• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    Suntera Global Secures Investment from Valeas Capital Partners to Support its Global Growth Strategy

    5/7/25 10:00:00 AM ET
    $CG
    Investment Managers
    Finance
    Get the next $CG alert in real time by email

    Suntera Global ("Suntera"), the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, today announced it has entered into an agreement with Valeas Capital Partners ("Valeas"), a growth-oriented equity investment firm, to acquire a majority stake in Suntera. Under terms of the agreement, Valeas is committing significant new equity capital to support the expansion of Suntera's capabilities and footprint globally and power its continued digital transformation.

    Founded in 1980, Suntera provides a full suite of professional services to corporates, fund managers, and private clients, including their family offices. Through a comprehensive range of administration, accounting and governance services, Suntera helps its long-standing international base of clients navigate the complex and evolving demands that come with managing wealth and cross-border capital, focusing on reducing clients' compliance, regulatory, and reporting risks. Now employing over 500 people across nine tier-one offshore and onshore jurisdictions, the business has an established reputation for excellent client service delivered by a high calibre team of professionals and a strong foundation of governance, risk and compliance.

    As previously announced on April 22, 2025, Suntera secured a financing package from global investment firm Carlyle (NASDAQ:CG) to strengthen the company's financial foundation by refinancing its existing indebtedness and providing additional capital to support Suntera through organic growth initiatives and strategic acquisitions.

    "We are delighted to welcome a firm with the pedigree and reputation of Valeas as our long-term equity partner. Taken together with our new debt partner Carlyle, Suntera is well capitalized to execute our ambitious global growth strategy," said David Hudson, CEO of Suntera. "I'm confident we'll benefit greatly from Valeas' valuable expertise and partnership as we accelerate our continued drive towards operational excellence and an improved digital technology platform. This is an exciting milestone for Suntera on our journey to create a superior client and employee experience while expanding our capabilities and footprint globally, including in the United States."

    "Suntera's continued momentum highlights the strength of its growth strategy and its reputation as a trusted partner for clients managing global capital in a complex environment," said Rob Little, Co-Founder and Managing Partner of Valeas Capital Partners. "We're excited to work alongside David and the Suntera team to support the company's next stage of growth, which will include further investment in talent, expanded technology capabilities, and strategic acquisitions in key markets."

    The investment by Valeas will see the exit of UK-based Palatine Private Equity ("Palatine") who have supported Suntera since the original management buyout, led by Hudson in 2019. During that time, Suntera more than tripled its revenues through strong organic growth and the execution of a market-leading acquisition and integration strategy.

    Hudson continued, "I am immensely proud of the progress we have made over the last six years. Our partnership with Palatine has delivered on our strategic aim to build a responsible platform over which we could overlay ambitious growth and despite challenging socio-economic headwinds, through strong organic growth and seven acquisitions, we have more than delivered on that plan. We are excited to embark on the next stage of the Suntera journey with Valeas and Carlyle, who support our growth ambitions and share our vision for empowering responsible ambition."

    Tom Wildig, Investment Director at Palatine, said: "Over the last six years of our partnership Suntera has transformed through both organic growth as well as seven strategic acquisitions from being a very good business, primarily focused on private clients serviced from the Isle of Man, to a great global business offering an extensive range of bespoke services to private clients, corporates and funds. Private equity investment works best when there is a shared vision and ambition, and we would never have achieved what we have without such a collaborative and close relationship with David and the team."

    The transaction is expected to close in the second half of 2025 following the receipt of the requisite regulatory approvals.

    About Suntera Global

    Suntera Global is a multi-jurisdictional provider of fund, corporate and private wealth services. We believe in empowering responsible ambition through the professional delivery of fund, company and trust administration as well as outsourced compliance, accounting and tax services. Suntera employs over 500 specialists supporting a global client base from offices in the Bahamas, the Cayman Islands, Hong Kong, the Isle of Man, Jersey, Guernsey, Luxembourg, the UK and the USA. For more information visit suntera.com.

