The Carlyle Group LP

The Carlyle Group LP

The Carlyle Group LP

Overview
Date Founded

1987

Headquarters

1001 Pennsylvania Avenue, NW, Washington, DC, 20004-2505, USA

Type of Company

Public

Employees (Worldwide)

1,600

Industries

Private Equity & Venture Capital
Hospitals & Patient Services
Accounting & Financial Services
Aerospace & Defense
Investment Services & Portfolio Management

Company Description

The Carlyle Group is a global alternative asset manager with more than $157 billion in assets under management across 101 funds and 64 fund of funds vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,300 professionals operating in 32 offices in North America, South America, Europe, the Middle East, North Africa, Sub-Saharan Africa, Japan, Asia and Australia.

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Executives & Employees

Co-Founder

Co-Founder

Co-Chief Executive Officer, Chief Operating Officer & Managing Director

Co-Chief Executive Officer

Chief Financial Officer

Co-Chief Investment Officer

Chief Information Officer & Managing Director

Chief Sustainability Officer

Managing Director & Head of Investment Solutions Group

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Board of Directors

Co-Founder at The Carlyle Group LP

Co-Founder at The Carlyle Group LP

Co-Chief Executive Officer, Chief Operating Officer & Managing Director at The Carlyle Group LP

Co-Chief Investment Officer at The Carlyle Group LP

Managing Director at The Carlyle Group LP

Founding Partner at Circle Financial Group LLC

Co-Chief Executive Officer at The Carlyle Group LP

Principal at Hill Family Advisors

Former President, Public & Senior Markets Group at UnitedHealth Group, Inc.

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Owners & Shareholders
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Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

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Artemis is an active, benchmark-aware manager which seeks to outperform the market and produce long-term returns. Fund managers stock-pick and make independent decisions, seeking sectors and companies that are going through change and that have the potential to be re-assessed by the market.The firm's fund managers utilize internal and external research, aiming to identify undervalued stocks. They utilize proprietary stock screening systems, including their internal knowledge management system, Delphi, to identify interesting stocks and construct high conviction portfolios.Artemis fund managers align interest with investors by investing in the Artemis funds.

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Coronation AM is an active, fundamental research-based manager with a long-term outlook. They use a common-sense, valuation-driven process to invest in equities, identifying mispriced assets trading at discounts or premiums to their long-term business values.The firm seeks to understand the macro environment in which companies operate by performing original research and constructs concentrated portfolios based on the high-conviction views of their investment team. Their equity research team covers South African, Pan-African and emerging markets.Coronation AM's fixed-income strategy actively combines top-down and bottom-up approaches to construct fixed-income portfolios. All portfolios and investment products reflect the same basic investment views and leverage the Coronation investment process.International assets are managed by the firm's London-based team.

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Recent Transactions
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The Carlyle Group LP purchases PrimeFlight Aviation Services, Inc. from SMS Holdings Corp.

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The Carlyle Group LP purchases Palmer & Harvey (Holdings) Plc

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Hilcorp San Juan LP purchases ConocoPhillips /San Juan Basin Assets from ConocoPhillips

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Transaction Clients
Investment Advisor

Advised on Vubiquity, Inc. purchases On Demand Group Ltd. from SeaChange International, Inc.

Transaction Advisors
Legal Advisor

Advised onThe Carlyle Group LP purchases Acosta Sales & Marketing Co. from Thomas H. Lee Advisors LLC

Auditor

Advised onThe Carlyle Group LP issued Common Units

Legal Advisor

Advised onThe Carlyle Group LP issued Common Units

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Legal Advisor

Advised onThe Carlyle Group LP purchases Multi Packaging Solutions UK Ltd. from Irving Place Capital Management LP, Oaktree Capital Management (Private Equity)

Legal Advisor

Advised onThe Carlyle Group LP issued Common Units

Legal Advisor

Advised onThe Carlyle Group LP issued Common Units

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Advisors & Consultants
Legal Advisor

Clifford Chance LLP provides legal services. It provides services in areas such as banking & finance, capital markets, mergers and acquisitions, litigation and dispute resolution, real estate & tax, pensions and employment. The firm's clients include the technology, real estate, automobiles, beverages, chemicals, pharmaceuticals, healthcare, media, telecommunications and energy and transportation markets. The company was founded in 1987 and is headquartered in London, UK

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Senior Advisor

Co-Founder at NGP Energy Capital Management LLC

Legal Advisor

Global Co-Chair, Benefits, Compensation & Employment Practice at Latham & Watkins LLP

Legal Advisor

Co-Chair, Private Equity Practice Group at Latham & Watkins LLP

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Clients

Wesco Aircraft Holdings, Inc. engages in the distribution and provision of supply chain management services to the global aerospace industry. It operates through the following segments: The Americas; Europe, Middle East and Africa, and Asia Pacific. The company was founded by Joshua Jack Snyder in 1953 and is headquartered in Valencia, CA.

The West Virginia University Foundation, Inc. provides financial support to charitable causes. The company's services include fund raising and management of the assets of West Virginia University. It seeks support for faculty, programs, services, equipment, and facilities. The company was founded in 1954 and is headquartered in Morgantown, WV.

