Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
On August 10, 2026, Apax-advised funds announced an agreement to sell reusable asset pooling and logistics company Tosca to Infrastructure at Goldman Sachs Alternatives. Financial terms were not disclosed. Closing is subject to regulatory approvals and customary conditions; do not record a completed acquisition based on the announcement alone.
Oxford reported leveraged lending deployment approaching $1 billion during the first half of 2026. Lending spanned healthcare, technology and business services, including new platform investments and follow-on capital for existing borrowers. Examples supported refinancing, acquisitions, recapitalizations and growth. Individual borrower identities were not disclosed in the transaction summaries.
PGGM invested for PFZW in 80% of the outstanding tranche in mBank's Fuji transaction. The transaction references EUR 1.1 billion of Polish commercial-real-estate loans and is the parties' fourth transaction in four years. The tranche share is distinct from ownership in mBank and from the reference portfolio size.
Carlyle reported unaudited results for the second quarter ended 30 June 2026, including pre-tax income of $274 million. The release reported group assets under management of $485 billion as of 30 June 2026. This news preserves the reporting period separately from the publication date.
Flagship III and Fund III-B entered exclusive sale negotiations with Infrastructure Investments Fund. Closing anticipated by Q1 2027, subject to approvals.
CalSTRS reported a 13.9% net investment return for the fiscal year ended June 30, 2026, exceeding its 13.5% policy benchmark by 0.4 percentage points. Global Equity returned 25.1%, Private Equity 7.5%, Fixed Income 4.4%, and Real Estate 0.2%. Private-asset valuations lagged three months and were adjusted for cash flows through June 30.
Wells Fargo announced a tokenized-deposit program for corporate and commercial clients. The initial rollout was planned for fall 2026, covering selected U.S.-dollar to British-pound transactions, followed by wider client, country and currency coverage during 2027. The system is intended to support continuous settlement and programmable payments through the bank’s existing infrastructure. The announcement describes planned capabilities and does not establish that the full rollout was already complete.
Monroe financed Avathon Capital-backed Summit Professional Education's acquisition of Kids Bowel & Bladder.
Hamilton Lane reported its quarter ended June 30, 2026. It disclosed $146.3 billion of discretionary assets under management and separately $914.1 billion in non-discretionary assets under advisement; these metrics must not be combined as AUM.
Vehicles backed by Sixth Street and affiliates of Bayview Asset Management acquired Castle Trust Bank from J.C. Flowers. Sixth Street and Bayview are described as equal partners and agreed to provide additional growth capital. Consideration and exact ownership percentages were not disclosed.
Aviva announced a £300 million bulk purchase annuity buy-in with the trustee of the Elementis Group Pension Scheme, covering the benefits of 4,500 members. The transaction completed in May 2026. Aon led advice to the trustee and Squire Patton Boggs provided legal advice. This was an insurance risk-transfer transaction.
Partners Group reported that portfolio companies Foundation Risk Partners and Version 1 collaborated on AI systems for insurance processing. The firm acquired both businesses in 2022.
EY's first-half 2026 transaction review identifies its advisory work for HOOPP on the acquisition of the IANTE rental residential portfolio from Ares, reporting a EUR 690 million transaction value. The review was published on 3 August 2026 and does not disclose the acquisition's exact announcement or completion date.
CAA published its H1 2026 consolidated financial statements.
Amundi reported group assets under management of EUR2,581 billion at 30 June 2026. Its first-half release also discussed contributions from ICG and the SBI Funds Management listing. The AUM figure follows Amundi's stated group methodology and is separate from corporate balance-sheet assets.
Pantheon announced final closing of Global Co-Investment Opportunities Fund VI and related vehicles. The combined program focuses on mid-market companies alongside general partners, including non-bank financials, industrials and business services, and technology. The headline fundraising figure covers the fund and related vehicles together.
Hamilton Lane-managed funds served as the sole lead investor in Cynosure's Savant Wealth Management continuation vehicle. Aggregate commitments were around $270 million; individual Hamilton Lane investment amount was not disclosed.
Schroders reported assets under management of £867.8bn at 30 June 2026 in its interim results, with improved profits and progress on operational savings; distinguish Schroders group AUM from Schroders Capital private markets AUM.
Reuters reported that Goldman Sachs Asset Management established AlphaAI for AI-driven investment opportunities across public and private markets, led by an AI investment council chaired by Lou D'Ambrosio. Darius Adamczyk assumed global oversight of GS Value Accelerator, according to the reported internal memo.
Octus recognized Varde as the leading private credit lender in India during H1 2026. Varde reported more than $13 B invested across APAC.
ChrysCapital announced Rachit Mathur’s appointment as Managing Director and Head of Enhancin, its portfolio value-creation platform. The firm also acknowledged Parampreet Singh Bhasin’s role in building Enhancin and said he had decided to pursue an entrepreneurial venture in packaged foods.
Eni's July 29 results release disclosed an upstream infrastructure agreement with Ares-managed AC Europe II SCSp. Ares Alternative Credit funds and PIMCO supplied commitment letters; the July disclosure anticipated funding in the third quarter.
Aviva announced a £180 million full-scheme bulk purchase annuity buy-in with the trustee of the Aston Martin Lagonda Pension Scheme. It covers approximately 540 pensioners and 1,050 deferred members. The transaction completed in July 2026, with LCP acting as lead risk-transfer and investment adviser to the trustee.
CPP Investments announced a C$1 billion commitment for a majority stake in the Tarchon UK-Germany subsea cable development. The transaction was announced, with closing expected by end-2026, not confirmed complete at publication.
Antin agreed to sell a 30% holding in Sølvtrans to GLIL Infrastructure; Antin retained majority alongside founder.
Goldman Sachs Alternatives agreed to acquire RWE's U.S. Distributed Clean Energy business, comprising about 348 MWdc of operational assets and 1.2GW in development across 16 states. The source reports a signed agreement, not a completed acquisition.
Wells Fargo’s board approved a quarterly common-stock dividend of USD 0.50 per share, an increase of USD 0.05 or 11% from the prior quarter. It was payable September 1, 2026 to shareholders of record on August 7, 2026. This approval followed the June 24 announcement of the intended increase.
Pantheon co-led an EUR811 million multi-asset continuation vehicle for BU Bregal Unternehmerkapital involving Safety21 and Onlineprinters. The transaction offers existing investors liquidity or reinvestment and provides long-term capital for both businesses. EUR811 million is the overall vehicle amount; Pantheon's individual investment and ownership percentage were not disclosed.
Man Group reported its first-half results on 28 July 2026, disclosing USD 253.6 billion of assets under management at 30 June 2026. That measure excluded USD 4.9 billion of non-fee-paying commitments. Investment gains contributed USD 19.8 billion and net inflows were USD 7.1 billion. Run-rate net management fees reached USD 1,303 million, while core performance fees were USD 207 million. The firm reported USD 758 million of net tangible assets and recommended an interim dividend of 5.7 cents per share. Management highlighted growth in liquid credit, the first close of its opportunistic credit offering, continued North American expansion and wider use of agentic AI workflows across the business.
Union Pacific and Norfolk Southern submitted further customer-service commitments in support of their proposed merger. Their July 27, 2026 update expected completion in mid-2027, subject to the Surface Transportation Board process. Wells Fargo was a financial adviser to Union Pacific on the proposal. The update was not regulatory approval or a closing announcement.
