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]

Core Insights - Centerra Gold Inc. has announced an updated mineral resource and a Preliminary Economic Assessment (PEA) for its Kemess project, indicating strong economic potential with an after-tax NPV5% of $1.1 billion and an IRR of 16% based on long-term metal prices of $3,000 per ounce of gold and $4.50 per pound of copper [3][4][36]. Mineral Resource and Economic Highlights - The updated mineral resource includes 3.3 million ounces of gold and 1.1 billion pounds of copper in the indicated category, and 3.6 million ounces of gold and 1.2 billion pounds of copper in the inferred category [7][23]. - The PEA outlines a 15-year mine life with average annual production of 171,000 ounces of gold and 61 million pounds of copper, at an all-in sustaining cost (AISC) of $971 per ounce [4][10][36]. - At spot prices of $4,500 per ounce of gold and $6.00 per pound of copper, the after-tax NPV5% increases to $2.8 billion, with an IRR of 29% [7][36]. Project Execution Strategy - The project will utilize an integrated mining strategy, starting with open pit operations followed by underground mining approximately two years later, optimizing the use of existing infrastructure [4][10][36]. - Initial non-sustaining capital expenditures are estimated at $771 million, with an additional $277 million planned for expansionary capital to support underground operations [17][18]. Exploration Potential - Significant exploration upside exists, with 28 kilometers of drilling completed in 2025, confirming mineralization continuity and identifying further resource growth opportunities [27][28]. - Future exploration will focus on infill drilling at the Kemess Main zone and resource extension at the Kemess Offset zone, with potential targets identified along the eastern extensions [28][29]. Community and Economic Impact - The Kemess project is expected to create over 700 jobs and generate substantial economic benefits for local communities and First Nations, reinforcing its role as a significant economic driver in British Columbia [34][32].

Core Insights - Acentra Health has appointed Deborah Ricci as Executive Vice President and Chief Financial Officer, aiming to enhance its financial leadership during a critical phase of growth and transformation [1][3]. Company Overview - Acentra Health is a technology and health solutions company focused on improving health outcomes for government and commercial clients, leveraging public sector knowledge, clinical expertise, and technological innovation [5]. - The company is backed by Carlyle, a global investment firm, indicating strong financial support and potential for growth [5]. Leadership Background - Deborah Ricci joins Acentra Health from Guidehouse Inc., where she served as Partner and Chief Financial & Administrative Officer, overseeing finance, accounting, quality, risk, security, and facilities [2]. - Ricci has extensive experience in senior finance leadership roles, including CFO positions at Constellis, Centerra Group, and A-T Solutions, and began her career as a certified public accountant with KPMG [2]. Strategic Vision - The CEO of Acentra Health, Todd Stottlemyer, emphasized Ricci's proven track record in building scalable financial systems and leading organizations through significant changes, aligning her expertise with the company's growth and transformation plans [3]. - Ricci expressed her commitment to Acentra Health's mission-driven work and long-term value creation, indicating a strong alignment with the company's strategic goals [4]. Additional Roles - Ricci currently serves as Chair of the Finance and Audit Committee for Draken International Inc. and is an advisory board member for Cydecor, showcasing her active involvement in the finance sector [4]. - She holds an MBA from the University of Pittsburgh School of Business and a bachelor's degree from Bentley University, highlighting her strong educational background [4].

Core Viewpoint - The rise in Japanese government bond yields and the depreciation of the yen are seen as positive signs for Japan's economy, indicating a potential exit from decades of deflation, despite some criticism [1] Group 1: Economic Indicators - Japanese policymakers have been gradually raising interest rates while effectively suppressing the yen's exchange rate [1] - A more competitive exchange rate is expected to enhance domestic corporate profits [1] Group 2: Expert Commentary - Jason Thomas, the global head of research and investment strategy at Carlyle Group, emphasizes that interest rate normalization should not be a cause for concern for an economy finally emerging from deflation [1] - There is a warning against misinterpreting market signals in the current economic context [1] Group 3: Market Reactions - The continuous depreciation of the yen and the rise in Japanese government bond yields to the highest levels in a generation have raised concerns among some market participants [1]