Carlyle Group

Carlyle Group, founded in 1987, is a global alternative asset manager primarily focused on private equity, real assets, and market strategies. With over $81 billion in equity capital under management, the firm operates across various investment sectors, including leveraged buyouts, venture capital, real estate, and leveraged finance. Carlyle employs more than 575 investment professionals across 21 countries, overseeing a diverse portfolio that includes companies employing over 286,000 individuals worldwide. The firm has established multiple specialized funds, targeting sectors such as information technology, healthcare, and consumer products in regions spanning North America, Europe, and Asia. Carlyle's investment approach emphasizes long-term value creation, aiming for substantial capital appreciation by partnering with businesses and management teams to maximize their potential. This extensive network and commitment to diverse asset classes enable Carlyle to attract a broad base of institutional and private investors globally.

Jamie Adams

Managing Director

David Albert

Managing Director, Co-Head and Portfolio Manager

Jose Almeida

Operating Executive

Vipul Amin

Managing Director

Jeremy Anderson

Managing Director

Michael W. Arpey

Managing Director and Head of Investor Relations

James A. Attwood

Managing Director TMT team

Ruulke Bagijn

Head of Investment Solutions

Stephen W. Bailey

Managing Director

Dayne A. Baird

Managing Director

Katherine Barasch

Senior Associate

Jonathan Bard

Managing Director

David Basto

Managing Director

Wael Bayazid

Managing Director of Investor Relations

Marco De Benedetti

Managing Director, Partner and Co-Head of the Carlyle Europe Partners investment Advisory Team

Brian A. Bernasek

Managing Director and Head of Global Industrial and Transportation

Neeraj Bharadwaj

Managing Director, Global Private Equity

Wesley Bieligk

Managing Director

Wes Bieligk

Principal

David Bluff

Partner

Gregor P. Boehm

MD

Katey Bogue

Principal of Fund Management Business Systems and Enterprise Data

Timothy Bruning

Principal

Adam Buchwald

Principal

Andrew R. Burgess

Partner

James Burr

Managing Director and Co-Head of Global Financial Services

Curtis L. Buser

Chief Financial Officer

Jonathan Bylin

Managing Director of Investor Relations

Eric Byun

Managing Director

Han Chen

Partner, Asia Real Estate

Sungyong Choi

Managing Director of Investor Relations

Fernando Chueca

Managing Director

Peter J. Clare

Managing Director, Deputy Chief Investment Officer and Co-head of the U.S. Buyout

