Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Expanded joint venture with UDR, Inc. by US$230 million. Increased exposure to multifamily residential assets.
Aegon updated its adviser platform by closing one Mercer Governed Portfolio fund and making changes to its governed portfolio range as part of ongoing investment product governance.
Aegon announced the integration of private market investments into its LifePath retirement investment solution, expanding long-term diversified investment exposure for pension members.
The announced venture assigned CPP Investments a 90% interest and C$1 billion of equity commitments, with Dream Industrial and Dream Asset Management. C$3 billion was expected leveraged acquisition capacity.
Coller opened its Tokyo office, its sixth APAC location, to expand institutional and private wealth secondaries distribution in Japan.
UBS Asset Management announced the appointments of Barry Gill and Sonja Laud as Co-Heads of its Investments business. They will jointly oversee the firm's global investment platform across public and private markets, with responsibility for investment strategy, portfolio management, and delivering investment solutions to institutional and wholesale clients worldwide.
Long-standing CIO and Deputy CEO Mark Delaney announced his retirement after 25 years. He remained CIO through 30 June 2026.
JPMAM closed PEG Global Private Equity XII at $1.44 billion, above its $1.25 billion target. The fund invests globally across buyout and early-stage venture strategies through primary investments, secondaries and co-investments.
Third Point Ventures portfolio company FireHydrant was acquired by Freshworks, representing another Third Point Ventures portfolio company exit.
Mercer announced that its UK master trusts intended to invest through a bespoke Schroders Mercer Private Assets Growth Long Term Asset Fund; Mercer expected around £350m during its first year, subject to approvals. This is a forward-looking allocation, not verified invested cash.
Flagship V agreed to acquire NorthC's European colocation data centers from DWS and other shareholders.
AustralianSuper completed its first acquisition for its new UK Living Platform, acquiring six student housing assets with 1,616 beds across six UK cities.
Published ISA Outlook 2026 – Asia Pacific, highlighting investment opportunities following market repricing. Provides strategic market guidance for investors.
Aegon presented its long-term strategy, capital allocation priorities, and business outlook, including its asset management operations and investment platform.
Aegon announced a strategic review of its UK operations, including evaluating a potential divestment. The company stated that Aegon Asset Management is separate from Aegon UK and is not included in the review, confirming the asset manager continues to operate independently within the group.
JPMAM highlighted opportunities across private equity, private credit, real estate, infrastructure, transportation, timberland and hedge funds, with AI and public-private market convergence as major themes.
Qatar Sports Investments announced an agreement to fully acquire the historic Belgian football club KAS Eupen from the Aspire Zone Foundation. While financial terms were not disclosed, QSI will take complete operational control of the club's sporting, commercial, and administrative assets. This deal expands QSI's global multi-club football portfolio, adding to its majority stake in Paris Saint-Germain and minority stake in SC Braga.
Carlyle Global Credit provided a €290 million financing package to Mecachrome Group to refinance existing debt and fund growth. The aerospace and automotive manufacturer is majority-owned by Tikehau Capital, alongside Bpifrance.
Monroe launched a perpetual-life non-traded BDC, Monroe Capital Enhanced Corporate Lending Fund (MLEND).
ContextLogic announced its proposed $907.5 million enterprise-value acquisition of US Salt, with a rights offering backstopped by Abrams Capital and BC Partners. Enterprise value is not a BC Partners investment allocation.
Invesco disclosed more than $130 billion in private markets AUM and highlighted plans to expand private credit and multi-asset private markets capabilities.
The firms announced a strategic partnership to develop multi alternative private markets solutions focused initially on U.S. wealth and retirement channels.
Netflix announced an agreement to acquire Warner Bros. studios, HBO and HBO Max after Discovery Global is separated. The proposed value was approximately USD 82.7 billion on an enterprise basis and USD 72.0 billion on an equity basis. Wells Fargo was an additional financial adviser to Netflix and, alongside BNP and HSBC, committed debt financing. This was an announcement of a proposed transaction; its later amendment and termination are retained as separate events.
Carlyle announced that Jeffrey Ferguson would retire as General Counsel in 2026 and subsequently serve as Senior Advisor. Ferguson had been General Counsel since 1999. This preserves the December 2025 retirement announcement as a historical event; the later successor appointment is recorded separately.
Carlyle appointed Graham Robinson as an Operating Executive for its Global Industrial investment team. Robinson previously led Stanley Black & Decker’s industrial business and held senior roles at Honeywell, Micron and Samsung. The appointment supports portfolio-company growth and new industrial investment opportunities.
Released ISA Outlook 2026 – Americas, forecasting recovery in debt markets and improving real estate transaction activity. Indicates improving investment conditions across sectors.
Golub served as administrative agent, joint lead arranger and bookrunner for a $645 million refinancing unitranche credit facility for Citation Capital's Aptive Pest Control. Overall facility size is not solely Golub's exposure.
AustralianSuper's 3 December 2025 announcement recaps Alexandre Bretz's appointment as Senior Investment Director, European Private Credit. It does not state his exact employment start date.
AustralianSuper's 3 December 2025 announcement recaps Emma Halley's appointment as Head of Portfolio Construction after joining from Aviva Investors. It does not state her exact employment start date.
Announced global leadership transition: Brad Gries to become Global CEO and Tim Kessler President (effective Jan. 1, 2026). Leadership succession and continuity planning.
