Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
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.
Maryland announced a real assets investment partnership with Barings and the creation of the Terrapin Middle Market Infrastructure Fund, a closed-end fund-of-one. Barings' Diversified Alternative Equity Group manages the vehicle, targeting lower and middle market opportunities in infrastructure, with a dedicated Maryland allocation.
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.
Wells Fargo reported that its Technology Banking team had grown by 20% over the preceding year to more than 60 bankers, with further hiring planned in 2025. Tom Harper led the division, with Dzung Nguyen overseeing the East Coast, Matt Servatius the Central region and Jim Bryski the West Coast. The announcement covered nationwide technology banking services and preserved the leadership positions reported at that time.
ADIA announced a prospective investment in industrial software company IFS, alongside its private equity owners. ADIA investment size undisclosed.
Carlyle announced completion of its acquisition of SNP Schneider-Neureither & Partner SE following the voluntary public cash takeover offer. Equity came from Carlyle Europe Partners V. The initial investment agreement was announced on 23 December 2024; the acquisition closed in April 2025.
Carlyle provided a $270 million unitranche term loan to staffing and technology-services company Dexian. The financing refinances existing debt and supports the company’s operations and growth. The source does not separately disclose a currency code.
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.
