Corporate Private Equity

Global Financial Services Buyout

The Carlyle Global Financial Services Buyout team invests in management buyouts, growth capital opportunities and strategic minority investments in financial services.

Carlyle Global Financial Service Partners

Launched in 2008 at $1.1 billion, this fund invests in management buyouts, growth capital opportunities and strategic minority investments in financial services.

Investment Industry Acquired Status
Bank of N.T. Butterfield & Son Ltd.

The Bank of N.T. Butterfield & Son Limited (“Butterfield”) is Bermuda’s first and largest independent bank, and a specialist provider of international financial services.

Financial Services Mar 2010 Current
Hampton Roads Bankshares, Inc.

A bank holding company that was formed in 2001, Hampton Roads Bankshares, Inc. is formed by its primary subsidiaries, Bank of Hampton Roads, which opened for business in 1987, and Shore Bank, which opened in 1961. Bank of Hampton Roads and Shore Bank engage in general community and commercial banking business, targeting the needs of individuals and small to medium-sized businesses.

Financial Services Sep 2010 Current
Sandler O’Neill Partners Holdings, LLC

Founded in 1988, Sandler O’Neill Partners Holdings, LLC, is a leading boutique investment bank focused on the financial services sector.

Financial Services Jan 2011 Current
UniRush, LLC

UniRush, LLC is an independent prepaid debit card provider.

Financial Services Aug 2010 Current
Avalon Advisors, LLC

Avalon Advisors, LLC is a fee-based wealth advisor and asset manager based in Houston, Texas.

Financial Services Sep 2011 Current
Brand Group Holdings

Brand is the 4th largest bank headquartered in the Atlanta MSA with a focus on the faster growing, higher income northern metro Atlanta area and operates 7 branches in the northern Atlanta corridor.

Financial Services Apr 2011 Current
Central Pacific Financial Corp.

Central Pacific Financial Corp. is the fourth-largest Hawaii-based depository institution with 34 branches and 120 ATMs throughout the islands.

Financial Services Feb 2011 Current
The TCW Group, Inc.

The TCW Group, Inc. develops and manages a broad range of innovative, value-added investment products.

Financial Services Feb 2013 Current
Boston Private Financial Holdings, Inc.

Boston Private Financial Holdings Inc. is a Boston-based holding company of private banks, asset managers and wealth advisors, which share a focus on the growing U.S. high net worth population.

Financial Services Nov 2008 Exited
Ozforex Pty Limited

OzForex Pty Limited facilitates the electronic transfer of funds for businesses and individuals who need to transfer funds from one currency to another.

Financial Services Nov 2010 Exited
CommunityOne Bancorp

CommunityOne Bancorp is a full service community bank headquartered in Asheboro, North Carolina.

Financial Services Oct 2011 Current
BankUnited

BankUnited is one of the largest depository institutions headquartered in Florida by assets.

Financial Services May 2009 Exited
Duff & Phelps Corporation

Duff & Phelps is the premier global valuation and corporate finance advisor with expertise in complex valuation, dispute consulting, M&A and restructuring. The firm’s more than 1,000 employees serve a diverse range of clients from offices in North America, Europe and Asia.

Financial Services Apr 2013 Current
Edgewood Partners Holdings, LLC

Retail property & casualty and employee benefits insurance brokerage and consulting firm.

Financial Services Dec 2013 Current

Carlyle Global Financial Services Partners II

Formed in 2011, this fund invests in management buyouts, growth capital opportunities and strategic minority investments in financial services firms globally.

Investment Industry Acquired Status
Edgewood Partners Holdings, LLC

Retail property & casualty and employee benefits insurance brokerage and consulting firm.

Financial Services Dec 2013 Current