The Carlyle Group Inc.(CG)

NASDAQ Global Select
Sector: Financial Services | Industry: Asset Management
The Carlyle Group Inc. logo

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

Latest News & Analysis

Carlyle Group's 2025 strategy: Portfolio shifts, market challenges, and strategic realignments impacting CG stock. Analysis of CGBD/CSL III merger, StandardAero stake reduction, and Energean deal termination. Oil price volatility and valuation face-off with AllianceBernstein.
Apr 9, 2025

Carlyle Group (CG): Merger Synergies, Portfolio Shifts, and Energy Market Challenges

Carlyle Group actively manages its portfolio in 2025, marked by the CGBD/CSL III merger, StandardAero stake reduction, and Energean deal termination.

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Carlyle Group's strategic shifts, including divestitures and deal terminations, and their impact on the market. Analysis of CG's portfolio rebalancing and future outlook.
Mar 25, 2025

Carlyle Group's Strategic Shift: Divestitures, Deal Terminations, and Market Impact

Carlyle Group navigates market dynamics through divestitures, deal terminations, and strategic investments amid energy and tech sector shifts.

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Carlyle Group's strategic financial moves: Analysis of divestitures, acquisitions, and market impact.
Mar 20, 2025

Carlyle Group (CG): Strategic Shifts, Dividends, and Market Impact

Carlyle Group navigates strategic shifts: SierraCol sale, Ampere acquisition, Bluebird Bio acquisition. Portfolio optimization and shareholder value are key.

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Carlyle Group stock analysis, IPO strategy, and market impact: Insights for investors.
Mar 13, 2025

Carlyle Group's Bluebird Bio Deal & IPO Strategy

Carlyle Group (CG) faces scrutiny over its Bluebird Bio deal, adapts to rate hikes, and plans IPOs amidst market volatility. A financial health and strategy analysis.

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Carlyle Group's 2025 strategy: IPOs, Market Volatility, and the Bluebird Bio Deal analysis and investment outlook
Mar 7, 2025

Carlyle Group (CG): IPOs, Market Volatility, and Bluebird Bio

Carlyle Group (CG) targets IPO exits, navigates volatility with a US-focused portfolio, and manages risks from the Bluebird Bio deal. Financial health is strong, but interest rate sensitivity and legal challenges merit investor attention.

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Carlyle Group: Financial performance, Bluebird Bio acquisition, and market outlook analysis.
Feb 28, 2025

The Carlyle Group: Financial Performance, Bluebird Bio Acquisition, and Market Outlook

The Carlyle Group navigates a dynamic market with strategic acquisitions and financial maneuvers. Key takeaways include strong performance in Carlyle Secured Lending and expansion into healthcare.

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The Carlyle Group analysis: market trends, investment strategies, and financial outlook.
Feb 27, 2025

The Carlyle Group: Latest Developments, Market Impact, and Analysis

Analysis of The Carlyle Group's latest developments, including financial performance, acquisitions, legal challenges, and market trends. Explore strategic initiatives and future outlook.

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Carlyle Group's strategic navigation through acquisitions, market volatility, and financial performance. Insights on secured lending, Bluebird Bio, Farmfront partnership, and investment strategies.
Feb 26, 2025

The Carlyle Group (CG): Analyzing Performance and Strategies

The Carlyle Group (CG) navigates acquisitions, legal challenges, and market volatility, demonstrating financial resilience and strategic diversification. Key developments analyzed.

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Carlyle Group's Market Navigation: Insights into investments, acquisitions, and financial analysis for informed decisions.
Feb 25, 2025

Carlyle Group: Bluebird Bio, India Investments, and Navigating Market Volatility

Analysis of The Carlyle Group's strategic moves, including the bluebird bio acquisition, India investments, and fixed income strategy. Exploring market impact and outlook.

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Carlyle Group's strategic moves in shifting market dynamics: acquisitions, divestitures, and financial performance analysis.
Feb 24, 2025

Carlyle Group: Strategic Moves, Market Impact, and Future Outlook

The Carlyle Group (CG) navigates market dynamics through strategic acquisitions, divestitures, and partnerships, impacting future growth. Key developments analyzed.

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Carlyle Group investment strategy: Analyzing market impact, diversification, and future outlook for investors in 2025.
Feb 21, 2025

Carlyle Group Investment Strategy: Navigating Fee Growth Slowdown and Private Credit Expansion

Carlyle Group is navigating a shifting landscape with slower fee growth and increased private credit reliance, impacting market performance.

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