital on 2 June 2025. Its shares ceased public trading. David Meek became CEO. This completion follows the February agreement and May amended consideration, which are preserved as distinct earlier news events.
Wells Fargo confirmed that the OCC’s 2015 agreements concerning previously held financial subsidiaries had terminated. At the time, the company said its remaining consent order was the 2018 Federal Reserve order. That historical statement does not describe its later 2026 regulatory status.
HarbourVest appointed Karin Risi, formerly Vanguard's Chief Strategy and Product Officer, as an independent director alongside Mitchell Harris.
Copenhagen Infrastructure Partners, through Growth Markets Fund II, agreed to sell ACEN a 25% minority interest in the San Miguel Bay offshore wind project in Camarines Sur, subject to regulatory approvals. The project was in pre-development and had potential capacity of up to 1 GW. The announcement did not confirm completion.
CPP Investments reported CPP Fund net assets of C$714.4 billion at March 31, 2025. A pre-existing CRM history row attributes approximately this figure to December 31, 2025, which is a financial-period error.
Schroders Capital announced that its European sub-investment-grade infrastructure debt strategy had raised €2bn, inclusive of co-investments, as part of the final-close announcement for Junior Infrastructure Debt Europe III. The €2bn is the overall strategy amount rather than a confirmed single fund close.
Carlyle Global Infrastructure launched Revera Energy as an independent energy-infrastructure platform. Revera begins with assets acquired and carved out from Amp Energy in Australia and the UK. The platform supports energy-transition projects; transaction consideration was not disclosed.
French government confirmed completion of a EUR600m ADIA minority investment in European Camping Group, with PAI Partners remaining majority shareholder.
Carlyle, SK Capital and bluebird bio amended their merger agreement on 14 May 2025. Shareholders could choose either the original $3 cash plus a contingent $6.84 per share or $5 cash without the contingent right. This change supersedes the original terms for shareholders electing the new cash alternative.
Golub provided a unitranche loan facility to support Warburg Pincus' minority equity investment in Aztec Group; loan amount was not disclosed.
Dutch rare-disease developer Azafaros announced an oversubscribed €132m financing round including Schroders Capital. €132m is the aggregate financing amount and the individual Schroders investment was not made public.
Dai-ichi Life announced an additional ~10.3% investment, taking its combined interest with Dai-ichi Life Insurance to approximately 15%.
Carlyle reported unaudited results for the first quarter ended 31 March 2025, including pre-tax income of $171 million. The release reported group assets under management of $453 billion as of 31 March 2025. This news preserves the reporting period separately from the publication date.
Magnus Hall was elected Alecta's board chairman at its May 2025 delegates' meeting, replacing Jan-Olof Jacke. The board was re-elected at the ordinary delegates' meeting on 7 May 2026.
CoreWeave announced an amendment expanding its revolver from USD 650 million to USD 1.5 billion. The amendment took effect May 2, 2025. Wells Fargo participated as a lender; Wells Fargo Securities appears as a joint lead arranger in the signed agreement. The increase is an amendment to the existing facility, not a second standalone facility of the same amount.
Monroe, SMBC and MA Asset Management launched a venture with up to $1.7 billion of combined future investable capital for U.S. middle-market lending. Individual member ownership and deployed capital undisclosed.
Golub was administrative agent and sole lead arranger on a unitranche financing backing HGGC's acquisition of Equity Methods. Revolving, term and delayed-draw facilities were disclosed without loan amounts.
Blackstone Infrastructure announced that its managed funds completed the acquisition of Safe Harbor Marinas from Sun Communities for USD 5.65 billion. The acquisition had been announced February 24, 2025. Wells Fargo was a financial adviser to Blackstone; the original announcement also identified its committed financing role.
Amcor announced completion of its all-stock combination with Berry Global, effective April 30, 2025. Wells Fargo had advised Berry on the agreement announced in November 2024. The companies combined their consumer and healthcare packaging businesses. The closing release did not state a replacement aggregate purchase price.
Wells Fargo’s board authorized a new common-stock repurchase program of up to USD 40 billion, to start after completion of the existing program. The authorization is capacity, not completed repurchases. The board also approved a quarterly USD 0.40 dividend per common share, payable June 1, 2025 to holders of record on May 9, 2025.
Wells Fargo confirmed that the CFPB’s 2018 consent order relating to its compliance risk management program had terminated. The company described it as the twelfth consent order closed by its regulators since 2019 and the sixth during 2025, as of the announcement.
Carlyle provided a financing package to Suntera Global to refinance existing debt and support growth. Suntera provides fund, corporate and private-wealth services. The release did not disclose the package amount.
Golub provided a recurring-revenue loan facility supporting FTV Capital's investment in Orbus Software alongside SilverTree Equity. The facility size was not disclosed.
Global Payments agreed to acquire Worldpay at USD 24.25 billion enterprise value in a transaction involving GTCR and FIS. The buyer separately described USD 22.7 billion net purchase price after tax-asset value. Wells Fargo acted as Worldpay’s financial adviser. Global Payments’ parallel sale of Issuer Solutions to FIS was a separate leg of the three-way transaction.
CPP Investments reported completion of 25 LP fund-interest divestments on March 31, 2025 for approximately C$1.2 billion net proceeds from Ares and CVC secondaries buyers.
Carlyle provided a €180 million financing package to Argon & Co to support the management consultancy’s growth. Argon’s partners retain majority ownership, with Bridgepoint as a minority investor. The package is lending rather than an ownership transfer.
Schroders Capital reported approximately €1bn in 2024 distributions from its European buyout and growth portfolio and cited a 17% annual distribution rate relative to NAV. This is pooled realized cash distributions, not one exit deal.
