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 Virginia

Fermata, LLC

Venture Round in 2022
Fermata, LLC, operating as Fermata Energy, is an energy technology company headquartered in Charlottesville, Virginia. Founded in 2010, Fermata specializes in vehicle-to-grid (V2G) technology, utilizing the battery capacity of parked electric vehicles to enhance energy storage for the electricity grid. By employing bi-directional chargers and advanced software, the company transforms electric vehicles into valuable energy storage assets, allowing their batteries to provide services to the power grid. This innovative approach capitalizes on the fact that electric vehicles are often idle, turning them into underutilized resources with minimal additional cost. Fermata's solutions not only support the transition to renewable energy but also offer vehicle owners a potential reduction in ownership costs through shared grid storage revenue. The company's technology is designed to facilitate the adoption of electric vehicles while aiding utilities and grid operators in addressing climate change, improving resilience, and reducing energy costs.

Two Six Technologies

Acquisition in 2021
Two Six Technologies is a high-growth company providing cybersecurity and advanced technology solutions for national security customers. The company delivers R&D, innovation, productization, and implementation expertise in cyber, data science, mobile, microelectronics, and information operations. Additionally, it offers a family of operationally deployed products including Pulse, IKE, SIGMA, 8Wire, and others. Major customers include DARPA, Department of State, U.S. Cyber Command, Department of Homeland Security, and the broader Department of Defense and Intelligence Community. Headquartered in Arlington, Virginia, Two Six Technologies has over 285 employees and a global operational footprint that includes a technical presence in more than 40 countries, coupled with native proficiency in more than 20 languages.

Unison Software

Acquisition in 2020
Unison is a provider of procurement, supply chain, and contract management software to Federal government agencies and government contractors.

The Hilb Group

Acquisition in 2019
The Hilb Group is a prominent insurance agency based in Richmond, Virginia, specializing in risk management, insurance, and employee benefit consulting services. With a focus on the middle market, the company operates 35 offices across several states, including Florida, Georgia, Kentucky, Maryland, New York, North Carolina, Tennessee, Texas, Virginia, and West Virginia. The Hilb Group aims to expand its presence through targeted acquisitions within the insurance brokerage sector and is backed by the private equity firm ABRY Partners.

KLDiscovery

Venture Round in 2018
KLDiscovery provides technology-enabled services and software to help law firms, corporations, government agencies, and consumers solve complex data challenges.

Novetta Solutions

Acquisition in 2015
Novetta Solutions is a professional services firm based in the Washington, DC area. They specialize in providing innovative, mission-critical technology products and solutions to the Intelligence Community, Department of Defense and other organizations working with massive quantities of data. The company was formed in March 2012 through the merger of [White Oak Technologies, Inc.](http://www.crunchbase.com/financial-organization/white-oak-technologies) and FGM Inc.

Primesport

Secondary Market in 2015
PrimeSport is the leader in providing direct access to the biggest sporting events on the planet, offering tickets, travel, hospitality, and VIP experiences for corporations, professional sports teams and fans. PrimeSport's extensive experience in sports travel, hospitality and ticketing has allowed the company to form long term, official partnerships with some of the largest sporting events and organizations in the country. As a result, PrimeSport can provide more exclusive access to more events than any other company in the industry. Official partnerships include select NCAA® Championships including the NCAA Men’s Final Four®, Men’s College World Series®, NCAA Women's College World Series®, NCAA Women’s Final Four® and NCAA Men’s Frozen Four®, multiple NFL teams, Rose Bowl, BCS National Championship, Sugar Bowl, Alamo Bowl, Orange Bowl, Liberty Bowl, Capital One Bowl, Russell Athletic Bowl, Chick-fil-A Bowl, Chick-fil-A Kickoff Game, State Farm Champions Classic, Jimmy V Classic, Wrangler National Finals Rodeo, ACC Football Championship, ACC Men’s Basketball Tournament, Feld Motor Sports. over forty universities including: Arizona, Arkansas, Clemson, Illinois, Indiana, Kansas State, Ole Miss, N.C. State, Nebraska, Ohio State, Oklahoma, Oregon, South Carolina, West Virginia, Washington, and more, eighteen NASCAR speedways including: Daytona International Speedway, Talladega Super Speedway, Indianapolis Motor Speedway, Texas Motor Speedway, Las Vegas Speedway and more.

