Group 1 - Global investment firms Carlyle Group and EQT are preparing final offers for a controlling stake in Starbucks' China operations [1] - Regional players HongShan Capital Group and Boyu Capital are also involved in the bidding process [1]

责任编辑：江钰涵 9月11日，新浪财经从知情人士获悉，星巴克已将博裕资本、凯雷集团、EQT与红杉中国列为中国业务 出售的最终候选方。这项收购案已在最后一轮谈判阶段，将在10月底前敲定结果。 ...

Core Viewpoint - The Trump administration's call for significant interest rate cuts by the Federal Reserve, combined with the anticipated increase in short-term debt issuance, may disrupt the U.S. Treasury market and ultimately raise long-term borrowing costs [1] Group 1 - Bondholders seek assurance that the Federal Reserve's role is to protect the real value of their principal [1] - If bondholders perceive that the Federal Reserve is more focused on government financing, it could lead to bond sell-offs and higher term premiums [1]

Core Viewpoint - The Trump administration's call for significant interest rate cuts by the Federal Reserve, combined with the prospect of increased short-term bond issuance, may disrupt the Treasury bond market and ultimately raise long-term borrowing costs [1] Group 1: Federal Reserve and Interest Rates - The Federal Reserve is under pressure from the Trump administration to lower the benchmark interest rate to stimulate the U.S. economy [1] - This pressure could lead to a scenario where bondholders lose confidence in the Fed's commitment to maintaining the real value of their principal [1] Group 2: Treasury Bond Market Dynamics - Increased issuance of short-term Treasury bills, as suggested by Treasury Secretary Mnuchin, may be a strategy to save on interest expenses in the current high-yield environment [1] - If the Fed appears more focused on government financing rather than protecting bondholders, it could trigger bond sell-offs and an increase in term premiums [1]

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].