Ares Insurance Solutions LLC and Ares Infrastructure Equity fund, a fund managed by Ares Management Corporation, entered into a definitive agreement to acquire Infinity Transportation Equipment Leasing, LLC from The Global Atlantic Financial Group LLC in a transaction with an enterprise value of $2.9 billion.
Ares Management Corporation (NYSE: ARES) agreed to acquire Infinity Transportation Equipment Leasing, LLC from The Global Atlantic Financial Group for $2.9 billion. The deal, expected to close in Q1 2027, is subject to regulatory approvals. Ares had $622.5 billion in assets under management at year-end 2025.
How this was made
The 30-second read
Why it matters
The deal increases ARES's AUM and may affect its balance sheet, prompting analysts to reassess valuation multiples.
Market read
A significant M&A event for a mid‑cap US asset‑manager, likely to influence its stock and sector sentiment.
What to watch
Potential financing structure and any regulatory hurdles could alter the deal timeline.
Background
Ares Management Corp, a leading alternative‑investment manager, is expanding its portfolio through a $2.9 billion acquisition of Infinity Transportation Equipment Leasing.
Ticker impact
Ares Management Corp (NYSE:ARES) announced a definitive agreement to acquire Infinity Transportation Equipment Leasing for $2.9 billion, a material M&A transaction.
potential downward pressure as investors price in acquisition cost and integration risk
Large‑scale deal disclosed for the first time; market typically reacts negatively to sizable cash‑out M&A without clear accretion.
Market effects
May signal consolidation in alternative‑investment and equipment‑leasing sectors.
Limited to U.S. alternative‑asset managers.
Modest; primarily affects ARES and peers in the asset‑management space.
Counterpoint
If the acquisition yields synergies faster than expected, ARES could rebound.
Key entities
- CompanyAres Management Corporation
US‑listed alternative‑investment manager (NYSE:ARES).
- CompanyInfinity Transportation Equipment Leasing, LLC
Private equipment‑leasing firm being acquired.