Primesport

Acquisition in 2015
PrimeSport is the leader in providing direct access to the biggest sporting events on the planet, offering tickets, travel, hospitality, and VIP experiences for corporations, professional sports teams and fans. PrimeSport's extensive experience in sports travel, hospitality and ticketing has allowed the company to form long term, official partnerships with some of the largest sporting events and organizations in the country. As a result, PrimeSport can provide more exclusive access to more events than any other company in the industry. Official partnerships include select NCAA® Championships including the NCAA Men’s Final Four®, Men’s College World Series®, NCAA Women's College World Series®, NCAA Women’s Final Four® and NCAA Men’s Frozen Four®, multiple NFL teams, Rose Bowl, BCS National Championship, Sugar Bowl, Alamo Bowl, Orange Bowl, Liberty Bowl, Capital One Bowl, Russell Athletic Bowl, Chick-fil-A Bowl, Chick-fil-A Kickoff Game, State Farm Champions Classic, Jimmy V Classic, Wrangler National Finals Rodeo, ACC Football Championship, ACC Men’s Basketball Tournament, Feld Motor Sports. over forty universities including: Arizona, Arkansas, Clemson, Illinois, Indiana, Kansas State, Ole Miss, N.C. State, Nebraska, Ohio State, Oklahoma, Oregon, South Carolina, West Virginia, Washington, and more, eighteen NASCAR speedways including: Daytona International Speedway, Talladega Super Speedway, Indianapolis Motor Speedway, Texas Motor Speedway, Las Vegas Speedway and more.

Vubiquity

Private Equity Round in 2012
Vubiquity, Inc. is a leading global provider of multiplatform video services, managing over 28,000 hours of content monthly from more than 340 content providers. The company connects with approximately 75 million households through nearly 300 service providers across 39 territories and 15 languages. Vubiquity's offerings include Video On Demand (VOD), advanced advertising services, creative services, and data analytics, which facilitate the programming, management, and delivery of video content across various devices such as set-top boxes, smartphones, tablets, and smart TVs. Additionally, Vubiquity provides subscriber authentication and authorization, as well as support for linear and pay-per-view services, enhancing the viewing experience for users. Originally known as Avail Media, the company was rebranded as Vubiquity in 2013 and is based in Burbank, California, operating as a subsidiary of Amdocs Limited.

PixelOptics

Series D in 2011
PixelOptics was founded in 2005 as the world's first composite lens company. Their unique and proprietary approach to lens design combines sound lens design principles and well-known, proven lens materials to create entirely new categories of eyeglass lenses.

ELENZA

Series B in 2011
ELENZA, Inc. develops and commercializes electro-active AutoFocal intraocular lens (IOL) to address the cataract extraction market and future opportunities associated with the correction of presbyopia. Its electro-active accommodating IOLs are used for the correction of near, intermediate, and distance vision in patients. The company was formerly known as Ocular Optics, Inc. ELENZA, Inc. was incorporated in 2008 and is based in Roanoke, Virginia with an additional office in Zürich, Switzerland.

ELENZA

Series B in 2008
ELENZA, Inc. develops and commercializes electro-active AutoFocal intraocular lens (IOL) to address the cataract extraction market and future opportunities associated with the correction of presbyopia. Its electro-active accommodating IOLs are used for the correction of near, intermediate, and distance vision in patients. The company was formerly known as Ocular Optics, Inc. ELENZA, Inc. was incorporated in 2008 and is based in Roanoke, Virginia with an additional office in Zürich, Switzerland.

PixelOptics

Series C in 2008
PixelOptics was founded in 2005 as the world's first composite lens company. Their unique and proprietary approach to lens design combines sound lens design principles and well-known, proven lens materials to create entirely new categories of eyeglass lenses.

ELENZA

Series A in 2008
ELENZA, Inc. develops and commercializes electro-active AutoFocal intraocular lens (IOL) to address the cataract extraction market and future opportunities associated with the correction of presbyopia. Its electro-active accommodating IOLs are used for the correction of near, intermediate, and distance vision in patients. The company was formerly known as Ocular Optics, Inc. ELENZA, Inc. was incorporated in 2008 and is based in Roanoke, Virginia with an additional office in Zürich, Switzerland.

PixelOptics

Series B in 2008
PixelOptics was founded in 2005 as the world's first composite lens company. Their unique and proprietary approach to lens design combines sound lens design principles and well-known, proven lens materials to create entirely new categories of eyeglass lenses.

