Carlyle’s Global Private Equity investment team has an established history of investing in Financial Services companies for over a decade, with deep sector specialization across our global platform. We believe Financial Services is a critical industry for investment due to its significant contribution to the global economy and financial market. The Financial Services industry is constantly evolving within various sub-sectors throughout the changing global landscape. We leverage our deep industry expertise, vast global network, and experienced team to partner with companies to drive growth and strengthen management teams.
Sector Strategy and Approach
We have developed differentiated and successful partnerships with global businesses in the Financial Services industry sub-sectors, including insurance and insurance-related services, business services, asset and wealth management, financial technology, and depository institutions and specialty finance companies.
Our team is highly selective in our partnerships, yet flexible on investment size (from $200 million to more than $2 billion), form (minority or majority), and growth stage, which gives us the opportunity to work with great companies regardless of their size or current capital needs.
Working with the executive teams of our portfolio companies, Carlyle excels in driving performance through multiple levers of value creation, including international expansion, new product development, M&A, and strategic positioning strategies. Our investment strategy is underpinned by several key themes within the financial services industry, including:
- Increasing affluence and focus on financial inclusion in emerging economies.
- Strong underlying market tailwinds.
- Increased demand for independent advisory and services firms.
- Enhanced financial and retirement advice driven by near-term demographic shifts.
- Shift to specialized FinTech solutions providers.
- Continued need for innovation within finance businesses.
Financial Services Portfolio Companies
Carlyle strives to be the partner of choice for founders and management teams focused on global, investment-led growth and commercial excellence opportunities.
Global Financial Services Team
Our experienced global team includes dedicated investment professionals based in the Americas, Europe, and Asia who have extensive experience working with companies in both developed and emerging markets. We also consult with Operating Executives and Senior Advisors with extensive knowledge and significant subject-matter expertise to help build and execute upon unique value creation plans for Carlyle’s portfolio companies.
EBITDA OF ESG
We are pleased to share this year’s ESG report, entitled “The EBITDA of ESG” to reinforce our belief that integrating ESG factors into our investment processes provides an additive lens that we believe can provide opportunities for our portfolio companies to drive revenues, reduce costs, secure more efficient financing, and strengthen their competitive positioning.