Carlyle’s North America funds engage in buyout, venture and growth capital, real estate and leveraged finance transactions.
Carlyle’s successful investment track record is the result of using a consistent and disciplined application of our investment process. This process is driven by leveraging our deep industry expertise, experienced senior advisors, and broad global network and applying them across the deal process to source, diligence and create value in a differentiated way.
Teamwork, discipline, and focus, are the hallmarks of the Carlyle approach to investing and the key to our success.
Carlyle Partners II, III, IV and V: Launched in 1996 at $1.3 billion, 2000 at $3.9 billion, 2004 at $7.9 billion, and 2007 at $13.7 billion, respectively, these funds conduct leveraged buyout transactions in the aerospace, defense, automotive, consumer, industrial, healthcare, information technology, transportation, and telecommunication and media sectors.
Carlyle Venture Partners I and II, and Carlyle U.S. Growth Fund III: Launched in 1997 at $210 million, 2001 at $600 million and 2006 at $605 million, respectively, these growth funds pursue opportunities in emerging technology companies, providing entrepreneurs the means to build companies at all stages of development, with a focus on enterprise infrastructure applications like network security and storage, defense technologies, software, and specialty semiconductors.
Carlyle Realty Partners I, II, III, IV and V: Launched in 1997 at $470 million, 1999 at $250 million, 2001 at $570 million, 2004 at $950 million and 2006 at $3.0 billion, respectively, these real estate funds target opportunistic investments in the office, hotel, industrial and retail sectors in New York, Washington, Boston, Chicago, San Francisco, and Los Angeles.
Carlyle/Riverstone Global Energy and Power Funds I, II, III & IV: Launched in 2000 at $222 million, 2002 at $1.1 billion, 2005 at $3.8 billion, and 2007 at $6.0 billion, respectively, these funds provide equity capital opportunities and strategic joint ventures in the energy and power industry, with a focus on the midstream sector.
Carlyle/Riverstone Renewable Energy Funds I & II: Launched in 2005 at $685 million and 2008 at $3.4 billion, respectively, these funds invest in the renewable energy industry.
Carlyle Global Financial Services Partners: Launched in 2008 at $1.1 billion, this fund invests in management buyouts, growth capital opportunities and strategic minority investments in financial services.
Carlyle Infrastructure Partners: Launched in 2006 at $1.1 billion, this fund invests in both public and private infrastructure projects and businesses primarily in the U.S. and Canada.
Carlyle Structured Credit (CLO): The Carlyle Structured Credit (CLO) team invests in below-investment-grade corporate loans and bonds through structured vehicles and managed accounts. Linda Pace oversees the U.S. Structured Credit team and Colin Atkins oversees the European Structured Credit team.
Carlyle Corporate Mezzanine: The Corporate Mezzanine team invests in privately negotiated junior debt and equity securities of middle market and large cap leveraged buyouts, recapitalizations and growth financings. The team currently manages two funds: Carlyle Mezzanine Partners and Carlyle Mezzanine Partners II. The team is co-headed by Leo Helmers and James C. Shevlet, Jr.
Carlyle Global Distressed & Corporate Opportunities: The Global Distressed & Corporate Opportunities team specializes in making alpha-driven debt and equity investments in companies that are operationally sound, yet experiencing financial duress. The Global Distressed & Corporate Opportunities team currently manages two funds: Carlyle Strategic Partners and Carlyle Strategic Partners II. In an effort to maximize returns and value, the team seeks to exert influence or obtain control in its investments whenever possible. The team is co-headed by Brett G. Wyard and Raymond A. Whiteman.
Carlyle Energy Mezzanine Opportunities: The Energy Mezzanine Opportunities team invests primarily in mezzanine debt in energy and power projects and companies in the U.S. and Canada. The group is co-headed by David Albert and Rahul Culas.
Carlyle Mexico Partners: Launched in 2004 at $134 million, this fund invests in private and publicly owned high growth businesses, opportunistic restructurings and NAFTA companies in Mexico in Carlyle's core industries.
