Carlyle Group

The Carlyle Group, Inc. engages in multi-product global alternative asset management. It operates through the following segments: Corporate Private Equity, Real Assets, Global Credit, and Investment Solutions. The Corporate Private Equity segment focuses on buyout, and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The Real Estate segment consists of real estate, infrastructure and energy, and natural resources. The Global Credit segment includes leveraged loans and structured credit, energy mezzanine opportunities, middle market lending, and distressed debt. The Investment Solutions segment provides comprehensive investment opportunities and resources for the investors and clients to build private equity, and real estate portfolios through funds of funds, secondary purchases of existing portfolios, and managed co-investment programs. The company was founded by William E. Conway Jr., Daniel A. D'Aniello and David M. Rubenstein in 1987 and is headquartered in Washington, DC.

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Carlyle Group excels in Q4 2022, eyes growth amid challenges

Carlyle Group's Q4 2022 earnings call highlighted strong financial performance, confidence in growth opportunities for 2023, and a focus on fee-related earnings growth. The firm's strategic initiatives include expanding product offerings, doubling business size, and capitalizing on LPs seeking yield in alternative assets. Challenges include potential margin pressure and LP liquidity needs.

Carlyle Group faces market challenges but sees growth opportunities ahead

Carlyle Group's Q1 2023 earnings call highlighted mixed financial results, strong business fundamentals, and strategic initiatives for growth. Despite challenges in the macro environment and fundraising landscape, the company remains optimistic about its long-term potential and ability to navigate market complexities. Executives emphasized the importance of disciplined growth, operational efficiency, and seizing opportunities in private markets.

Carlyle Group reports resilient Q2 performance amidst market challenges

Carlyle Group navigated a challenging macro environment in Q2 2023 with resilience, reporting solid financial performance and strategic focus.
Despite market uncertainties, the company demonstrated strengths in diversified focus areas, strong financial position, and future growth opportunities.
Challenges from inflation, cost of capital, and market fragility persist, but Carlyle remains optimistic, focusing on selective capital deployment and growth initiatives.

Carlyle Group posts robust Q3 earnings, eyes growth opportunities

Carlyle Group delivered strong financial results in Q3 2023, showcasing operational strength and strategic focus on growth areas like private wealth and investment solutions.
While facing market challenges and uncertainties, the company remains optimistic about future opportunities and its ability to exceed fundraising expectations.
Executives emphasized expense management, talent retention, and operational flexibility as key drivers for future value creation and revenue growth.

Carlyle Group achieves record results and targets growth in 2024

Carlyle Group's Q4 2023 Earnings Call highlighted record results, strategic focus on stakeholder alignment, and plans for growth in Global Credit and Insurance segments. The firm aims to balance returning capital to shareholders with investing in growth opportunities.

Carlyle Group posts record Q1 earnings, eyes growth amid challenges

Carlyle Group delivered strong financial performance in Q1 2024, with record FRE and management fees, demonstrating growth momentum and strategic focus areas.
While facing challenges such as rising defaults in European CLOs and stock-based compensation concerns, the company remains confident in meeting financial targets and capitalizing on opportunities.
Analyst inquiries highlighted areas of interest and potential risks, but management's responses underscored a commitment to growth, successful fee collection, and shareholder value.

Carlyle Group reports record-breaking Q2 performance and eyes growth opportunities

Carlyle Group's Q2 2024 earnings call showcased exceptional performance, robust financial metrics, and strategic transactions. Despite market uncertainties, the company remains optimistic about its outlook and growth prospects, supported by strong fundraising and prudent capital allocation strategies.

Carlyle Group reports record earnings and eyes growth in wealth management

Carlyle Group's Q3 2024 performance showcased robust financial results, driven by record fee-related earnings and strong investment activity across regions.
Despite challenges in the M&A and IPO landscape, the company's global wealth management and CLO business stood out as key strengths.
Looking ahead, Carlyle is well-equipped to seize growth opportunities in asset-backed finance, insurance, and a recovering macroeconomic environment to deliver value to shareholders.

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The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Global Investment Solutions (GIS). The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The GIS segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.

MEMPHIS, Tenn. , Nov. 12, 2024 /PRNewswire/ -- Sedgwick, a leading global provider of claims management, loss adjusting and technology-enabled business solutions, announced the closing of a significant minority investment in Sedgwick led by Altas Partners ("Altas"), a North American private equity firm, which was made public last month.

