Russia’s Lukoil agrees to sell most of its international assets to US private equity giant Carlyle Group https://t.co/jBd5gSZHX6 ...

Industry Overview - India's data centre industry is entering a new phase with increasing interest in public market listings and joint ventures as funding options due to surging demand for AI-ready infrastructure [1] - The industry has experienced a growth rate of 25.47% annually from 2021 to 2025, making it one of the fastest-growing sectors in the Asia-Pacific region [8][9] - India's current data centre capacity is significantly lower than global leaders, with the US having nearly 18 times and China around 3.5 times greater capacity [9] Company Developments - Sify Infinit Spaces Ltd has received regulatory approval for a ₹3,700 crore IPO, with ₹1,325 crore allocated for capital expenditure on data centres [2] - Yotta Infrastructure plans to pursue a domestic stock market listing before considering US capital markets, potentially listing in the next financial year [2] - Nxtra Data Ltd, a subsidiary of Bharti Airtel, is contemplating a potential IPO amid competitive pressures from Reliance Industries and Adani Enterprises, with estimated valuations around $3 billion [3][4] - CtrlS Datacenters Ltd is also looking at a public listing to meet capital expenditure needs [5] Investment and Joint Ventures - Major investments in the data centre sector include $60 billion in total announcements in 2025, with significant contributions from Reliance Industries, Adani Group, and major tech companies like Google and Microsoft [11] - Notable projects include RIL's $11 billion investment for a 1 GW data centre in Visakhapatnam and a $15 billion partnership between Google and Adani Enterprises for India's largest AI data centre campus [12][13] - The future of the sector is expected to be defined by partnerships and joint ventures, combining local infrastructure with global expertise [14][15]

Core Viewpoint - StandardAero announced the pricing of a secondary offering of 50,000,000 shares of its common stock at a price of $31.00 per share, with the offering expected to close on January 29, 2026 [1][2] Offering Details - The offering is conducted by affiliates of The Carlyle Group Inc. and GIC, with all net proceeds going to the Selling Stockholders, and no shares being sold by the Company itself [1][2] - The underwriters have a 30-day option to purchase up to an additional 7,500,000 shares of common stock [1] - Joint lead book-running managers for the offering include Morgan Stanley & Co. LLC, J.P. Morgan, RBC Capital Markets, BofA Securities, Jefferies, and UBS Investment Bank [1] Share Repurchase Agreement - The Company has entered into a stock purchase agreement to repurchase $50 million of its common stock at the offering price, which is part of its existing stock repurchase program approved in December 2025 [1] - The share repurchase is expected to close concurrently with the offering on January 29, 2026, and the repurchased shares will no longer be outstanding after the offering [1] Financial Performance Estimates - Preliminary estimated results for the year ended December 31, 2025, indicate expected revenue between $6,053 million and $6,083 million, net income between $270 million and $280 million, and adjusted EBITDA between $806 million and $812 million [2]

Core Viewpoint - StandardAero, Inc. announced that two of its stockholders, affiliates of The Carlyle Group Inc. and GIC, plan to offer and sell a total of 50,000,000 shares of the Company's common stock in an underwritten public offering [1] Group 1 - The shares being offered are part of StandardAero's common stock, with a par value of $0.01 per share [1] - The offering is conducted under StandardAero's shelf registration statement filed with the Securities and Exchange Commission [1]

Core Viewpoint - Carlyle Secured Lending, Inc. will announce its financial results for Q4 and the full year ended December 31, 2025, during a conference call scheduled for February 25, 2026 [1]. Company Overview - Carlyle Secured Lending, Inc. is a publicly traded business development company (BDC) that began investing in 2013, focusing on senior secured lending to middle-market companies primarily in the United States [3]. - The company is externally managed by Carlyle Global Credit Investment Management L.L.C., which is an SEC-registered investment adviser and a wholly owned subsidiary of Carlyle [3]. Carlyle Group Overview - Carlyle is a global investment firm with $474 billion in assets under management as of September 30, 2025, operating across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest [4]. - The firm employs over 2,400 people across 27 offices on four continents [4].

