Daily Deal Sheet | Sept 3, 2025

Captured from posts published in the 24-hour window ending 2 Sept 2025 (GMT).

Why it matters

• The tape mixed mega-cap structure with sector depth: a $7.4bn public-to-private in aircraft leasing, strategic energy carve-outs, and software/data deals from rail ops to privacy tech.

• Energy, Technology, and Healthcare led: Carlyle is carving out Altera’s FPSO business, cyber/privacy saw fresh capital, and RLDatix merges with MediSpend to scale life-sciences compliance.

📝 Deal & Investment Highlights

• SMBC Aviation Capital, Sumitomo Corporation, Brookfield → Sumisho Air Lease Corporation — $7,400,000,000 public-to-private (Lending & Credit)

• Carlyle Energy Partners → Altera Infrastructure’s FPSO business — Divestiture (Oilfield Services; seller: Brookfield Asset Management)
  • Buy-side Legal: Kirkland & Ellis — Gregory Scott, Matthew Elliott

• MediSpend ↔ RLDatix Life Sciences — Merger (HealthTech)
  • Buy-side Legal: Kirkland & Ellis — James Brownstein, Adrian Duncan

• JTB Corp. → Northstar Travel Group — Majority buyout (Digital Media Platforms; seller: EagleTree Capital)
  • Sell-side IB: BrightTower — Amir Akhavan; Buy-side IB: SMBC Group — Colin O'Neil, Kunihiko Yokoyama, Dominik Kaufhold; Buy-side Legal: Venable LLP, Mori Hamada & Matsumoto

• Jaguar Transport Holdings (OPTrust) → Columbia Basin Railroad & Central Washington Railroad — Majority buyout (Rail Transport)
  • Sell-side IB: BMO Middle Market M&A — Bob Dovenberg, Max Meehan, John Dale, Dillon Grady

• Deutsche Beteiligungs AG → MAIT Group — Divestiture (IT Consulting; seller: 3i Group plc)
  • (See Adviser Intel for added buy-side legal team & investor names)

• Siemens Energy → Capital Injection Ceramics Limited (CIC) — Divestiture
  • Sell-side IB: Arrowpoint Advisory — Tom Smith, Dylan Genau, James Rosanwo; Sell-side Legal: Lewis Silkin — Ashi (Arshnoor) Amershi, Mark Winthorpe, Hope Olivia Bell

• Giesecke+Devrient Ventures → Roseman Labs — €5,000,000 Series A (Cybersecurity)

↪️ Plus 20 more transactions captured in today’s ledger in the full database.

🆕 Adviser Intel on Previously-Flagged Deals

• MAIT Group → Deutsche Beteiligungs AG — added Buy-side Legal: A&O Shearman — Dr. Roman Alexander Kasten, Benjamin Maciejewski (+ team); added investor individuals at DBAG: Philipp Hof, Lucas Herbert, Dr. Matthias Döll; added HQ city: Rottweil (Germany).

• Mediaflow → Bonnier Capital — added sole-adviser names at EY-Parthenon Technology Investment Banking: Robert Klättborg, Lisa Scharp.

• Protection Group Denmark (PGD) → Foreman Capital — added sell-side banker: Jesper Gade M. (EY-Parthenon Corporate Finance).

👤 Notable People Moves

• Kristin Zimmerman-Sorio — Partner | PJT Partners

• Angel Quek — Partner, Leveraged Finance | Linklaters

• Michael Amez — Managing Director; Mid-Cap IT Services lead | J.P. Morgan

• Ashwin Punde — Global Co-Head of Energy Investment Banking | Cantor Fitzgerald

• Anil Kuruganti — Partner | GP Bullhound (New York)

• Dmitry Shevelenko — Director (Board Member) | Lazard

• Alisdair Brady — Vice President | Global Infrastructure Partners

• David Scrivener — Regional Managing Director, Eastern region | Azets (ex-Ensors CF & Restructuring Partner)

• Katie Oresar — Head, U.S. Treasury & Payment Solutions Sales | BMO

• Jeff DeRosa — Head, U.S. Emerging Middle Market | BMO

• Eric Öström — Director — M&A Corporate Finance | PwC

• Sandrine Janssen — Investment Professional | 365 Capital

↪️ Plus 59 more people moves, promotions, and deal team credits captured in today’s ledger in the full database.

🔍 Sector Snapshots
Energy & Infrastructure

• Carlyle Energy Partners → Altera Infrastructure’s FPSO business — n/d divestiture. Buy-side Legal: Kirkland & Ellis — Gregory Scott, Matthew Elliott.

• Jaguar Transport Holdings (OPTrust) → Columbia Basin Railroad & Central Washington Railroad — n/d majority buyout. Sell-side IB: BMO Middle Market M&A — Bob Dovenberg, Max Meehan.

• Etara (sell-side adviser) → Eelpower equity raise (co-invest: Equitix, National Wealth Fund, Aware Super) — n/d. Sell-side IB: Etara — Guy Stroucken.

Technology & Software

• Deutsche Beteiligungs AG → MAIT Group — n/d divestiture (IT Consulting). (A&O Shearman buy-side legal team added in Adviser Intel.)

• Giesecke+Devrient Ventures → Roseman Labs — €5,000,000 Series A (Cybersecurity).

• Bonnier Capital → Mediaflow — n/d minority investment. Sell-side IB: EY-Parthenon Tech IB — Robert Klättborg, Lisa Scharp.

• Sobro → vchain — n/d majority buyout (Supply Chain/SaaS). Sell-side IB: Clearwater — Finn O'Driscoll.

Industrials & Business Services

• Siemens Energy → Capital Injection Ceramics Limited (CIC) — n/d divestiture. Sell-side IB: Arrowpoint Advisory — Tom Smith, Dylan Genau, James Rosanwo; Sell-side Legal: Lewis Silkin — Ashi (Arshnoor) Amershi, Mark Winthorpe, Hope Olivia Bell.

• Kroll → Kirby Healy — n/d majority buyout (Legal & Compliance; Dublin).

• Bouwers van morgen. (OMDUS) → Hoogvliet Totaalonderhoud — n/d majority buyout. Sell-side Legal: CORP. advocaten — Eric De Best, Max Koene.

Consumer & Media

• JTB Corp. → Northstar Travel Group — n/d majority buyout (Digital Media Platforms). Sell-side IB: BrightTower — Amir Akhavan.

• A&M Capital Europe → Isla Délice — n/d divestiture (Food & Beverage; seller: Perwyn).

• Cresset ↔ Monticello Associates — n/d merger (Asset Management).

Financial Services

• SMBC Aviation Capital, Sumitomo Corporation, Brookfield → Sumisho Air Lease Corporation — $7,400,000,000 public-to-private (Lending & Credit).

• Groupe VYV → Groupe Patrimmofi — n/d majority buyout (Asset Management). Sell-side IB: PwC Corporate Finance — Adrien d'Alincourt, Quentin Duprez, Meyer Azeroual, Benjamin Sellam.

Want the full picture? Follow us on LinkedIn and request early access to the full database. Today’s full ledger includes 101+ items covering deals, raises, and people moves.