The Carlyle Group and Mubadala Take Minority Stakes in Apex Group Ltd.

TA Associates Makes Strategic Growth Investment in Apex Group

June 17, 2021

Financial Services

TA Associates announced a significant minority growth investment in global financial services provider Apex Group Ltd., alongside existing majority owner Genstar Capital and founder Peter Hughes. The capital will support Apex's continued global expansion and capability-building across fund services, digital banking, custody/depositary and tech-enabled offerings; Apex operates ~47 offices with ~4,500 employees.

The Carlyle Group Makes Minority Investment in Grupo Madero

January 25, 2019

Restaurants & Hospitality

The Carlyle Group has agreed to make a significant minority investment in Grupo Madero, Brazil’s largest casual dining and fast-casual restaurant chain, to support new restaurant growth and continued investment in operations. Terms were not disclosed; the investment is sourced from Carlyle Partners VII and remains subject to antitrust review.

Skyline Global Partners Makes Minority Growth Investment in Apex International

June 1, 2024

Manufacturing

Skyline Global Partners LLC closed a minority growth equity investment in Apex International in June 2024; financial terms were not disclosed. The capital will be used to support Apex’s growth (including pursuit of add-on acquisitions) as the contract manufacturer expands capacity for personal care and OTC products from its Minnesota facilities.

Apax Partners Acquires PIB Group from The Carlyle Group

January 25, 2021

Insurance

Funds advised by Apax Partners acquired PIB Group alongside PIB's management team; The Carlyle Group (PIB's existing investor) will re-invest for a minority stake. Financial terms were not disclosed; Apax said the investment will support PIB's continued organic growth and accelerated M&A and international expansion. PIB is a diversified insurance intermediary employing over 2,000 people across the UK, Channel Islands, Ireland, Germany, Poland and India.

Macquarie Asset Management to Acquire 90% Stake in Apex Energies Group

November 19, 2021

Renewable Energy

Macquarie Asset Management, via its Macquarie Green Investment Group Renewable Energy Fund 2, has entered exclusive negotiations to acquire a 90% equity interest in French solar developer and operator Apex Energies Group from a consortium of investors. Apex, which develops, builds and operates rooftop and ground-mounted solar projects across France and also provides energy-efficiency and monitoring services through subsidiaries ORA and S4E, will support Macquarie’s expansion of its renewable energy platform in France.

United Capital Financial Advisors Acquires Apexium Financial

November 11, 2025

Financial Services

United Capital Financial Advisors has acquired Apexium Financial LP, adding more than $4 billion in assets under management and expanding United Capital's national presence. The deal strengthens United Capital's advisor base and expands its financial planning-led service model, with legal counsel to Apexium provided by Sidley Austin and Decerno Advisors acting as M&A advisor.