Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
SmartStop announced that its public offering closed April 3, 2025 with 31.05 million shares sold at USD 30 per share, including the full 4.05 million-share option. Gross proceeds were USD 931.5 million, as corroborated by participating bookrunner Baird. Wells Fargo Securities was a joint bookrunning manager. The issuer’s publication date was April 8, not the closing date.
AlpInvest announced over $4 billion across its portfolio-finance platform. The $3.2 billion reported for AlpInvest Strategic Portfolio Finance Fund II included parallel separately managed accounts and co-investment vehicles. That figure is an inclusive fundraising package, not an independently confirmed standalone-fund close.
ADIA entered agreement to sell 24.99% stake in Open Grid Europe to Snam. The agreement was TERMINATED November 17 2025, so no realized exit is recorded.
SmartStop priced its public offering of 27 million common shares at USD 30 per share, with an option for 4.05 million additional shares. Wells Fargo Securities was a joint bookrunning manager. Final gross proceeds after the later full option exercise are recorded separately from these base pricing terms.
Wendel and AXA IM Prime completed investment in 75% combined ownership of Monroe; Monroe's existing management retained 25%. Wendel pledged $1 billion of seed and future GP commitments, not LP fund ownership.
Carlyle agreed on 21 February 2025 to sell TOTOKU to SWCC and Development Bank of Japan. SWCC’s completion notice confirms acquisition of all shares on 27 March 2025, with SWCC owning 51% and Development Bank of Japan 49%. The accounting consolidation date of 31 March is distinct from the actual closing. Carlyle had acquired TOTOKU in December 2022. Financial terms were not disclosed.
Carlyle committed €250 million of preferred equity to European ophthalmology platform Sanoptis. Groupe Bruxelles Lambert remains the majority owner. The strategic capital supports expansion and acquisitions. The instrument is preferred equity, not a loan.
Fortitude Re announced signing and closing of a $4 billion annuity reinsurance transaction with Taiyo Life on 21 March 2025, effective 28 February 2025. Taiyo continues servicing the policies. The reported amount concerns reinsured business, not Carlyle acquisition consideration or firm-total AUM.
SoftBank Group agreed to acquire Ampere Computing for $6.5 billion in cash. Carlyle and Oracle agreed to sell their positions. The announcement anticipated closing in the second half of 2025, subject to regulatory and customary conditions. The whole-company purchase price is not Carlyle’s proceeds.
Wells Fargo confirmed that the OCC terminated its 2021 consent order concerning loss mitigation practices in Home Lending. The company identified this as its eleventh consent order closure since 2019 and its fifth during 2025, as of March 17.
Taiho Pharmaceutical agreed to acquire Araris Biotech for $400m upfront and up to $740m contingent milestones. Schroders Capital Global Innovation Trust held Araris and disclosed expected proceeds from its stake; full deal price is not Schroders' share.
Schroders Capital announced its appointment to manage the Brussels Covent Garden commercial property, strengthening its local Continental European real estate investment management platform.
Oxford's board appointed Timothy A. Lex as President and Chief Executive Officer. Founder and outgoing CEO J. Alden Philbrick IV moved to Executive Chairman and continued as board chairman. Lex had served as Chief Operating Officer since 2007 and as a board member since 2016. Both remained on the board.
Walgreens Boots Alliance announced an agreement to be acquired by Sycamore Partners at an announced maximum transaction value of USD 23.7 billion. Shareholders would receive USD 11.45 cash per share and a contingent right to up to USD 3.00 per share from VillageMD monetization. Wells Fargo was a financial adviser to Sycamore. The maximum includes contingent consideration and is not a fixed cash purchase price.
Trimont announced completion of its acquisition of Wells Fargo’s non-agency third-party commercial mortgage servicing business. Approximately 700 Wells Fargo employees joined the combined servicing platform. The transaction followed the August 20, 2024 agreement. The release did not disclose purchase consideration.
