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.

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NEW YORK & PALM BEACH GARDENS, Fla.--(BUSINESS WIRE)--Veritas Capital (“Veritas”), a leading technology and government investment firm, announced today that an affiliate of Veritas has entered into a definitive agreement to acquire Sequa Corporation (“Sequa”), parent company of Chromalloy (“Chromalloy”), from funds managed by global investment firm Carlyle (NASDAQ: CG). Financial terms of the transaction were not disclosed. Headquartered in Palm Beach Gardens, FL, Sequa, through its subsidiary

Veritas Capital to Acquire Sequa from Carlyle

Shares of Carlyle Group Inc. CG, -2.39% dropped 2.9% toward an eight-week low in morning trading Tuesday, after the BofA Securities analyst Craig Siegenthaler swung to bearish from bullish on the alternative asset manager, citing emerging fundraising challenges and the negative effects from the surprise departure its chief executive last month. "We believe the management change could adversely impact employee retention, fundraising, and CG's business strategy including M&A and signals risk to prior financial targets/guidance," Siegenthaler wrote in a note to clients.

Carlyle Group stock sinks after BofA swings to bearish from bullish, slashes price target by 43%

Private-equity firms are rethinking their exposure to conventional energy amid a fraught political climate.

Blackstone, Carlyle Take Different Sides on Oil-and-Gas Investment

Carlyle Group and Blackstone are world-class global alternative asset managers. Both boast investment-grade balance sheets and shareholder-friendly dividend payout models.

Better High Yield Asset Manager Buy: Carlyle Group Vs. Blackstone

MIAMI, DUBLIN, SINGAPORE , Aug. 29, 2022 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE

CORRECTION Carlyle Aviation Partners' Fly Leasing Earnings Call Date Correction – Second Quarter Financial Results Released August 29th and Investor Call Set for September 12th

MIAMI, DUBLIN, SINGAPORE, Aug. 25, 2022 (GLOBE NEWSWIRE) -- Fly Leasing Limited (“Fly Leasing”), a subsidiary of SASOF V which is managed by an affiliate of Carlyle Aviation Partners Ltd., today announced that it will release financial results for the second quarter of 2022 on August 29, 2022, and host a conference call at 9 a.m. EDT via the reporting site hosted by iDeals. The conference call will be hosted on iDeals and a replay will also be available on the platform after the call's completion. To view the full call notification, review the quarterly financial results and participate in the conference call, please log onto the iDeals reporting site at: https://www4.idealsvdr.com/v3/Fly_Financials_Reporting. Instructions for new iDeals users are below.

Carlyle Aviation Partners' Fly Leasing to Announce Second Quarter 2022 Financial Results and Host Investor Conference Call

Polaris Capital Management leader Bernard Horn (Trades, Portfolio) released his firm's second-quarter equity portfolio earlier this month.

Bernard Horn's Polaris Buys Carlyle Group, Adds to Nomad Foods

Gary Wojtaszek Will Help Guide Involta's Growth as Company Leverages Carlyle's Recent Capital Investment CEDAR RAPIDS, Iowa , Aug. 16, 2022 /PRNewswire/ -- Involta, an industry-leading hybrid IT, cloud computing, and data center services company, welcomes Gary Wojtaszek to its Board of Directors. He joins Involta President and CEO James (Jim) Buie as the most recent board member following the company's acquisition by global investment firm Carlyle (NASDAQ: CG).

Involta Appoints Data Center Industry Leader to Its Board of Directors

Kewsong Lee bolstered Carlyle Group Inc's growth after he took over the reins in 2018, yet the private equity firm continued to play catchup with its larger and more diversified publicly listed rivals, according to people close to the situation, analysts and investors.

Analysis: How Carlyle CEO Kewsong Lee's turnaround of the private equity firm was cut short

Carlyle CEO Kewsong Lee stepped down as CEO on Sunday.

Carlyle Loses Another Executive. Here's What Wall Street Is Saying.

Centerra Gold Inc. (NYSE:CGAU ) Q2 2022 Earnings Conference Call August 10, 2022 9:00 AM ET Company Participants Toby Caron - Treasurer and Director, IR Scott Perry - President and CEO Darren Millman - CFO Conference Call Participants Fahad Tariq - Credit Suisse Trevor Turnbull - Scotiabank Anita Soni - CIBC Lawson Winder - Bank of America Securities Dalton Baretto - Canaccord Operator Greetings, and welcome to the Centerra Gold Second Quarter 2022 Results Conference Call. [Operator Instructions] As a reminder, today's call is being recorded, Wednesday, August 10, 2022.

