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INVESTING TO BUILD BETTER BUSINESSES
Financial Services

Carlyle’s Global Private Equity investment team has an established history of investing in Financial Services companies for over a decade, with deep sector specialization across our global platform. We believe Financial Services is a critical industry for investment due to its significant contribution to the global economy and financial market. The Financial Services industry is constantly evolving within various sub-sectors throughout the changing global landscape. We leverage our deep industry expertise, vast global network, and experienced team to partner with companies to drive growth and strengthen management teams.

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Sector Strategy and Approach

We have developed differentiated and successful partnerships with global businesses in the Financial Services industry sub-sectors, including insurance and insurance-related services, business services, asset and wealth management, financial technology, and depository institutions and specialty finance companies.

Our team is highly selective in our partnerships, yet flexible on investment size (from $200 million to more than $2 billion), form (minority or majority), and growth stage, which gives us the opportunity to work with great companies regardless of their size or current capital needs.

Working with the executive teams of our portfolio companies, Carlyle excels in driving performance through multiple levers of value creation, including international expansion, new product development, M&A, and strategic positioning strategies. Our investment strategy is underpinned by several key themes within the financial services industry, including:

  • Increasing affluence and focus on financial inclusion in emerging economies.
  • Strong underlying market tailwinds.
  • Increased demand for independent advisory and services firms.
  • Enhanced financial and retirement advice driven by near-term demographic shifts.
  • Shift to specialized FinTech solutions providers.
  • Continued need for innovation within finance businesses.

Financial Services Portfolio Companies

Carlyle strives to be the partner of choice for founders and management teams focused on global, investment-led growth and commercial excellence opportunities.

Ant Financial

Industry
Financial Services
Invested
Status
Current
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Athena Art Finance Corp.

Industry
Financial Services
Invested
Status
Exited
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BenefitMall

Industry
Financial Services
Technology
Invested
Status
Current
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Calastone

Industry
Financial Services
Technology
Invested
Status
Current
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Meet The Team

Global Financial Services Team

Our experienced global team includes dedicated investment professionals based in the Americas, Europe, and Asia who have extensive experience working with companies in both developed and emerging markets. We also consult with Operating Executives and Senior Advisors with extensive knowledge and significant subject-matter expertise to help build and execute upon unique value creation plans for Carlyle’s portfolio companies.

Managing Director, Head of Global Financial Services
New York, NY
Managing Director
New York, NY
Managing Director
New York, NY
Managing Director
New York, NY
Managing Director
Beijing, China
Director
London, UK
Vice President
New York, NY
Operating Executive
Senior Advisor
impact review 2022
From Data to Action

Better Impact, Better Results

Our 2022 Impact Review highlights Carlyle's approach to capturing opportunities around the global energy transition, as well as our efforts to advance diversity, equity, and inclusion within our spheres of influence.