Most recent deal Wednesday, October 7, 2026.
Gives the Carlyle- and CVC-backed platform a Dallas presence and adds Office of the CFO services for management teams and private equity sponsors across Texas.
The combination aims to deliver a unified view across public and private assets by integrating Canoe's AI-driven data management with Bloomberg's portfolio infrastructure.
The transaction adds a technology-enabled employer health plan serving more than 20,000 members through a network of over 2,300 providers.
The company’s high-speed encryptors carry the NSA’s Type 1 certification and are deployed to secure top-secret data in U.S. defense and intelligence operations.
The acquisition brings a utility-scale solar and energy storage developer serving grid operators and commercial customers into EQT’s AI infrastructure and energy transition portfolio.
Adds $273 million of AUM in Connecticut and more than 300 client households to a Carlyle-backed RIA with over 40 U.S. offices.
The roughly $644 million deal takes 100% of the appliance-rental platform and its filter affiliates, in a sale driven by founder succession; close is expected in Q3.
The platform investment centers on a registered investment advisor that provides wealth management and financial planning services to individuals and families, with transaction terms undisclosed in the announcement.
