Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Carlyle reported unaudited results for the third quarter ended 30 September 2024, including pre-tax income of $789 million. The release reported group assets under management of $447 billion as of 30 September 2024. This news preserves the reporting period separately from the publication date.
Monroe closed a $315 million collateralized fund obligation, a securitization structure rather than LP commitment.
Carlyle announced its completed acquisition of Kyoden, a Japanese manufacturer of printed circuit boards and electronic assemblies. The investment supports manufacturing development and international expansion. Acquisition terms and exact ownership percentage were not disclosed.
Carlyle announced completion of its acquisition of Worldpac from Advance Auto Parts on 4 November 2024. The seller’s SEC filing confirms that legal closing occurred on 1 November, following the 22 August agreement, for approximately $1.5 billion cash subject to adjustments. John Hamilton became President and CEO, and Bob Cushing became Strategic Advisor.
Carlyle Global Credit provided £205 million of acquisition financing as sole lender for Global Infrastructure Partners’ acquisition of Lanes Group. The package supports the UK water and wastewater-services provider. GIP, part of BlackRock, is the buyer; Carlyle is the lender.
AlpInvest closed a $1 billion collateralized fund obligation, its second securitization. The offering exceeded an initial $800 million target. It includes exposure to four AlpInvest-managed funds and two secondary transactions involving LP interests. This is a securitization amount rather than AUM or a fund closing.
CorroHealth signed definitive agreements for an investment from Patient Square Capital. Carlyle and Patient Square would share joint control, while Carlyle, TT Capital Partners, Sanaka Group and management remained investors. The October 2024 announcement expected closing by year-end; financial terms were not disclosed.
Carlyle announced Rigaku Holdings’ listing on the Tokyo Stock Exchange Prime Market. Carlyle had acquired the analytical-instruments company in 2021. The page publication header is 24 October 2024 while the Tokyo dateline and listing announcement are 25 October; those dates are preserved separately.
Vensure Employer Solutions announced a senior secured financing package led by Stone Point Capital Markets. A revolving credit facility and term loan were intended to refinance existing facilities. A delayed-draw term loan was intended to provide capacity for acquisitions and other initiatives. The announcement establishes SPCM's financing role without disclosing its own lending commitment.
CoreWeave announced a USD 650 million revolving credit facility led by JPMorgan Chase, Goldman Sachs and Morgan Stanley, with Wells Fargo among participating lenders. The facility supports ongoing growth. It was subsequently expanded in 2025; this event preserves the original announcement rather than treating the original amount as current capacity.
Mizuho Bank purchased a passive nonvoting minority economic interest below 5% in Golub's management companies. Mizuho also became Golub's exclusive distributor to Japanese retail and high-net-worth investors. Ownership percentage and price undisclosed.
Schroders Capital announced Nick Montgomery as Global Head of Real Estate alongside management promotions across its international real estate business.
Schroders announced executive and board changes including appointment of Meagen Burnett as Chief Financial Officer and the addition of Group CIO Johanna Kyrklund to its board effective in early 2025.
Fiserv disclosed that its Wells Fargo Merchant Services venture would expire April 1, 2025. Wells Fargo Bank held 60% and a Fiserv subsidiary held 40%. The parties also agreed multiyear processing services for current and future Wells Fargo merchant clients. Subsequent Fiserv filings confirm that Wells Fargo acquired the remaining interest on April 1, 2025 and paid USD 453 million, with no significant adjustment after the third-quarter 2025 valuation process.
Polus Capital Management disclosed a commitment from ADIA subsidiary to its Special Situations strategy, then approximately US$5bn AUM. Specific ADIA commitment amount was not disclosed.
Schroders announced Richard Oldfield as its next Group Chief Executive, succeeding Peter Harrison and effective in November 2024. Oldfield had previously served as CFO of the group.
