概観

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

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.

投資先 業種 投資年月 現在の状況
Avalon Advisors, LLC

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

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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.

金融サービス 継続保有中
BankUnited

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

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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.

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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.

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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.

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CommunityOne Bancorp

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

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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.

金融サービス 継続保有中
Edgewood Partners Holdings, LLC

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

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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.

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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.

金融サービス 継続保有中
TCW Group, Inc., The

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

金融サービス 継続保有中
UniRush, LLC

UniRush, LLC is an independent prepaid debit card provider.

金融サービス 継続保有中
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.

投資先 業種 投資年月 現在の状況
Athena Art Finance Corp.

Athena Art Finance Corp. is a specialty lender focused on lending against art collateral.

金融サービス 継続保有中
Barbon Insurance Group

Barbon is the UK’s leading provider of integrated tenant referencing and insurance solutions to the Private Rental Sector (PRS) which is the growth sector in the UK housing market.

金融サービス 継続保有中
Conifer Financial Services, LLC

Conifer Financial Services, LLC  is a third-party fund administrator and capital market services provider.

金融サービス
DBRS

DBRS operates as a credit rating agency that provides credit rating opinions focusing on insight and transparency across a range of financial institutions, corporate entities, government bodies, and various structured finance product groups in North America, Europe, Australasia, and South America.

金融サービス
Edgewood Partners Holdings, LLC

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

金融サービス 継続保有中
ION Investment Group Limited

Leading provider of software solutions for fixed income trading, treasury, and commodity management

テクノロジー・ビジネスサービス 継続保有中
JenCap Insurance Solutions 金融サービス 継続保有中
PIB Limited

Insurance broker

金融サービス 継続保有中

Carlyle relies on its industry expertise, extensive footprint and management know-how to identify investment opportunities. Collectively, the Global Financial Services Buyout team has more than 100 years of experience across all sectors of the financial services industry, providing strong historical knowledge, working relationships with key financial services players and deep expertise to guide our investment choices.

Currently, the U.S. financial services sector is experiencing a sharp downturn, which began in the summer of 2007. Industry valuations generally reflect this stress, having declined 20-80% across various sub-sectors since summer 2007 with multiple sub-sectors trading at discounts to book value. Based on past cycles and considering the unique characteristics of the current crisis, Carlyle believes that many financial services firms will need to raise equity capital to shore up their balance sheets and restore confidence in the marketplace. Given the scope and scale of the current distress, Carlyle believes that even established companies with proven business models and brands are likely to seek fresh capital at depressed prices.

The Global Financial Services Buyout team’s approach to investing comprises the following major principles.

  • Industry Specialization: Since its inception, Carlyle has adopted an industry-focused approach to investing. We believe in-depth knowledge of specific industries improves our ability to source and create deals, conduct effective due diligence, develop strong relationships with management teams and identify potential buyers as part of a coherent exit strategy.
  • Consistent and Disciplined: A consistent and disciplined investment philosophy produces the highest consistent returns. We seek to make sound investments in good companies with strong management teams and structure our transactions with appropriate amounts of debt.
  • Influence and Strategic Partnering: We draw on existing relationships as well as forging new ones to bring the most value to the investment – be it during the due diligence phase or in advising portfolio companies in ongoing operations.
  • The Carlyle Edge: We pursue investments only if we believe we have an edge over our competition in the form of deep industry knowledge, extensive expertise, positive relationships with management teams, the ability to move quickly to commit to transactions, and/or the opportunity to participate in strategic joint ventures with corporate partners.