Core Insights - Resonetics has announced an agreement to acquire Resolution Medical, enhancing its capabilities in complex medical device design and manufacturing [1][2] - The acquisition is expected to close in 2026, pending regulatory approvals [2] Company Overview - Resolution Medical is based in Fridley, MN, and has operations in the Netherlands, currently owned by Arcline Investment Management [1] - The company employs over 240 individuals, including more than 100 engineers, and is recognized for its high-quality design engineering and cleanroom production capabilities [3] Strategic Benefits - The acquisition will add complementary capabilities in high-growth therapeutic markets such as neuromodulation, structural heart, and interventional cardiology [2][3] - Resonetics aims to become a comprehensive partner in the medical device industry by enhancing its ability to deliver integrated solutions [3] Operational Details - Until the transaction is finalized, both Resonetics and Resolution Medical will continue to operate independently [5] - Resonetics is backed by Carlyle and GTCR, providing end-to-end product development and manufacturing services [4]

Core Insights - Acentra Health has appointed Balajee Sethuraman as Executive Vice President and Chief Business Services Officer to enhance its business services and delivery operations [1][2] Group 1: Leadership Appointment - Balajee Sethuraman is recognized as a transformative leader with nearly 30 years of experience in healthcare and technology sectors [2][3] - His previous role was as President & Managing Partner at Emids, where he focused on growth in digital health [3] Group 2: Strategic Goals - The appointment supports Acentra Health's strategy to streamline operations through a unified operating model [1] - Sethuraman aims to advance AI technologies and improve client services, emphasizing disciplined execution and quality standards [4] Group 3: Company Overview - Acentra Health combines public sector knowledge, clinical expertise, and technology to modernize healthcare experiences for various partners [5] - The company is backed by Carlyle, a global investment firm, indicating strong financial support [5]

Group 1 - The Carlyle Group Inc. (NASDAQ:CG) is considered one of the best financial stocks to buy, according to billionaire Israel Englander [1] - TD Cowen analyst Bill Katz has reduced the price target for The Carlyle Group Inc. to $76 from $77 while maintaining a Buy rating, indicating a positive outlook on Traditional Asset Managers [1] - UBS initiated coverage of The Carlyle Group Inc. with a Buy rating and a price target of $74, highlighting the firm's potential for increasing management fees with a projected 7% CAGR from 2025 to 2027 [2] Group 2 - UBS forecasts that The Carlyle Group Inc. may increase its fee-based earnings margins to 50.5% by 2027, up from approximately 48% in 2025, by reducing compensation costs and leveraging investments made since CEO Harvey Schwartz's tenure [3] - The Carlyle Group Inc. is recognized as one of the world's largest investment firms, operating in private equity, alternative asset management, and financial services [3]

Core Viewpoint - Carlyle Credit Income Fund (CCIF) is set to release its financial results for the first quarter of 2026 on February 25, 2026, followed by a conference call on February 26, 2026, to discuss these results [1]. Company Overview - Carlyle Credit Income Fund (NYSE: CCIF) is an externally managed closed-end fund that primarily invests in equity and junior debt tranches of collateralized loan obligations (CLOs) [3]. - The CLOs are backed by a portfolio mainly consisting of U.S. senior secured loans from a diverse range of underlying borrowers across various industry sectors [3]. - CCIF is managed by Carlyle Global Credit Investment Management L.L.C. (CGCIM), which is a wholly owned subsidiary of Carlyle and is registered with the SEC [3]. Carlyle Group Overview - Carlyle (NASDAQ: CG) is a global investment firm that manages $474 billion in assets as of September 30, 2025, and operates across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest [4]. - The firm employs over 2,400 people across 27 offices worldwide [4].

Core Insights - Eldridge and Carlyle AlpInvest have successfully closed the Eldridge Diversified Credit Fund I, which is expected to provide up to approximately $1.5 billion in investable capital through equity commitments and debt financing [1][2][3] Group 1: Fund Overview - EDCF I was established through a credit secondary solution, anchored by the purchase of a diversified portfolio of loans and leases from Eldridge and its affiliates [2] - The Fund's capital base includes commitments from leading institutional investors globally, reflecting strong market interest [2] Group 2: Strategic Goals and Partnerships - The goal of the Fund is to meet the evolving needs of institutional borrowers while generating attractive returns through a differentiated, multi-strategy credit platform [3] - Eldridge's diversified credit platform combines corporate credit capabilities with asset-based equipment origination, providing a flexible toolkit for market navigation [3] Group 3: Financial and Legal Advisory - BNP Paribas arranged and led a senior credit facility to support EDCF I, indicating strong financial backing [3] - PJT Partners served as lead financial adviser, with Jefferies as co-lead, while Kirkland & Ellis LLP and Ropes & Gray LLP acted as legal counsel for Eldridge and Carlyle AlpInvest respectively [4] Group 4: Company Profiles - Eldridge is an asset management and insurance holding company with over $70 billion in assets under management, focusing on diversified credit, GP solutions, real estate credit, and sports & entertainment [5] - Carlyle AlpInvest is a leading global private equity investor with $102 billion in assets under management and over 700 investors, having committed over $111 billion across various investment strategies [6]