Sedgwick announces closing of $1B equity investment from Altas Partners and new investments from Carlyle and Stone Point

Carlyle, Warburg Pincus and a host of global investment firms plan to beef up headcount in Japan as deals here surge, but the country's relatively low number of buyouts for much of the past two decades has made it tough to find people with expertise.

Carlyle, Warburg among investment firms hunting talent in Japan as deals boom

CG's third-quarter 2024 results benefit from the rise in revenues and AUM balances.

Carlyle's Q3 Earnings Surpass Estimates, Revenues & AUM Increase Y/Y

The Carlyle Group Inc. (NASDAQ:CG ) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Daniel Harris - Head, IR Harvey Schwartz - CEO John Redett - CFO and Head, Corporate Strategy Conference Call Participants Alex Blostein - Goldman Sachs Ken Worthington - JPMorgan Ben Budish - Barclays Patrick Davitt - Autonomous Research Brian McKenna - Citizens GMP Glenn Schorr - Evercore ISI Mike Brown - Wells Fargo Securities Brian Bedell - Deutsche Bank Brennan Hawken - UBS Steven Chubak - Wolfe Research Bill Katz - TD Cowen Michael Cyprys - Morgan Stanley Craig Siegenthaler - Bank of America Operator Thank you for standing by and welcome to The Carlyle Group's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.

The Carlyle Group Inc. (CG) Q3 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Carlyle (CG) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Carlyle (CG) Q3 Earnings: A Look at Key Metrics

Private equity firm Carlyle Group posted flat third-quarter profits but beat Wall Street's estimates as higher fee income was offset by increased compensation expenses.

Carlyle third-quarter profit tops Wall St view; shares gain

Get a deeper insight into the potential performance of Carlyle (CG) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Countdown to Carlyle (CG) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Advance Auto Parts

RALEIGH, N.C.--(BUSINESS WIRE)---- $AAP #AAP--Advance Auto Parts, Inc. (NYSE: AAP), a leading automotive aftermarket parts provider in North America that serves both professional installers and do-it-yourself customers, today announced the close of the sale of Worldpac, Inc. to global investment firm Carlyle (NASDAQ: CG). The sale agreement was announced on Aug. 22, 2024 with a transaction value of $1.5 billion. The company estimates net proceeds of approximately $1.2 billion after taxes and transaction cost.

Advance Auto Parts Announces Closing of Sale of Worldpac to Carlyle

Janus Henderson Group

Investors with an interest in Financial - Investment Management stocks have likely encountered both Janus Henderson Group plc (JHG) and Carlyle Group (CG). But which of these two stocks presents investors with the better value opportunity right now?

JHG vs. CG: Which Stock Should Value Investors Buy Now?

Apollo Global Management

Ares Management

Brookfield Asset Management

Blackstone Group

Blue Owl Capital

Patria Investments

There's a huge market disconnect going on in one of the hottest sectors right now. We discuss why one stock in that sector has massively lagged behind the other high fliers. We also discuss why we think this presents investors with a rare buying opportunity.

A Rare Buying Opportunity: Big Market Disconnect In Alternative Asset Managers

PLANO, Texas , Oct. 24, 2024 /PRNewswire/ -- CorroHealth, a leading provider of revenue cycle management (RCM) solutions to health systems and health plans, announced it has signed definitive agreements for a strategic investment from Patient Square Capital (Patient Square), a dedicated health care investment firm. Current shareholders, including investment funds affiliated with global investment firm Carlyle (NASDAQ: CG), TT Capital Partners, Sanaka Group, and CorroHealth management, will remain investors, with Patient Square and Carlyle sharing joint control of CorroHealth.

CorroHealth Announces Strategic Partnership with Patient Square Capital

Litmus Music, a music venture backed by buyout firm Carlyle Group , has acquired the rights to singer-songwriter Randy Newman's song catalog, which includes his work for Disney's "Toy Story" films, the companies said on Thursday.

