Overview

The U.S. Middle-Market Buyout/Growth team makes control and minority investments in lower middle market companies with significant unrealized growth potential, both in the United States and internationally.

Carlyle U.S. Equity Opportunity Fund

Launched in 2011, CEOF focuses on buyout transactions requiring equity capital of $25-150MM per transaction. The Fund focuses on opportunities in Carlyle’s 6 industry power alleys: aerospace & defense, technology, consumer & retail, telecom & media, industrial and healthcare.

Investment Industry Acquired Status
Apex Parks Group

Festival Fun Parks, LLC, 14 Family Entertainment Centers and One Water Park comprises 14 family entertainment centers and one water park.

电信与传媒 持有
AxleTech International Holdings, LLC

AxleTech International Holdings, Inc. manufactures and supplies axles, axle components, planetary axles, brakes, and aftermarket parts. AxleTech was previously owned from 2005 through 2008 by Carlyle’s US Buyout fund.

工业制造 持有
Blyth, Inc.

Blyth is a leading designer, manufacturer, and marketer of candles and other home fragrance products. The company sells its products under the PartyLite brand through a network of independent selling consultants primarily throughout the United States and Europe.

消费与零售 持有
Bonotel LLC

Bonotel LLC is an aggregator and wholesale distributor of branded and boutique luxury hotel rooms to a longstanding base of international wholesale clients. The Company works with a network of more than 2,200 hotel partners and provides seamless electronic distribution to more than 1,500 international tour operators.

技术 与商业服务 持有
Coalfire Systems Inc.

Coalfire is a global cybersecurity and technology services provider specializing in cyber risk advisory, compliance assessments, technical testing and software services for clients in sectors including technology, retail, payments, healthcare, financial services, education, local and state government, and utilities.

技术 与商业服务 持有
Dynamic Precision Group

DPG was created to build a platform of leading independent manufacturers of critical components for the hot section of commercial and military aircraft engines and industrial gas turbines.  DPG has acquired TurboCombustor Technology, Paradigm Precision and certain facilities from Unison Engine Components, a subsidiary of GE Aviation.

航空、防务 与政府服务 持有
ECi Software Solutions

ECi Software Solutions is a leading provider of industry-specific enterprise resource planning (“ERP”) and business applications to small and medium sized businesses in the (i) office supplies, (ii) lumber, building materials, and hardware, (iii) manufacturing, (iv) business equipment, and (v) commercial furniture markets. The Company’s ERP modules include core accounting, supply chain management, eCommerce and Point of Sale solutions.

技术 与商业服务 持有
Interlink Maritime Corp.

Interlink Maritime Corp., headquartered in Bermuda, owns a fleet of modern eco-designed handysize dry bulk vessels.

交通运输 持有
Manna Pro Products

Manna Pro Products, LLC manufactures and markets animal feeds for animal care and nutrition.

消费与零售 持有
Philadelphia Energy Solutions

Philadelphia Energy Solutions is the longest continuously operating refinery on the East Coast, processing 330,000 barrels of crude oil per day into various refined products.

能源 持有
PrimeSport Holdings, Inc.

PrimeSport is an event lifecycle management company and vertically-integrated eCommerce leader focused on monetizing the biggest sporting events in the world through premium ticket sales, travel packages, and exclusive hospitality events.

技术 与商业服务 持有
Sequential Brands Group, Inc.

Sequential Brands Group, Inc. owns, promotes, markets, and licenses a portfolio of consumer brands to retailers, wholesalers, and distributors in the United States and internationally.

消费与零售 持有
Traxys Group

Traxys S.A. provides financial and logistical solutions for the ferroalloy, metal, mineral, mining, and energy industries.

能源 持有
Worldstrides

WorldStrides is the nation’s largest provider of supplemental educational student travel programs. The Company is the only provider to be accredited by all six of the regional accrediting bodies recognized by the Department of Education. WorldStrides leads group travel programs to more than 80 countries and serves approximately 200,000 students annually, from elementary through graduate schools.

消费与零售 已退出
Carlyle U.S. Equity Opportunity Fund II
Investment Industry Acquired Status
Array Canada Inc.

Array manufactures in-store merchandising solutions for the prestige cosmetics industry.

工业制造 持有
LDiscovery, LLC

LDiscovery offers a full scope of E-Discovery and related solutions to corporations, law firms and government agencies.

