Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
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.
Warburg Pincus announced its ADIA-anchored WPCS Founders Fund had deployed over US$1bn. Fund's August 2024 close was over US$4bn; these are aggregate fund metrics, not ADIA's LP commitment.
Lexington appoints two new partners. Official firm or parent-company announcement.
Wells Fargo confirmed that the Federal Reserve terminated two 2011 consent orders concerning legacy mortgage servicing and the former Wells Fargo Financial business. The February 4, 2025 announcement is a distinct historical event from the later termination of the 2018 Federal Reserve order.
Antares appointed Olga Kosters managing director and head of Credit Secondaries. The firm said its dedicated investment strategy would encompass GP-led and LP-led credit secondaries and leverage its private credit underwriting and structuring capabilities. Kosters was based in New York and reported to Benjamin Chapin, the newly appointed head of Liquidity Solutions. Antares noted it had completed multiple credit secondary transactions in 2024 and planned to expand activity. The release documents a senior investment-leadership hire and a strategy expansion, not an announced new standalone fund closing or a numeric capital allocation.
Entertainment 360 announced that it would receive its first external strategic investment from Carlyle. The Credit Opportunities team supported the transaction to fund the talent-management and production company’s growth. Its board and leadership would remain intact. The investment amount and instrument were not disclosed.
Wells Fargo announced that its 2022 CFPB consent order concerning automobile lending, consumer deposit accounts and mortgage lending had terminated. The company identified this as the seventh consent order closed by its regulators since 2019, as of January 28, 2025.
Your.World received €800 million of long-term partnership capital as preferred equity from Ares Management Credit funds and Carlyle. The European online-services provider uses a serial-acquisition growth strategy. The amount is the combined preferred-equity investment, not Carlyle’s individual contribution.
Brad McCarthy joined Carlyle as Managing Director and Head of Asia Pacific for Global Wealth, based in Singapore. He also oversees the institutional wealth channel in Australia and New Zealand. Previously he led alternative-investment sales in Asia Pacific at Citi Private Bank and Global Wealth.
Ed Olebe became head of Cards and Merchant Services effective immediately, joining from JPMorgan Chase, where he was president of Branded Cards. He succeeded Ray Fischer following Fischer’s announced retirement. Olebe previously led Grasp Mobile Commerce and held roles at Mastercard and American Express.
Schroders Capital announced Minal Patel as its new Global Head of Infrastructure, covering investment activity under the Schroders Greencoat platform.
Golub reported $27.8 billion in 2024 financing commitments, $15.5 billion of new investment capital, $14.9 billion in securitizations and European lending expansion. These different flow measures must not be recorded as AUM.
Franklin Templeton and Lexington launch FLEX fund. Official firm or parent-company announcement.
Oxford's Leveraged Lending Group reported approximately $1.2 billion in new capital commitments during 2024 and more than $1 billion deployed to new and existing borrowers. It completed 13 new platform transactions, seven credit-facility upsizes and 25 delayed-draw term-loan fundings. Financing supported acquisitions and organic growth in healthcare, life sciences, business services and technology.
Golub closed a $200 million non-voting minority equity investment in Nassau and a related long-term investment management agreement giving Nassau's insurance subsidiaries access to Golub direct lending strategies.
Fubo and Disney announced a combination of Fubo with Disney’s Hulu + Live TV business. Disney was to hold approximately 70% and existing Fubo holders approximately 30% of the combined company. Wells Fargo was lead financial adviser to Fubo. The announcement did not disclose an overall transaction value; separate loan commitments and litigation settlements are not substituted for that value.
Carlyle Global Credit provided NOK2.75 billion of strategic capital to Jordanes for a management buyout led by co-founders Jan Bodd and Stig Sunde, refinancing and growth. Carlyle Credit Opportunities led the investment. The package consolidates the co-founders’ ownership; no Carlyle ownership percentage was disclosed.
SNP and Carlyle-controlled Succession German Bidco signed an investment agreement and announced a €61-per-share voluntary takeover offer. The bidder also agreed to acquire Wolfgang Marguerre’s 65.19% stake and obtained undertakings for another 11.06%. The initial announcement was on 23 December 2024; Carlyle announced completion on 10 April 2025.
Fund V final close €10.2bn against €10bn target; committed fund capital is not total firm AUM.
Carlyle agreed to sell aerospace and industrial forged-components manufacturer Forgital Group to Stonepeak. Carlyle had invested in Forgital in 2019. The December 2024 announcement anticipated closing in the second quarter of 2025, subject to customary conditions. Financial terms were not disclosed.
Carlyle closed its third Credit Opportunities Fund with $7.1 billion of investable capital, including $5.7 billion of capital commitments and leverage. The commitments and leveraged investable-capital figures are distinct. The fund follows Carlyle’s global opportunistic credit strategy.
Carlyle AlpInvest and Mubadala established a partnership for senior fund finance backed by private-equity portfolios. The partners had completed an initial investment, whose identity and amount were not disclosed. The platform’s prospective financing activity does not establish a directional Carlyle-parent LP commitment.
Carlyle agreed to sell digital employee-experience software provider 1E to TeamViewer at $720 million enterprise value. Carlyle Europe Technology Partners IV was the selling investment fund. The December 2024 announcement described closing as subject to approvals. Enterprise value is distinct from Carlyle’s proceeds.
Antares announced it was a lead investor in newly established Sconset Re, an independent reinsurance company created to reinsure selected Allianz assets. Voya Financial was also named among institutional equity partners. Antares was appointed a direct lending asset manager for a portion of the new reinsurer's assets, targeting sponsor-backed middle-market senior secured loans. The financing structure also involved Deutsche Bank in advisory and debt arrangement roles. Antares did not state its exact equity subscription, ownership percentage or the vehicle's final committed equity capitalization. Its role as both investor and asset manager is explicitly distinguished.
Carlyle agreed on 9 December 2024 to acquire a majority of Waste Services Group from Livingbridge, which would reinvest for a significant minority interest. Livingbridge’s 17 December 2024 recap lists WSG among its partial realisations. The recap does not establish an exact transaction closing day; no ownership percentage or individual investment amount is inferred.
Amcor and Berry Global announced an all-stock combination with Berry shareholders to receive 7.25 Amcor shares per Berry share. Amcor and Berry shareholders were expected to own approximately 63% and 37% of the combined company respectively. Wells Fargo and Lazard advised Berry. The original joint announcement’s exchange terms are preserved independently of later acquisition-accounting consideration.
