The Carlyle Group

Company

Investment-firm

Last deal

$2.5B

Amount

Debt Financing

Stage

03.10.2023

Date

2

all rounds

$2.5B

Total amount

Financing round

General

About Company
The Carlyle Group is a global investment firm in private equity.

Industry

Sector :

Subsector :

Also Known As

凯雷投资集团

founded date

01.01.1987

Number of employees

Company Type

For Profit

Last funding type

Debt Financing

IPO status

Private

Description

With over $81.1 billion of equity capital under management, Carlyle operates in four fund families, focusing on leveraged buyouts, venture & growth capital, real estate, and leveraged finance investments. They recently expanded their hedge funds division. Carlyle has a strong global presence, with offices in 21 countries and over 575 investment professionals. Their portfolio companies employ more than 286,000 people worldwide. Carlyle has over 1200 institutional and private investors in 68 countries.
Contacts
Sub-Organizations
1
Carlyle Global Partners

Carlyle Global Partners

Carlyle Global Partners aims to generate strong returns by investing in businesses and implementing long-term value creation strategies.

Sector

Closed End Investments

Subsector

Closed End Investments

Location

Washington Cir NW, Washington, DC, USA

count Of Investments

9

count Of Exists

1
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Subsector

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Subsector

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Keywords

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count Of Exists

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Financials

Funding Rounds
2
2

Number of Funding Rounds

$2.5B

Money Raised

Their latest funding was raised on 03.10.2023. Their latest round Debt Financing

Date 
Funding Round 
Investors 
Money Raised 
Lead 
03.10.2023
$2.5B
Audax Private Debt

Audax Private Debt

Audax Private Debt provides financing to middle market companies with stable cash flow and consistent revenue growth.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, Finance, Debt Collection

Location

New York, NY, USA

count Of Investments

65

count Of Exists

8
Investments
284
Date 
name 
Lead 
type 
Raised 
24.06.2024
Yes
$1.1B
17.05.2024
No
$7.5B
Apex Group

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Apex Group is a global financial services provider.

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Subsector

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Keywords

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CoreWeave is a specialized cloud provider that offers high-performance GPU compute resources on a flexible infrastructure.

Sector

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Subsector

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Keywords

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Location

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total raised

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Sungage Financial provides an online platform for homeowners to apply, qualify, and contract for solar financing.

Sector

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Subsector

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Keywords

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Location

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4

total raised

$460.77M
Co-Investors
Investors
1
1

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
Audax Private Debt

Audax Private Debt

Audax Private Debt provides financing to middle market companies with stable cash flow and consistent revenue growth.

Sector

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Subsector

Diversified Financial Services

Keywords

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Location

New York, NY, USA

count Of Investments

65

count Of Exists

8
Ryan Benedict

Ryan Benedict

Ryan is a Managing Director on the Mezzanine investment team. Previously, Ryan was a Vice President in the Financial Sponsors Group at Credit Suisse. He also worked as an Associate at Paribas Capital Markets and a Financial Analyst at Salomon Brothers Inc. Ryan received an M.B.A. from the Darden School at the University of Virginia and a B.A. from Middlebury College.

current job

Audax Mezzanine
Audax Mezzanine
Acquisitions
130
Acquiree Name 
Date 
Price 
Acquisition Name 

Vantive acquired by The Carlyle Group

acquirer

The Carlyle Group
The Carlyle Group

date

13.08.2024

type

Acquisition

price

$3.8B

Vantive

Vantive provides products for peritoneal dialysis, hemodialysis, and remote patient management.

KFC Holdings Japan acquired by The Carlyle Group

KFC Holdings Japan acquired by The Carlyle Group

acquirer

The Carlyle Group
The Carlyle Group

date

20.05.2024

type

Acquisition

price

$835M
KFC Holdings Japan

KFC Holdings Japan

KFC Holdings Japan operates as a quick-service eatery franchise.

Sector

Travel and Leisure

Subsector

Restaurants and Bars

Keywords

Food and Beverage, Restaurants, Manufacturing

Location

Yokohama, Kanagawa, Japan
Baltimore Orioles acquired by The Carlyle Group

Baltimore Orioles acquired by The Carlyle Group

acquirer

The Carlyle Group
The Carlyle Group

date

09.03.2024

type

Acquisition

price

$1.73B
Baltimore Orioles

Baltimore Orioles

The Baltimore Orioles are a professional baseball team with a rich history and a focus on rebuilding and community engagement.

