Carile Group announcing a new partnership with F1 team Oracle Red Bull Racing. Fresh off of star driver Maxen's win in Italy this weekend. Full disclosure, I'm a member of the advisory board of the McLaren F1 racing team.But this partnership with Red Bull Racing, it's the first partnership between a Formula 1 team and a private markets firm. And joining us now from the Carile Investment Conference, the CEO and team principal of Oracle Red Bull Racing, Laurent Mechis. It's great to have you, Laurent.Thank yo ...

MCLEAN, Va., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better health outcomes for its clients and the populations they serve, today announced the launch of the Safe AI in Medicaid Alliance (SAMA), a collaborative initiative uniting Medicaid leaders, policy experts, and technology innovators to develop safe and responsible Medicaid-focused frameworks for artificial intelligence (AI) adoption and use. Created with input ...

Carile is the best performing alternatives firm year to date. It's up 27% while its peers are either flat or down. For more on what the firm is doing differently, we want to get over to Leslie Picker.She's in Washington at Carile's Investor Day with its CEO, Harvey Schwarz. Leslie, good morning. Hey, Becky.Good morning. And thank you, Harvey, for being here. We're obviously in front of this uh Oracle Red Bull car.It's because you announced a partnership with them this morning, which is not something you tra ...

Group 1 - The article discusses the current uncertainty surrounding interest rates and the potential impact of tariffs on consumers, indicating that certain sectors are at higher risk due to these factors [1] - The author emphasizes a focus on dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) as a strategy for retirement income [1] - There is an aspiration to assist lower and middle-class workers in building investment portfolios that consist of high-quality, dividend-paying companies to achieve financial independence [1]

Core Insights - The Carlyle Group Inc. has announced an agreement to acquire intelliflo from Invesco Ltd. to enhance its exposure to financial software [1] Group 1: Acquisition Details - intelliflo, founded in 2004 and based in London, supports over 30,000 professionals across 2,600 advisory firms, managing approximately £450 billion in client assets [2] - The acquisition includes intelliflo's cloud-based practice management software in the UK and its US subsidiaries, RedBlack and intelliflo Portfolio, which serve Registered Investment Advisors (RIAs) [3][9] - The total purchase price is valued at up to $200 million, with $135 million payable at closing expected in the fourth quarter of 2025, and up to an additional $65 million in potential future earn-outs [4][9] Group 2: Strategic Implications - The acquisition is expected to accelerate Carlyle's growth in wealthtech across the UK, the United States, and Australia [4] - intelliflo's US subsidiaries will be carved out into a standalone entity named RedBlack, focusing on supporting RIAs, while intelliflo will concentrate on the UK and Australian markets [5][9] - Carlyle aims to scale both platforms independently while driving innovation and client-centric growth by combining intelliflo's UK leadership with RedBlack's US specialization [7] Group 3: Broader Strategy - The acquisition is backed by Carlyle Europe Technology Partners V, a €3 billion fund focused on technology investments across Europe, with a strong track record in financial software and vertically focused SaaS [6] - Recent investments by CETP include SER Group, CSS, SurePay, and Calastone, indicating a commitment to expanding its portfolio in the financial software sector [6] Group 4: Market Performance - Over the past year, shares of Carlyle Group have surged 62.3%, significantly outperforming the industry's growth of 17.9% [8]

