Overview
Carlyle Global Partners seeks to deliver attractive risk-adjusted returns on significant sums of capital over a longer timeframe than typical private equity funds. Carlyle Global Partners targets substantial capital appreciation through investing in businesses and management teams and implementing longer-term value creation initiatives to maximize full portfolio company potential.
| Investment | Industry | Invested | Status | |
|---|---|---|---|---|
|
Arctic Glacier Inc. Arctic Glacier Inc. produces, markets, and distributes packaged ice products and ice sculptures to retail, commercial, and industrial customers. |
Consumer & Retail | Current | |
|
Content Partners LLC Content Partners owns a collection of perpetual rights in successful film, television and other entertainment participations. |
Telecom & Media | Current | |
|
Global Jet Capital Global Jet Capital is a provider of leasing and lending solutions to the private aviation market. |
Aerospace, Defense & Government Services | Current | |
|
Hilcorp San Juan Investment to support Hilcorp's acquisition of San Juan Basin Assets. |
Energy & Power | Current | |
|
Medforth Global Healthcare Education For-profit educational institution focused on health sciences
|
Technology & Business Services | Current | |
|
NEP Group, Inc. NEP Group is a global provider of outsourced live and broadcast production solutions, serving premium sporting, concerts and other live events. |
Telecom & Media | Current | |
|
Schon Klinik SE Schon Klinik is a leading specialist hospital clinic operator in Germany with international expansion plans. |
Healthcare | Current | |
|
The TCW Group, Inc TCW is a leading multi-product asset manager with a focus on fixed income. |
Financial Services | Current |
Investment Approach
Longer-term investment strategy unlocks differentiated deal flow
- Longer-term NAV focus
- Seeks attractive risk-adjusted returns on significant sums of capital
- Longer hold capability
- Significant downside protection and conservative capital structure
Select investment characteristics
- Ability to put in place longer-term value creation initiatives and underwrite to 7+ year holding periods
- Target attractive risk-adjusted returns with multiple levers for return upside
- Control and non-control transactions with appropriate governance
- Focus on sectors and geographies where Carlyle has longstanding expertise and proprietary sector insight
- Global mandate with primary geographic focus on North America and Europe
Tailored solutions for longer-term capital appreciation
- Family-owned businesses / generational transitions
- Value-added capital to facilitate liquidity through generational transitions
- Invest capital to scale operating businesses and platform buildups
- Capital to support organic growth initiatives and create substantial value over a longer-term time horizon
- Investments in fragmented industries with significant add-on acquisition opportunities and/or transformative transactions where longer-term capital can be of strategic value
- Provide capital solutions via structured securities
- Provide liquidity option to existing shareholders
- Partner with remaining shareholders to invest in further growth of the business
Investment Structure Well-Suited for Longer-Term Investors
- Opportunity to generate NAV appreciation through continuous compounding
- No fees on committed capital; aligned with capital deployment
- Aims to reduce re-commitment and re-investment risk
- Possible co-investment opportunities with meaningful allocation potential
- Control and non-control transactions with appropriate governance
Team
| Team Member | Title | Location | Industry |
|---|---|---|---|
| Matthew J. Coles | Vice President | New York, NY | Generalist |
| Karthic Jayaraman | Managing Director | London, UK | |
| Eliot P. S. Merrill | Managing Director | New York, NY | |
| Lubna Qunash | Director | London, UK | |
| Candice Szu | Managing Director | New York, NY | Generalist, Technology & Business Services, Telecom & Media |
| Tyler Zachem | Managing Director | New York, NY |