概観

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 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.

投資先 業種 投資年月 現在の状況
Apex Parks Group

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

通信・メディア 継続保有中
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.

製造業 継続保有中
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.

消費財・小売 継続保有中
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.

テクノロジー・ビジネスサービス 継続保有中
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.

テクノロジー・ビジネスサービス 継続保有中
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.

航空宇宙・防衛及び政府サービス 継続保有中
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.

テクノロジー・ビジネスサービス 継続保有中
Interlink Maritime Corp.

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

運輸 継続保有中
Manna Pro Products

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

消費財・小売 継続保有中
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.

エネルギー 継続保有中
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.

テクノロジー・ビジネスサービス 継続保有中
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.

消費財・小売 継続保有中
Traxys Group

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

エネルギー 継続保有中
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.

消費財・小売 譲渡又は上場済み
Carlyle U.S. Equity Opportunity Fund II, L.P.
投資先 業種 投資年月 現在の状況
Array Canada Inc.

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

製造業 継続保有中
LDiscovery, LLC

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

テクノロジー・ビジネスサービス 継続保有中
SEACOR Marine Holdings Inc.

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

インフラ 継続保有中
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.

投資先 業種 投資年月 現在の状況
Air2Web, Inc.

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

消費財・小売 譲渡又は上場済み
Archive Systems

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
Authentix, Inc.

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

テクノロジー・ビジネスサービス 継続保有中
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).

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 継続保有中
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.

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

航空宇宙・防衛及び政府サービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

エネルギー 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
SchoolNet, Inc.

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

通信・メディア 継続保有中
Carlyle Venture Partners

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

投資先 業種 投資年月 現在の状況
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Blackboard, Inc.

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

通信・メディア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Ingenio

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
Innovation Factory, The

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

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Sight Resource Corporation

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

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
US Business Exchange

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
Varsity Group, Inc.

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
Carlyle Venture Partners II

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

投資先 業種 投資年月 現在の状況
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.

通信・メディア 譲渡又は上場済み
Acufocus, Inc.

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

ヘルスケア 継続保有中
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Canesta, Inc.

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
Cellutions, Inc.

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

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Compusearch Software Systems

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

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Endius, Inc.

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

ヘルスケア 譲渡又は上場済み
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.

航空宇宙・防衛及び政府サービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
Proteus Digital Health

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

ヘルスケア 継続保有中
Remedy Health Media LLC

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

通信・メディア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

製造業 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

ヘルスケア 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 譲渡又は上場済み
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.

テクノロジー・ビジネスサービス 継続保有中
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.

消費財・小売 譲渡又は上場済み
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.

通信・メディア 譲渡又は上場済み

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.

会社名 業種 投資年月 現在の状況
Service King I テクノロジー・ビジネスサービス
Dallas, TX, USA
譲渡又は上場済み
Worldstrides 消費財・小売
United States
譲渡又は上場済み