    About Valeas Capital Partners

    Valeas Capital Partners is a San Francisco-based mid-market private equity firm focused on growth-buyout partnerships backing industry-leading management teams. Valeas is developing a concentrated portfolio of growth-oriented, tech-enabled businesses in sectors where its team has deep industry expertise. Leveraging the team's experience as both investors and operators, Valeas seeks to prioritize strong collaboration with portfolio company management teams to create lasting market leaders and value for investors. Valeas focuses on three primary sectors: healthcare, financial services and data & technology. Representative investments include: CINQCARE, Sequoia Financial Group, Baker Tilly, and Ren. For more information visit valeas.com.

    About Palatine Private Equity

    Palatine is a UK mid-market private equity investor focused on delivering returns through sustainable growth by building on solid foundations with a commitment to the environment and society. We see private equity as a force for good. A positivity born of generating returns in the right way. Founded in 2005 by partners Gary Tipper, Ed Fazakerley and Tony Dickin, we have successfully raised five Buyout Funds and we are the first private equity firm in our market to raise a returns-focused Impact Fund which is led by Beth Houghton. Our approach is built on three solid foundations: investing in relationships, identifying the appropriate value enhancement strategies, and improving sustainability outcomes through our pioneering ESG framework. We seek to partner with management teams across the business services, financial services, and technology sectors and our impact themes of sustainable communities, healthy living, environment & resource and sustainable choices. We are headquartered in Manchester with offices in London and Birmingham. For more information visit https://www.palatinepe.com.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20250506804260/en/

    For Suntera Global:

    Rachael Duncan

    [email protected]

    For Valeas Capital Partners:

    FGS Global

    Alyssa Lorenzo / Lindsay Andrews / Miranda Dunne

    [email protected]

    For Palatine Private Equity:

    Influential Agency

    Chris Barry +447733 103693

    [email protected]

    Get the next $CG alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $CG

    DatePrice TargetRatingAnalyst
    3/19/2025Outperform → Perform
    Oppenheimer
    1/3/2025$60.00Peer Perform → Outperform
    Wolfe Research
    9/12/2024$42.00Equal Weight
    Wells Fargo
    8/27/2024$55.00Buy
    Redburn Atlantic
    8/6/2024$46.00 → $44.00Overweight → Neutral
    JP Morgan
    1/19/2024$40.00 → $41.00Buy → Neutral
    Citigroup
    1/4/2024$42.00Market Perform
    TD Cowen
    11/29/2023$32.00Outperform → In-line
    Evercore ISI
    More analyst ratings

    $CG
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Filler Linda was granted 5,235 shares, increasing direct ownership by 32% to 21,713 units (SEC Form 4)

      4 - Carlyle Group Inc. (0001527166) (Issuer)

      5/2/25 4:25:52 PM ET
      $CG
      Investment Managers
      Finance
    • Director Beschloss Afsaneh Mashayekhi was granted 5,235 shares, increasing direct ownership by 105% to 10,239 units (SEC Form 4)

      4 - Carlyle Group Inc. (0001527166) (Issuer)

      5/2/25 4:25:42 PM ET
      $CG
      Investment Managers
      Finance
    • Director Shaw William Joseph was granted 5,235 shares, increasing direct ownership by 8% to 73,643 units (SEC Form 4)

      4 - Carlyle Group Inc. (0001527166) (Issuer)

      5/2/25 4:25:29 PM ET
      $CG
      Investment Managers
      Finance

    $CG
    Financials

    Live finance-specific insights

    See more
    • Carlyle Secured Lending, Inc. Announces Financial Results For First Quarter Ended March 31, 2025, Declares Second Quarter 2025 Dividend of $0.40 Per Common Share

      NEW YORK, May 06, 2025 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (together with its consolidated subsidiaries, "we," "us," "our," "CGBD" or the "Company") (NASDAQ:CGBD) today announced its financial results for its first quarter ended March 31, 2025. Justin Plouffe, CGBD's Chief Executive Officer, said, "Following successful completion of the merger with CSL III at the end of March, CGBD remains focused on driving stable income, consistent credit performance, and disciplined execution of our strategy. Complementing our conservative investing approach, we continue to optimize the capital structure of CGBD, increasing total commitments on our credit facility and exchanging the pre