技术 与商业服务 持有
SEACOR Marine Holdings Inc.

SEACOR Marine LLC, a transportation and offshore services company, operates a fleet of offshore marine support vessels.                                                

基础设施 持有
Carlyle U.S. Growth Fund III

Launched in 2006 with $605MM in total commitments, CGP III focuses principally on buyouts of growth companies operating in Carlyle’s 6 industry power alleys: aerospace & defense, technology, consumer & retail, telecom & media, industrial and healthcare.

Investment Industry Acquired Status
Air2Web, Inc.

Air2Web, Inc. is a developer of mobile messaging and marketing applications and services.

技术 与商业服务 已退出
Apollo Global

Apollo Global is a joint venture between Carlyle and Apollo Group (NASDAQ: APOL) to pursue investments in for-profit schools and supplemental education companies outside of the United States.

消费与零售 已退出
Archive Systems

Archive Systems provides services that automate and streamline complex processes to manage the flow of document-based work.

技术 与商业服务 已退出
Authentix, Inc.

Authentix, Inc. is a science and technology company that researches, develops and supplies authentication products and services for a full suite solution.

技术 与商业服务 持有
Carefx, Corp.

During the period of Carlyle's ownership, Carefx, Corp. was a provider of healthcare interoperability solutions including identity and access management and enterprise portals for hospitals, Regional Health Information Organizations (RHIOs) and Health Information Exchanges (HIEs).

医疗保健 已退出
Catapult Learning LLC

Catapult Learning is a technology-enabled, K-12 services provider that offers a suite of intervention, professional development, and dropout recovery programs.

技术 与商业服务 持有
eScreen, Inc.

eScreen, Inc. is a leading provider of the industry's first and only automated, instant and rapid drug test, serving more than 400 employers through a network of over 1,500 clinics nationwide. eScreen's suite of related offerings include medical review, physicals and integrated pre-employment program management software.

医疗保健 已退出
Gemcom Software International, Inc.

Gemcom Software International, Inc. provides software and service solutions to the mining industry enabling mining companies to evaluate, manage and monitor mine operations from the early exploration stage through final production.

技术 与商业服务 已退出
Observint Technologies

Observint Technologies develops, manufactures and markets video surveillance solutions. The Company operates four different business lines: Supercircuits, Security Cameras Direct, DIGIOP, and SC Technologies.

航空、防务 与政府服务 已退出
Primatics Financial Holdings, Inc.

Primatics Financial LLC provides loan accounting, valuation, compliance, and risk management software and outsourcing solutions to banks and other financial institutions.

技术 与商业服务 已退出
Quorum Business Solutions, Inc.

Quorum Business Solutions, Inc. develops, implements,and supports the Quorum Energy Software Suite, a set of integrated business applications designed for companies that produce, gather, transport, process and market oil, natural gas, natural gas liquids, LNG, wind generation and other energy commodities. The inherent integration of the suite allows the products to work together to facilitate straight through processing of the full energy value chain.

能源 已退出
REVShare

REVShare is an aggregator of remnant television advertising inventory and the operator of an exchange that allows advertisers to bid for television time on a performance basis.

技术 与商业服务 已退出
Rhythm NewMedia, Inc.

During the period of Carlyle's ownership, Rhythm NewMedia, Inc. was a developer of video-ad REPLACEions and tracking software for mobile operators, advertisers and agencies.

技术 与商业服务 已退出
RMI, Inc.

RMI, LLC provides web-based transportation and logistics solutions for a variety of participants in the transportation industry, including short-line, regional, Class I and terminal switching railroads, railcar leasing companies, rail shippers and barge operators.

技术 与商业服务 已退出
SchoolNet, Inc.

SchoolNet, Inc. is the market leader in enterprise data management solutions for K-12 public school districts.

技术 与商业服务 已退出
Vubiquity Holdings, Inc.

Vubiquity Holdings, Inc. is the largest global provider of multiplatform video services. Vubiquity works with all the major studios and TV networks, and with over 270 multichannel video service providers, providing a suite of managed services that enable the monetization of content.

电信与传媒 持有
Carlyle Venture Partners

Launched in 1997 at $210 million, this fund invests growth capital in emerging technology companies in North America.

