Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
New Jersey's November portfolio report showed the $500 M Series D commitment to Capula Tail Risk Fund.
Development of a 62MW AI-focused data center in Western Sydney with Doma Infrastructure & Telstra InfraCo.
Carlyle reported unaudited results for the third quarter ended 30 September 2025, including pre-tax income of $86 million. The release reported group assets under management of $474 billion as of 30 September 2025. This news preserves the reporting period separately from the publication date.
Leeann Markovitz was appointed head of First Clearing, Wells Fargo’s clearing and custody business for independent broker-dealers. She previously led First Clearing relationship management and had more than 30 years with the company. The transition followed Al Caiazzo’s planned retirement; the announcement said he would remain engaged through year-end.
Carlyle partnered with SBI PE Holdings to develop private-credit opportunities for Japanese institutional investors. The planned strategy spans direct lending, structured credit, opportunistic credit and asset-backed finance. The release described a future initial commitment from SBI Group’s own capital without a confirmed amount.
HPS and Lunate announced a platform targeting privately negotiated preferred and common equity and related debt for large US and European companies. Lunate projected a long-term anchor commitment of at least USD1 billion. Launch remained subject to customary approvals. The firms also planned to facilitate access for MENA investors.
Pershing Square continued preparing its U.S. investment platform ahead of the eventual Pershing Square USA public listing and broader permanent capital structure.
Fubo and Disney announced completion of their business combination on October 29, 2025. Disney held approximately 70% of the combined company and existing Fubo holders approximately 30%. Wells Fargo was lead financial adviser to Fubo. Fubo and Hulu + Live TV continued as distinct consumer offerings. No undisclosed aggregate purchase price is inferred.
On 29 October 2025, InfraVia disclosed that COFIDES had committed €100 million through its FOCO co-investment vehicle to InfraVia Growth Fund II. The fund’s fundraising objective was up to €1 billion. Its mandate supports expanding European business-to-business software companies and their international growth. Areas highlighted include artificial intelligence, financial technology, cybersecurity, digital health, climate technology and specialised industry software. COFIDES presented the investment as support for European innovation and competitiveness, with particular attention to Spanish businesses. InfraVia reported three Spanish investments through its first growth fund. The announcement identifies COFIDES as a limited partner; it does not describe InfraVia investing into COFIDES. Neither a final fund size nor a vintage year is specified.
COFIDES announced on 29 October 2025 that its FOCO co-investment fund had committed €100 million to InfraVia Growth Fund II. The vehicle targets up to €1 billion and supports European B2B software businesses, including artificial intelligence, fintech, cybersecurity, digital health, climate technology and vertical software. The commitment carries a disclosed geographic requirement: at least twice FOCO’s investment must be directed to Spanish companies. InfraVia reported three Spanish investments through its first growth fund. FOCO is endowed with €2 billion and supported by NextGenerationEU resources under Spain’s recovery plan. This is an LP commitment into an InfraVia-managed fund, not an investment by InfraVia into COFIDES. The source does not identify a management fee, carried-interest rate or fund-level realized performance.
Aramco completed its $11 billion Jafurah lease-and-leaseback investment agreement with a consortium led by GIP-managed funds. Investors included Hassana Investment Company, The Arab Energy Fund and Aberdeen Investcorp Infrastructure Partners. Jafurah Midstream Gas Company secured development and usage rights over gas-processing facilities and leased them back to Aramco for 20 years. This completed the transaction first announced in August 2025.
Cygnet agreed to acquire Kiwetinohk Energy for CAD 24.75 per share, approximately CAD 1.4 billion including equity and assumed net debt. NGP and Carlyle investment funds would provide most of the funding, and Carlyle would join Cygnet as a new investment partner. ARC Financial agreed to roll over part of its holding. Carlyle’s individual investment amount was not disclosed.
Lexington closes CIP VI at $4.6 billion. Official firm or parent-company announcement.
