The Carlyle Group

• The Carlyle Group is an American multinational private equity, alternative asset management and financial services company. It specializes in corporate private equity, real assets, and private credit.
• $217 billion of assets under management across 4 core business segments and 392 investment vehicles.
• Founded in 1987 in Washington D.C their global team today comprises over 1,775 professionals operating in 32 offices across 6 continents.
• Their mission is to drive long-term value for our investors, companies, shareholders, people and communities.
• The four segments that they operate in are – corporate private equity, real assets, investment solutions & global credit.
• It focuses on 10 core industries in which it believes it can provide deep expertise and have a competitive edge over others. It also values depth over breadth.
• In 2005, it opened a new office in Mumbai. The Mumbai office houses seven investment professionals who conduct growth capital and buyout deals throughout India.
• These two teams of seven invest out of three separate funds, totaling $1 billion in assets.
• The team invests out of Carlyle’s two Asia growth capital funds, which have $323 million in equity commitments. These funds make investments throughout Asia, including India.
• The team invests out of Carlyle’s one Asia buyout fund, which has $750 million in equity commitments.

Carlyle’s investment philosophy is to partner with great companies and management teams, providing them with tools and resources to create value and grow. It uses its One Carlyle global network, deep industry knowledge, executive operations group and portfolio intelligence to create and execute a customized value creation plan for each of our corporate private equity and real asset investments.

Process

Global investment resources delivers strategic and operational support to Carlyle investment teams and portfolio companies in two key areas—transaction resources and portfolio resources.

Transaction Resources: The team provides Carlyle’s investment professionals with project-based support and technology solutions to leverage the firm’s resources and relationships generating a competitive edge in sourcing, diligence and deal execution. For investment teams, this means working with trusted internal advisors who can deliver: insight and data on historical transactions during diligence; competitive positioning in a bid process; and differentiated revenue growth or performance improvement opportunities that leverage Carlyle’s resources.

Portfolio Resources: Once Carlyle invests in a portfolio company, the team offers an array of value-added services and capabilities that can be tailored to support the investment. The team focuses on strategy & revenue growth, performance improvement and corporate intelligence & support.
 

• Strategy & Revenue Growth: Working directly with portfolio company management, the team supports business development strategy & planning, new customer acquisition and international market expansion.
   
• Performance Improvement: The team provides tools for portfolio companies to create value through operational performance improvement and leveraged purchasing support including: negotiating master service agreements and preferred vendor relationships that leverage the scale of Carlyle’s portfolio; and developing and disseminating best practices for common areas of cost such as indirect purchasing, information technology, real estate & energy, labor & health benefits, and insurance & treasury.
   
• Corporate Intelligence & Support: Portfolio companies can access Carlyle’s internal research, communications and government affairs teams on issues relating to macroeconomic forecasting, marketing/branding and the changing regulatory environment.