Brooke B. Coburn

MD, Deputy CIO and COO of Real Assets

Dan Cohn-Sfetcu

Managing Director

Jonathan E. Colby

Managing Director of Investor Relations

Matthew J. Coles

VP

Rahul Culas

Managing Director and Co-Head of Energy Mezzanine Opportunities Group

Andrew Curry

Managing Director of Investor Relations

Daniel D'Aniello

Co-Founder

David B. Daniel

Managing Director

William Darman

Managing Director

Prabu Davamanirajan

Managing Director and Chief Risk Officer of Global Market Strategies

Lauren Dillard

Managing Director and Head

Thorsten Dippel

Managing Director

Campbell R. Dyer

Partner of Us Buyout - Charlotte, MD and Co-Head of Global TMT

Cam Dyer

Co-Heads of the Global Technology, Media and Telecommunications

Tony Ecock

Managing Director

Leslie Eglin

Managing Director and Head of HR

Pedro de Esteban

Managing Director

Russell Farscht

Managing Director

Janine Feng

Managing Director

Jeffrey W. Ferguson

Managing Director and General Counsel

Paul Ferraro

Managing Director and Head of the Private Client Group

Francis Finelli

MD

Christopher Finn

MD & Global Head of Operations

Thomas Foussé

Managing Director, Investor Relations

Margaret Franks

Principal Global Energy Mezzanine

Erica Frontiero

Managing Director and Head of Capital Markets

Ian Fujiyama

Managing Director

Julius Genachowski

Managing Director

Nina Gong

Managing Director Asia Buyout

Glori Holzman Graziano

Managing Director

Le Guan

Principal Asia Buyout

Jeffrey Gui

Managing Director

Shelley Huchel Guiley

Managing Director of Investor Relations

Stephen Guillette

Partner

Jennifer S. Haaz

Principal

Daniel F. Harris

MD, Head of Public Market Investor Relations

Kara Helander

Managing Director, Chief Inclusion & Diversity Officer

Leo Helmers

Managing Director and Head of Carlyle Mezzanine Partners

Long Hoang

Director, Asian Private Equity

Sandra Horbach

Co Head US Buyout

Henry Hu

VP

Matthew Hunter

Managing Director Advising on Buyout Opportunities

Emily P. Van Huysen

Principal of Investor Services and Corporate Accounting - Arlington

Ian B. Jackson

MD of Distressed Debt and Partner

Renée James

Operating Executive

Mark Jenkins

Managing Director and Head of Global Credit

David E. Johnson

Managing Director

Sunil Kaul

Partner Asia Buyout

Hiroshi Kawahara

Managing Director

Douglas (Doug) Kinney

Managing Director of Investor Relations and Global Real Estate

Ken Kodaira

Managing Director, Investor Relations

Eric Kump

Managing Director and Partner

James E. Larocque

Principal

Gregory S. Ledford

Managing Director

Sanghyun Lee

Managing Director

Jeffrey Levin

Managing Partner GMS Finance

Chip Lippman

Managing Director

Wanlin Liu

MD

David Marchick

Managing Director and Global Head of External Affairs

Andrew Marino

Managing Director and Co-Head of Global Infrastructure Investing

Edward J. Mathias

Managing Director

Tomofumi Matsuyama

Managing Director, Buyout Advisory Team

Steven B. McDowell

VP

Eliot Merrill

Managing Director

David Mew

Principal

Heather Mitchell

MD, Partner for Investor Services and Legal – London and General Counsel for Investments

Shary Moalemzadeh

Managing Director and Co-Head

Charles C. Moore

MD

Firas Nasir

Managing Director and Co-Head

Gregory M. Nikodem

MD

Vikram Nirula

Managing Director

Joe O'Connor

Principal

Jumpei Ogura

Director

Hiroyuki Otsuka

Managing Director and Deputy Head of the Carlyle Japan Advisory Team

Adam J. Palmer

MD and Head of the Global Aerospace, Defense and Government Services Group

Grishma Parekh

Managing Director and Head of Carlyle Mezzanine Partners

Sang Pil (Philip) Park

Managing Director

Tyler Parker

Senior Associate

Marco Peschiera

Managing Director and Head of Peru Advising Team

Alex Popov

Managing Director

Julian Rampelmann

Principal

Venugopal Rathi

MD

John C. Redett

Managing Director and Co-Head

Carlos Robles

Director

Steve Rosengarten

Director

David Mark Rubenstein

Co-Founder and Co-Chairman

Todd Ruggini

Principal

Edward V. Samek

MD

Jay Sammons

Managing Director and Head of Global Consumer and Retail

Genevieve Sangudi

Managing Director

Erik Savi

Managing Director - Global Head of Infrastructure Debt

Ben Schryber

Managing Director

Dennis Schulze

MD

Sarah Schwarzschild

Managing Director Metropolitan Real Estate

Patrick Thomas Siewert

MD

Daniel Sterenberg

Managing Director

Jiyuan Sun

Managing Director and Head of China Government and Regulatory Affairs

Candice Szu

Principal

Peter Taylor

Managing Director, Co-head of Global Infrastructure

Takaomi Tomioka

Managing Director and Co- Head of Carlyle Japan Advisory Team

David Tung

Managing Director of Investor Relations

Alex Wagenberg

Managing Director, Partner, Carlyle Europe Partners (CEP) investment advisory team, & Executive, UK and Iberian - European Buyout fund