IFM and the Australian Government announced a partnership on 27 October 2025 to support investment and economic development in Southeast Asia. Announced at the ASEAN Indo-Pacific Forum in Kuala Lumpur, the arrangement provided A$175 million from Export Finance Australia for IFM's private credit capabilities. It used the Southeast Asia Investment Financing Facility and aligned with Australia's Southeast Asia Economic Strategy to 2040. IFM intended to lend to growth businesses across industrials, manufacturing, services, energy and real assets. The partners sought to draw more Australian institutional capital into Asian financing opportunities. IFM also announced plans for a Singapore office, subsequently opened in September 2026. The source does not disclose individual borrowers, transaction-level ticket sizes, fund fee terms or a separately named fund.
Dainese announced a significant investment from existing investors HPS Investment Partners and Arcmont Asset Management, which would become majority shareholders. The transaction aimed to reduce indebtedness and support growth, with closing expected in early 2026 subject to conditions. The company acknowledged Carlyle’s previous ownership. A later notice confirms completion on 28 January 2026 with the new investors acquiring all shares and voting rights.
New Jersey proposed an additional investment of up to $500 M in Capula Tail Risk Fund after an initial $100 M commitment in July 2025.
StepStone opened its first physical office in the Middle East after receiving a Saudi Capital Market Authority license, expanding its regional institutional-investor presence.
Bloomberg reported approximately €1.8 billion of investor commitments for Fund XII ahead of an anticipated first close, citing unnamed sources. The reported amount is not a completed final close and must not be used as a confirmed total fund size. The CRM previously used an unsupported October 1 date.
Schroders Capital completed the disposal of the 150-room Aloft Brussels Schuman to Pestana Hotel Group on behalf of investment clients including EXTENDAM. Pricing was not disclosed.
Fortitude Re and Carlyle launched Bermuda reinsurance sidecar Fortitude Carlyle Asia Reinsurance. More than $700 million of deployable capital included equity and expected debt capacity. Carlyle, Fortitude Re and institutional partners committed equity, with individual tickets undisclosed. Carlyle is asset-management sponsor; projected future fee-earning AUM is not current AUM.
Hologic announced agreement to be acquired by Blackstone and TPG with minority investments from ADIA and GIC. Up to US$18.3bn is the entire deal enterprise value, not ADIA's individual investment.
Veeam announced an agreement to acquire Securiti AI for $1.725bn; Securiti AI was among the investments of Schroders Capital Global Innovation Trust. The announced amount is total acquisition value, not the trust's realized proceeds.
The firm appointed Jeff Levin and Kunal Soni as partners to expand its private credit investment platform.
Pathway closed a custom direct equity mandate for an unnamed insurance provider. The vehicle is intended to invest alongside private equity managers across multiple strategies, industries and regions. The announcement did not name the insurer or legal fund vehicle.
AEA Private Debt closed an approximately $550 million credit continuation vehicle led by Carlyle AlpInvest. It acquired first-lien senior secured loans from AEA Middle Market Debt Fund III, a 2016 vintage fund. AlpInvest also supplied capital for new AEA loans. Existing investors could take liquidity or reinvest.
Samantha Schoen named head of Client Platform effective January 2026, succeeding Steve Klar on planned June 2026 retirement. Schoen previously led institutional distribution and consultant relations at Morgan Stanley Investment Management.
Kinetic Advantage received a strategic investment from Carlyle and a multiyear forward-flow commitment for automotive floorplan financing. Carlyle Asset-Backed Finance led the transaction to support Kinetic’s loan origination. Kinetic was already backed by Altamont Capital Partners. Investment and commitment amounts were not disclosed.
Everstone's Rubicon Research investment exited through an IPO.
On October 15, 2025, Wellspring Capital Management introduced Revelar Capital as its new brand. The announcement maintained the firm’s focus on healthcare services, business services and specialty manufacturing.
Blackstone established a dedicated Defined Contribution Business Unit to broaden retirement investors' access to private market strategies through defined contribution plans.
