Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
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.
4×4 Capital acquired Bob Evans Restaurants from Golden Gate Capital. Existing management continues to lead the restaurant business. The announcement does not disclose transaction consideration.
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.
StepStone reported third-quarter fiscal 2026 results for the period ended 31 December 2025 and declared a $0.28 per-share quarterly dividend.
Flagship V agreed to acquire Vigor Marine Group from a Lone Star Funds affiliate; price not announced.
Record premium income of €52.4 B and Group-share net income of €2.03 B.
Nuveen released the sixth edition of its annual EQuilibrium Global Institutional Investor Survey, capturing the views of institutional investors on portfolio positioning, private markets, artificial intelligence, geopolitics and long-term investment trends. The survey provides insights into evolving institutional investment priorities and informs Nuveen's strategic outlook on global asset allocation.
University Pension Plan Ontario and Schroders Capital formed an investment partnership targeting European industrial and logistics real estate, with UPP investing through Schroders Capital Real Estate Gateway Fund; a precise commitment amount was not disclosed.
Arcmont identified continued opportunities in European private credit, manager scale and institutional allocation as key themes for 2026.
Bloomberg reported that Fortress saw a major opportunity in the commercial real estate refinancing market, with approximately $4.5 trillion of property loans expected to require refinancing over the following three years. Fortress's commercial real estate credit business was targeting $5B of new deals during 2026.
Starwood Capital announced the appointment of John Gonnella as head of U.S. asset management.
Hamilton Lane announced nearly $2 billion across Infrastructure Opportunities Fund II and related vehicles, about three times its predecessor capital. Related-vehicle totals are not identical to the main fund's close size.
Fieldguide announced a $75 million Series C led by Growth Equity at Goldman Sachs Alternatives on February 2, 2026. Other investors participated, so $75 million is the total financing round rather than Goldman's disclosed individual cheque. Fieldguide builds an AI-native execution platform for audit and advisory firms.
UBS Asset Management appointed Adam Quaife as Country Head Australia and New Zealand and Head of Institutional Client Coverage Australia. He succeeded Nick Hughes, who had covered the Asset Management role on an interim basis. The appointment concerns UBS Asset Management; it is not a group-wide country-head appointment.
Strategic partnership with MARA Holdings to develop AI-ready digital infrastructure and data-center assets.
The U.S. Small Business Administration published notice that the small-business investment-company license issued to Wells Fargo Strategic Capital SBIC, L.P. was surrendered and declared null and void. The notice identifies license 04040348 and Federal Register document 2026-01864. It does not establish fund liquidation, a final investment exit, or the value of any remaining portfolio.
BC Partners and Bpifrance completed acquisition of French pharmaceutical company Biogaran from Servier. Bpifrance is a significant minority shareholder. No financial consideration was reported.
Schroders Greencoat, CATL and Lochpine Capital signed a memorandum of understanding to explore European battery energy storage investments and developments. The MoU is not evidence of completed project finance or fully invested capital.
Carlyle agreed on 29 January 2026 to sell Iwasaki Electric to Stanley Electric. Stanley’s announcement disclosed JPY 70,292 million purchase price including advisory fees and other costs, covering shares from Carlyle’s Lux Holdings and minority shareholders. The buyer confirms that acquisition of all shares completed on 23 April 2026. The announced aggregate purchase price is not Carlyle’s individual proceeds or an independently restated final closing amount.
On January 29, 2026, BlackRock and Partners Group launched three outcome-aligned multi-alternatives separately managed accounts with exposure to seven evergreen funds managed by BlackRock, HPS and Partners Group. Income, balanced and growth solutions are available through Morgan Stanley's wealth platform. No aggregate SMA fundraising or LP commitment amount was disclosed.
On January 29, 2026, Overland Advantage reported financing 18 transactions during 2025 with an aggregate value of approximately USD 4 billion. Since its May 2024 launch, approximately USD 7 billion in customized financing had been underwritten for U.S. middle-market companies. Seventy percent of those companies were founder or family owned. Overland reported arranging, structuring and leading approximately 96% of facilities in which it invested. The model combines Wells Fargo’s sourcing relationships with Centerbridge’s private-credit underwriting. Named second-half financings included Tempo, Technique, Atlantic Squared Supply, Columbus Distributing, Stark Tech, Exclusive Resorts and Envision Radiology. The release describes aggregate activity rather than Wells Fargo’s individual capital contribution and does not disclose each loan’s amount.
Russell Investments announced the acquisition of Zurich Investment Management's Australian business for nearly 2 Billion AUD.
Launched the Aegon AAA ABS Fund, providing institutional investors exposure to AAA-rated asset-backed securities across Europe, the US and Australia, expanding Aegon AM's structured credit offering.
