Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Duncan Welsh joined as Investor Relations Principal, leading Melbourne office expansion; previous employer IFM Investors.
Ipsen agreed to acquire Switzerland's Memo Therapeutics for €200m upfront plus future contingent consideration; Memo was held by Schroders Capital Global Innovation Trust. Agreement announced 1 July and completed later in July.
ART reported more than A$1.2 billion of new infrastructure commitments during the June quarter and additional private equity, property and alternative investments.
Shaun Manuell was appointed CIO effective 01 July 2026, having previously served as Head of Australian Equities for 13 years, overseeing growth in internally managed Australian equities from $1 billion to more than $100 billion.
Coller partnered with Cherry Bank to expand access to private credit secondaries for wealth investors in Italy and Europe.
Starwood closed Starwood Distressed Opportunity Fund XIII at US$10.2B, increasing AUM to approximately US$130B. Focus: residential, data centers, industrial & hospitality.
Nuveen Energy Infrastructure Credit completed a US$546 million preferred equity investment to support the SunZia transmission and wind infrastructure project in the United States. The investment provides long-term capital for one of the largest renewable energy infrastructure developments in the U.S., reinforcing Nuveen's strategy of investing in energy transition and infrastructure credit assets.
Nemetschek completed the acquisition of HCSS from Thoma Bravo, marking a portfolio exit in the construction software sector.
Through Global Atlantic, KKR expanded its insurance asset management strategy in Europe by pursuing partnerships with insurers and pension risk transfer opportunities.
Ares Credit funds led debt financing supporting KSL affiliates’ acquisition of Invited Clubs. Ares' U.S. Direct Lending platform supplied financing; the disclosure does not identify Ares as the acquisition sponsor.
CalPERS announced Justin Scripps' promotion to managing investment director for global fixed income. He had most recently served as an investment director in private debt, managing asset-based finance, direct lending and specialty lending investments. Chief Investment Officer Stephen Gilmore said Scripps would help guide the fixed income team during the transition to a Total Portfolio Approach.
London CIV's 30 June 2026 community update introduced the LCIV Core Global Equity Fund. It described a global equity solution combining quantitative, growth and value styles across Acadian, Axiom and Wellington. The newsletter presented the fund's investment objective; this is not reported achieved performance or a confirmed exact launch date.
Partners Group invested USD 250 million for clients through its infrastructure secondaries strategy in an Avenue Capital-managed aviation continuation vehicle. Avenue Capital's aviation team continues to manage the portfolio.
Monroe led an undisclosed senior facility supporting Littlejohn & Co.'s acquisition of Milrose Consultants.
Alecta's wholly owned property subsidiary Alecta Fastigheter agreed to acquire two Stockholm office properties from Castellum. The underlying property valuation was SEK 5,014 million. The properties are Isotopen 1 and Klassföreståndaren 3 and total approximately 36,100 square metres. Alecta Fastigheter, rather than its pension-company parent, is the actual buyer.
BC Partners promoted Moritz Elfers and Matt Evans to Partner, together with eight new Managing Directors across Private Equity, Credit and Investor Relations, including William Johnson.
Third Point made significant changes to its disclosed U.S. equity holdings, including a new 20 million share Warner Bros. Discovery position valued at approximately $533.2 million at quarter end. It also initiated positions in Keysight Technologies, Block and Flex, while exiting Nvidia, Broadcom, KLA, Lam Research, VanEck Semiconductor ETF and Meta.
Canadian defence technology firm Dominion Dynamics announced a C$139 million (US$100 million) Series A financing on June 30, 2026, led by Georgian. Other participants included OMERS, Valor Equity Partners, RBC, BDC and previous investors including BCI and Bessemer Venture Partners. Dominion develops surveillance and autonomous systems intended for extreme environments and Arctic conditions. The financing follows a C$21 million seed round and brings cumulative capital raised to approximately C$169 million since its 2025 launch. BCI's individual contribution to the Series A was not disclosed.
Investment vehicles managed or advised by Sixth Street agreed to acquire a majority stake in Monument Re. Hannover Re will remain a shareholder. Completion is expected by the end of 2026, subject to regulatory approvals and customary conditions; the source does not establish a completed acquisition.
Petershill at Goldman Sachs Alternatives announced a definitive agreement to sell its non-control ownership stake in Kayne Anderson Real Estate on June 29, 2026. Completion remained subject to closing conditions. The cited $4.2 billion realized-proceeds total covers multiple Petershill transactions since 2024, not this stake's standalone proceeds.
Warburg Pincus agreed to acquire Network Plus from OMERS Private Equity and other shareholders. The utility and infrastructure services acquisition remained subject to regulatory approval at announcement. Financial terms were not disclosed.
Partners Group launched B Residences with Empira to develop a Breitling-branded Miami condominium tower. The investment and construction remain planned; Partners Group owns Breitling for clients and acquired Empira corporately.
AES announced shareholder approval of its proposed acquisition by the GIP and EQT-led consortium. The issuer release described approximately $10.7 billion equity value and approximately $33.4 billion enterprise value. Wells Fargo had advised AES on the agreement. Shareholder approval was a transaction milestone; the source did not establish that all conditions were satisfied or that closing occurred.
CPP Investments announced a strategic arrangement to invest US$88 million over three years in equity residual interests linked to Chesapeake IV fleet asset-backed securities.
Amundi launched EUR Ultra Short-Term Bond Active UCITS ETF and Global Corporate Bond Active UCITS ETF. Both products are listed on Xetra and classified Article 8 under SFDR.
Clearwater announced that its acquisition by a Permira and Warburg Pincus-led group had completed. Francisco Partners supported the deal and Temasek participated. Clearwater shares ceased trading on the NYSE; no investor-specific ticket or ownership is asserted.
HOOPP and Abacus Data released research on pensions and workforce retention. Their 2026 survey found that 65% of respondents aged 18–34 would consider changing jobs for a defined benefit pension or a better pension. The study included 2,000 Canadian adults and a separate sample of 803 healthcare workers.
Aecon announced an agreement to repurchase Oaktree-managed funds' as-converted 27.5% preferred equity holding in Aecon Utilities for C$320 million. Its June 25 announcement implied approximately C$1.2 billion of subsidiary equity value. Closing was expected in the fourth quarter of 2026, and was not confirmed completed in the announcement.
responsAbility announced USD 110 million from Alecta for its emerging-markets climate finance investment strategy. The proceeds support energy efficiency, renewable generation and climate adaptation. It was Alecta's third investment with the manager. The release did not identify the formal fund or vehicle, so it should not be represented as a commitment to a named fund.
BCI announced on June 25, 2026 that its six largest pension clients returned 6.7% combined for the fiscal year ended March 31, 2026, exceeding their average actuarial objective of 6.0%. Gross AUM rose to C$313.7 billion, from C$295 billion in fiscal 2025, while net AUM reached C$265.4 billion. Private equity generated an 8.1% return; infrastructure 7.6%; private debt 6.1%; real estate debt 5.3%; and real estate equity declined 4.9%. Private market investments and asset sales were important contributors to the year. Figures are reported in Canadian dollars.