Sector

Travel and Leisure

Subsector

Recreational Services

Keywords

Association, Sports

Location

New York, NY, USA
Exits
101
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Subsector

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Keywords

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One Medical

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Sector

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Subsector

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total raised

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Sector

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Subsector

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Keywords

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Location

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total rounds

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total raised

$9M

People

Founders
4
Shary Moalemzadeh
Shary Moalemzadeh

Shary Moalemzadeh

Shary Moalemzadeh is a Managing Director and Co-Head of Carlyle Strategic Partners, focusing on distressed and special situation investment opportunities. He is based in New York. Mr. Moalemzadeh is a founding member of Carlyle Strategic Partners having joined Carlyle in 2003. Prior to joining Carlyle, Mr. Moalemzadeh was a Principal and founding member of Jacksons LLC, a New York-based private equity firm focused on middle-market private equity and distressed investments. Prior to that, Mr. Moalemzadeh worked at Vestar Capital Partners, a New York-based leveraged buyout firm focused on management buyouts and recapitalizations. Before joining Vestar Capital Partners, Mr. Moalemzadeh worked in the Leveraged Finance Group at Merrill Lynch, where he originated, structured, syndicated and executed leveraged loans and high yield debt offerings. Mr. Moalemzadeh currently serves on the Board of Directors of Service King and Sterling LLC. Previously Mr. Moalemzadeh served on the Board of Directors of Diversified Machine, Inc., Dynamic Precision Group, Metaldyne Corporation, Permian Holdings Inc., RPK Capital Partners, LLC and Stellex Aerostructures, Inc. Mr. Moalemzadeh received a B.S. in finance and graduated cum laude from New York University’s Stern School of Business.

current job

The Carlyle Group
The Carlyle Group

Shary Moalemzadeh

Daniel A. D'Aniello
Daniel A. D'Aniello

Daniel A. D'Aniello

Daniel A. D’Aniello is Chairman and Co-Founder of The Carlyle Group. Mr. D'Aniello is based in Washington, DC. Prior to forming Carlyle in 1987, Mr. D'Aniello was Vice President for Finance and Development at Marriott Corporation (“Marriott”) where he was responsible for valuation of all major mergers, acquisition, divestitures, debt and equity offerings, and project financings. Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines. He is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow.

current job

The Carlyle Group
The Carlyle Group

Daniel A. D'Aniello

William E. Conway, Jr.
William E. Conway, Jr.

William E. Conway, Jr.

William E. Conway, Jr. is a Founding Partner and Managing Director of The Carlyle Group, a global private equity firm based in Washington, DC. Mr. Conway serves as chairman of Carlyle's investment committees and is based in Washington, DC. Prior to forming Carlyle in 1987, Mr. Conway spent three years as the Senior Vice President and Chief Financial Officer of MCI Communications Corporation. Mr. Conway was a Vice President and Treasurer of MCI from 1981 to 1984. While at MCI, Mr. Conway arranged several billion dollars of debt and equity financing, both in the public and private financial markets, and negotiated MCI's most significant acquisitions and divestitures. Prior to joining MCI, Mr. Conway served in a variety of positions for almost ten years with The First National Bank of Chicago in the areas of corporate finance, commercial lending, workout loans and general management.

current job

The Carlyle Group
The Carlyle Group

William E. Conway, Jr.

David Rubenstein
David Rubenstein

David Rubenstein

David M. Rubenstein is a Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity firms. David Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing more than $200 billion from 40 offices around the world. David Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke, where he was elected Phi Beta Kappa. Following Duke, David Rubenstein graduated in 1973 from The University of Chicago Law School, where he was an editor of the Law Review. From 1973-75, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-76 he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, David Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury, Winthrop, Shaw Pittman). David Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and of Duke University, Co-Chairman of the Brookings Institution, Vice-Chairman of the Council on Foreign Relations, a Trustee of the National Gallery of Art and President of the Economic Club of Washington. David Rubenstein is on the Board of Directors or Trustees of University of Chicago, the Lincoln Center for the Performing Arts, the Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Museum of American History of the Smithsonian Institution and the National Museum of Natural History of the Smithsonian Institution. David Rubenstein is a member of the American Academy of Arts and Sciences, the Business Council (Vice-Chairman), Visiting Committee of the Kennedy School of Government at Harvard, the Harvard Business School Board of Dean’s Advisors, the Board of Trustees of the Young Global Leaders Foundation, Advisory Board of School of Economics and Management Tsinghua University (Chairman), the Madison Council of the Library of Congress (Chairman), and the International Business Council of the World Economic Forum. David Rubenstein is married to Alice Rogoff Rubenstein, and they have three grown children.

current job

The Carlyle Group
The Carlyle Group

count Of Investments

8

count Of Exists

1

David Rubenstein

Employee Profiles
764

Jonathan Blank

Head of digital marketing

Emerson Ramos-Zelaya

Service desk call center lead

William Zarco

Vice president of core technology

Claudette Lanneaux

Executive assistant

Elisa Russo

Elisa Russo

Associate Director

John Keeney

Vice president

Rasheda Jolly

Recruiter

Robert Schmidt

Robert Schmidt

Principal

Activity

Recent News
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