Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Webster Bank announced grant awards to eight small businesses during National Small Business Week. Its first contest selected winners from an eligible pool of small businesses across Connecticut, New York, Massachusetts and Rhode Island, with awards intended to support hiring, equipment and service expansion.
For the quarter ended 31 March 2026, Swiss Re reported Group net income of USD 1,513 million, insurance revenue of USD 10,034 million and an annualised return on investments of 4.6%. The release attributed the result to contributions from all business units, low natural-catastrophe experience and investment income.
PGGM became an anchor investor in EBRD's Mosaic significant-risk-transfer transaction. The EUR 1 billion reference portfolio remains on EBRD's balance sheet. A EUR 145 million mezzanine tranche was partly placed with PGGM and partly insured by AXA XL, AXIS Capital and Liberty Mutual. PGGM's individual participation amount was not disclosed.
Pantheon announced the closing of its inaugural private-equity collateralized fund obligation. The rated structure provides access to its private-equity secondaries and co-investment strategies and a seeded portfolio. Evercore acted as structuring adviser and placement agent; Simpson Thacher & Bartlett served as issuer counsel.
Carlyle reported unaudited results for the first quarter ended 31 March 2026, including a pre-tax loss of $179 million. The release reported group assets under management of $475 billion as of 31 March 2026. This news preserves the reporting period separately from the publication date.
Monroe arranged an undisclosed senior credit facility supporting First Reserve's strategic growth investment in Lindsey Systems.
Everstone completed the acquisition of Qiar, formerly Schenck Process, from Blackstone and plans continued investment in engineering and innovation.
Aflac reaffirmed its strategy of investing its approximately US$100 billion insurance portfolio through AGI, with continued emphasis on private credit and other alternative income-producing assets. No new strategic transactions have been announced.
Realty Income's first-quarter results confirmed the March 31, 2026 closing of its joint venture with Apollo, comprising 492 properties. Apollo affiliates invested USD 1 billion for 49%; Realty Income retained 51%. Wells Fargo Securities had advised Apollo on the transaction. May 6 is the publication date of this results disclosure, not the closing date.
Carlyle Global Credit-managed funds and accounts partnered with Diversified Energy on the Camino asset transaction announced on 6 May 2026 and completed on 2 July 2026. The managed investors hold 60% of the producing-assets SPV and contributed a reported $82 million; Diversified holds 40% and contributed $55 million. DP Eagle LLC issued $895 million of ABS. Diversified separately owns the undeveloped acreage. These figures do not represent Carlyle parent ownership, ownership of Camino itself or the overall purchase price. Aggregate agreement price was approximately $1.175 billion before customary adjustments.
Antin reported total AUM €33.8bn in 1Q 2026 and announced Mid Cap II fundraising, later superseded by 30 June 2026 total AUM of €33.3bn.
Invesco published its assessment of private credit market conditions, emphasizing manager selection, underwriting quality and differences among evergreen and other private credit structures.
Parafin renewed and expanded its warehouse credit facility with Silicon Valley Bank, a division of First Citizens Bank, EverBank and Trinity Capital. The facility supports embedded financing for small businesses. The amended total and individual lender commitments were not disclosed.
UBS Asset Management announced fee reductions for five ETFs and added its Euro Stoxx 50 ETF to the Core range. The changes cover the MSCI EMU, MSCI USA, Euro Stoxx 50, MSCI World ex USA and MSCI Pacific ex Japan products. The release specifies the affected unhedged share classes.
Goldman Sachs announced that Stephan Feldgoise and Joshua Schiffrin joined its Management Committee, with Ericka Leslie appointed Chief Administrative Officer as part of operational changes.
Legal & General announced the appointment of Rob Groves as Chief Investment Officer (CIO) for its Institutional Retirement business. In this role, he will oversee the investment strategy and portfolio management for the Institutional Retirement division, supporting the firm's long-term retirement investment objectives and capital deployment across institutional assets.
Axos Bank marked National Small Business Week by announcing a small-business deposit milestone and describing its digital banking services. The announcement highlighted work with payroll, merchant-services and industry partners to support business customers’ payments and financial operations.
Axos Bank completed its acquisition of Jenius Bank’s United States consumer deposits from SMBC MANUBANK on May 2, 2026. Axos disclosed completion in its May 4 filing. The transaction transferred deposits and associated cash under a purchase and assumption agreement; it did not establish Axos ownership of SMBC MANUBANK.
Sixth Street joined Bain Capital and Harvest Partners Structured Capital in a growth investment in Power Home Remodeling. Existing Harvest Partners funds remain the largest investor. The investment supports business expansion; financial terms and ownership percentages were not disclosed.
Firefly’s quarterly filing disclosed a second revolver amendment effective April 3, 2026. The amendment added USD 45 million of commitments and brought total capacity to USD 305 million, with Wells Fargo Bank, N.A. as administrative agent. Maturity remained August 8, 2028. May 4 is the filing date; the agreement’s April 3 effective date is retained separately.
Carlyle Global Credit led a $460 million financing package for ORBCOMM, acting as administrative agent. The package refinances existing debt and supports growth for the industrial Internet-of-Things provider. The disclosed total represents the financing package, rather than Carlyle’s individual funded share.
Carlyle acquired majority interests in Knack RCM and EqualizeRCM to create a combined healthcare revenue-cycle management platform. Asia Partners VI and Asia Partners Growth II affiliated funds provide equity. Both founders will reinvest part of their proceeds. Terms were not disclosed.
Aviva announced completion of its acquisition of DisasterCare Group, including CJN Holdings Limited, Disaster Care Limited and The Flood School Limited. These businesses became wholly owned Aviva subsidiaries. The acquisition expands the group’s disaster-recovery, restoration and property-claims operations.
Following the PSUS transaction, Pershing Square began deploying newly raised capital into additional large cap investments while reducing several legacy positions.
JPMAM launched JPMorgan Managed Futures Plus ETF (JFPP) on Nasdaq, expanding its alternatives and multi asset product offering.
JPMAM launched a second tokenized money market fund on Ethereum, expanding its Morgan Money tokenized liquidity offering.
SEI and Carlyle expanded their partnership to develop private-market solutions for wealth and retirement investors, including model portfolios and defined-contribution offerings. The collaboration extends a relationship previously focused on fund administration and technology enablement.
Carlyle Global Credit provided A$600 million of preferred equity to support CC Capital’s acquisition of Insignia Financial. Its Credit Opportunities strategy supplied the capital for the Australian wealth manager’s transformation and growth. This is preferred equity, not a loan.
Reuters reported net returns of 19% in 2024 and 17.5% in 2025. Legal fund/share class not identified; do not treat these as IRR or as returns of every Point72 fund.
Fidelity launched Enhanced Mid Cap Growth ETF (FEMG), Enhanced Mid Cap Value ETF (FEMV), Enhanced Small Cap Growth ETF (FSEG) and Enhanced Small Cap Value ETF (FSEV), expanding its actively managed enhanced ETF lineup.
