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.

NEW YORK & LUXEMBOURG & AMSTERDAM--( BUSINESS WIRE )--Traxys, a leading global physical trader and merchant in metals and natural resources, today announced a change of ownership. Traxys' management, together with Optiver, a global market maker, CoLift, an investment firm, and an investor group active in mining and natural resources led by Regent Mercantile Holdings Limited and LOM Financial Group, will acquire all of the interests in Traxys held by funds managed by global investment firm Carlyle (NASDAQ: CG) and affiliates of Louis M. Bacon, the founder of Moore Capital Management, LP. Traxys' management will increase its ownership stake. Financial terms were not disclosed. The transaction is expected to close in May 2023 following receipt of regulatory and other approvals.

Traxys Group to be Acquired by Traxys Management, Optiver and Investors

Carlyle Group has hired Harvey Schwartz as its next chief executive officer, a person familiar with the matter told Reuters on Sunday.

Carlyle hires ex-Goldman executive Harvey Schwartz as next CEO

Carlyle Group Inc. plans to name investment-banking veteran Harvey Schwartz its new chief executive, as the private-equity firm's founders seek a fresh start after a botched succession plan.

Carlyle to Name Banking Veteran Harvey Schwartz as CEO

While the private equity industry has underperformed relative to broader market, with 1Y returns for PSP (-21.11%) being lower than SPY (-7.14%). Private equity's reliance on credit to execute their strategies thus necessitates their performance in lieu of rising rates.

Carlyle Group: A Proxy For The Coming Alternative Credit Boom

The alternative asset management industry is expected to grow at double-digit rates in the coming years. Despite macro headwinds, institutional investors are likely to keep their private equity allocations at the same level.

Carlyle Group: The Challenges Are Temporary

AlphaStruxure is leading the decarbonization efforts of what will be the largest international terminal at JFK The 11.34 megawatt microgrid will transform the New Terminal One into the first fully resilient airport transit hub in the New York region that can function off-grid during power disruptions The 7.66 MW PV system, consisting of over 13,000 solar panels, makes it the largest rooftop solar array in New York City and on any U.S. airport terminal BOSTON , Jan. 26, 2023 /PRNewswire/ -- Today, AlphaStruxure, a leader in Energy as a Service (EaaS) solutions, announced an agreement to design, construct, and operate integrated microgrid infrastructure at the New Terminal One (NTO) at John F. Kennedy International Airport.

AlphaStruxure to Design, Construct, and Operate JFK's New Terminal One Microgrid, Creating the Largest Rooftop Terminal Solar Array in the U.S.

Abingworth, a leading transatlantic life sciences investment firm and part of global investment firm Carlyle (NASDAQ: CG), led financings and was joined by Carlyle, OrbiMed, and Pathalys' founding investors Catalys Pacific and DaVita Venture Group Transaction is expected to fully fund upacicalcet through pivotal phase 3 studies and pre-commercialization activities Collaboration leverages clinical development experience of Launch Tx and Pathalys' extensive dialysis expertise to advance the upacicalcet development program RESEARCH TRIANGLE PARK, N.C. and BOSTON , Jan. 18, 2023 /PRNewswire/ -- Pathalys Pharma, Inc., a private, late-stage biopharma company co-founded by Catalys Pacific and DaVita Venture Group, and Launch Therapeutics (Launch Tx), a clinical development company, today announced a collaboration to advance phase 3 clinical trials for upacicalcet (designated PLS240 for clinical trials) for the treatment of secondary hyperparathyroidism (SHPT) in patients on hemodialysis.

Pathalys Pharma Raises $150 Million in Secured Product Financing and Equity led by Abingworth; Forms Strategic Collaboration with Launch Therapeutics to Advance Upacicalcet through Pivotal Phase 3 Studies

Capital One

Masco

Blue Owl Capital

Parker-Hannifin

Truist Financial

There are two trains of thought on Wall Street about the direction of the market and the economy.

Goldman Sachs Has 6 ‘Strong Buy' Dividend Stocks to Buy Now for a Soft 2023 Economic Landing

Tesla

Advanced Micro Devices

Garmin

QUALCOMM

Tesla, which shed 65% of its share value in 2022, is among Goldman Sachs' top stock picks in a mild recession scenario.

Recession Could Tank The S&P Another 22%—But Tesla And These Other Stocks Could Withstand The Downturn

Vertical Capital Income Fund.

DALLAS , Jan. 12, 2023 /PRNewswire/ -- Vertical Capital Income Fund (NYSE: VCIF) (the "Fund") announced today that it has entered into a transaction agreement with an affiliate of global investment firm Carlyle (NASDAQ: CG), whereby upon obtaining approval by the Fund's shareholders Carlyle Global Credit Investment Management L.L.C. ("CGCIM") will become the investment adviser to the Fund (the "Transaction").

Vertical Capital Income Fund Announces Transaction and Board Approval of New Investment Advisory Agreement with Carlyle

Private-equity firm Carlyle Group said on Tuesday it acquired a majority stake in Indian beauty care and wellness solutions provider VLCC.

