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Carlyle professionals collaborating seamlessly and selflessly across funds, industries and geographies to deliver the wisdom, knowledge and resources required to invest wisely and create value for our investors.
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A case study
Carlyle partnered with management to transform Diversified Machine Inc. into a global supplier.
Global Financial Services Buyout
Print this pageGlobal 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 | |
|---|---|---|---|---|
 |
Avalon Advisors, LLC Avalon Advisors, LLC is a fee-based wealth advisor and asset manager based in Houston, Texas. |
Financial Services | Sep 2011 | Current |
 |
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 |
 |
BankUnited BankUnited is one of the largest depository institutions headquartered in Florida by assets. |
Financial Services | May 2009 | 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 | 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 |
|
Duff & Phelps Corporation Duff & Phelps is a global financial advisory and investment banking firm, balancing analytical skills, deep market insight and independence to help clients make sound decisions. The firm provides expertise in valuation, M&A and transaction advisory, restructuring, alternative asset advisory, disputes, taxation and transfer pricing. With more than 1,000 employees, Duff & Phelps serves clients from offices in North America, Europe and Asia. |
Financial Services | Apr 2013 | Current | |
 |
FNB United Corp. FNB United Corp. is a full service community bank headquartered in Asheboro, North Carolina. |
Financial Services | Oct 2011 | 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 |
 |
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 | 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 |
 |
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 |
 |
UniRush, LLC UniRush, LLC is an independent prepaid debit card provider. |
Financial Services | Aug 2010 | 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.