Investment Industry Acquired Status
Anyday.com

During the period of Carlyle's ownership, Anyday.com provided time sensitive communications, commerce and media services. It was sold to Palm, Inc. in 2000.

技术 与商业服务 已退出
Blackboard, Inc.

During the period of Carlyle's ownership, Blackboard, Inc. was a leading provider of enterprise software and services to the education industry.

技术 与商业服务 已退出
BNX Systems

During the period of Carlyle's ownership, BNX Systems was a provider of enterprise-wide Controlled Access Management that offered a stronger and more efficient method of user logon with streamlined access to critical applications.

技术 与商业服务 已退出
Bredbandsbolaget AB

During the period of Carlyle's ownership, Bredbandsbolaget AB was a broadband communications company. The company was sold to Telenor AB in July 2005.

电信与传媒 已退出
Cidera, Inc.

During the period of Carlyle's ownership, Cidera operated an international satellite-based network that transmitted high-bandwidth data to various points of presence in North America and Europe.

技术 与商业服务 已退出
Equinix, Inc.

During the period of Carlyle's ownership, Equinix, Inc. designed, built and operated Internet Business Exchange facilities, which served as hubs for critical IP networks and Internet operations worldwide.

技术 与商业服务 已退出
Imagitas, Inc.

During the period of Carlyle's ownership, Imagitas, Inc. managed mandatory government agency communications in exchange for the ability to wrap relevant direct marketing messages around these communications. The company was sold to Pitney Bowes, Inc. in May 2005.

技术 与商业服务 已退出
Ingenio

During the period of Carlyle's ownership, Ingenio was the leading commerce platform for buying and selling live advice and information.

技术 与商业服务 已退出
Innovation Factory, The

During the period of Carlyle's ownership, The Innovation Factory was an incubator of novel medical device technologies.

医疗保健 已退出
Mainstream Data, Inc.

During the period of Carlyle's ownership, Mainstream Data, Inc. operated and administered five satellite networks in North America and Europe and one Internet VPN network to distribute high bandwidth content, including text news, stock quotations, digital images and digital audio.

技术 与商业服务 已退出
Narrative Communications Corp.

During the period of Carlyle's ownership, Narrative Communications Corp. was a leading developer of high-impact advertising and multimedia streaming solutions for the Web. The company was sold to AtHome Corporation in 1999 and Carlyle subsequently distributed to its investors cash proceeds from stock sales.

技术 与商业服务 已退出
Primary Health, Inc.

During the period of Carlyle's ownership, Primary Health, Inc. offered a full suite of health plan products including provider network services, medical management programs and administrative services.

医疗保健 已退出
Rainfinity, Inc.

During the period of Carlyle's ownership, Rainfinity, Inc. was the developer of a unique software technology that enhances the reliability and performance of enterprises' Internet infrastructures. The company was sold to EMC in July 2005.

技术 与商业服务 已退出
Realeum, Inc.

During the period of Carlyle's ownership, Realeum, Inc. developed an enterprise, web-based management software solution designed to optimize the leasing process and manage the assets for commercial properties in the multi-family real estate industry. The company was purchased by First Advantage Corporation in April 2004.

技术 与商业服务 已退出
Sight Resource Corporation

During the period of Carlyle's ownership, Sight Resource Corporation provided a full range of primary eye care products and services.

医疗保健 已退出
STARBAK Communications, Inc.

During the period of Carlyle's ownership, STARBAK Communications, Inc. developed content distribution servers specifically designed to deliver high quality streaming media over the Internet.

技术 与商业服务 已退出
US Business Exchange

During the period of Carlyle's ownership, US Business Exchange provided M&A advisory services to small- and medium-sized businesses.

技术 与商业服务 已退出
Varsity Group, Inc.

During the period of Carlyle's ownership, Varsity Group, Inc. was an online retailing company specializing in textbooks.

技术 与商业服务 已退出
Carlyle Venture Partners II

Launched in 2001 at $602 million, this fund invests growth capital in emerging technology companies in North America.

Investment Industry Acquired Status
Actelis Networks, Inc.

Actelis Networks, Inc. develops telecommunications equipment that enables carriers to enhance their current communications infrastructure by boosting copper speed, range and reliability to achieve fiber performance and quality, while decreasing overall cost.

电信与传媒 已退出
Acufocus, Inc.

AcuFocus, Inc. is commercializing a novel surgical implant for the correction of presbyopia (age-related farsightedness).

