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--(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

Standardaero Inc

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.

Sedgwick announces strategic partnership with Altas Partners

Private equity deal flows are improving as the U.S. enters a new monetary easing cycle, benefiting asset managers. Carlyle is once again trading at a compelling forward P/E multiple of just 9.9x versus its peers, which are trading at much more demanding multiples of 15-30x. We believe that Carlyle's long-term fundamentals and brand reputation remain intact. Moreover, fee-related earnings have also been growing at a robust pace in recent quarters.

Carlyle Group: Great Value Pick Amid Improving PE Landscape (Rating Upgrade)

India's SpiceJet said on Tuesday that Carlyle Group's commercial aviation investment and servicing unit will write off $40.2 million of the airline's lease arrears and convert $30 million of its arrears into equity.

India's SpiceJet says Carlyle Aviation will write off $40 mln of lease arrears

London, UK and New York, USA, September 10, 2024 - Abingworth, a leading transatlantic life sciences investment firm and part of global investment firm Carlyle (NASDAQ: CG), today announced the appointment of Robert (Bob) DeBenedetto as Managing Director – Clinical Co-Development.

Abingworth appoints Robert DeBenedetto as Managing Director – Clinical Co-Development

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Concerns about a supply glut in the markets are "completely overplayed," Carlyle's Jeff Currie said at the annual APPEC conference held in Singapore. While China's economy stays sluggish, China's stale demand is overstated, said the chief strategy officer.

Investors are 'dramatically overestimating' an oil glut, Carlyle's Jeff Currie says

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Carlyle Group (CG) have what it takes?

Carlyle Group (CG) Could Be a Great Choice

Carlyle Group affiliate, CA Magnum Holdings, plans to sell shares worth 99.5 billion rupees ($1.2 billion) in the upcoming IPO of Hexaware Technologies, according to draft papers filed on Friday.

Carlyle affiliate to sell stake of up to $1.2 bln in Hexaware Tech's India IPO

MCLEAN, Va., Sept. 05, 2024 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for government healthcare agencies and the priority populations they serve, announced that the Centers for Medicare & Medicaid Services (CMS) has renewed its five-year contract as a Beneficiary and Family Centered Care-Quality Improvement Organization (BFCC-QIO) through April 30, 2029.

Acentra Health Awarded a $298 Million Contract Renewal from the Centers for Medicare & Medicaid Services to Continue Improving Care Quality for Medicare Beneficiaries

MCLEAN, Va., Sept. 03, 2024 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for government healthcare agencies and the priority populations they serve, announced today that Virginia Business Magazine has named CEO Todd Stottlemyer to its 2024 Virginia 500 Power List, which recognizes the commonwealth's most powerful and influential leaders in business, government, and education.

Acentra Health CEO Todd Stottlemyer Named to Virginia Business Magazine's ‘500 Power List' of Most Influential Leaders

Baxter

Management provides view on recently announced Vantive-Carlyle Group transaction Management provides view on recently announced Vantive-Carlyle Group transaction

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Prominent billionaire investors are investing heavily in alternatives. We discuss why this is. We share some of our top picks of the moment.

Billionaire Investors Are Buying Alternatives Hand-Over-Fist

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The market has been very volatile in recent weeks. Some of my top picks have dropped quite a bit as a result. I give updates on two of my largest investments right now.

My Top Picks Are Underperforming! What Am I Doing?

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Yields are declining as Fed Reserve prepares for rate cut. We discuss six investment-grade bonds and preferreds offering ~6% yields. Act fast to secure CD-beating yield; quality investments are key.

I Am Buying Investment-Grade Bonds And Preferreds For An Upcoming Recession

Carlyle Group Inc. is set to make a significant move in the automotive industry with its $1.5 billion acquisition of Worldpac from Advance Auto Parts Inc.  This deal represents Carlyle's first major industrial investment in over two years, underscoring its strategic focus on the automotive sector's resilience.

Carlyle Group to acquire Worldpac from Advance Auto Parts for $1.5 billion

Advance Auto Parts

Advance Auto Parts Inc.'s stock AAP, +1.83% jumped 6% early Thursday, after the car parts maker said it has reached an agreement to sell Worldpac Inc., a car part wholesale distribution business, to funds managed by private-equity firm Carlyle Group Inc. CG, -0.72% for $1.5 billion in cash. “The sale enables our team to sharpen their focus on decisive actions to turn around the Advance blended box business,” said CEO Shane O'Kelly in prepared remarks.

Advance Auto's stock jumps after company agrees of sale of Worldpac business to Carlyle for $1.5 billion in cash

Private equity firm Carlyle Group will buy Advance Auto Parts' Worldpac unit for $1.5 billion, Bloomberg News reported on Thursday.

News for Carlyle Group Stock (CG)