      5/6/25 4:05:00 PM ET
      $CG
      $CGBD
      Investment Managers
      Finance
      Finance: Consumer Services
    • Carlyle Credit Income Fund Schedules Second Quarter Financial Results and Investor Conference Call

      NEW YORK, April 16, 2025 (GLOBE NEWSWIRE) -- Carlyle Credit Income Fund ("we," "us," "our," "CCIF" or the "Fund") (NYSE:CCIF) announced today that it will release financial results after market close on Tuesday, May 20, 2025, for its second quarter of 2025. CCIF will host a conference call at 10:00 a.m. EST on Wednesday, May 21, 2025, to discuss the results. The conference call will be available via public webcast via a link on Carlyle Credit Income Fund's website at www.carlylecreditincomefund.com and will also be available on the website soon after the call's completion. About Carlyle Credit Income Fund Carlyle Credit Income Fund (NYSE:CCIF) is an externally managed closed-end f

      4/16/25 4:46:22 PM ET
      $CCIF
      $CG
      Finance/Investors Services
      Finance
      Investment Managers
    • Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the First Quarter Ended March 31, 2025

      NEW YORK, April 15, 2025 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. ("Carlyle Secured Lending") (NASDAQ:CGBD) will host a conference call at 11:00 a.m. EST on Wednesday, May 7, 2025 to announce its financial results for the first quarter ended March 31, 2025. The Company will report its quarterly financial results on Tuesday, May 6, 2025. The conference call will be available via public webcast via a link on Carlyle Secured Lending's website at carlylesecuredlending.com and will also be available on the website soon after the call's completion. About Carlyle Secured Lending, Inc. Carlyle Secured Lending, Inc. is a publicly traded (NASDAQ:CGBD) business development company (

      4/15/25 4:25:17 PM ET
      $CG
      $CGBD
      Investment Managers
      Finance
      Finance: Consumer Services

    $CG
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Acentra Health Supports Utah in Securing CMS Certification for Medicaid Enterprise System Modernization

      MCLEAN, Va., May 08, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, today celebrates the state of Utah and the Utah Department of Health and Human Services (DHHS) for achieving Centers for Medicare & Medicaid Services (CMS) certification of the Provider Reimbursement Information System for Medicaid (PRISM). This achievement affirms the successful modernization of Utah Medicaid's core claims payment and eligibility system, designed, built, and implemented in partnership with Acentra Health. Utah's accomplishment rec

      5/8/25 11:27:23 AM ET
      $CG
      Investment Managers
      Finance
    • Suntera Global Secures Investment from Valeas Capital Partners to Support its Global Growth Strategy

      Suntera Global ("Suntera"), the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, today announced it has entered into an agreement with Valeas Capital Partners ("Valeas"), a growth-oriented equity investment firm, to acquire a majority stake in Suntera. Under terms of the agreement, Valeas is committing significant new equity capital to support the expansion of Suntera's capabilities and footprint globally and power its continued digital transformation. Founded in 1980, Suntera provides a full suite of professional services to corporates, fund managers, and private clients, including their family offices. Through a comprehensive range of adm

      5/7/25 10:00:00 AM ET
      $CG
      Investment Managers
      Finance
    • Carlyle Secured Lending, Inc. Announces Financial Results For First Quarter Ended March 31, 2025, Declares Second Quarter 2025 Dividend of $0.40 Per Common Share

      NEW YORK, May 06, 2025 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (together with its consolidated subsidiaries, "we," "us," "our," "CGBD" or the "Company") (NASDAQ:CGBD) today announced its financial results for its first quarter ended March 31, 2025. Justin Plouffe, CGBD's Chief Executive Officer, said, "Following successful completion of the merger with CSL III at the end of March, CGBD remains focused on driving stable income, consistent credit performance, and disciplined execution of our strategy. Complementing our conservative investing approach, we continue to optimize the capital structure of CGBD, increasing total commitments on our credit facility and exchanging the pre

      5/6/25 4:05:00 PM ET
      $CG
      $CGBD
      Investment Managers
      Finance
      Finance: Consumer Services

    $CG
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Carlyle Group downgraded by Oppenheimer

      Oppenheimer downgraded Carlyle Group from Outperform to Perform

      3/19/25 8:14:15 AM ET
      $CG
      Investment Managers
      Finance
    • Carlyle Group upgraded by Wolfe Research with a new price target