HealthCentral

Post in 2008
HealthCentral operates a network of over 30 websites focused on various health conditions, wellness, and general health topics, including allergy, bipolar disorder, cholesterol, and high blood pressure. These platforms offer users access to medical news, videos, and community interactions, as well as reputable resources like Harvard Health Publications. In addition to its online presence, HealthCentral produces the nationally syndicated television show "Medical Breakthroughs with Dr. Dean Edell." Founded in 1999 and based in Arlington, Virginia, HealthCentral was originally known as ChoiceMedia, Inc. The company has undergone significant investment changes since its acquisition in 2005 by various firms, including Polaris Venture Partners and The Carlyle Group, with a notable minority stake acquired by IAC. HealthCentral competes with other health information providers such as WebMD and RevolutionHealth.

PixelOptics

Series B in 2007
PixelOptics was founded in 2005 as the world's first composite lens company. Their unique and proprietary approach to lens design combines sound lens design principles and well-known, proven lens materials to create entirely new categories of eyeglass lenses.

PixelOptics

Series A in 2006
PixelOptics was founded in 2005 as the world's first composite lens company. Their unique and proprietary approach to lens design combines sound lens design principles and well-known, proven lens materials to create entirely new categories of eyeglass lenses.

Compusearch

Acquisition in 2005
Compusearch Software Systems, Inc., now known as Unison Software, Inc., specializes in developing cloud and on-premise software solutions tailored for program office, acquisition, financial assistance, and government contract professionals in the United States. The company's offerings encompass a comprehensive program management suite that aids in managing contract deliverables, mitigating risks, and monitoring budgets. Additionally, it provides acquisition modules for various administrative and planning functions, as well as financial assistance modules that facilitate grants and performance monitoring. The contract lifecycle management solutions help ensure compliance with federal regulations. Unison also offers training and professional services, including data science and system implementation. Founded in 1983 and headquartered in Dulles, Virginia, the company has expanded its presence with offices in Tysons Corner, Virginia; Clearfield, Utah; and San Diego and Los Angeles, California.

BNX Systems

Private Equity Round in 2004
BNX Systems is a provider of enterprise-wide Controlled Access Management. The flagship BNX Authenticated Sign-On solution offers organizations a stronger and more efficient method of user log-on that streamlines access to critical applications. This patented solution minimizes user and IT interaction for application access, yielding high productivity and rapid return on investment.

Blackboard

Venture Round in 2001
Blackboard is a leading provider of education technology and solutions, specializing in software designed for various educational sectors, including higher education, K-12, corporate training, and government organizations. Founded in 1997 and headquartered in Reston, Virginia, the company offers a comprehensive suite of products that enhance teaching and learning experiences. Key offerings include Blackboard Learn, a platform for academic management; Blackboard Collaborate, which facilitates interactive learning; and Blackboard SafeAssign, a plagiarism detection tool. Additionally, Blackboard provides solutions for analytics, accessibility, and community engagement, such as Blackboard Ally and Blackboard Engage. The company also features Blackboard Connect, a mass notification service that streamlines communication for educational institutions. With a global presence and a commitment to improving educational outcomes, Blackboard supports millions of students and educators worldwide through innovative technology and services.

The .Com Group

Series A in 2000
The .Com Group is an Internet solutions provider serving corporations, non-profits and government agencies. Their focus is on helping clients optimize their Internet systems to accomplish their goals. Their solutions provide increased sales, lower operating costs, and more satisfied customers.

Blackboard

Venture Round in 2000
Blackboard is a leading provider of education technology and solutions, specializing in software designed for various educational sectors, including higher education, K-12, corporate training, and government organizations. Founded in 1997 and headquartered in Reston, Virginia, the company offers a comprehensive suite of products that enhance teaching and learning experiences. Key offerings include Blackboard Learn, a platform for academic management; Blackboard Collaborate, which facilitates interactive learning; and Blackboard SafeAssign, a plagiarism detection tool. Additionally, Blackboard provides solutions for analytics, accessibility, and community engagement, such as Blackboard Ally and Blackboard Engage. The company also features Blackboard Connect, a mass notification service that streamlines communication for educational institutions. With a global presence and a commitment to improving educational outcomes, Blackboard supports millions of students and educators worldwide through innovative technology and services.

BioNetrix Systems Corp

Series B in 2000
BioNetrix Taps Dell Managed Service Veteran To Lead Company’s New Authentication Service Provider Business.