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.

Carlyle Commodities Corp (CSE:CCC, OTCQB:CCCFF) said it intends to complete a non-brokered private placement of up to 12,000,000 units at $0.085 each to raise up to $1,020,000. Each unit will consist of one common share and one common share purchase warrant.

Carlyle announces private placement to raise up to $1.02M

Carlyle Credit Income Fund

NEW YORK , Aug. 10, 2023 /PRNewswire/ -- Carlyle Credit Income Fund (the "Fund") (NYSE: CCIF) today is pleased to announce the declaration of a monthly dividend on shares of the Fund's common stock of $0.0551 per share, payable on August 31, 2023, to shareholders of record as of August 21, 2023. The monthly dividend remains in line with the July 2023 dividend of $0.0551 per share, which represented an annualized yield of 8.0% based on $8.27 net asset value as of the closing of the transaction and was paid to shareholders of record on July 31, 2023.

Carlyle Credit Income Fund (CCIF) Declares August 2023 Dividend and Announces July 31, 2023 Net Asset Value

US private equity firm Carlyle Group has agreed to purchase a minority stake in engineering outsourcing firm Quest Global Services that valued the company at $2 billion, two people with knowledge told Reuters.

Carlyle Group to acquire minority stake in Quest Global at $2bln valuation - sources

An increase in AUM and declining expenses support Carlyle's (CG) Q2 results. However, lower revenues are concerning.

Carlyle (CG) Falls 7.2% Despite Q2 Earnings & Revenue Beat

Trading losses and a decline in dealmaking led to an earnings slump at private equity (PE) firm Carlyle Group in the second quarter, although the loss was smaller than expected.

The Carlyle Group Reports Quarterly Loss Amid Dealmaking Slump

Although the revenue and EPS for Carlyle (CG) give a sense of how its business performed in the quarter ended June 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Carlyle (CG) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

The Carlyle Group (NASDAQ:CG ) Q2 2023 Earnings Conference Call August 2, 2023 8:30 AM ET Company Participants Daniel Harris - Head of Investor Relations John Redett - Incoming Chief Financial Officer & Head of Corporate Strategy Harvey Schwartz - Chief Executive Officer Curtis Buser - Chief Financial Officer Conference Call Participants Alexander Blostein - Goldman Sachs Kenneth Worthington - JP Morgan Brian McKenna - JMP Securities Glenn Schorr - Evercore ISI Brian Bedell - Deutsche Bank Michael Cyprus - Morgan Stanley Rufus Hone - BMO Capital Markets Craig Siegenthaler - Bank of America Michael Cyprys - Morgan Stanley Operator Good day and thank you for standing by. Welcome to the Carlyle Group Second Quarter 2023 Earnings Conference Call.

The Carlyle Group (CG) Q2 2023 Earnings Call Transcript

Carlyle Group Inc CG, -8.50% stock is down $3.13 or 8.82% to $32.33 on Wednesday morning after it posted a second-quarter loss earlier in the day. If the losses hold, it'll be its lowest close since July 10, when it ended the session at $31.94 a share, according to Dow Jones Market Data.

Carlyle stock down 9% in largest drop since May 4

Carlyle Group Inc. CG, -0.56% stock was down 6.4% in premarket trades on Wednesday after the private equity firm swung to a second-quarter loss.. Carlyle Group CG, -0.56% said it lost $88.4 million, or 27 cents a share, in the three months ended June 30, while in the year-ago quarter it reported net income of $245.4 million, or 67 cents a share.

Carlyle Group stock drops after firm posts loss amid ‘complex' economic backdrop

Private equity firm Carlyle Group Inc reported on Wednesday that its second quarter distributable earnings fell 26% year-on-year due to a slump in asset sales, although the result still exceeded analyst expectations.

Carlyle reports lower than expected 26% slump in Q2 earnings

New Regency said today it's closed a $175 million term loan from global investment firm Carlyle Group, providing new capital for the indie to scale up production. The loan is a refinancing and upsize of an existing Carlyle facility.

New Regency Closes $175 Million Loan From Carlyle, Refinancing And Upsizing Existing Facility

WASHINGTON and NEW YORK, July 18, 2023 (GLOBE NEWSWIRE) -- Global investment firm Carlyle (NASDAQ: CG) today announced that Lúcia Soares will become the firm's Chief Information Officer and Head of Technology Transformation, effective immediately. As CIO and Head of Technology Transformation, Soares will drive the firm's global technology strategy and lead the firmwide Global Technology Solutions organization.

Carlyle Names Lúcia Soares as Chief Information Officer and Head of Technology Transformation

Vertical Capital Income Fund.

Company Changes Investment Mandate to Focus on Investing in CLOs Will Trade Under New Stock Ticker 'CCIF' Carlyle Completes Previously-Announced $10 Million One-Time Payment to Company Shareholders of Record Carlyle Will Launch $25 Million Tender Offer for Company Shares on July 18, 2023 Company Board of Trustees Declares July Dividend of $0.0551 NEW YORK , July 17, 2023 /PRNewswire/ -- Vertical Capital Income Fund (NYSE: VCIF) ("VCIF" or the "Company") today announced that it has changed its corporate name from VCIF to Carlyle Credit Income Fund ("CCIF") in connection with the closing of the previously announced transaction with global investment firm, Carlyle (NYSE: CG), and will begin trading under its new corporate name effective tomorrow. The Company will trade under the New York Stock Exchange ticker symbol CCIF, effective before the market opens on July 27, 2023.