Antares named Neil Siegel its chief marketing officer as it developed its alternative credit distribution capabilities. Siegel joined after serving as chief marketing officer at Macquarie Asset Management and earlier at Neuberger Berman, with previous roles at Morgan Stanley Investment Management. His institutional and intermediary marketing background was emphasized. At the time, Antares reported more than $71 billion in capital under management and administration as of June 30, 2024; that combined operational metric should not be converted to verified group-total AUM in the CRM. This announcement is an appointment rather than a fundraising transaction.
Warburg Pincus announced an inaugural Capital Solutions Founders Fund final close at over US$4bn versus US$2bn initial target, with ADIA subsidiary as anchor investor. ADIA commitment amount undisclosed.
Copenhagen Infrastructure Partners announced that Buffalo Plains had supplied its first power to Alberta's grid on behalf of Copenhagen Infrastructure IV. Installation work was continuing. The completed wind project was planned to have 83 turbines and 495 MW of capacity; the announcement did not establish full operation.
Trimont agreed to acquire Wells Fargo’s non-agency third-party commercial mortgage servicing business, backed by Värde Partners. The announcement concerned this servicing operation and did not disclose purchase consideration. Serviced loan balances represent servicing scope, not acquisition price or AUM.
Guardian agreed to transfer management of approximately USD30 billion of assets and available commitments to HPS, covering public high yield, investment-grade private credit and real estate. Guardian also announced up to USD5 billion of future investment-grade commitments and a larger passive minority stake. It retains asset-allocation oversight.
Monroe completed a $561.8 million middle-market CLO XVI securitization.
Antin announced that its planned acquisition of Excellence Imagerie had not completed and was terminated because regulatory conditions were not satisfied.
Antares released its inaugural Credit Market Outlook Survey assessing private equity sponsors and middle-market portfolio companies. It found expectations for moderate U.S. growth, healthy borrower revenue and EBITDA expansion, and potential improvement in mergers and acquisitions. Among borrower respondents, 78 percent expected U.S. growth of zero to two percent over the next 12 months; 68 percent anticipated revenue growth and 74 percent expected organic EBITDA growth. Sponsors highlighted industrial, business services and healthcare as attractive sectors. The results are survey respondent expectations rather than Antares' realized returns, portfolio allocation percentages, or fund-level performance.
Oxford appointed David Hickman and Garrett Henn as Co-Heads of Enterprise Lending, covering life sciences, healthtech and SaaS. Hickman previously led business development and northwestern U.S. originations within Oxford's life sciences division. Henn previously oversaw credit and portfolio management for the western U.S. The appointments expanded their responsibilities within the existing business.
Pemberton first close of its ADIA-anchored NAV Strategic Financing strategy exceeded US$1bn investable capital, including Legal & General and others. This is total strategy investible capital, not ADIA's LP ticket.
SLF VI and related vehicles secured USD14.3 billion of equity and USD21.1 billion of investable capital including borrowings. The commingled fund raised USD10.4 billion against its USD7.5 billion target. The strategy focuses on lending situations requiring bespoke structuring.
Schroders Capital Global Innovation Trust invested an additional €1.7m, about £1.4m, in Dutch oncology company iOnctura as part of an €80m Series B financing led by Syncona. The €80m total round was not solely Schroders capital.
Hamilton Lane reported final close of Secondary Fund VI at approximately $5.6 billion, with institutional and private wealth LP participation. No individual LP commitments are inferred.
Antares closed Orion CLO 2024-3, its third broadly syndicated loan CLO, totaling $400 million. The issuance marked additional growth of the firm's Liquid Credit offering, which manages syndicated corporate loans alongside its longer-standing private credit business. Antares stated that the CLO was intended to comply with European risk-retention regulations and noted demand across the capital structure. The firm also cited a portfolio of approximately $11.1 billion of assets under management across 13 CLOs as of March 31, 2024, which is a CLO segment metric rather than Antares' overall firm AUM. No vehicle-specific net IRR, TVPI or investor fee terms were disclosed.
