Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Invesco highlighted the evolution of its private credit platform toward multi-strategy and liquid/semi liquid credit solutions, supported by its long operating history.
Wells Fargo announced that Jeff Brown would join as Independent Solutions Platform Growth Director. The new role supports FiNet and planned RIA Solutions practices through strategic planning, talent development, succession and capital decisions. Brown previously served as president of Stratos Private Wealth and earlier worked as a Wells Fargo Advisors financial adviser. The release did not specify an effective joining day.
Overland AI disclosed USD 100 million financing backed by Point72 Ventures, led by 8VC. The aggregate included a USD 20 million venture debt facility from TriplePoint.
Quadria Capital announced completion of the take-private of Apex Healthcare Berhad on February 24, 2026 with 65 Equity Partners, Malaysia’s Employees Provident Fund and Silk Road Fund as co-investors. The transaction valued Apex at approximately MYR 1.9 billion, around US$470 million at the disclosed reference value, and resulted in the company becoming 100% privately owned by the consortium. Quadria was the largest single investor and led the transaction. Apex is a Malaysia-based healthcare group with pharmaceutical and related healthcare operations. Quadria framed the investment as a platform for the company’s next phase of growth and regional development and described the completed transaction as the largest healthcare take-private undertaken in Malaysia.
CPP Investments appointed David Colla global head of Credit Investments effective April 1, 2026, succeeding Andrew Edgell, who would remain as senior adviser. Colla joined in 2010.
UK model portfolio service launched combining Vanguard index and Wellington active portfolio strategies.
HPS provided USD50 million through redeemable convertible perpetual securities. Teleport's pre-money valuation was USD500 million. The financing supports airline partnerships and cross-border e-commerce network expansion. Legal adviser Milbank disclosed the transaction on 24 February 2026; that date is not asserted as the closing date.
Carlyle Global Credit supplied structured capital to energy-software provider Peloton Computer Enterprises. The transaction funds growth and facilitates the exit of Silver Lake, TriWest and HarbourVest. Carlyle’s Andreas Boye and Arjun Shah will join Peloton’s board. The instrument and amount were not disclosed.
ART was named Fund Manager of the Year – Superannuation at the 2026 Morningstar Awards.
Pershing Square Holdings published its 2025 Annual Report and investor presentation, detailing its concentrated portfolio and investment theses.
HarbourVest reported final closing of its inaugural Private Equity Continuation Solutions fund and related parallel vehicles at more than $1.1 billion of commitments, focused on single-asset continuation transactions.
Debtwise ranked Arcmont #1 direct lender in Benelux following the establishment of its Benelux office in Q4 2024.
Maria Toneva was appointed Head of Fundamental Equity Research in London as AustralianSuper continued building its internally managed global equities capability.
CPP Investments disclosed CPP Fund net assets of C$780.7 billion at December 31, 2025, rather than the C$714.43 billion presently shown for that date in the live AUM database.
Mid Cap Fund I entered exclusive negotiations to acquire French leisure infrastructure operator Belambra.
Fidelity's David Gaito discussed private-credit conditions as software valuations reset. The firm reported software accounted for less than 10% of its direct lending investment activity over several years and noted potential resilience of mission-critical software segments.
CPP Investments agreed to purchase a 50% stake in Peru's Inkia Energy alongside an I Squared-managed continuation vehicle at US$3.4 billion total enterprise valuation.
Fidelity launched Fidelity AAA CLO ETF (FAAA) and Fidelity CLO ETF (FCLO), both actively managed funds providing CLO-market exposure. FAAA targets predominantly AAA rated CLOs; FCLO primarily CLO tranches in the BBB+ to B- rating range.
Franklin Lexington strategy reaches $3.5 billion AUM. Official firm or parent-company announcement.
Nuveen, part of TIAA, announced a recommended all-cash acquisition of Schroders plc valuing equity at up to £9.9bn inclusive of permitted dividends. The offer included 590p cash per share plus up to 22p dividends, conditional on approvals.
Fortress provided a $112M senior secured credit facility to support the continued growth of specialty pet retailer Hollywood Feed.
Horizon Technology Finance and Monroe announced up to $50 million of financing capacity for OSSIO: $40 million initially plus $10 million additional availability. The $50 million does not represent Monroe's individual funded amount.
The AI investment landscape resembles a gold rush The current AI investment landscape resembles a gold rush, with capital flooding into anything remotely connected to artificial intelligence, driving significant valuation uplift. Pre-revenue startups command valuations historically reserved for mature, profitable companies, while public markets exhibit exuberance with double-digit stock price percentage moves triggered by AI-related news. Certain parallels exist between today’s AI boom and the dot-com era: transformative technologies with grand visions, massive capital deployment, and fierce competition for talent. However, today’s AI era differs in critical ways: higher barriers to entry, established infrastructure, and more immediate productivity benefits provide a different foundation than the dot-com boom. Perhaps most critically, unlike the dot-com era’s cash-burning startups with unproven business models, many of today’s AI leaders generate cash flows and operate profitable core businesses. This fundamental difference provides a financial cushion that reduces systemic risk. The key question for investors and…
Carlyle Asia Partners-affiliated funds agreed to invest INR 2,100 crore in Nido Home Finance. The package combines a purchase of a 45% stake from Edelweiss with INR 1,500 crore of primary capital, producing a strategic majority position. The deal remained subject to regulatory approvals.
Pemberton appointed Jay Daryanani as Managing Director and Deputy Head of CLOs following two new Indigo CLOs and the rejection of Indigo I in 2025.
Coller led a $1.3 billion continuation vehicle with Ares for a U.S. direct-lending fund.
Schroders and Apollo announced a partnership to develop integrated public and private market investment solutions, including retirement and wealth offerings. The arrangement concerned joint capabilities and distribution rather than a reported portfolio company acquisition.
Carlyle reported unaudited results for the fourth quarter and full year ended 31 December 2025, including pre-tax income of $462 million for the quarter and $1.2 billion for the full year. The release reported group assets under management of $477 billion as of 31 December 2025. This news preserves the reporting period separately from the publication date.
Monroe provided debt financing and participated in equity co-investment supporting Golden Bear Partners' majority recapitalization of CST Academy; amounts undisclosed.
Financing supported Pure Cremation's refinancing and Centerbridge's structured minority investment.
