Carlyle Group Inc. (CG)
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52.64
-0.06%
After-hours Dec 13, 2024, 04:00 PM EST

Company Description

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.

Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES.

The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions.

The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors.

Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services.

In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education.

Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies.

In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure.

Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors.

The firm seeks to make investments in growing business including those with overleveraged balance sheets.

The firm seeks to hold its investments for four to six years.

In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices.

It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru.

The firm seeks to invest in food, financial, and healthcare industries in Western China.

In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America.

It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million.

It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million.

It prefers to take a majority or a minority stake.

It typically holds its investments for three to five years.

Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years.

While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million.

The firm originates, structures, and acts as lead equity investor in the transactions.

The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

Carlyle Group Inc.
Carlyle Group Inc. logo
Country United States
IPO Date May 3, 2012
Industry Asset Management
Sector Financial Services
Employees 2,300
CEO Harvey Mitchell Schwartz

Contact Details

Address:
1001 Pennsylvania Avenue, NW
Washington, DC
United States
Website https://www.carlyle.com

Stock Details

Ticker Symbol CG
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001527166
CUSIP Number 14316J108
ISIN Number US14316J1088
Employer ID 45-2832612
SIC Code 6282

Key Executives

Name Position
George Iain-Prentice Main CFA, MBA Chief Executive Officer of Solutions
Harvey Mitchell Schwartz Chief Executive Officer & Director
John Christopher Redett Chief Financial Officer & Head of Corporate Strategy
Lindsay P. Lobue Chief Operating Officer, MD & Partner
Christopher Finn Senior Advisor
Daniel A. D'Aniello Co-Founder & Chairman Emeritus
David Mark Rubenstein J.D. Co-Founder & Non-Executive Co-Chairman
James H. Hance Jr., CPA Operating Executive & Director
Jeffrey William Ferguson MD & General Counsel
William E. Conway Jr. Co-Founder & Co-Chairman of the Board

Latest SEC Filings

Date Type Title
Dec 04, 2024 4 Filing
Dec 02, 2024 4 Filing
Nov 29, 2024 4 Filing
Nov 26, 2024 4 Filing
Nov 26, 2024 4 Filing
Nov 26, 2024 4 Filing
Nov 26, 2024 4 Filing
Nov 26, 2024 4 Filing
Nov 21, 2024 SC 13D/A [Amend] Filing
Nov 21, 2024 4 Filing