Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Fidelity's second quarter business update reported $7.8 trillion managed assets and $19.9 trillion assets under administration at June 30, 2026. Managed assets rose 23% and administration assets 22% versus second-quarter 2025. These are distinct measures.
Fidelity Viewpoints explained how investors may access private equity, private credit, core real estate, liquid alternatives and digital assets. The educational article describes eligibility, liquidity, fees, tax reporting and investment risks, and should not be misrepresented as an announcement of a new investment product.
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.
Weil disclosed that it advised Antares Capital LP, acting as administrative agent, on financing supporting Reverence Capital Partners’ investment in accounting and advisory firm Eide Bailly. The adviser announcement identifies Antares’ agency role but does not disclose its individual lending commitment, an ownership stake, or financing terms. August 3 is the adviser’s publication date.
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.
Brookfield announced completion of the acquisition of the remaining 26% of Oaktree on July 31, 2026. The transaction gives Brookfield 100% ownership and integrates credit management capabilities; total consideration was approximately $3 billion. Brookfield's combined credit-platform AUM should not be treated as standalone Oaktree AUM.
An SEC Form 8-K filed August 3 reported that on July 31, Fidelity Private Credit Company LLC merged into Fidelity Private Credit Company II LLC. The survivor was renamed Fidelity Private Credit Company LLC. The agreement was dated March 25, 2026. Financial consideration was not reported.
Third Point Ventures participated in Zenity's Series C financing round of $125 million alongside DTCP, Hitachi Ventures, Intel Capital, LG Technology Ventures, Norwest, Qumra Capital, SoftBank Vision Fund and Vertex Ventures.
Partners Group and other shareholders agreed to tender all their Żabka shares into Couche-Tard's planned offer. The announced total equity value belongs to the entire target, and is not recorded as Partners Group's proceeds. Completion was conditional at announcement.
Kedaara-backed Universal NutriScience entered a competitive sale process. Warburg Pincus was reported as frontrunner with ChrysCapital also shortlisted. The reported transaction value is INR 2,700–2,800cr. Kedaara is expected to exit if the transaction closes.
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.
ICONIQ announced its partnership with K2 Space and co-led the company's Series D to support development of high-power satellite platforms.
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.
KKR and Capital Group announced a new interval fund combining public equities with KKR-managed private equity investments, expanding private market access for wealth management investors.
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.
Novartis India Limited announced that ChrysCapital had completed the acquisition of a 70.68% controlling stake. The transaction marks ChrysCapital’s first majority-controlled investment in the Indian pharmaceutical sector. NIL appointed Dr. Vikas Gupta as Managing Director and CEO and announced changes to its independent directors. The company said it would adopt a new name and corporate identity following its separation from Novartis AG. The release does not disclose transaction consideration.
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.
