AllianceBernstein to Acquire CarVal Investors

AB CarVal Acquires SolAmerica Energy

March 24, 2023

Energy

Funds managed by AB CarVal Investors L.P. acquired 100% of SolAmerica Energy Holdings, LLC, a developer and EPC provider of distributed solar and energy storage projects. The SolAmerica management team, led by CEO Tully Blalock, will remain in place as AB CarVal provides capital and resources to accelerate the company's project development, construction, and deployment across the U.S.

Carlyle Provides $1.3 Billion Strategic Investment in Trucordia

June 4, 2025

Insurance

The Carlyle Group's Global Credit platform will make a $1.3 billion strategic investment in Trucordia, valuing the insurance brokerage at $5.7 billion. The transaction will reduce Trucordia's leverage, repurchase units from existing minority investors, simplify governance, and provide capital flexibility to support growth.

Bain Capital Invests in Carson Group, Valuing It at Over $1 Billion

July 14, 2021

Financial Services

Bain Capital made a strategic growth investment in Carson Group on July 14, 2021, valuing the Omaha-based wealth management technology and services firm at over $1 billion. The transaction included the purchase of equity interests from Long Ridge Equity Partners and provides Carson Group with additional growth capital to support M&A, technology development, and client experience enhancements while founder Ron Carson remains majority owner.

Transocean to Acquire Valaris in $5.8 Billion All-Stock Deal

February 9, 2026

Energy

Transocean and Valaris have signed a definitive agreement to combine in an all-stock transaction valued at approximately $5.8 billion, with Transocean acquiring Valaris. The deal is structured as a court-approved scheme of arrangement under Bermuda law and is expected to close in the second half of 2026, subject to regulatory and shareholder approvals.

Carlyle Acquires CBAM Partners' Credit Portfolio

March 9, 2022

Financial Services

The Carlyle Group's Global Credit platform agreed to acquire a portfolio of CLOs and private credit assets from CBAM Partners (an affiliate of Eldridge) for $615 million in cash plus ~4.2 million newly issued Carlyle common shares. The deal, expected to close in H1 2022, boosts Carlyle's Global Credit AUM from $73 billion to about $88 billion and makes it the world’s largest CLO manager by AUM.

Bain Capital Takes Envestnet Private in $4.5B Transaction

July 11, 2024

Financial Services

Envestnet, Inc. entered into a definitive agreement to be acquired by affiliates of vehicles managed or advised by Bain Capital, valuing the company at $4.5 billion ($63.15 per share). The deal received stockholder approval and closed in November 2024, taking Envestnet private and removing its common stock from public listing.