The Carlyle Group, Inc.

The Carlyle Group, Inc.

The Carlyle Group, Inc.

Overview
Date Founded

1987

Headquarters

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

Type of Company

Public

Employees (Worldwide)

1,775

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

Founder & Chairman Emeritus

President, Co-Chief Executive Officer & Director

Co-Chief Executive Officer

Chief Financial Officer

Chief Sustainability Officer

Chief Human Resources Officer

Chief Digital Officer

Chief Procurement Officer

Board of Directors

Co-Founder at The Carlyle Group, Inc.

Founder & Chairman Emeritus at The Carlyle Group, Inc.

President, Co-Chief Executive Officer & Director at The Carlyle Group, Inc.

Chief Investment Officer of Corporate Private Equity & Co-Head of US Buyout at The Carlyle Group, Inc.

Executive Chairman at BlackIvy Group LLC

Founding Partner at Circle Financial Group LLC

Principal at Hill Family Advisors

Marriott Vacations Worldwide Corp.

Co-Chief Executive Officer at The Carlyle Group, Inc.

Senior Advisor at The Carlyle Group, Inc.

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The Carlyle Group, Inc.
Owners & Shareholders
Details Hidden

VVP seeks to achieve long-term capital appreciation by investing primarily in publicly-traded companies that are believed to be both undervalued and possessing a sustainable competitive advantage. The firm uses fundamental bottom-up analysis to identify companies believed to have sustainable competitive advantages allowing them to produce free cash flow and earn superior cash returns on capital. They seeks to invest in businesses that are run by ethical, capable, shareholder-oriented management teams that also are good operators and understand the importance of capital allocation. VVP then focuses their analysis on the difference between the price of the company's securities and their estimate of the intrinsic value of the securities. An investment becomes more attractive as the difference between value over price expands and the margin of safety increases. The firm generally invests larger amounts of a client's assets in companies determined to have lower price-to-value ratios and reduce capital committed to companies determined to have higher price-to-value ratios.

Details Hidden

MGAM manages portfolios of publicly traded securities, which consist primarily of common stocks, but may also include other securities, such as ETFs, money funds and other cash accounts, preferred stocks, bonds, debentures, warrants and options. Accounts are primarily concentrated into a limited number of significant investments. The firm's primary strategy is to use fundamental research to identify securities issued by attractive businesses, whose affairs are managed by honest and talented management, that exhibit reinvestment opportunities and capital discipline, and where those securities are selling at reasonable prices. MGAM's investment horizon is long-term and they expect relatively low portfolio turnover. On occasion, the firm may pursue other strategies such as risk arbitrage, spin-offs, and companies in bankruptcy, and hedging.

Details Hidden

Alkeon Capital Management aims to achieve capital appreciation through investments primarily in long or short positions of publicly-traded and private companies across sectors globally. The firm employs a bottom-up, fundamentally driven, research-intensive approach to investing. On the long side, their investment program focuses on investments in the equity securities of companies that they believe are well positioned to benefit from demand for their products or services, including companies that can innovate or grow rapidly relative to their peers in their markets. On the short side, Alkeon Capital Management may affect short sales of securities when it believes that the market price of a security is above its estimated intrinsic or fundamental value.

Recent Transactions
Details Hidden

CoreSite Realty Corp. issued USD Common Stock

Details Hidden

The Carlyle Group, Inc. purchases DSA Reinsurance Co. Ltd. from AIG

Details Hidden

The Carlyle Group LP (Corporate Private Equity), The Carlyle Group, Inc. purchase NEP Group, Inc. from Crestview LLC

Transaction Clients

Advised on Booz Allen Hamilton Holding Corp. issued USD Common Stock

Advised on CoreSite Realty Corp. issued USD Common Stock

Investment Advisor

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

Transaction Advisors
Legal Advisor

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

Legal Advisor

Advised onHertz Global Holdings, Inc. (Inactive) issued USD Common Stock

Lender

Advised onThe Carlyle Group LP (Corporate Private Equity) purchases Ortho-Clinical Diagnostics, Inc. from Johnson & Johnson

Global Co-Chair, Private Equity Finance Practice

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

Legal Advisor

Advised onThe Carlyle Group, Inc. issued USD Common Units

Global Co-Chair, Private Equity Practice

Advised onDubai Aerospace Enterprise Ltd. purchases Standard Aero Holdings, Inc. from The Carlyle Group LP (Corporate Private Equity), The Carlyle Group, Inc.

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

Senior Advisor

Co-Founder at NGP Energy Capital Management LLC

Legal Advisor

Co-Chair, International Business Restructuring & Reorganization Practice Group at Gibson, Dunn & Crutcher LLP

Legal Advisor

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

Clients

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.

Syniverse Holdings, Inc. provides transaction processing and intelligence solutions enabling seamless mobile communication for mobile network operators. It offers mobile transaction services, such as clearing, processing, and exchanging end-user billing records between MNOs, processing and settling payments between participants in the mobile ecosystem, activating, authenticating and authorizing end-user mobile activities. The company was founded in 1987 and is headquartered in Tampa, FL.

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.

Key Stats and Financials As of 2019
Market Capitalization
$9.22B
Total Enterprise Value
$12.3B
Earnings Per Share
$2.82
Revenue
$3.36B
Net Profit
$381M
EBITDA
$1.4B
EBITDAMargin
41.81%
Total Debt
$6.97B
Total Equity
$2.97B
Enterprise Value Sales
3.66x
Enterprise Value EBITDAOperating
8.56x
TEVNet Income
32.31x
Debt TEV
0.57x
Three Year Compounded Annual Growth Rate Of Revenue
15.97%
Five Year Compounded Annual Growth Rate Of Revenue
-7.82%
Non-Profit Donations & Grants
Investments
Details Hidden

Penha Longa Resort operates a luxury hotel and golf course. Its solutions include restaurants, golf tournaments, spa, and wellness club. The company is headquartered in Sintra, Portugal.

Investors
Details Hidden

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.

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 Dallas, TX.

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

NetSol Technologies, Inc. engages in the provision of information technology and enterprise software solutions. It also engages in licensing, customization, enhancement and maintenance of financial applications under the brand name NFS and NFS Ascent. The company was founded by Najeeb Ullah Ghauri, Salim Ghauri Ullah, and Naeem Ullah Ghauri on March 18, 1997 and is headquartered in Calabasas, CA.

Itaconix Plc Plastics & Synthetics | London, United Kingdom

Itaconix Plc engages in designing, developing, and formulating novel polymers to improve the performance of existing consumer products. It operates through the following geographical segments: Europe, North America, and Asia. The company was founded on April 10, 2012 and is headquartered in London, the United Kingdom.

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