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Overview
In The News
Executives & Employees
Board of Directors
Paths
Owners & Shareholders
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

Private Equity International
November 21, 2017
peHUB
November 20, 2017
SNL European Financials Daily
November 17, 2017
peHUB
November 17, 2017
SNL Energy Finance Daily
November 16, 2017
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Executives & Employees See more


Co-Founder

Co-Founder

Co-Chief Executive Officer

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
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

Co-Founder at The Carlyle Group LP

Founding Partner at Circle Financial Group LLC

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

Future Co-Chief Executive Officer at The Carlyle Group LP (Effective 01/2018)

Principal at Hill Family Advisors

Managing Director at The Carlyle Group LP

Former President & Chief Operating Officer at Marriott International, Inc.
See our list of current and previous board members when you upgrade.

Paths to The Carlyle Group LP

The Carlyle Group LP
You
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The Carlyle Group LP
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Owners & Shareholders

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
Philadelphia Financial Management of San Francisco (PFMSF) manages private investment funds that seek to maximize total returns by investing primarily in the financial service industry. The funds' assets predominantly (but not exclusively) are invested in U.S. and Canadian publicly-traded securities of finance companies including: banks, thrifts, brokers, asset managers, insurance, mortgage, specialty finance, REITs, homebuilders, financial technology, and other financial intermediaries. Although their focus is on the financial sector, PFMSF may invest a portion of the funds' assets in other sectors in which they have investment experience, such as the automotive sector. The firm may sell securities short, engage in some short-term trading, and may invest and trade in options, other derivatives and other instruments. They take long positions primarily in undervalued small- to medium-sized companies they believe offer attractive investment opportunities while shorting those with deteriorating fundamentals, questionable accounting practices, or flawed business models. The funds may use leverage and stock options in attempting to hedge positions and enhance returns. The funds may invest in any type of instrument, including private equity, distressed debt or securities of financial service companies. While the funds may invest throughout the world, typically less than 15% of a fund’s assets is invested in investments other than U.S. securities, Canadian securities and securities traded on the London Stock Exchange or Euronext.
Details Hidden
Partners Group is a global private markets investment management firm with over EUR 28 billion in investment programs under management in private equity, private debt, private real estate and private infrastructure. The firm manages a broad range of limited partnerships and customized portfolios for an international clientele of institutional investors who are seeking direct exposure to individual private markets assets. Partners Group is headquartered in Zug, Switzerland and has 15 offices around the globe. The firm employs over 600 people and is listed on the SIX Swiss Exchange (symbol: PGHN) with a major ownership by its Partners and all employees and is invested in more than 6'000 privately held assets.
Details Hidden
Waratah Capital Advisors manages three equity long/short mandates with an emphasis on protection of capital. To achieve these goals, the firm follows a disciplined approach to managing risk which involves measuring and monitoring portfolio exposures across factor variables and maintaining strict adherence to a liquidity bias. Waratah's portfolio construction is conservative by nature and their security selection is fundamentally-driven.The objective of WARATAH One is to achieve an annual compounded net return of 8% to 12% over five and ten year investment periods. The Fund is highly diversified with long and short positions in US and Canadian equities. A disciplined approach to risk control is used to measure and manage portfolio exposures.The objective of WARATAH Performance is to achieve an annual compounded net return of 15% over five and ten year investment periods. The Fund takes long and short positions in US and Canadian equities representing the best ideas of Waratah's investment team.The objective of WARATAH Income is to achieve an annual compounded net return of 8% to 12% over five and ten year investment periods. The Fund takes long and short positions in US and Canadian equities producing a portfolio yield of 3% to 7%. The Fund may also invest in corporate bonds and preferred shares.
Details Hidden
McGowanGroup Asset Management (MGAM) has expertise across a variety of investment categories including traditional fixed income, high cash flow strategies and growth with income.The MGAM CashFlow Units strategy seeks to deliver high current income and capital appreciation above inflation. It selects investments based on current and estimated future cash flow from dividends and interest. It invests across a variety of high cash flow yielding assets such as: mutual funds, managers or ETFs; exchange listed companies (ADRs, GDRs); and money market funds. The benchmark is a blend of 50% of the S&P 500 and 50% of the Barclays Aggregate Bond Index.The MGAM Allocation Units strategy employs multiple asset class tactical allocation strategies based on estimated forward returns including net portfolio income and potential capital appreciation. It uses both fixed income and ETFs investments. It focuses on high income-producing investments at attractive discounts to net asset or par value across a variety of assets classes and categories including: fixed maturity investments; money market funds; fixed income mutual funds, managers or EFTs; debt of international or US corporations; and individual companies, REITs, MLPs and closed-end equity funds. The benchmark is a blend of 67% S&P HY Dividend Aristocrats Index and 33% of the S&P Municipal Bond Index. The MGAM Long-Term Income Units strategy seeks to deliver a high level of taxable or tax free coupon income through fixed maturity investments with a secondary objective of capital appreciation. It invests mainly in investment grade and high yield fixed maturity investments of various durations at attractive discounts to maturity/par value with current yields. It invests in tax-exempt or taxable municipal bonds; fixed income mutual funds, managers or ETFs; US Treasuries; tax-exempt or taxable zero coupon bonds; money market funds; and debt of international or US corporations. The benchmark is a blend of 50% of the S&P Municipal Bond Index, 25% of the Barclays Aggregate Bond Index and 25% of the S&P Taxable Municipal Bond Index.The MGAM Growth Units strategy seeks to provide long-term capital appreciation for more aggressive investors. The strategy is designed to identify growth companies at reasonable prices capable of delivering superior appreciation. It includes the flexible use of equity, debt instruments, warrants and options. The benchmark is the S&P 500 Pure Growth Index.
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Recent Transactions

Details Hidden
The Carlyle Group LP purchases BenefitMall, Inc. from HarbourVest Partners LLC, Austin Ventures - (Pending)
Details Hidden
The Carlyle Group LP purchases Palmer & Harvey (Holdings) Plc - (Pending)
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
The Carlyle Group LP, Lincoln Power LLC purchase Rockland Capital Texas LLC /Peaking Generation Units from Rockland Capital LLC - Texas
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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 (Corporate Private Equity), The Carlyle Group LP
Associate
Advised on The Carlyle Group LP issued Common Units
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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

Senior Member of the Advisory Board at The Carlyle Group LP
Consultant

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

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

Deputy Chairman at Association of the United States Army
Consultant

Operating Executive at The Carlyle Group LP
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Clients

Companies ▾
   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.
   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.

Key Stats and Financials as of 2016

Market Capitalization
$2.07B
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

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