You have   6 free profiles   left this month    Start Your Free Trial ➤
Hey, we noticed you're a RelSci Pro subscriber! Would you like to view the page there? View on RelSci Pro ➤
Overview
In The News
Executives & Employees
Board of Directors
Paths
Owners & Shareholders
Insider Transactions
Recent Transactions
Transaction Advisors
Transaction Clients
Advisors & Consultants
Clients
Financials
Investors
Suppliers
Awards & Honors

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.
Website

In The News See more

FINalternatives
September 22, 2017
Private Equity International
September 22, 2017
Fortune
September 21, 2017
Australian Financial Review
September 21, 2017
peHUB
September 20, 2017
See full news coverage and complete stories with RelSci Professional.

Executives & Employees See more


Co-Founder

Co-Founder

President & Chief Operating Officer

Chief Financial Officer

Chief Information Officer & Managing Director

Managing Director & Head of Investment Solutions Group

Managing Director, Deputy Chief Investment Officer of the Corporate Private Equity & Head of the Global Market Strategies

Managing Director & Global Head of External Affairs
See our list of current and previous employees when you upgrade.

Board of Directors


Co-Founder at The Carlyle Group LP

Co-Founder at The Carlyle Group LP

Founding Partner at Circle Financial Group LLC

Co-Founder at The Carlyle Group LP

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

Principal at Hill Family Advisors

Managing Director at The Carlyle Group LP

Fund Advisor at Capital Research & Management Co. (World Investors)

Professor of Marketing at University of Pennsylvania - The Wharton School
See our list of current and previous board members when you upgrade.

Paths to The Carlyle Group LP

The Carlyle Group LP
You
Connections via Relationship Science
The Carlyle Group LP
Sync your contacts to see how you can connect with The Carlyle Group LP.

Owners & Shareholders

Details Hidden
BAMCO's manages long-only investment strategies that invest in growth businesses for capital appreciation potential. The firm's investment professionals focus on the fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They perform comprehensive proprietary due diligence to evaluate opportunities and to affirm their investment theses. All BAMCO accounts invest primarily in common stocks and other equity securities. Certain accounts may have a higher percentage of their total assets invested in a particular region, sector, or industry. BAMCO builds industry-specific, comprehensive proprietary 5-year valuation models to assess a company’s opportunity and risks, and to estimate the intrinsic value of its business. The firm develops financial models for each security detailing 5 years of historical data and 5 years of forward looking estimates. Each model projects revenues, earnings, and free cash flow; and BAMCO's analysts are diligent in keeping them up-to-date.BAMCO's investment strategies include: Small-, SMID-, Mid-, Large-, and All-Cap Growth; Focused Growth, Focused Growth (mutual funds only), Focused Select, Focused Aggressive Growth and Focused High Growth; International Growth; Emerging Markets; Discovery; Real Estate; High Growth; Energy & Resources; Discovery; and Global Advantage,
Details Hidden
Wolf Fund Management tends to invest in the stocks of micro-cap and small-cap companies in the technology services, consumer services and commercial services sectors. The firm invests primarily in the US and, to a lesser extent, in Europe.
Details Hidden
American Money Management Corp. (AMMC) seeks to generate long-term returns through disciplined security selection, portfolio diversity and an integrated approach to risk management. The firm does not specialize in any particular type of advisory service or provide advice only with respect to limited types of investments. Rather, they tailor their investment management solutions to the unique needs of their clients. AMMC is an active participant in both the public and private debt and, to a lesser extent, the equity capital markets as an investment manager. AMMC’s portfolios of managed assets generally include, but are not limited to, cash, senior secured and unsecured bank loans, high yield debt securities, investment grade debt securities, asset-backed and mortgage-backed securities, real estate investments, private placements, mezzanine and subordinated investments, municipal bonds and equity securities. AMMC may also invest in pooled investment vehicles, market index securities and publicly traded investment companies (such as mutual funds and ETFs). In addition, the firm may invest in cash, high-quality short-term debt securities and money market instruments for temporary defensive purposes in response to adverse market, economic, political or other conditions. These short-term debt securities and money market instruments may include cash equivalents, shares of money market mutual funds, commercial paper, CDs, bankers’ acceptances, time deposits, U.S. government securities and repurchase agreements.
Details Hidden
Red Rocks Capital specializes in investments in global, publicly-traded private equity companies. The firm's investment process begins with an extensive and proprietary database of publicly-traded private equity companies. This includes, among others, business development companies, investment holding companies, publicly-traded limited partnership interests (common units), publicly-traded venture capital funds, publicly-traded venture capital trusts, publicly-traded private equity funds, publicly-traded private equity investment trusts, publicly-traded closed-end funds, publicly-traded financial institutions that lend to or invest in privately held companies and any other publicly-traded vehicles that invest in privately-held companies. Red Rocks' investment process investment process begins with an extensive and proprietary database of publicly-traded private equity companies, which they screen using both quantitative and qualitative research to identify top-performing, high-quality private equity companies. They target companies with $100 million or more in market-cap. This analysis allows the firm to narrow the global coverage list to approximately 100 firms which they analyze extensively for possible inclusion in the portfolio. Red Rocks seek to identify and invest in undervalued situations or situations where they believe returns can exceed current expectations. In addition, they compare market expectations (either premium or discount). The result of the research is a highly diversified portfolio of 30 to 50 securities.
Details Hidden
Algebris is an active, research-driven manager which invests globally across equity and credit in banks, insurers and other financial groups. They utilize long-only, hedged, and private equity investment strategies. The firm conducts fundamental, bottom-up research in combination with rigorous portfolio construction and risk management methodologies. For private investments, they focus on non-performing loans secured by real estate assets and on private equity opportunities, aiming to provide capital and management resources to companies with superior growth potential.
See 35 more listings with RelSci Professional.

