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.

Earnings data Q1 2021

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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.

The Upper West Side luxury rental apartment tower known as Aire was quietly sold to the well-established Gotham Organization and Carlyle Group, Realty Check has learned – affirming new energy in the investment-sale market for multifamily properties. The 43-story, 310-unit building at 200 W.

Upper West Side luxury rental tower Aire sells for $265M to Gotham Organization, Carlyle Group

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The collapse of iRobot's $1.4 billion sale to Amazon will test the cash-strapped robot vacuum cleaner maker's ability to repay a $200 million loan it took from private equity firm Carlyle Group last year.

Amazon's abandoned acquisition leaves iRobot in Carlyle debt straightjacket

Carlyle Credit Income Fund

NEW YORK , Jan. 30, 2024 /PRNewswire/ -- Carlyle Credit Income Fund ("we," "us," "our," "CCIF" or the "Fund") (NYSE: CCIF) announced today that it will release financial results after market close on Thursday February 29, 2024 for its first quarter of 2024. CCIF will host a conference call at 10:00 a.m.

Carlyle Credit Income Fund Schedules First Quarter 2024 Financial Results and Investor Conference Call

Private equity giant Carlyle Group has bought a $415 million portfolio of student loans from Truist Bank , expanding into a market that is being increasingly shunned by traditional lenders.

Carlyle buys $415 mln student loan portfolio from Truist

NEW YORK and BOSTON , Jan. 24, 2024 /PRNewswire/ -- Global investment firm, Carlyle (NASDAQ: CG) today announced the acquisition of a $415 million private student loan portfolio, and strategic investment into Monogram LLC ("Monogram"), a leading provider of finance solutions for students and their families. Led by the former management team of Cognition Financial and backed by Carlyle, Monogram will partner with Carlyle to originate, acquire, and manage high-quality third-party private student loan assets.

Carlyle Announces Acquisition of $415 Million Private Student Loan Portfolio and Strategic Investment in Monogram

Esken , the owner of London Southend Airport, is facing demands by a Carlyle fund to repay an outstanding convertible loan four years before its maturity date, the group said on Tuesday.

London Southend Airport lender Carlyle demands faster loan repayment

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Carlyle Group (NYSE: CG) stock price is doing worse than its giant private equity peers like Blackstone, KKR, and Apollo Global Management. Data shows that the stock has risen by just 20% in the past 12 months while the other three have jumped by more than 40%.

As Carlyle Group stock lags, it could be an acquisition target

NEW YORK--(BUSINESS WIRE)--Aspen Power announces it has completed financings totaling $241M with J.P. Morgan, Lombard Odier, and Mitsubishi UFJ Financial Group, Inc. (MUFG).

Carlyle-Backed Aspen Power Secures $241M in Financing to Advance Growth Initiatives

INDIANAPOLIS--(BUSINESS WIRE)--DecisionRx, Inc., a value-based healthcare company reducing the cost of care by helping physicians eliminate medication failure, today announced that it has entered into a $100 million credit facility with global investment firm Carlyle. The financing will support the cost-bearing that is key to DecisionRx's unique business model: DecisionRx can assume the full cost of delivering Medication Therapy Optimization to patients of Accountable Care Organizations, Medica.

DecisionRx Announces $100 Million Credit Facility with Carlyle

NEW YORK--(BUSINESS WIRE)--NineDot Energy®, the leading developer of community-scale battery energy storage systems (BESS) in the New York City metropolitan area, today announced that it secured an additional $225 million equity capital commitment from Manulife Investment Management as well as Carlyle (NASDAQ: CG), NineDot's existing institutional equity investor. Manulife Investment Management led the round with a $135 million commitment and concurrently acquired an equity interest. This new e.

NineDot Energy Raises $225 Million in Equity Financing to Build and Operate Distributed Battery Energy Storage Projects

Acentra Health, a leading provider of clinical services and technology solutions to government healthcare agencies, acquires EAP Consultants, LLC (“Espyr”)

Acentra Health Announces Acquisition of EAP Consultants, LLC

Funds managed by global investment firm Carlyle and global software investor Insight Partners have entered into a definitive agreement to provide majority investment in Exiger, a software-as-a-service (SaaS) firm focused on helping corporations, government agencies and banks manage supply chains.