Elliot J. Wagner

Managing Director

Michael Wand

Head of Europe Private Equity & Managing Director

Evie Wen

Principal

Jill Wight

Principal

Stephen Wise

Managing Director and Head

Kazuhiro Yamada

Managing Director & Co-Head of Carlyle Japan Advisory Team

Xiang-Dong (X.D.) Yang

Managing Director and Co-Head

Tyler Zachem

Managing Director and Co-head

Jonathan Zafrani

MD

Gregory Zeluck

Managing Director

Aaron Zhang

Principal

David Kenneth Zwiener

Operating Executive, Global Financial Services Group

Past deals in New Jersey

Four Spring Capital Trust

Private Equity Round in 2021
Four Springs Capital Trust is a United States-based real estate investment trust that specializes in acquiring and managing a diversified portfolio of single-tenant net lease properties. Founded in 2012 and headquartered in Lake Como, New Jersey, the firm focuses on industrial, medical, retail, and office properties leased to high-quality tenants. These properties typically feature remaining lease terms of over ten years, along with contractual rent increases, which provide a stable income stream. Through its strategy, Four Springs Capital Trust aims to build a robust and diversified tenant base, ensuring steady returns for its investors.

Indegene

Private Equity Round in 2021
Indegene is a company that supports global healthcare organizations in overcoming complex challenges to enhance health and business outcomes. The firm specializes in delivering technology-driven clinical, medical, and commercial solutions tailored for the healthcare sector. By leveraging innovative approaches, Indegene aims to improve the efficiency and effectiveness of healthcare delivery, ultimately contributing to better patient outcomes and operational performance for its clients.

Indegene Lifesystems

Secondary Market in 2021
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Thomas Scientific

Acquisition in 2017
Thomas Scientific is a fast-growing distributor of laboratory products and equipment used by the scientific and research community. Thomas Scientific distributes nearly 700,000 products from more than 800 suppliers to over 9,000 customers in all 50 states and internationally. Products include laboratory equipment, consumables, chemicals, and safety products.

Essential Power

Acquisition in 2016
Essential PowerTM (formerly known as North American Energy Alliance) is a wholesale power generator and marketer providing electric energy safely, reliably and affordably, with minimal environmental impact. Because many of our generating facilities can start and achieve full power in just 30 minutes or less, we provide power on demand. We call this Power NOW Generation. This ability to rapidly meet power demand not only protects the power grid, it also supports the expansion of renewable energy resources such as wind and solar, which are intermittent resources. Our rapid start-up ability helps improve the environment in the regions our power plants serve, allowing people to enjoy plentiful, uninterrupted supplies of cleaner electricity. While we are headquartered in Princeton, New Jersey, all of our company’s power stations are located in two of the most well-developed power markets in North America: the PJM and ISO-New England regional transmission organizations, which serve the Mid-Atlantic and Northeastern United States.

Catapult Learning, LLC

Debt Financing in 2012
Catapult Learning, LLC is an educational services provider that specializes in instructional intervention and professional development solutions. Founded in 1976 and based in Camden, New Jersey, the company offers a range of programs designed to enhance academic achievement for students facing various challenges. These programs include STEM, reading and literacy intervention, math intervention, tutoring, summer school, special education, and alternative education. Catapult Learning also focuses on professional development for educators, aiming to build teacher and leadership capacity through evidence-based practices. The company serves a diverse clientele, including private and religious schools, public schools, and military programs, and collaborates with over 500 school districts across the United States, including many of the largest districts. Formerly known as Sylvan Education Solutions, LLC, the company rebranded in May 2004.

Archive Systems

Series B in 2007
At Archive Systems, their vision is to change the way organizations view document processing by enabling them to virtualize the back office. The company was founded in 1991 to address the demands of businesses overwhelmed with paper and seeking a records storage company to solve their paper storage issues. In 1998, they pioneered the first services-based, on-demand document management solution, ASPEN 360. The Virtual File Room Edition allows organizations to image and access a wide range of content including HR employee records and I-9 forms as well as legal documents and leases.The product includes ASPEN 360 Paper Virtualization Center, which removes from the client all tasks associated with document imaging, data capture, document classification, indexing, and OCR. Their records management services include everything from business records storage and document shredding to offsite data storage and document conversion. With a network of owned and operated Record Centers complete with barcode tracking, system-driven workflows and sophisticated records management systems, they ensure that your records are well protected, yet easily accessible when needed.

Universal Industrial Sales

Acquisition in 2003
Jersey City-based auto parts maker

Skila

Venture Round in 2000
Skila is an internet company providing business intelligence and eKnowledge solutions for the pharmaceutical and biotechnology industries.