Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
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.
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.
