Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
HarbourVest announced 15 Managing Director, 15 Principal and 17 Senior Vice President promotions across its global business.
Fidelity reported $7.1 trillion in managed assets and $18.0 trillion in assets under administration as of December 31, 2025, along with 2025 revenue of $37.7 billion and operating income of $12.7 billion. Managed assets differ from client assets under administration.
Coller partnered with Mediobanca Private Banking to distribute its evergreen private equity secondaries strategy to eligible Italian investors.
Appointed Peter Sibilia as Head of U.S. Transactions. Strengthens acquisition and transaction execution in the U.S.
Hamilton Lane appointed Mika Tashiro to lead Japan private wealth distribution efforts, strengthening the firm's Asia private wealth footprint.
Netflix disclosed that WBD terminated their merger agreement on February 27, 2026. Paramount Skydance paid Netflix the USD 2.8 billion termination fee on WBD’s behalf. Netflix’s bridge, incremental bridge, revolving-credit and delayed-draw loan commitments associated with the transaction automatically terminated. The fee was paid to Netflix; it was not a Wells Fargo advisory fee or loan. This ends the proposed acquisition announced in December 2025.
Carlyle presented three-year targets for the end of 2028: fee-related earnings of at least $1.9 billion, inflows of at least $200 billion and distributable earnings per common share of at least $6.00. Its board also approved a new $2 billion share repurchase authorization. These figures are future management objectives and an authorization, not realized earnings, inflows or completed repurchases.
Man Group announced its 2025 annual results on 26 February 2026. Assets under management were USD 227.6 billion at 31 December 2025, compared with USD 168.6 billion a year earlier, excluding USD 4.9 billion of non-fee-paying committed capital. Net inflows totalled USD 28.7 billion. Run-rate net management fees were USD 1,182 million and core performance fees reached USD 281 million. The company reported diluted statutory earnings of 15.0 cents per share and proposed a final dividend of 11.5 cents, bringing the annual total to 17.2 cents. During the year it completed the Bardin Hill acquisition, seeded twelve strategies and launched four active ETFs.
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.
Thrive Capital announced the close of Thrive X, with separate allocations for early-stage and growth-stage investments. The firm emphasized long-term partnerships with a concentrated group of founders and acknowledged support from its limited partners.
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.