医疗保健 持有
Adesso Systems, Inc.

During the period of Carlyle's ownership, Adesso Systems, Inc. was a provider of mobile application development platforms for rapid development, deployment and maintenance of mobile enterprise applications.

技术 与商业服务 已退出
Appfluent Technology, Inc.

During the period of Carlyle's ownership, Appfluent Technology, Inc., formerly InfoCruiser, developed software to improve the performance of database-dependent enterprise applications.

技术 与商业服务 已退出
AqueSys, Inc.

AqueSys, Inc. was formed to commercialize a novel device-based therapy for glaucoma, a disease of high pressure in the eye that is a leading cause of blindness in the world.

医疗保健 已退出
Archetype Solutions, Inc.

During the period of Carlyle's ownership, Archetype Solutions, Inc. developed a software solution that customizes each item of clothing ordered by a customer for that customer's specific body type and style preferences.

技术 与商业服务 已退出
AuthenTec, Inc.

During the period of Carlyle's ownership, AuthenTec, Inc. was a fabless semiconductor manufacturer that designed and produced placement and swipe sensors for fingerprint biometrics.

技术 与商业服务 已退出
Canesta, Inc.

During the period of Carlyle's ownership, Canesta, Inc. provided "electronic perception" technology that sight-enables machines.

技术 与商业服务 已退出
Cellutions, Inc.

Cellutions, Inc. was formed to commercialize a novel device-based treatment for the cosmetic appearance of cellulite.

医疗保健 已退出
Command Information, Inc.

During the period of Carlyle's ownership, Command Information, Inc. was an early stage investment to create a market leading provider of high end consulting services and solutions for Internet Protocol version 6.

技术 与商业服务 已退出
Compusearch Software Systems

During the period of Carlyle's ownership, Compusearch was a provider of procurement software and services to the federal government market.

技术 与商业服务 已退出
DHS Systems, LLC

During the period of Carlyle's ownership, DHS Technologies, LLC was a leader in the design and production of quick erect / strike tactical shelters and integrated support trailers for the military, state and local governments and commercial purposes.

技术 与商业服务 已退出
Endius, Inc.

During the period of Carlyle's ownership, Endius, Inc. was a developer and manufacturer of minimally-invasive spinal surgery tools.

医疗保健 已退出
Indigo Systems, Inc.

During the period of Carlyle's ownership, Indigo Systems, Inc. was a designer and manufacturer of both complete infrared camera systems and the underlying semiconductors that power infrared systems. Indigo was acquired by FLIR Systems, Inc. for cash in 2004.

航空、防务 与政府服务 已退出
ISR Solutions, Inc.

During the period of Carlyle's ownership, ISR Solutions, Inc. was the leading independent security systems integrator in the U.S. ISR was acquired by The Stanley Works in December 2004.

技术 与商业服务 已退出
Liquid Engines, Inc.

During the period of Carlyle's ownership, Liquid Engines, Inc. provided software and services to large, multi-jurisdictional and multi-national corporate taxpayers that analyzed and optimized cash and tax effects of corporate transactions.

技术 与商业服务 已退出
LVL7 Systems, Inc.

During the period of Carlyle's ownership, LVL7 Systems, Inc. provided protocol software to enable networking devices in the enterprise, wireless, access and metro ethernet end markets.

技术 与商业服务 已退出
Matrics, Inc.

During the period of Carlyle's ownership, Matrics, Inc. was a developer of radio frequency identification ("RFID") technologies and systems, which are used to enhance the visibility of assets in supply chain environments. Matrics was sold to Symbol Technologies in September 2004.

技术 与商业服务 已退出
NeoVista, Inc.

NeoVista, Inc. is a developer of device-based therapy for age-related macular degeneration (AMD), the leading cause of blindness in older Americans.

医疗保健 已退出
Panasas, Inc.

Panasas, Inc. is developing scalable, distributed network storage systems that can be cost-effectively deployed on both a limited or wide-scale basis.

技术 与商业服务 已退出
Proteus Digital Health

Proteus Digital Health is developing products based on MEMS technology to improve congestive heart failure therapy.

医疗保健 持有
Remedy Health Media LLC

Online media company focused on consumer-oriented heatlh care information and content.

电信与传媒 已退出
Secure Elements, Inc./Fortinet, Inc.