Core Viewpoint - Carlyle has agreed to acquire intelliflo from Invesco, enhancing its position in the UK financial advisory software market and expanding into Australia [1][3]. Company Overview - Carlyle is a global investment firm with $465 billion in assets under management as of June 30, 2025, focusing on private capital across various sectors [8]. - Invesco is a global independent investment management firm managing $2 trillion in assets as of June 30, 2025, offering a range of investment capabilities [11]. - intelliflo, founded in 2004, provides cloud-based practice management software for independent financial advisors in the UK, supporting over 30,000 users and managing approximately £450 billion in client assets [3][9]. - RedBlack, a US-based subsidiary of intelliflo, specializes in SaaS-based portfolio rebalancing tools and will operate as a standalone business post-acquisition [1][4][10]. Transaction Details - The acquisition price is up to $200 million, consisting of $135 million at closing and up to $65 million in potential future earn-outs [2]. - The transaction is expected to close in the fourth quarter of 2025, subject to certain conditions [2]. Strategic Implications - The acquisition aims to strengthen intelliflo's market position in the UK and accelerate growth in Australia, while RedBlack will focus on the US market [4]. - Carlyle will support the separation of both businesses from Invesco and partner with their leadership teams to drive growth initiatives [4][6]. Market Position - intelliflo's platform integrates with over 120 third-party applications, providing comprehensive solutions including CRM, financial planning, and compliance workflows [3]. - RedBlack supports over $825 billion in assets across its platforms, emphasizing its role in the wealth management industry [10].

Core Viewpoint - Carlyle Group (CG.US) has agreed to acquire Intelliflo, a software developer supported by Invesco (IVZ.US), for up to $200 million, consisting of an initial payment of $135 million and potential future performance payments of up to $65 million [1] Group 1 - Intelliflo, headquartered in London, was founded in 2004 and its financial planning and management software platform is utilized by approximately 2,600 consulting firms and over 30,000 professionals [1] - As part of the transaction, Intelliflo's U.S. subsidiary will be renamed RedBlack and will operate as an independent entity managed by a dedicated team [1] - Invesco acquired Intelliflo from Hg in 2018, although the specific transaction amount was not disclosed [1]

Core Insights - Carlyle Group has acquired a 5% stake in Shenzhen Mindray Bio-Medical Electronics Co., a leading biopharmaceutical company in China, indicating a strategic investment in the growing healthcare sector [1][2] - Mindray, founded in 1998, is among the top 20 biopharmaceutical companies in China and is recognized for its innovative products in chronic disease treatment, particularly in cardiovascular care [1][2] Company Overview - Shenzhen Mindray Bio-Medical Electronics Co. operates in two main segments: finished pharmaceuticals and medical devices, and is actively developing innovative drugs for chronic diseases [1] - The company has made significant progress in expanding its product pipeline through self-research, strategic acquisitions, and licensing agreements [2] Market Dynamics - The Chinese pharmaceutical market is entering a stable long-term growth phase due to factors such as an aging population, increased health awareness, and economic growth [1] - There is a rising demand for high-quality, cost-effective, and innovative products, which presents opportunities for leading companies that successfully transition to a robust drug pipeline [1] Strategic Partnership - The partnership between Carlyle and Mindray aims to leverage Carlyle's industry expertise and global resources to enhance Mindray's growth both in China and internationally [2] - Mindray's management expresses confidence that Carlyle's investment will optimize operations and expand its international influence [2] Investment History - Carlyle Group has a long-standing investment history in the healthcare sector, with over 80 projects and a total equity investment exceeding $13.4 billion globally [3] - Notable investments in China include various healthcare companies, showcasing Carlyle's commitment to the medical and pharmaceutical industries [3]

Group 1 - The private equity giant Carlyle Group is nearing a significant deal to sell its Dutch tech services company HSO to Bain Capital, with an estimated valuation of approximately $1 billion [1][2] - HSO's management plans to reinvest in the business through this transaction, indicating a commitment to the company's future development [1] - The deal reflects a resurgence in the private equity market after a prolonged period of inactivity, driven by investor demands for accelerated capital deployment and cash flow [1] Group 2 - HSO specializes in designing, implementing, and operating business application systems based on Microsoft cloud technologies, serving around 1,200 clients globally with approximately 2,800 employees [2] - Carlyle Group made a strategic investment in HSO in 2019 and has since expanded its business through multiple acquisitions, including the purchase of cloud transformation service provider Motion10 in 2022 [2] - If the transaction proceeds, it will mark another landmark deal in the private equity sector, enhancing Bain Capital's influence in the cloud computing and enterprise services space [2]

Group 1 - Jefferies raised the target price for Blackstone Group from $176 to $207 [1] - Jefferies increased the target price for Carlyle Group from $54 to $66 [1]