Oaktree Acquires Consolidated Chassis Management

Funds Managed by Apollo Global Management to Acquire Majority Stake in Direct ChassisLink from EQT Infrastructure

March 7, 2019

Logistics & Distribution

Funds managed by affiliates of Apollo Global Management have entered a definitive agreement to acquire a majority stake in Direct ChassisLink, Inc. from EQT Infrastructure, which will retain a 20% minority interest. Direct ChassisLink is a leading North American provider of marine and domestic container chassis and related asset-management and logistics technology (Blume Global); financial terms were not disclosed and the transaction was expected to close in Q2 2019.

SITA Acquires CCM

March 31, 2025

Manufacturing

SITA has completed the acquisition of CCM, a Milan-based designer and manufacturer of airport interiors, to combine SITA's passenger-processing technology with CCM's high-end design and production capabilities. The deal is intended to deliver an end-to-end "technology by design" offering for airports, optimizing terminal space and passenger flows; Monica Oberti was named interim CEO of CCM.

ITE Management Acquires Majority Stake in Trend Intermodal Chassis Leasing

December 12, 2023

Transportation

ITE Management L.P. has acquired a majority ownership stake in Trend Intermodal Chassis Leasing LLC, a Kearny, New Jersey–based chassis leasing company. The investment will expand ITE’s intermodal chassis portfolio and provide Trend with operational and capital support while founder and CEO Ayman Awad and the existing management team remain in place.

Charlesbank Capital Partners Makes Strategic Investment in CCMC; Forms Community Management Holdings

November 18, 2024

Real Estate

Charlesbank Capital Partners has made a strategic growth investment in CCMC, a Scottsdale-based community association management company, with CCMC's management team co-investing. Concurrently, a new parent company, Community Management Holdings, was formed and Deb Dulsky was named CEO to lead expansion into additional community types, capability investments, and M&A activity.

CPP Investments Acquires Ports America Interest from Oaktree

September 29, 2021

Logistics & Distribution

CPP Investments agreed to acquire the remaining interest in Ports America from funds managed by Oaktree Capital Management, becoming the company’s 100% owner. Ports America is North America’s largest marine terminal operator (70 locations across 33 ports) and CPP said the deal supports continuity of ownership and long‑term investment in the business.

Sequoia Financial Group Acquires Carlson Capital Management

January 29, 2025

Financial Services

Sequoia Financial Group, an Akron-based SEC-registered wealth manager with $22.6 billion AUM, has acquired Carlson Capital Management (CCM), a Northfield, Minnesota investment advisory firm with $3.8 billion in client assets. The deal (completed March 31, 2025) adds CCM’s tax planning capabilities, expands Sequoia’s national footprint to 34 offices across 19 states, and brings CCM’s ~80 employees into Sequoia’s platform.