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.
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 | Invested | Status | |
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Apex Parks Group Festival Fun Parks, LLC, 14 Family Entertainment Centers and One Water Park comprises 14 family entertainment centers and one water park. |
Telecom & Media | Current | |
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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. |
Industrial | Current | |
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Bonotel LLC Bonotel is a leading aggregator and wholesale distributor of both branded and boutique luxury hotel rooms to a longstanding base of international wholesale clients. |
Technology & Business Services | Exited | |
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Coalfire Systems, Inc. Coalfire Systems, Inc. provides IT audit, risk assessment, and compliance management solutions in the United States. |
Technology & Business Services | Current | |
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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. |
Aerospace, Defense & Government Services | Current | |
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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. |
Technology & Business Services | Current | |
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Extreme Reach, Inc. SaaS company serving the advertising industry |
Technology & Business Services | Current | |
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Interlink Maritime Corp. Interlink Maritime Corp., headquartered in Bermuda, owns a fleet of modern eco-designed handysize dry bulk vessels. |
Transportation | Current | |
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Luminex Home Décor & Fragrance Company Luminex designs, manufactures, and sells candles, home fragrance, and home decor accessories through its two subsidiaries, Candle-Lite and PartyLite. |
Consumer & Retail | Current | |
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Manna Pro Products Manna Pro Products, LLC manufactures and markets animal feeds for animal care and nutrition. |
Consumer & Retail | Exited | |
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On Location Experiences On Location Experiences is a premium experiential hospitality business with extensive experience in ticketing, curated hospitality, live event production and travel management in the worlds of sports and entertainment. |
Technology & Business Services | Current | |
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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. |
Energy & Power | Current | |
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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. |
Consumer & Retail | Current | |
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Service King I Service King is a multiple-shop operator of automotive collision repair centers. |
Technology & Business Services | Exited | |
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Service King II Service King Paint & Body, LLC is a multiple-shop operator of automotive collision repair centers. |
Technology & Business Services | Current | |
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Traxys Group Traxys S.A. provides financial and logistical solutions for the ferroalloy, metal, mineral, mining, and energy industries. |
Energy & Power | Current | |
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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. |
Consumer & Retail | Exited |
Launched in 2015 with $2.4 billion in total commitments, CEOF II focuses on middle-market and growth companies in the U.S. and Canada requiring equity capital of up to $200MM per transaction.
Investment | Industry | Invested | Status | |
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Accelerate Learning, Inc. Accelerate Learning, Inc. provides digital curriculum resources for the prek-12 STEM education market. |
Technology & Business Services | Current | |
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Array Canada Inc. Array manufactures in-store merchandising solutions for the prestige cosmetics industry. |
Industrial | Current | |
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Claritas, LLC Claritas, a division of Nielsen, is a market research company that provides information resources and solutions for companies engaged in consumer and business-to-business marketing activities. |
Telecom & Media | Current | |
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KLDiscovery KLDiscovery (formerly known as LDiscovery, LLC and KrolLDiscovery) offers a full scope of E-Discovery and related solutions to corporations, law firms and government agencies. |
Technology & Business Services | Current | |
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Net Health Systems Net Health Systems is a SaaS provider of cloud-based clinical documentation, practice management, and billing solutions for specialized outpatient healthcare providers. |
Technology & Business Services | Current | |
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NetMotion, Inc. NetMotion is a provider of mobile performance management software designed to manage, optimize, accelerate, and secure all traffic to mobile devices across any network, application or operating system. |
Technology & Business Services | Current | |
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PrimeFlight Aviation Services, Inc. Founded in 2001, PrimeFlight is a mid-sized provider of terminal services, aircraft appearance, and ground handling to major airlines and airports in the U.S. PrimeFlight operates in 49 airports and has more than 5,000 employees. |
Aerospace, Defense & Government Services | Current | |
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SEACOR Marine Holdings Inc. SEACOR Marine LLC, a transportation and offshore services company, operates a fleet of offshore marine support vessels. |
Infrastructure | Current | |
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Thomas Scientific, LLC Thomas Scientific is a distributor of laboratory supplies and equipment to the scientific, research, and academic communities. |
Industrial | Current | |
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United Road Services United Road Services is a leading provider of transportation and logistics services in North America. |
Transportation | Current |
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 | Invested | Status | |
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Air2Web, Inc. Air2Web, Inc. is a developer of mobile messaging and marketing applications and services. |
Technology & Business Services | Exited | |
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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. |
Consumer & Retail | Exited | |
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Archive Systems Archive Systems provides services that automate and streamline complex processes to manage the flow of document-based work. |
Technology & Business Services | Exited | |
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Authentix, Inc. Authentix, Inc. is a science and technology company that researches, develops and supplies authentication products and services for a full suite solution. |
Technology & Business Services | Exited | |
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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). |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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Comark Building Systems, Inc. Comark Building Systems is a manufacturer of custom commercial modular buildings. |
Industrial | Exited | |
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Elenza, Inc. (formerly Ocular Optics, Inc.) Elenza, Inc. (formerly Ocular Optics, Inc.) was formed to commercialize the use of electro-active optics in surgical ophthalmology applications. Elenza’s product concept is an electronic intraocular lens (IOL) which changes refractive index (i.e. corrective power) based on the patient’s viewing distance for use in patients with both presbyopia and cataracts. |
Healthcare | Exited | |
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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. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Aerospace, Defense & Government Services | Exited | |
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PixelOptics, Inc. PixelOptics, Inc. is a developer of a dynamic lens technology for use in eyeglasses. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Energy & Power | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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SchoolNet, Inc. SchoolNet, Inc. is the market leader in enterprise data management solutions for K-12 public school districts. |
Technology & Business Services | Exited | |
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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. |
Telecom & Media | Exited | |
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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. |
Consumer & Retail | Exited |
Launched in 1997 at $210 million, this fund invests growth capital in emerging technology companies in North America.
