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Carlyle Global Partners

Carlyle Global Partners

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.

Carlyle Global Partners
Launched in 2015 at $3.6 billion, this fund seeks investments differentiated by longer dated underwriting, with primary geographic focus on North America and Europe and sector focus where Carlyle has longstanding expertise and proprietary insight.
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

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 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
Patrick Wilson Vice President New York, NY
Tyler Zachem Managing Director New York, NY