Amundi
Debt Financing in 2024
Amundi is a global asset manager based in Paris, France, established in 2010. The company specializes in providing a comprehensive range of savings and investment solutions, catering to retail, institutional, and corporate clients. It offers both active and passive management options, focusing on traditional and real assets. With a client base of 100 million across 37 countries, Amundi is committed to delivering tailored investment solutions to meet the diverse needs of its customers.
Fosun International
Post in 2024
Founded in Hong Kong in 1992, Fosun International is an investment holding company operating across four segments: Health, Happiness, Wealth, and Intelligent Manufacturing. It generates majority revenue from the Happiness segment, which includes tourism, fashion, consumer goods, and lifestyle industries. The Wealth Segment comprises insurance and asset management.
SAMHI Hotels
Funding Round in 2023
SAMHI Hotels is a privately owned hotel development and investment company focused on operating branded hotels in India. It develops, acquires, and owns a multi-branded portfolio located in prime Indian markets with high barriers to entry and strong demand. The company operates hotels under long-term management agreements with major operators, including Marriott, Hyatt, and IHG, and uses well-known brands such as Courtyard by Marriott, Hyatt Place, Fairfield by Marriott, Four Points by Sheraton, and Formule 1. Its Pan-India footprint and diversified brand mix give access to global distribution, loyalty programs, and corporate relationships that support competitive pricing. SAMHI attracts strategic investments from global hotel groups, serving as a platform for joint ventures with firms like Marriott and Accor. Founded by industry veterans Ashish Jakhanwala and Manav Thadani, the company has a broad shareholder base and a growing portfolio, making it a prominent hotel owner and developer in India.
Origis Energy
Debt Financing in 2023
Origis Energy Ltd. is a solar development and construction firm focused on large-scale solar photovoltaic (PV) projects across Belgium, Greece, Italy, Slovakia, and the United States. Established in 2008 and headquartered in Limassol, Cyprus, the company specializes in designing, building, and operating solar farms that provide clean electricity to utilities, corporations, and communities. Origis Energy manages the entire project lifecycle, offering services that encompass site assessment, project development, engineering, procurement, construction, and long-term operations and maintenance. Additionally, the company provides asset management services, which include regulatory monitoring, cash management, and financial reporting. It also offers performance management services, emphasizing plant performance analysis and operational efficiency. Origis Energy is committed to delivering clean energy solutions while facilitating equity and debt financing for its projects.
SKY Leasing
Acquisition in 2022
Founded in 2015, SKY Leasing is a San Francisco-based company offering comprehensive aircraft leasing and asset management services. With a team of industry professionals and strong global networks, they provide expert knowledge and consultative expertise to over 100 airline customers worldwide.
Matrix Renewables
Debt Financing in 2022
Matrix Renewables operates a platform focused on renewable energy projects and storage across Europe, the US, and Latin America. Its portfolio comprises over 2 GW of operational or near-ready solar PV projects, with an additional pipeline of around 7 GW.
WCM Investment Management
Private Equity Round in 2018
WCM Investment Management is an employee-owned investment manager based in Laguna Beach, California, founded in 1976. The firm specializes in providing equity investment advisory services to a diverse range of clients, including high net worth individuals, corporations, pension plans, public funds, charitable organizations, and endowments. It manages client-focused, low-turnover equity portfolios, emphasizing both growth and value stocks, particularly in the small-cap segment with market capitalizations between $80 million and $1.5 billion. WCM employs a blend of fundamental, technical, and quantitative analysis, supported by original equity research, to construct its portfolios. The firm aims to generate long-term, sustainable excess returns for its clients by maintaining an innovative culture and aligning employee incentives with client objectives. Its investment strategies include separate accounts, mutual funds, and limited partnerships, with performance benchmarks including various indices.
EnfraGen Capital
Debt Financing in 2018
EnfraGen Capital operates as an investment management company.
DNCA Finance
Acquisition in 2015
DNCA Finance is a privately owned investment management firm based in Paris, France. The company specializes in managing a diverse range of assets, including equities, bonds, convertible securities, and absolute return products. By employing a fundamental analysis and a bottom-up stock picking approach, DNCA Finance focuses on delivering alternative and stable investment opportunities for its clients, which include both public and private sector investments.
Cutwater Asset Management
Debt Financing in 2014
Cutwater Asset Management is an investment advisory firm based in Armonk, New York, established in 1993. The firm specializes exclusively in fixed income investments, providing client-focused solutions to a diverse range of clients, including state and local governments, financial institutions, pension funds, unions, insurance companies, corporations, and consultants. Recognized as one of the largest institutional fixed-income investment managers globally, Cutwater combines extensive investment expertise and risk management capabilities with exceptional client service and in-depth consultations. The firm's investment philosophy emphasizes delivering consistent, top quartile risk-adjusted portfolio performance throughout market cycles. In 2015, Cutwater was acquired by BNY Mellon and now operates as a subsidiary of Insight Investment, one of BNY Mellon's premier investment firms.