Investment | Industry | Invested | Status | |
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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. |
Technology & Business Services | Exited | |
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Blackboard, Inc. During the period of Carlyle's ownership, Blackboard, Inc. was a leading provider of enterprise software and services to the education industry. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Telecom & Media | Exited | |
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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. |
Technology & Business Services | Exited | |
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e-Numerate Solutions, Inc. During the period of Carlyle's ownership, e-Numerate Solutions, Inc. was a publishing application for numerical data. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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Grant Street Group During the period of Carlyle's ownership, Grant Street Group provided software infrastructure and a hosted service to enable its customers to conduct online auctions of fixed income securities. |
Technology & Business Services | Exited | |
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Heritage Health Systems, Inc. During the period of Carlyle's ownership, Heritage Health Systems, Inc. operated joint ventures with independent practice associations of physicians that market health plan products and contract with health insurers. The company was sold to Universal American Financial Corp. in May 2004. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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Ingenio During the period of Carlyle's ownership, Ingenio was the leading commerce platform for buying and selling live advice and information. |
Technology & Business Services | Exited | |
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Innovation Factory, The During the period of Carlyle's ownership, The Innovation Factory was an incubator of novel medical device technologies. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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Neptune Communications - Pacific Telecom During Carlyle's period of ownership, Neptune Communications - Pacific Telecom was engaged in the development, operation and maintenance of submarine fiber optic cable facilities. The Company was acquired by Global Crossing Limited in 1999. |
Telecom & Media | Exited | |
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Neptune Communications- Pacific Telecom Submarine fiber optic cable operator. |
Telecom & Media | Exited | |
NorthPoint Communications Group, Inc. NorthPoint Communications Group, Inc. is a national provider of high speed, local data network services. |
Telecom & Media | Exited | ||
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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. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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Sight Resource Corporation During the period of Carlyle's ownership, Sight Resource Corporation provided a full range of primary eye care products and services. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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US Business Exchange During the period of Carlyle's ownership, US Business Exchange provided M&A advisory services to small- and medium-sized businesses. |
Technology & Business Services | Exited | |
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Varsity Group, Inc. During the period of Carlyle's ownership, Varsity Group, Inc. was an online retailing company specializing in textbooks. |
Technology & Business Services | Exited |
Launched in 2001 at $602 million, this fund invests growth capital in emerging technology companies in North America.
Investment | Industry | Invested | Status | |
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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. |
Telecom & Media | Exited | |
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Acufocus, Inc. AcuFocus, Inc. is commercializing a novel surgical implant for the correction of presbyopia (age-related farsightedness). |
Healthcare | Current | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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Canesta, Inc. During the period of Carlyle's ownership, Canesta, Inc. provided "electronic perception" technology that sight-enables machines. |
Technology & Business Services | Exited | |
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Cellutions, Inc. Cellutions, Inc. was formed to commercialize a novel device-based treatment for the cosmetic appearance of cellulite. |
Healthcare | Exited | |
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CityNet Telecommunications, Inc. Metro-area broadband infrastructure provider |
Telecom & Media | Exited | |
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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. |
Technology & Business Services | Exited | |
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Compusearch Software Systems During the period of Carlyle's ownership, Compusearch was a provider of procurement software and services to the federal government market. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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Endius, Inc. During the period of Carlyle's ownership, Endius, Inc. was a developer and manufacturer of minimally-invasive spinal surgery tools. |
Healthcare | Exited | |
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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. |
Aerospace, Defense & Government Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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Proteus Digital Health Proteus Digital Health is developing products based on MEMS technology to improve congestive heart failure therapy. |
Healthcare | Current | |
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Remedy Health Media LLC Online media company focused on consumer-oriented heatlh care information and content. |
Telecom & Media | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Industrial | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Healthcare | Exited | |
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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. |
Technology & Business Services | Exited | |
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Ventaso, Inc. Ventaso, Inc. is a sales and marketing software company. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Technology & Business Services | Exited | |
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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. |
Consumer & Retail | Exited | |
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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. |
Telecom & Media | Exited |
Investment Approach
CEOF II is the primary repository for corporate investment opportunities in the United States and Canada requiring equity capital of $25 million to $200 million; commonly referred to as the "middle market". CEOF II 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 II 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 II, the investment team also manages a two predecessor funds, Carlyle U.S. Equity Opportunity Fund (CEOF) and Carlyle U.S. Growth Partners III (CGP III), a $605 million fund launched in 2006. CEOF and CGP III are fully invested at this time, so all new investment opportunities are pursued via CEOF II.
Team
Team Member | Title | Location | Industry |
---|---|---|---|
David Basto | Managing Director | New York, NY | |
Rodney S. Cohen | Managing Director | New York, NY | Generalist |
Will Darman | Managing Director | New York, NY | Generalist |
RJ David | Vice President | New York, NY | |
Adam Glucksman | Managing Director | New York, NY | Generalist |
Mina Kazanlieva | Principal | New York, NY | |
Charles S. Munzig | Principal | New York, NY | Generalist |
Peter O'Hagan | Managing Director | New York, NY | |
Drew Olian | Vice President | New York, NY | |
James C. Shillito | Principal | New York, NY | |
Adam Sokoloff | Managing Director | New York, NY | |
Jill Wight | Principal | New York, NY |
Case Study
Company | Industry | Acquired | Status | |
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Worldstrides | Consumer & Retail |
United States |
Exited |
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Worldstrides | Consumer & Retail |
United States |
Exited |
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Service King I | Technology & Business Services |
North America |
Exited |