Carlyle Group buys majority stake in India's VLCC

Apollo Global Management

Blackstone Group

Private equity firms have a history of delivering strong returns to their investors outperforming public markets with ca. 11% p.a. The BREIT controversy has given the PE critics fresh fuel to dub the private equity fraudulent; however, the narrative is entirely overblown.

The Next Golden Age For Private Equity

Investors need to pay close attention to Carlyle Group (CG) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Carlyle Group (CG) Stock?

CAMBRIDGE, England--( BUSINESS WIRE )--Jagex, the leading developer and publisher of community-driven games, today announced the acquisition of Gamepires, a highly successful game development studio of 50+ experienced developers best known for its open world survival title, SCUM .

Jagex Acquires SCUM Developer Gamepires

U.S. buyout group Carlyle Group is struggling to raise the $22 billion it had targeted as its largest fund, the Financial Times reported on Wednesday.

Carlyle to miss March 2023 deadline for $22 bln fundraise - FT

NEW YORK & PALM BEACH GARDENS, Fla.--( BUSINESS WIRE )--Veritas Capital (“Veritas”), a leading technology and government investment firm, today announced that an affiliate of Veritas has completed the acquisition of Sequa Corporation (“Sequa”), parent company of Chromalloy, from funds managed by global investment firm Carlyle (NASDAQ: CG).

Veritas Capital Completes Acquisition of Sequa from Carlyle

American Equity Investment Life

Bain Capital Specialty Finance Inc

Bio-Rad Laboratories

BrightSphere Investment Group

Century Communities

Commercial Metals

What do you call a stock that has a great earnings growth history, yet sells for modest price?

The Bunny Portfolio Has Averaged 13.6% Per Year

Carlyle (CG) reported earnings 30 days ago. What's next for the stock?

Why Is Carlyle (CG) Up 11.4% Since Last Earnings Report?

First Citizens BancShares

NEW YORK , Dec. 7, 2022 /PRNewswire/ -- CIT, a division of First Citizens Bank, today announced that its Power and Energy business served as co-coordinating lead arranger on an $85 million construction-to-term debt financing for NineDot Energy LLC ("NineDot Energy"), a leading developer of distributed community energy projects in the New York City metro region. NineDot Energy, a portfolio company of the global investment firm Carlyle Group Inc. (NASDAQ: CG), will use the proceeds to develop 11 stand-alone battery storage projects totaling 43 megawatts of capacity across the Bronx, Staten Island, Queens and Long Island.

CIT Serves as Co-Lead on $85 Million in Financing for NineDot Energy

NEW YORK--( BUSINESS WIRE )-- NineDot Energy ®, a leading developer of community-scale clean energy projects backed by the global investment firm Carlyle (NASDAQ: CG), today announced the closing of its new $85 million construction-to-term debt facility. Provided by CIT and SMBC , two of the leading names in the world of renewable energy project financing, this facility supports the construction and operation of eleven (11) of NineDot's battery storage sites in the Bronx, Staten Island, Queens, and Long Island. Combined with NineDot's existing strong equity capital base, this new funding solidifies the Company's position as a major distributed community energy developer in the New York City metropolitan region, making the local electricity grid more robust while facilitating New York City's and State's push for decarbonization, by integrating more clean energy into the grid during times of peak demand.

NineDot Energy Secures $85 Million Construction-to-Term Debt Facility

Safestore Holdings PLC said Friday that it has entered the German self-storage market through a new joint venture with investment company Carlyle Group Inc., which has acquired the seven-store myStorage business.

Safestore enters German market in JV with Carlyle Group

NEW YORK , Nov. 30, 2022 /PRNewswire/ -- Clayton, Dubilier & Rice ("CD&R") and Greenbriar Equity Group, L.P. ("Greenbriar") today announced definitive agreements under which CD&R-managed funds and funds managed by Greenbriar will invest to combine Paradigm Precision ("Paradigm"), a global independent provider of complex machining, fabrications and assemblies for engine manufacturers currently majority owned by funds managed by global investment firm Carlyle (Nasdaq: CG), with Whitcraft Group ("Whitcraft"), a manufacturer of precision formed, machined, and fabricated flight-critical aerospace components and current Greenbriar portfolio company.

Clayton, Dubilier & Rice and Greenbriar Equity Group to Facilitate Merger of Paradigm Precision and Whitcraft Group, Creating a Scaled and Diversified Aviation Engine Components Manufacturer

Carlyle Group has reportedly raised $3.1 billion for a European tech fund that is targeting “pockets of life” in an economy hit by a pandemic, inflation and the war in Ukraine.

Carlyle Targets ‘Pockets of Life' in $3B EU Tech Fund

U.S. buyout firm Carlyle Group has raised more than three billion euros ($3.12 billion) for a pan-European technology fund that is taking advantage of "pockets of life" in the economy, the co-heads of Carlyle Europe Technology Partners told Reuters.

Carlyle raises more than $3 bln to invest in European tech

The private equity giant's promotions include 8 real estate execs, 8 US buyout execs, and one focused on DEI, or diversity, equity, and inclusion.

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