The Carlyle Group Inc. Stock Price, News & Analysis

Carlyle and SK Capital Partners have amended their agreement to acquire bluebird bio (NASDAQ: BLUE). Under the updated terms, stockholders can now choose between two options: (1) the original offer of $3.00 per share plus a CVR worth $6.84 tied to sales milestones, or (2) a new alternative of $5.00 per share with no CVR.

Important updates require stockholders who previously tendered shares to re-tender their shares with a new election. The tender offer expires on May 29, 2025. The board unanimously recommends stockholders to tender their shares, warning that without majority participation, bluebird risks defaulting on Hercules Capital loans, potentially leading to bankruptcy where shareholders might receive nothing.

bluebird bio (NASDAQ: BLUE) has amended its merger agreement with Carlyle (NASDAQ: CG) and SK Capital Partners. Under the new terms, stockholders can choose between two options: (1) the original offer of $3.00 per share plus a CVR of $6.84 payable upon achieving net sales milestone, or (2) $5.00 per share in cash with no CVR. The board unanimously recommends stockholders to tender their shares, warning that without majority support, the company risks defaulting on loans with Hercules Capital, potentially leading to bankruptcy. The tender offer deadline has been extended to May 29, 2025. As of May 13, approximately 2,281,724 shares have been tendered. All regulatory approvals have been received, and the transaction is expected to close promptly after successful completion of the tender offer.

Suntera Global, a Jersey-based provider of fund, corporate, and private wealth services, has secured a major investment from Valeas Capital Partners, which will acquire a majority stake in the company. This follows a recent financing package from Carlyle (NASDAQ: CG) announced on April 22, 2025. Suntera, founded in 1980, employs over 500 people across nine jurisdictions and provides administration, accounting, and governance services. Under previous ownership by Palatine Private Equity since 2019, Suntera achieved remarkable growth, tripling its revenues through organic growth and seven acquisitions. The transaction, expected to close in H2 2025, will provide Suntera with significant new equity capital to support global expansion, digital transformation, and strategic acquisitions, including planned growth in the United States.

Carlyle and SK Capital have received all necessary regulatory approvals to proceed with the acquisition of bluebird bio (NASDAQ: BLUE). The merger is expected to complete following a tender offer expiring on May 12, 2025. Shareholders will receive $3.00 per share in cash upfront and a contingent value right (CVR) of $6.84 per share upon achieving a net sales milestone, totaling a potential value of $9.84 per share.

The bluebird Board unanimously recommends shareholders to tender their shares, warning that without majority participation, the company risks defaulting on loan agreements with Hercules Capital. The Board emphasizes this transaction represents the only viable option for stockholders to receive value for their shares, as bankruptcy or liquidation would likely result in no shareholder compensation.

Yieldstreet has announced the launch of Yieldstreet 360 Managed Portfolios, the first automated private markets investing solution. The platform aims to democratize access to private equity, private credit, and real estate investments through diversified portfolios tailored to individual investors' goals.

The launch comes as private markets have grown from $9.7 trillion in 2012 to $24.4 trillion in 2023. The solution will feature investments from Goldman Sachs Asset Management, Carlyle, and StepStone, with strategies advised by Wilshire. The platform addresses traditional barriers like high investment minimums and complex structures, offering automated investment management and real-time performance tracking.

Available to accredited investors later this year, Yieldstreet 360 will provide exposure to thousands of underlying assets through a single solution, with options ranging from income-focused to growth-oriented approaches.

SoftBank Group has announced the acquisition of Ampere Computing, a silicon design company, in an all-cash transaction valued at $6.5 billion. The deal involves Carlyle (CG) and Oracle Corp. selling their positions in Ampere.

Under the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group while retaining its name. The acquisition aligns with SoftBank's expansion in AI infrastructure investments, including ventures like Cristal intelligence and Stargate.

Founded in Silicon Valley in 2018, Ampere specializes in cloud-native computing and sustainable AI compute, offering multiple products for cloud workloads. The transaction is expected to close in the second half of 2025, subject to regulatory approvals. Ampere will maintain its headquarters in Santa Clara, CA.

NSM Insurance Group has announced a definitive agreement to sell its U.S. commercial insurance division to New Mountain Capital, an investment firm managing over $55 billion in assets. The transaction, expected to close within 45 days subject to regulatory approvals, encompasses NSM's portfolio of 15 market-leading niche insurance programs across Property & Casualty, Accident & Health and Reinsurance, along with NSM Insurance Brokers.

The division will form a new independent entity, temporarily retaining the NSM brand. NSM, currently a Carlyle portfolio company, has grown to manage over $2 billion in premium across 30+ niche insurance programs, serving more than 20,000 agents nationwide. Aaron Miller, current Chief Commercial Lines Officer, will become CEO of the new entity, while Geof McKernan and Bill McKernan will join the board of directors to ensure a smooth transition.

bluebird bio (NASDAQ: BLUE) has announced a definitive agreement to be acquired by Carlyle and SK Capital Partners. Under the deal terms, stockholders will receive $3.00 per share in cash plus a contingent value right of $6.84 per share, payable if the company achieves $600 million in net sales within any 12-month period ending by December 31, 2027.

The transaction comes after bluebird's Board conducted a comprehensive review of strategic alternatives, meeting with over 70 potential investors. The Board determined this was the only viable solution following financial challenges and a third FDA denial of their priority review voucher, with the company at risk of defaulting on loan covenants.

David Meek, former CEO of Mirati Therapeutics and Ipsen, will become CEO upon closing. The deal, expected to close in first half of 2025, will take bluebird private and aims to scale their commercial delivery of gene therapies for sickle cell disease, β-thalassemia, and cerebral adrenoleukodystrophy.

Farmfront Group has entered into a strategic commercial partnership with BF International Best Fields Best Foods (BFI), investing €10 million for a minority stake. Through this five-year agreement, Farmfront becomes an exclusive supplier of pivot irrigation products in Algeria, Libya, and Senegal, and a preferred partner in other regions.

The partnership aims to support BF Group's international expansion and agro-industrial development in developing economies, particularly in Africa. Both companies target to develop farmland across fifteen countries, covering 150,000 hectares by 2027.

Farmfront, backed by Carlyle (NASDAQ: CG), combines irrigation providers OCMIS, RKD, Irrimec Group, and Otech. With headquarters in Milan and 450+ employees across 6 manufacturing sites in Italy, Spain, and France, it serves over 100 countries. BF Group, Italy's agro-industrial leader, manages over 30% of national agricultural land.