Carlyle and Insight Partners Invest in Supply Chain Firm Exiger

MCLEAN, Va. , Dec. 19, 2023 /PRNewswire/ -- Exiger , the market leading SaaS company revolutionizing the way corporations, government agencies and banks manage supply chains, announced today that it has entered into a definitive agreement through which it will receive a majority investment from funds managed by global investment firm Carlyle (NASDAQ: CG) and global software investor Insight Partners.

Carlyle and Insight Partners to Invest in Exiger, a High-Growth AI Supply Chain Risk & Resilience Software Company, in Partnership with Management

Carlyle Group Inc. CG, -0.12% and Insight Partners said Tuesday they agreed to invest an undisclosed sum for a majority stake in privately-held Exiger, a McLean, Va.-based supply chain software-as-a-service company.

Carlyle and Insight Partners invest in Exiger at reported $1.2B valuation

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Capital waiting to be deployed, or so-called dry powder, rose 8% to a record $2.59 trillion in the past year, S&P said Tuesday.

Private-equity firms build up record $2.59 trillion in ‘dry powder,' or capital on the sidelines

Carlyle Commodities Corp (CSE:CCC, OTCQB:CCCFF) said it has commenced its Phase 2 drilling program at its 100%-owned Newton Gold Project near Williams Lake in British Columbia. Vancouver-based Carlyle said the program, designed to explore high-priority targets, aims to enhance understanding and potentially expand the current NI 43-101 inferred mineral resource calculation for the low sulphide epithermal system.

Carlyle Commodities "optimistic" as it commences Phase 2 drilling at Newton Project in British Columbia

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

Why Is Carlyle (CG) Up 18% Since Last Earnings Report?

Carlyle Commodities Corp (CSE:CCC, OTCQB:CCCFF) told investors it has commenced a baseline metallurgical test work program on its Newton gold project in British Columbia. The company said in a statement that it has sent five individual higher-grade samples from mineralized intercepts from the 2023 core to Base Metallurgical Labs for testing.

Carlyle Commodities commences metallurgy testing on Newton core; announces financing

Gabon's national oil firm is seeking to use its right of first refusal to acquire Carlyle's Assala Energy after the private equity giant agreed to sell the business for $1.3 billion to France's Maurel & Prom, three sources told Reuters.

Gabon seeks to preempt $1.3 bln sale of Carlyle's oil business -sources

A rise in AUM, and efforts to scale investment platforms and operations will drive Carlyle's (CG) organic growth amid rising incentive fee-related compensation.

Carlyle (CG) Rides on Organic Growth Despite Rising Expenses

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During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Say Buy These 3 Financial Stocks With Over 4% Dividend Yields - Carlyle Group (NASDAQ:CG), Ally Financial (NYSE:ALLY)

Carlyle Group (CG) reduces its pan-Asia PE fund target by around 30% from $8.5 billion.

Carlyle (CG) Reduces Pan-Asia PE Fund Goal on Macro Slowdown

McDonald's Corp. MCD said Monday it has agreed to acquire Carlyle's CG minority stake in the partnership that operates and manages its business in Mainland China, Hong Kong and Macau. The fast food giant said the CITIC Consortium will retain its controlling stake but McDonald's will boost its stake to 48% from 20%.

McDonald's to acquire Carlyle's minority stake in McDonald's China

CHICAGO and HONG KONG , Nov. 20, 2023 /PRNewswire/ -- McDonald's Corporation (NYSE: MCD) and global investment firm Carlyle (NASDAQ: CG) today announced that McDonald's has agreed to acquire Carlyle's minority ownership stake in the strategic partnership that operates and manages McDonald's business in mainland China, Hong Kong and Macau.   The CITIC Consortium, mainly through its equity affiliate CITIC Capital, will maintain its controlling ownership stake.

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