Carlyle-backed music venture buys rights to Randy Newman's recorded catalog

Standardaero Inc

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero, Inc. (“StandardAero”) announced today the pricing of its initial public offering of 60,000,000 shares of its common stock, at a public offering price of $24.00 per share. The shares include 53,250,000 shares to be issued and sold by StandardAero and 6,750,000 shares to be sold by existing stockholders. The size of the offering was upsized from the previously announced 46,500,000 shares. Shares of StandardAero common stock are expected to begin t.

StandardAero Announces Pricing of its Upsized Initial Public Offering

StandardAero, a U.S. aircraft maintenance services provider, priced its U.S. initial public offering above its indicated range to raise $1.44 billion, people familiar with the matter said on Tuesday.

Exclusive: Carlyle-backed StandardAero prices IPO above range to raise $1.44 billion, sources say

StandardAero, a U.S. aircraft maintenance services provider, is set to price its U.S. initial public offering above its indicated range, setting it up for one of the biggest stock market debuts this year, people familiar with the matter said on Tuesday.

Exclusive: Carlyle-backed StandardAero set to price IPO above range, sources say

NEW YORK--(BUSINESS WIRE)--TJC LP (“TJC” or “the Firm”), a middle-market private equity firm investing primarily in North American businesses, today announced the close of its second continuation fund (the “Continuation Fund”) at $2.1 billion, which will be an extension of The Resolute Fund III, L.P. (“Resolute III”) and include an asset jointly owned with The Resolute Fund IV, L.P. (“Resolute IV”). The Continuation Fund purchased a total of five portfolio companies including assets from Resolu.

TJC Closes Second Continuation Fund of $2.1 Billion Led by AlpInvest

Carlyle-backed aviation services provider StandardAero is targeting a valuation of up to $7.69 billion in an upsized initial public offering, underscoring the strong investor appetite for profitable companies with scale.

Carlyle-backed StandardAero targets $7.7 bln valuation in upsized IPO

Acentra Health earns recertification to ISO 9001:2015 standard, demonstrating its client-first commitment to delivering high quality solutions and services

Acentra Health Earns Recertification to ISO 9001:2015 Standard for its Quality Management System

Private equity companies have done well in the past 12 months, helped by the robust inflows into alternative assets. The closely-watched Invesco Global Listed Private Equity ETF (PSP) has jumped by over 30% in this period and is hovering at its highest point since 2022.

Carlyle Group stock is a bargain with potential catalysts

Oil pipeline firm Crescent Midstream, which is backed by investment firm Carlyle Group, said on Friday it would jointly develop and construct a carbon capture and storage project in Lake Charles, Louisiana.

Carlyle-backed Crescent Midstream to build carbon capture and storage unit in Louisiana

Japan's Rigaku, a maker of X-ray testing tools backed by buyout firm Carlyle Group , is preparing for a domestic initial public offering (IPO) in October, two sources familiar with the matter said.

Carlyle-backed Japan testing-tool maker Rigaku preparing to IPO, sources say

CG will provide up to $1 billion to facilitate the origination of commercial property-assessed clean energy loans by North Bridge.

Carlyle to Invest up to $1B to Facilitate North Bridge's C-PACE Loans

New Home Loan Category Supported by New Carlyle Investment Offers Interest-Only, Below-Market Monthly Payments to Fund Personal Goals Without Selling Assets or Increasing Debts SAN FRANCISCO , Sept. 17, 2024 /PRNewswire/ -- Unison , the pioneer of equity sharing agreements, today announced the launch of the Unison Equity Sharing Home Loan, which enables homeowners to receive cash today at below-market rates.

Unison Launches Innovative Equity Sharing Home Loan to Convert Home Equity Into Cash

NEW YORK, Sept. 16, 2024 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) today announced a strategic investment into North Bridge ESG LLC ("North Bridge"), a leading provider of real estate finance solutions, and a commitment to provide up to $1 billion to facilitate the origination of commercial property assessed clean energy (C-PACE) loans by North Bridge.

Carlyle and North Bridge Announce Strategic Partnership to Provide Up to $1 Billion in C-PACE Financing

Altas Partners joins Carlyle and Stone Point Capital as strategic investors Investment will foster continued growth of global claims management provider MEMPHIS, Tenn., Sept. 12, 2024 /PRNewswire/ -- Sedgwick, a leading global provider of claims management, loss adjusting and technology-enabled business solutions, announced a strategic investment from Altas Partners ("Altas"), a North American private equity firm.

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