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Key Stats and Financials As of 2017
Market Capitalization
$2.34B
Total Enterprise Value
$9.08B
Earnings Per Share
$2.38
Revenue
$3.52B
Net Profit
$244M
EBITDA
$1.26B
EBITDAMargin
35.78%
Total Debt
$5.88B
Total Equity
$2.95B
Enterprise Value Sales
2.58x
Enterprise Value EBITDAOperating
7.21x
TEVNet Income
37.21x
Debt TEV
0.65x
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Investors
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The California Public Employees Retirement System (CalPERS) assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including real estate, infrastructure, forest land, commodities, inflation-linked bonds, fixed-income, private equity, global public equity and nominal government bonds and cash. Strategies are managed both internally and through external managers.^CalPERS' absolute return program utilizes absolute return funds to capitalize on investment opportunities not available using traditional approaches to investing in public markets. The program's objective is to enhance CalPERS' total fund return while diversifying total fund risk.^CalPERS' Global Equity Strategy is managed as an overall composite portfolio combining an index-oriented core with actively managed portfolios. Investments are managed from the view of relative return and risk as compared to the overall strategic benchmark. The strategy incorporates CalPERS' values in investing to influence ESG, as long as such influence is consistent with maximizing long-term, risk adjusted returns.^Their Dollar Denominated Fixed-Income Program seeks to exceed the return of the BCLL Index while maintaining a high level of diversification. CalPERS invests across bond market sectors where risks are understood and manageable. CalPERS' International Fixed Income Program seeks to exceed the return of the BCIFI Index. The strategy focuses on maximizing risk adjusted returns through the selection and allocation of permissible bond markets. Maturities, durations, credits, currencies and derivative instruments are carefully managed. CalPERS also invests in global debt issued by national governments. Their Dollar Denominated Short-Term Program seeks opportunities in the short end of the yield curve with manageable risks, while maintaining liquidity, credit quality, weighted average days to maturity and diversification. Their Dollar Denominated Fixed Income Limited Duration Program includes the High Quality LIBOR program and the Short Duration strategy. The High Quality LIBOR Program is a limited duration, highly liquid program that invests in limited duration assets that provide low volatility vs. a floating-rate based benchmark. The Short Duration Program seeks to earn a return premium vs. traditional limited duration assets through a modest increase in portfolio duration and by purchasing a broader universe of limited duration securities than is available to traditional money market portfolios.^CalPERS' TIPS Program seeks a duration that is similar to the duration of the Barclays Capital Global Real: US TIPS Index. Investments may include US TIPS, nominal US Treasury Securities and short term-investment funds (STIF).^CalPERS' Liquidity Programs are designed to provide liquid assets that can be converted to cash during market downturns, to provide a partial hedge to liabilities and to provide diversification. Their US Treasury 2-10 Year Program invests in US Treasury securities (including futures whose deliverable instrument is a US Treasury security) as well as STIFs from a custodial bank or internal CalPERS STIFs.

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Mubadala is an active manager which aims to make long-term capital intensive investments that deliver strong financial returns in successful companies in the aerospace & technology, energy & industry, healthcare, real estate & hospitality, infrastructure and services sectors. They seek to invest in successful companies to deliver strong financial returns, evaluating each opportunity based on other sustainable benefits it can provide for Abu Dhabi.The firm is creating a new global aerospace industry for Abu Dhabi focused on an integrated approach including manufacturing, maintenance, repair and overhaul, partnering with top aerospace companies to leverage the expertise needed to build businesses with global reach.Mubadala seeks to create a diverse and sustainable range of businesses that will drive oil and gas exploration and production, development of petroleum services, and international growth in energy-linked industrial infrastructure. They capitalize on Abu Dhabi's natural resources and existing knowledge base to invest in basic industries including aluminium and advanced materials to help build an export-orientated industrial sector.The firm's healthcare division invests in strategic, high value and economically sustainable projects that meaningfully enhance the private healthcare infrastructure of Abu Dhabi and the UAE, focusing on patient care delivery and ancillary services, biotechnology, medical equipment and device manufacturing and pharmaceuticals.Mubadala Infrastructure seeks to create infrastructure that will underpin Abu Dhabi's growth and development. Through Public Private Partnerships, the firm works with world-class partners to fund and deliver state-of-the-art educational, health and transportation facilities.

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Suppliers

NGP Energy Capital Management LLC operates as an investment franchise in the natural resources sector. It specializes in investments in seed and start-ups, emerging growth, middle markets, later stage, growth capital buyouts, industry consolidation and recapitalization. The company was founded by Kenneth Alfredo Hersh and David Russell Albin in 1988 and is headquartered in Irving, TX.

Cartesian, Inc. Human Resources & Personnel Services | OVERLAND PARK , KS

Cartesian, Inc. provides professional services and technical solutions in the communications, digital media, technology and financial services markets. It operates through the following segments: North America, EMEA, and Strategic Alliances. The North America and EMEA segments are both single reportable, operating segments that encompass the company's operational, technology and software consulting services inside of North America and outside of North America, respectively. Both reportable segments offer management consulting, custom developed software, and technical services. The Strategic Alliances reportable segment is a single, reportable segment that includes the company's world-wide commercial activities undertaken with third-party service or solutions providers. The company was founded by Richard P. Nespola in 1990 and is headquartered in Overland Park, KS.

Netsol Technologies Inc. Accounting & Financial Services | Calabasas, California

NetSol Technologies, Inc. provides information technology and enterprise application solutions. It operates through the following geographical segments: North America, Europe, and Asia-Pacific. The segments are business units located in different global regions with each business unit providing similar products and services, license fees for leasing and asset-based software, related maintenance fees and implementation, and information technology consulting services. The company was founded by Najeeb Ullah Ghauri on March 18, 1997 and is headquartered in Calabasas, CA.

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Awards & Honors
Rank #730
2016
Fortune Magazine - Fortune 1000 Companies
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