Vertical Capital Income Fund Announces Appointment of Carlyle as Investment Manager and Rebrand to Carlyle Credit Income Fund

McDonald's

Carlyle Group Inc and Trustar Capital are planning to raise $4 billion from funds including GIC Pte to buy part of their stakes in McDonald's Corp operations in Hong Kong and mainland China, Bloomberg News reported on Wednesday.

McDonald's China owners Carlyle, Trustar plan $4 bln exit - Bloomberg News

The companies earn the top rank due to extensive experience "developing highly customized solutions," among other attributes, according to Guidehouse analysts. AlphaStruxure's unique role as an end-to-end Energy as a Service provider across the design-finance-build-operate-own-maintain lifecycle drives further differentiation.

Guidehouse Ranks Schneider Electric, AlphaStruxure, as the #1 Microgrid Integrator

DALLAS , July 11, 2023 /PRNewswire/ -- Vertical Capital Income Fund (NYSE: VCIF) (the "Fund") announced today that after engaging a third-party broker and conducting an extensive competitive bidding process, it has selected two winning bidders for a significant majority of its investment portfolio.  Each winning bidder has acquired a portion of the Fund's investment portfolio in a sales process conducted to satisfy certain conditions to the closing of a previously-announced and shareholder-approved transaction (the "Transaction") with an affiliate of global investment firm Carlyle (NASDAQ: CG).

Vertical Capital Income Fund Announces Sale of Majority of Investment Portfolio in Advance of Expected New Investment Advisory Agreement with Carlyle

MCLEAN, Va. , June 29, 2023 /PRNewswire/ -- Acentra Health CEO Todd Stottlemyer was recognized by No Kid Hungry as a Champion in the fight to end childhood hunger at the non-profit organization's annual fundraising dinner in Washington D.C.

No Kid Hungry Recognizes Acentra™ Health CEO Todd Stottlemyer as a Champion in Fight to End Childhood Hunger

NEW YORK & PORTLAND, Ore.--(BUSINESS WIRE)-- #aerospace--Funds managed by global investment firm Carlyle (NASDAQ: CG) and private equity firm Stellex Capital Management announced they have completed the sale of Titan Acquisition Holdings, a bi-coastal leader in ship repair services and marine and heavy complex fabrication, to an affiliate of Lone Star Funds. The initial definitive agreement of the sale was announced in February 2023 and the final close took place on June 15, 2023. Titan is comprised of Vigo.

Carlyle and Stellex Complete Sale of Titan to an Affiliate of Lone Star Funds

While other large private equity companies like Blackstone ( BX , Financial) and Apollo Global ( APO , Financial) have crushed it over the last five years with their stocks up more than 100%, The Carlyle Group Inc.'s ( CG , Financial) share price has not followed suit. In fact, the company has lagged the S&P 500 over that time period, producing just a 38% return.

Carlyle Group Is Clearly a Bargain

Carlyle Group Inc named company veteran John Redett as its new chief financial officer, the investment firm said on Tuesday, in the first major appointment under Chief Executive Officer Harvey Schwartz's leadership.

Carlyle names insider John Redett as finance chief

The move is the first major appointment by the private-equity firm's new chief executive officer, Harvey Schwartz.

Carlyle Names John Redett as Chief Financial Officer

Carlyle Group has a strong track record, deep industry expertise, and a substantial AUM base, making it an attractive investment opportunity. Despite market uncertainty and volatility, increased asset allocation to alternative asset managers is expected to drive growth for Carlyle in the coming years. Carlyle has seen little growth, but currently has an EBITDA-M of 42% and a NIM of 20%. This supports strong buybacks and dividends.

Carlyle Group: Well Positioned Asset Manager

Newly merged company combines clinical services, technology solutions, and data analytics to accelerate better health outcomes MCLEAN, Va. , June 6, 2023 /PRNewswire/ -- With over six decades of combined experience, CNSI, a leading provider of innovative healthcare technology solutions, and Kepro, a leading provider of technology-enabled care management, quality oversight, and clinical assessment services, today announced the combined organization has rebranded as Acentra Health.

CNSI and Kepro are Now 'Acentra Health'

HAMILTON, Bermuda--(BUSINESS WIRE)--FGH Parent, L.P. (“Fortitude Re”), today announced the opening of its Tokyo Representative Office and appointment of Hajime Kawafuji as its Chief Representative. Mr. Kawafuji is a leader in the Japanese business community, with a broad range of investing and advisory experience across several industries. He joins Fortitude Re from global investment firm Carlyle (NASDAQ: CG), where he was a senior member of the Japan buyout advisory team. Prior to Carlyle, Mr.

Fortitude Re Establishes Tokyo Representative Office

NEW YORK--(BUSINESS WIRE)-- #capitalraising--One Equity Partners, (“One Equity” or “OEP”) a middle market private equity firm, today announced the close of a $1 billion Continuation Fund (“the Fund”), co-led by AlpInvest Partners, a subsidiary of global investment firm Carlyle (NASDAQ: CG), and HarbourVest Partners that will support continued growth for two European portfolio companies. The additional capital will help drive transformational acquisitions and continued growth at aftermarket construction parts man.

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