      Wolfe Research upgraded Carlyle Group from Peer Perform to Outperform and set a new price target of $60.00

      1/3/25 7:19:04 AM ET
      $CG
      Investment Managers
      Finance
    • Wells Fargo initiated coverage on Carlyle Group with a new price target

      Wells Fargo initiated coverage of Carlyle Group with a rating of Equal Weight and set a new price target of $42.00

      9/12/24 7:35:35 AM ET
      $CG
      Investment Managers
      Finance

    $CG
    SEC Filings

    See more
    • SEC Form DEFA14A filed by The Carlyle Group Inc.

      DEFA14A - Carlyle Group Inc. (0001527166) (Filer)

      4/17/25 4:11:49 PM ET
      $CG
      Investment Managers
      Finance
    • SEC Form DEF 14A filed by The Carlyle Group Inc.

      DEF 14A - Carlyle Group Inc. (0001527166) (Filer)

      4/17/25 4:09:03 PM ET
      $CG
      Investment Managers
      Finance
    • Amendment: SEC Form SCHEDULE 13G/A filed by The Carlyle Group Inc.

      SCHEDULE 13G/A - Carlyle Group Inc. (0001527166) (Subject)

      4/17/25 3:36:57 PM ET
      $CG
      Investment Managers
      Finance

    $CG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13D/A filed by The Carlyle Group Inc.

      SC 13D/A - Carlyle Group Inc. (0001527166) (Subject)

      11/15/24 5:22:29 PM ET
      $CG
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13D/A filed by The Carlyle Group Inc.

      SC 13D/A - Carlyle Group Inc. (0001527166) (Filed by)

      10/21/24 4:31:27 PM ET
      $CG
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13D/A filed by The Carlyle Group Inc.

      SC 13D/A - Carlyle Group Inc. (0001527166) (Filed by)

      10/15/24 4:31:27 PM ET
      $CG
      Investment Managers
      Finance

    $CG
    Leadership Updates

    Live Leadership Updates

    See more
    • SoftBank Group to Acquire Ampere Computing

      SoftBank Group Corp. (TSE: 9984, "SoftBank Group") today announced that it will acquire Ampere® Computing, a leading independent silicon design company, in an all-cash transaction valued at $6.5 billion. Under the terms of the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group and retain its name. As part of the transaction, Ampere's lead investors – Carlyle (NASDAQ:CG) and Oracle Corp. (NYSE:ORCL) – are selling their respective positions in Ampere. As SoftBank Group broadens its AI infrastructure investments in ventures such as Cristal intelligence and Stargate, the acquisition will help enhance SoftBank Group's capabilities in key areas and accelerate its growt

      3/19/25 7:30:00 PM ET
      $CG
      $ORCL
      Investment Managers
      Finance
      Computer Software: Prepackaged Software
      Technology
    • Acentra Health Welcomes Distinguished Public Sector Health Leaders Calder Lynch and Jami Snyder to its Healthcare Advisory Board; Appoints Julie Boughn as New Chair

      MCLEAN, Va., Feb. 04, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, today announced the appointment of Calder Lynch and Jami Snyder to its healthcare advisory board. With decades of experience leading state and federal government healthcare programs, the subject matter experts will advise the company and its clients on healthcare policies and trends as well as strategies to improve health outcomes at a lower cost. "We are excited to welcome Calder Lynch and Jami Snyder to Acentra Health's Healthcare Advisory Boar

      2/4/25 9:58:04 AM ET
      $CG
      Investment Managers
      Finance
    • Acentra Health Appoints Ezmeralda Sager as Chief Transformation Officer

      MCLEAN, Va., Jan. 23, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, announced it has appointed Ezmeralda Sager as Executive Vice President and Chief Transformation Officer (CTO), effective January 6, 2025. In this role, Sager will spearhead enterprise-wide change initiatives to help Acentra Health build upon its strong track record of innovation and execution for its clients. She will provide strategic guidance on process improvements to optimize the development and delivery of the company's products, solutions

      1/23/25 9:42:00 AM ET
      $CG
      Investment Managers
      Finance