Insider Transactions

Details Hidden
Chief Financial Officer
Details Hidden
Managing Director
Details Hidden
General Counsel
Details Hidden
Managing Director

Recent Transactions

Details Hidden
Hilcorp San Juan LP purchases ConocoPhillips /San Juan Basin Assets from ConocoPhillips
Details Hidden
The Carlyle Group LP purchases Præsidiad - (Pending)
Details Hidden
Morgan Stanley, Morgan Stanley Infrastructure, Inc. purchase The Carlyle Group LP /Red Oak Assets from The Carlyle Group LP - (Pending)
Details Hidden
The Carlyle Group LP, Pharmaceutical Product Development, Inc. /Private Group purchase Pharmaceutical Product Development LLC from Hellman & Friedman LLC - (Pending)
Details Hidden
The Carlyle Group LP purchases Twin Set-Simona Barbieri SpA from Light Force SpA
See 50+ more listings with RelSci Professional.

Transaction Advisors

Companies ▾
Legal Advisor
Advised on The Carlyle Group LP purchases Acosta Sales & Marketing Co. from Thomas H. Lee Advisors LLC
Auditor
Advised on The Carlyle Group LP issued Common Units
Legal Advisor
Advised on The Carlyle Group LP issued Common Units
Lender
Advised on The Carlyle Group LP (Corporate Private Equity) purchases Ortho-Clinical Diagnostics, Inc. from Johnson & Johnson
Legal Advisor
Advised on Hertz Global Holdings, Inc. (Inactive) issued Common Stock
People ▾
Legal Advisor
Advised on The Carlyle Group LP purchases Multi Packaging Solutions UK Ltd. from Irving Place Capital Management LP, Oaktree Capital Management Private Equity
Legal Advisor
Advised on The Carlyle Group LP issued Common Units
Legal Advisor
Advised on The Carlyle Group LP issued Common Units
Legal Advisor
Advised on Dubai Aerospace Enterprise Ltd. purchases Standard Aero Holdings, Inc. from The Carlyle Group LP, The Carlyle Group LP (Corporate Private Equity)
Associate
Advised on The Carlyle Group LP issued Common Units
See 50+ more listings with RelSci Professional.

Transaction Clients

Companies ▾
Investment Advisor
Advised on Vubiquity, Inc. purchases On Demand Group Ltd. from SeaChange International, Inc.

Advisors & Consultants

Companies ▾
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
People ▾
Consultant

Operating Executive at The Carlyle Group LP (Corporate Private Equity)
Consultant

Former Senior Advisor at The Carlyle Group LP (Global Market Strategies)
Consultant

Deputy Chief Investment Officer, Energy & Natural Resources at The Carlyle Group LP
Advisor

Deputy Chairman at Association of the United States Army
Consultant

Senior Advisor at The Carlyle Group LP (Global Market Strategies)
See 15 more listings with RelSci Professional.

Clients

Companies ▾
   Morgantown, WV
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.
   Valencia, CA
Wesco Aircraft Holdings, Inc. distributes and provides comprehensive supply chain management services to the global aerospace industry. It offers broadest inventory of aerospace parts, comprised of different stock keeping units, including hardware, bearings, tools, electromechanical and interconnect components, fluid fitting systems, seals and machined & fabricated parts. The company also provides point-of-use inventory management, quality assurance, kitting and just-in-time supply chain management services. It operates through the following segments: North America and Rest of World. Wesco Aircraft Holdings was founded by Joshua Jack Snyder in 1953 and is headquartered in Valencia, CA.

Key Stats and Financials as of 2016

Market Capitalization
$2.16B
Total Enterprise Value
$9.62B
Earnings Per Share
$-0.08
Revenue
$2.15B
Net Profit
$6.4M
EBITDA
$200M
EBITDAMargin
9.31%
Total Debt
$5.21B
Total Equity
$1.45B
Enterprise Value Sales
4.47x
Enterprise Value EBITDAOperating
47.96x
TEVNet Income
1,502.57x
Debt TEV
0.54x
Three Year Compounded Annual Growth Rate Of Revenue
-21.21%
Five Year Compounded Annual Growth Rate Of Revenue
-8.86%
See financial details and more using RelSci Professional.

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

       Irving, TX
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.
   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.
   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.
   Internet Software & Services    Mountain View, CA
Tintri, Inc. engages in the provision of cloud platform that offers public cloud capabilities inside its own data centers and can also connect to public cloud services. It offers products and services such as all-flash array, hybrid-flash array, management, analytics, scale, and software. The company was founded by Mark G. Gritter and Kieran J. Harty in 2008 and is headquartered in Mountain View, CA.

Awards & Honors

Rank #730
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by

You've reached your 7 free profiles limit this month.

Upgrade to RelSci Pro today to enjoy unlimited profile views and much more!

Start My Free Trial ➤
Still not convinced? Check out our full listing of features here.