Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
ART announced leadership changes, including the appointment of Kathy Vincent as CEO.
Fortress appointed Rob Brindley as Managing Director in its European Client Product & Solutions Group, with responsibility for fundraising relationships with UK pensions and consultants.
Following completion of the combination with Malibu Life Reinsurance SPC on 12 September 2025, Third Point Investors Limited changed its name to Malibu Life Holdings Limited. The transaction represented a major strategic transition from an investment trust structure toward an insurance/reinsurance platform.
Carlyle’s current report confirms issuance on 19 September 2025 of USD 800 million aggregate principal of 5.050% senior notes, maturing on 19 September 2035. Interest is payable semiannually on 19 March and 19 September, beginning March 2026. The offering had been priced on 16 September at 99.767% with a 5.080% reoffer yield. These are corporate debt terms; the principal is not AUM or an investment allocation.
APG Asset Management announced an inaugural €425m infrastructure debt allocation to Schroders Capital under a tailored mandate, including an impact-oriented component. The announcement did not identify a specific pooled fund, so this is not represented as a named-fund LP commitment.
Carlyle priced $800 million of 5.050% senior notes due 2035. The corporate offering was expected to close on 19 September 2025. Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo acted as joint bookrunning managers. This is corporate debt financing, not investment AUM or an allocation.
The merger between Third Point Investors Limited and Malibu Life Reinsurance SPC was completed, creating Malibu Life Holdings Limited. The resulting business is focused on life and annuity reinsurance and seeks to generate spread income from long-duration insurance liabilities.
Via priced its IPO of 10,714,285 Class A shares at USD 46 per share. The base public offering price totaled USD 492,857,110, split between Via and selling stockholders. Wells Fargo Securities was among the lead bookrunning managers. The expected September 15 closing was subsequently confirmed in Via’s annual report, which separately recorded an October 14 option exercise.
ADIA and GIC affiliates participated in US$1.6bn funding for Vantage APAC platform. ADIA separately disclosed an individual US$600m commitment in its 2025 Review.
ART announced a target to deploy at least A$2 billion by 2030 into investments seeking measurable positive social or environmental outcomes alongside financial returns.
Carlyle completed an investment in Quantum Leap, a US national-security technology company. Jim Miller, Razor’s Edge Ventures and other existing investors reinvested. The investment supports product development and expansion across defense and intelligence customers. Terms were not disclosed.
Antin appointed Walid Damou as Group CFO and Partner effective February 2026, succeeding Patrice Schuetz.
Rothesay completed £105m of full-scheme buy-ins across the Scapa Group Limited Pension Scheme and Fibermark UK Pension Plan, protecting 1,341 members. The respective insured benefits were £100m and £5m.
Carlyle and Oracle Red Bull Racing announced a multiyear strategic partnership. Carlyle becomes the team’s exclusive investment-management industry partner, including brand visibility and commercial collaboration. The release did not describe an equity investment or ownership transfer.
On September 9, 2025, BCI and AEA Investors announced the acquisition of Pave America, a commercial pavement maintenance operator with a broad branch network across the United States. The sellers were Trivest Partners and Shoreline Equity Partners, each retaining a minority investment alongside company management. Pave America uses proprietary software to support lead tracking, operations and invoicing for commercial maintenance and construction customers. The purchase price and each purchaser's equity stake were not disclosed. BCI participated as an acquirer, rather than as the company being acquired.
PNC announced an agreement to acquire FirstBank Holding Company, including FirstBank. Approximately 13.9 million PNC shares and USD 1.2 billion cash implied USD 4.1 billion total consideration. Wells Fargo served as PNC’s financial adviser. The transaction expanded PNC’s presence in Colorado and Arizona and was subject to closing conditions and approvals.
Pemberton reported US$1.7bn final close for its NAV Financing Core Fund I and US$2.7bn total raised across NAV and GP Solutions. ADIA anchored the GP Solutions strategy in 2024; do not assume its commitment was to Core Fund I.
Fortress appointed Shara Wallace to lead Private Wealth Solutions distribution across the Central U.S., expanding relationships with wirehouses, RIAs and private banks.
Carlyle AlpInvest raised $20 billion across its secondaries strategy. AlpInvest Secondaries Program VIII reached its $15 billion hard cap; the wider strategy total also included $3.2 billion of co-investment capital and $2 billion from wealth channels. The $20 billion strategy total is not a single-fund closing size.
Antin NextGen entered exclusive negotiations for a majority stake in French mobility platform Matawan.
Goldman Sachs and T. Rowe Price announced a partnership to develop public-private investment solutions for retirement and wealth clients. Goldman disclosed its intention to acquire up to USD 1bn in T. Rowe Price shares for up to 3.5% ownership, not a completed purchase.
Via launched its IPO roadshow for 10,714,285 Class A shares: 7,142,857 offered by Via and 3,571,428 by selling shareholders. The initial indicative price range was USD 40 to USD 44 per share. Wells Fargo Securities was among the lead bookrunning managers. These were launch terms; later pricing was USD 46 per share.
Hamilton Lane announced a global private secondary evergreen strategy for qualifying private wealth investors.
HPC and Temasek invested in Nuveen Private Capital, while Temasek committed long-term capital to new and existing strategies.
BlackRock completed its acquisition of ElmTree Funds, adding net-lease real-estate capabilities to its Private Financing Solutions platform. ElmTree founder and CEO James Koman continued to lead the business. BlackRock said the integration would expand its ability to provide private financing to corporate clients.
Carlyle agreed to acquire Altera Infrastructure Group’s floating production, storage and offloading business from the Brookfield-owned group. Carlyle International Energy Partners II supplies the equity. The transaction covers the FPSO portfolio, including relevant joint-venture interests; no total acquisition price was disclosed.
Sycamore Partners announced completion of its acquisition of Walgreens Boots Alliance in partnership with the Pessina family. WBA shares ceased trading on Nasdaq. Shareholders received USD 11.45 cash per share plus a contingent right to additional cash from future VillageMD monetization. Wells Fargo was a financial adviser to Sycamore. The portfolio businesses were to operate as separate companies under private ownership.
GLP announced ADIA subsidiary's investment of up to US$1.5bn with US$500m initial deployment, for expansion in logistics, digital infrastructure and renewable energy. Conditional maximum is not the amount deployed immediately.
Carlyle agreed on 26 August 2025 to acquire intelliflo from Invesco, including RedBlack and intelliflo Portfolio, backed by Carlyle Europe Technology Partners V. Invesco’s 2025 annual filing confirms that the sale completed during the fourth quarter of 2025. The announced package was up to $200 million, including $135 million at closing and up to $65 million in earnouts. The exact closing day and a final transaction price were not established.