Carlyle, Arcmont and Natixis provided a €470 million financing package to Italian diagnostics provider Bianalisi. The funding refinances debt and supports expansion. The announced figure is the combined package and does not identify Carlyle’s individual share.
Shareholders approved a new managed wind-down investment policy for Schroders Capital Global Innovation Trust, prioritizing realization and return of capital instead of new long-hold venture deployment.
Copenhagen Infrastructure Partners, on behalf of Copenhagen Infrastructure V, signed a transaction to acquire full ownership of the 480 MW Morecambe offshore wind project from COBRA Group and Flotation Energy. Closing remained subject to customary approvals and conditions. Flotation Energy would remain a development partner. Financial terms were not disclosed.
Blackstone Infrastructure announced that its managed funds agreed to acquire Safe Harbor Marinas from Sun Communities for USD 5.65 billion. Wells Fargo was lead financial adviser to Blackstone Infrastructure and provided committed financing. The acquisition remained subject to closing conditions. The full purchase price is not Wells Fargo’s financing exposure.
Schroders Capital appointed Vikram Bhandari Head and Chief Investment Officer of Schroders Capital Solutions, its multi-private-markets solutions business. Bhandari had prior experience leading alternatives portfolio solutions at BlackRock.
Carlyle agreed on 21 February 2025 to sell TOTOKU to SWCC and Development Bank of Japan. SWCC’s completion notice confirms acquisition of all shares on 27 March 2025, with SWCC owning 51% and Development Bank of Japan 49%. The accounting consolidation date of 31 March is distinct from the actual closing. Carlyle had acquired TOTOKU in December 2022. Financial terms were not disclosed.
Bluebird bio signed an agreement to be acquired by Carlyle and SK Capital. The original offer was $3 per share plus a contingent $6.84 per-share payment linked to a sales milestone. These were the February 2025 terms; the May amendment and June completion are recorded separately.
Carlyle Aviation Partners issued $518 million of secured notes through AASET 2025-1 Trust. The aircraft asset-backed securitization finances the purchase of 23 aircraft. The note issuance is distinct from firm-total AUM or an equity investment in an operating company.
Antares launched ABDC, a public non-traded private credit BDC, with more than $1.4 billion of investable capital. Antares Capital Credit Advisers LLC manages the fund, which invests mainly in senior secured floating-rate loans to private equity-backed U.S. middle-market borrowers. Disclosed participating investor groups included insurance companies, banks, family offices, pension plans and CPP Investments, the Antares majority owner. Vivek Mathew was identified as CEO and president of ABDC. Investable capital is not the same as investor paid-in capital, final fundraising proceeds, fund net assets, or group total AUM.
Wells Fargo confirmed that the OCC terminated its 2018 consent order relating to the company’s compliance risk management program. The company identified this as its tenth consent order closure since 2019, as of February 13, 2025.
Carlyle completed controlling investments in Highway Industries and Roop Automotives to create a global auto-components platform. Carlyle Asia Partners funds supplied the equity, with founders retaining stakes. Financial terms and exact ownership percentages were not disclosed.
Schroders Capital, on behalf of its European Leased Hotel Fund, acquired the 185-room NH Collection Milan CityLife hotel from an Invesco Real Estate European Hotel Fund. Neither manager disclosed price in the cited announcement.
Carlyle reported unaudited results for the fourth quarter and full year ended 31 December 2024, including pre-tax income of $265 million for the quarter and $1.4 billion for the full year. The release reported group assets under management of $441 billion as of 31 December 2024. This news preserves the reporting period separately from the publication date.
Copenhagen Infrastructure Partners, through Copenhagen Infrastructure V, issued notice to proceed with construction of the Summerfield battery in South Australia. The project is a four-hour 240 MW / 960 MWh system and was expected to begin operating in 2027. The announcement followed the investment decision taken in September 2024.
Hamilton Lane reported more than $615 million in commitments to its inaugural Venture Access Fund, exceeding a $500 million fundraising target.