During the period of Carlyle's ownership, Secure Elements, Inc. was a developer of vulnerability management software that automated security remediation strategies and tactics for network security.

技术 与商业服务 已退出
SMaL Camera Technologies, Inc.

During the period of Carlyle's ownership, SMaL Camera Technologies, Inc. was a developer of CMOS imaging sensors and camera modules. In February 2005, the company was acquired by Cypress Semiconductor.

技术 与商业服务 已退出
Sonitrol Holding Corp., LLC

During the period of Carlyle's ownership, Sonitrol Holding Corp., LLC was a national provider of security alarm monitoring services, primarily to commercial enterprises. The company was the second-largest commercial security provider in the U.S., and offered burglar, fire, access control and video surveillance to businesses nationwide.

技术 与商业服务 已退出
StrionAir, Inc.

During the period of Carlyle's ownership, StrionAir, Inc. provided high efficiency air filtration and purification systems for government, commercial, and residential HVAC systems.

工业制造 已退出
TradeBeam, Inc.

During the period of Carlyle's ownership, TradeBeam, Inc. was a provider of Global Trade Management software and services that streamlined global trading processes for enterprises and their partners. The company's solutions provided import and export compliance, inventory management, shipment tracking, supply chain event management, and global trade finance solutions such as open account and letter of credit management.

技术 与商业服务 已退出
Transport Pharmaceuticals, Inc.

During the period of Carlyle's ownership, Transport Pharmaceuticals, Inc. was a developer of products that use iontophoresis to effect trans-dermal drug delivery for a number of dermatological conditions.

医疗保健 已退出
TrenStar, Inc.

During the period of Carlyle's ownership, TrenStar, Inc. was a provider of outsourced logistics and supply chain infrastructure to major manufacturers across a variety of vertical markets. The company used a combination of in-house and off-the-shelf logistics software along with RFID technology to track and monitor the asset base of its customers.

技术 与商业服务 已退出
Verari Systems, Inc.

During the period of Carlyle's ownership, Verari Systems, Inc. was a vendor of blade servers, rack servers and supercomputer cluster systems for the Linux clustered server market.

技术 与商业服务 已退出
Viator, Inc.

Viator, Inc. is a global online booking service of destination activities, such as sightseeing trips, tours and airport transfers, for consumers and travel industry affiliates such as Travelocity, priceline.com, Intercontinental, Starwood and Wyndham.

技术 与商业服务 已退出
Wall Street Institute, Inc.

During the period of Carlyle's ownership, Wall Street Institute, Inc. was a global operator and franchisor of English language instruction services.

消费与零售 已退出
WCI Cable, Inc.

During the period of Carlyle's ownership, WCI Cable, Inc. was the owner and operator of a submarine telecommunications cable connecting Alaska with the continental U.S. and a terrestrial network connecting the major cities of Alaska.

电信与传媒 已退出

CEOF is the primary repository for corporate investment opportunities in the United States and Canada requiring equity capital of $25 million to $150 million; commonly referred to as the "middle market". CEOF focuses on companies that can capitalize on Carlyle's extensive global network, broad range of "OneCarlyle" resources, and over 27-year track record of success in the U.S. middle market.   

CEOF is a control-oriented fund that invests opportunistically in companies demonstrating compelling relative valuations and growth potential, leveraging the firm's "OneCarlyle" platform, including: I) expertise across multiple sectors, particularly the 6 core U.S. sectors where the firm has dedicated industry teams; ii) robust network of deal sourcing relationships; iii) network of more than 200 portfolio companies; iv) more than 700 investment professionals in 35 offices; and v) network of Operating Advisors with extensive operational experience, collectively, the "OneCarlyle" platform.

We seek out investment opportunities that can demonstrate one or more of the following characteristics:

  1.  Ability for Carlyle resources to impact investment results directly;

  2.  Unrealized growth potential; Potential for strategic redirection;

  3.  Opportunity to drive operational improvements.

  4.  Risk mitigation because of cash flow, intellectual property or other assets.

In addition to CEOF,  the investment team also manages a predecessor fund, Carlyle U.S. Growth Partners III (CGP III), a $605 million fund launched in 2006.  CGP III is fully invested at this time, so all new investment opportunities are pursued via CEOF.

公司 行业 并购时间 状态
Worldstrides 消费与零售
United States
已退出