Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Carlyle acquired Secturion Systems, a hardware-encryption business. This was the first investment by its dedicated middle-market aerospace, defense, government and industrials platform. Sean Berg will lead Secturion as CEO, alongside continuing executives Josh Falslev and Derek Owens. Terms were not disclosed.
T. Rowe Price and Goldman Sachs Asset Management announced the launch of an interval fund combining public multi-asset portfolio construction with access to Goldman Sachs private-market strategies and T. Rowe Price's OHA private credit capabilities.
Goldman Sachs Alternatives' private equity business agreed to buy a majority stake in Numantec, an Italian infusion medical device group, from White Bridge Investments and others. Terms were not disclosed.
Freenome announced FDA approval of its blood-based colorectal-cancer screening test.
TRS selected Meaghan Bludau as Chief Health Care Officer following a nationwide search. Bludau succeeds Katrina Daniel, whose retirement date was August 31, 2026, and will oversee TRS-Care and TRS-ActiveCare. She joined TRS in 2016 and most recently served as Chief of Staff for TRS Health.
Sixth Street participated alongside Goldman Sachs Alternatives in an investment led by Warburg Pincus supporting Paradigm Oral Health's buyback of BlackRock Long Term Private Capital's stake. Majority control returned to surgeons and management. Sixth Street's investment amount and ownership percentage were not disclosed.
Hamilton Lane elected Michael Schmertzler to its board as an independent director, effective July 22, 2026.
Sixth Street Growth led Candid Health's Series D financing, alongside Oak HC/FT, 8VC and Y Combinator. The $120 million disclosed is the total round, not Sixth Street's individual investment. Proceeds support the company's automated healthcare revenue-cycle platform.
Carlyle Global Credit supplied financing for Francisco Partners’ take-private of Blackline Safety. Carlyle served as administrative agent and lead arranger. Its Direct Lending team led the financing, whose amount was not disclosed in the release.
Golub appointed Timothée Delisle managing director for its European direct lending team in London to deepen private equity sponsor relationships and European sponsor finance coverage.
HPS-managed funds and accounts led a GBP550 million financing: GBP450 million senior secured term loan plus GBP100 million delayed draw. The package matures July 2031 at SONIA plus 6.75%. The amount is the entire package; HPS's individual funded share was not disclosed.
Ipsen completed the acquisition of Memo Therapeutics, a Schroders Capital Global Innovation Trust portfolio company, for €200m upfront and contingent payments which could raise total consideration above €700m. The sums are whole-company consideration, not Schroders direct proceeds.
Goldman Sachs Alternatives reached a definitive agreement to become the institutional investor in AEGIS Hedging Solutions alongside company management. Transaction terms were not disclosed and closing remained subject to the announcement terms.
State Bank of India and Amundi announced the completed listing of SBI Funds Management on BSE and NSE. Amundi described the IPO as a milestone in the continuing Indian joint venture.
Brean Capital’s Retail Equity Sales and Trading business joined First Clearing for clearing, custody and technology services while retaining its independent brand. The division previously used the platform under the FIG Partners name from July 2003 through May 2019. No acquisition or contract value was announced.
AIP Capital and Monroe closed a $643 million aircraft-backed securitization collateralized by 18 commercial aircraft.
The board of Credit Suisse Asset Management Income Fund approved renaming the fund UBS Asset Management Income Fund, with an expected effective date around 4 September 2026. Its investment objectives and strategies were to remain unchanged, and the CIK ticker was to continue. UBS Asset Management (Americas) LLC was identified as the investment adviser.
Wells Fargo launched AI Teammate within Advisor Gateway to help financial advisors, client associates and support teams find information and complete routine workflows. The bank said it intends to expand the tool’s capabilities over time to support personalized insights, client preparation and additional workflows. This is a wealth-platform technology development; no contract value or investment allocation was disclosed.
AlpInvest Atom Fund II closed at its $1.7 billion hard cap against a $1 billion target. The vehicle focuses on single-asset continuation transactions. Together with other AlpInvest vehicles, it contributes to $7 billion of investment capacity for that strategy; the platform figure is separate from this fund’s size.
Monroe named Alexandra Artes-Roy director for West Coast direct originations. She previously held private-credit roles at KKR and Barings.
Ares Real Estate funds completed their acquisition of all Whitestone REIT common shares and operating partnership units. Whitestone ceased public trading following completion; the transaction adds a portfolio of convenience-focused retail properties.
CalSTRS and Nuveen announced a partnership to invest up to $2 billion in sustainable infrastructure through Nuveen Energy Infrastructure Credit. CalSTRS will anchor the sustainable infrastructure portfolio in Energy & Power Infrastructure Credit Fund II, with potential support for future complementary strategies. The announced ceiling is not a disclosed fund-specific commitment.
Golub's Altman Index reported median portfolio-company revenue growth of 3.1% year-over-year and EBITDA growth of 3.7% in the first two months of Q2 2026. These are company-operating metrics, not manager AUM.
Goldman Sachs reported USD 4.041tn total assets under supervision as of June 30, 2026. Its alternative-investments AUS was USD 459bn; fixed income USD 1.394tn; equity USD 1.123tn; liquidity products USD 1.065tn. These are firm-reported AUS figures, not all discretionary AUM.
Wells Fargo released second-quarter 2026 results on July 14. The subsequent Q2 Form 10-Q gives the more precise June 30 advisory-assets balances: USD 1,224.9 billion company-wide and USD 1,127.4 billion within Wealth & Investment Management. Advisory accounts include third-party-managed and certain client-directed assets. These figures are advisory assets and do not establish total group assets under management.
CalPERS reported a preliminary net investment return of 14.8% for the 12 months ended June 30, 2026. Public and private equity contributed to the result. The figure exceeded the previous fiscal year's 11.6% return and the board's 6.8% assumed return. The announcement identifies the result as preliminary.
Realty Income announced a completed increase in unsecured revolving capacity from USD 4.0 billion to USD 5.5 billion. Wells Fargo Bank is administrative agent, and Wells Fargo Securities is a joint bookrunner. The facility covers 26 lenders; its total size is not Wells Fargo’s individual commitment.
Warburg Pincus said its investor group agreed to acquire control of PANTHERx Rare, a US specialty pharmacy, with a material minority investment by a wholly owned ADIA subsidiary. Individual capital commitment, percentage and final closing date were not disclosed at announcement; transaction subject to conditions.
Shimadzu completed its acquisition of all shares in Glass HoldCo on 10 July 2026, making Tescan wholly owned. The buyer reported an acquisition price of USD 711 million. The transaction was first announced by Shimadzu on 25 December 2025; Carlyle’s January 2026 release reported a separate $850 million enterprise value. The current acquisition price is distinct from enterprise value and Carlyle’s individual proceeds.
HarbourVest announced a $4.75 billion final close for its seventh direct co-investment program, exceeding its $4 billion target. The platform invests alongside buyout and growth equity sponsors.