Centerra Gold Inc. (CGAU) CEO Scott Perry on Q2 2022 Results - Earnings Call Transcript

Kewsong Lee to step down as Carlyle's chief executive, investors Bain and Redwood have figured out how to tap into the $28 trillion home-equity market, and VCs are raising cash at record pace.

Kewsong Lee's decision to step down as Carlyle chief highlights the challenge private equity faces when transitioning from founders

The precise reasons behind the board's unwillingness to negotiate with outgoing CEO Kewsong Lee aren't entirely clear, but his departure is exacerbating the underperformance of the private-equity firm's stock.

Carlyle Board Didn't Respond to CEO's Early Contract Proposal

Carlyle CEO Kewsong Lee has stepped down from his position as CEO months before his contract was ending. Lee has been part of the company since 2013.

Carlyle CEO Kewsong Lee steps down before contract end and Bill Conway steps in as interim CEO

Carlyle Group Inc. CG, -4.08% shares fell 4.3% on Monday morning after the company announced its CEO Kewsong Lee stepped down from the company. The move late Sunday came ahead of Lee's five-year employment agreement coming to a close at the end of 2022.

Carlyle Group shares fall on CEO departure

Truist Financial

CHARLOTTE, N.C. , Aug. 8, 2022 /PRNewswire/ -- Truist Insurance Holdings, Inc., a subsidiary of Truist Financial Corporation (NYSE: TFC) and the sixth-largest insurance brokerage in the U.S., announced today that it has signed a definitive agreement to acquire BenefitMall, the nation's largest benefits wholesale general agency, from funds managed by global investment firm Carlyle (NASDAQ: CG).

Truist Insurance Holdings enhances client offerings with acquisition of BenefitMall from Carlyle

The firm did not disclose the reasons for Lee's early departure.

Carlyle CEO Kewsong Lee Steps Down in Sudden Exit

Private-equity firm says Kewsong Lee will step down as CEO immediately and leave the firm at the end of this year.

Carlyle Chief Executive to Step Down

Private equity firm Carlyle Group Inc said on Sunday its chief executive officer (CEO) Kewsong Lee, 56, has stepped down with immediate effect months before the scheduled end of his five-year contract.

Carlyle CEO Kewsong Lee steps down

Kewsong Lee Steps Down as CEO and Member of the Board of Directors Bill Conway, Co-Founder, current Non-Executive Co-Chairman and former Co-CEO, to Serve as Interim CEO Board Forms Search Committee to Identify Permanent Successor New Office of the CEO Established to Support Seamless Transition NEW YORK and WASHINGTON , Aug. 7, 2022 /PRNewswire/ -- Global investment firm The Carlyle Group Inc. (Nasdaq: CG) ("Carlyle" or "the Company") today announced changes in its executive leadership team. With Chief Executive Officer Kewsong Lee's five-year employment agreement coming to a close at the end of 2022, both the Company's Board of Directors and Mr.

CARLYLE ANNOUNCES SENIOR LEADERSHIP CHANGES

White Mountains Insurance Group

HAMILTON, Bermuda , Aug. 1, 2022 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) ("White Mountains") announced today that it has completed the sale of NSM Insurance Group to investment funds affiliated with global investment firm Carlyle  (NASDAQ: CG).

White Mountains Completes Sale of NSM

A rise in revenues on higher fees and assets under management growth support Carlyle's (CG) Q2 results. However, an increase in segmental expenses is a major headwind.

Carlyle (CG) Soars 9.5% on Q2 Earnings Beat, Sees Record AUM

Carlyle Group, Inc. (NASDAQ:CG ) Q2 2022 Earnings Conference Call July 28, 2022 8:30 AM ET Company Participants Daniel Harris - Partner & Head, Public IR Kewsong Lee - CEO & Director Curtis Buser - CFO Conference Call Participants Alexander Blostein - Goldman Sachs Group Craig Siegenthaler - Bank of America Merrill Lynch Christoph Kotowski - Oppenheimer Robert Lee - KBW Rufus Hone - BMO Capital Markets Glenn Schorr - Evercore ISI Michael Cyprys - Morgan Stanley Kenneth Worthington - JPMorgan Chase & Co. Operator Good day, and thank you for standing by. Welcome to The Carlyle Group Second Quarter Earnings Call.

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