The Carlyle Group

The Carlyle Group is a global alternative asset manager founded in 1987, specializing in private equity, real assets, and investment solutions. The firm invests in both early and later-stage companies across various sectors, focusing on leveraged buyouts, venture and growth capital, real estate, and leveraged finance investments. Carlyle aims to achieve attractive risk-adjusted returns by investing significant capital into businesses and management teams, emphasizing long-term value creation strategies to enhance the potential of its portfolio companies. Through its diverse investment approach, Carlyle seeks to deliver substantial capital appreciation and maintain a strong presence in the global financial markets.

Jamie Adams

Managing Director

Siddhartha Ahluwalia

Managing Director

Michael W. Arpey

Managing Director

Stephen Bailey

Managing Director and Partner

Basto, David

Managing Director

Riddhi Bhalla

Managing Director

Joseph Bress

Managing Director, US Buyout, Healthcare Group

Timothy Broadbent

Managing Director

Massimiliano Caraffa

Managing Director - Partner; Head of Consumer, Media and Retail Europe

Cheroo, Pranai S.

Principal

Fernando Chueca

Managing Director

Leona Clague

Structured Finance Investing

William E. Conway, Jr.

Co-Founder and Interim CEO and Co-Chairman of the Board

Sarah Epps

Principal

Pedro De Esteban

Managing Director

Ashley Evans

Managing Director

Min Fang

Vice President

David FitzGerald

Managing Director

Erica Frontiero

Managing Director, COO, Carlyle Global Capital Markets

Fujiyama, Ian I.

Managing Director and Head of Global Aerospace and Government Services

Julius Genachowski

Managing Director and Partner

Martin Glavin

Managing Director

Michael Hart

Managing Director

Brian W. Hayhurst

Managing Director

Kara Helander

Managing Director, Chief Inclusion and Diversity Officer

Kenneth A. Hersh

Deputy Chief Investment Officer, Business

Holland, Jeffrey C.

Managing Director, Head of the Private Client Group

James, Renee J.

Operating Partner

Andrew Kapp

Partner and Managing Director, Global Infrastructure Group

William Kennard

Managing Director

Katie Kiewel

Junior Analyst

Tom Levy

Managing Director, US Real Estate

Liu, Wanlin

Managing Director

Bob Maguire

Partner, International Energy

Brian Marcus

Managing Director, Global Credit

Tanaka Maswoswe

Managing Director

Tomofumi Matsuyama

Managing Director

Patrick McCarter

Managing Director

Kevin McCarthy

Managing Director, Power

William McMullan

Managing Director

Eliot Merrill

Managing Director

Moalemzadeh, Shary

Managing Director and Co-Head

Gregory Nikodem

Managing Director

Guido Funes Nova

Managing Director

Elchi Nowrojee

Principal

Hiroyuki Otsuka

Managing Director and Deputy Head of Japan (Partner)

Pardo Rojo, Mario

Managing Director, Europe Buyout

Plackter, Richard

Principal

Marcel Van Poecke

Managing Director, Carlyle International Energy Partners

Lubna Qunash

Managing Director

Ian Read

Operating Executive for Global Healthcare

Bruce Rosenblum

Managing Director

Saito, Genta

Director

Jeannine Santarelli

Managing Director, Human Capital Management

Michael Savage

Principal - Global Financial Services Buyout

Robert Schmidt

Managing Director

James Shillito

Principal, Carlyle Equity Opportunity Fund

Robert G. Stuckey

Managing Director

Taylor, Peter

Managing Director and Fund Co-Head

Bondarovschi, Alex Wagenberg

Managing Director and Partner

Qixian Wang

Managing Director

Michael Washecka

Principal

Youngkin, Glenn A.

COO

Jonathan Zafrani

Managing Director

Aaron Zhang

Director

Justin H. Zhou

Director

Past deals in Asset Management

Apex Group

Private Equity Round in 2022
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

Apex Group

Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

1E

Acquisition in 2021
1E develops an autonomous digital employee experience platform designed to proactively address IT issues. The platform enhances end-user computing and IT service desk operations by predicting and resolving user frustrations, thereby improving overall employee productivity. It offers a range of solutions including digital experience monitoring, employee engagement, real-time remediation, and unified endpoint management. Additionally, 1E provides software asset intelligence and management for remote work environments, enabling clients to gain visibility and control over all endpoints. This approach aims to enhance employee experiences while simultaneously reducing costs and increasing security.

AMP Solar Group

Private Equity Round in 2021
They build, own and operate clean energy assets both behind and in front of the meter. Their solutions, managed by proprietary, technology-enabled risk management tools, allow us to provide dispatchable, affordable and resilient clean power to enhance system reliability and security for their customers and the grid.

Apex Group

Private Equity Round in 2020
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

Livingstone Group

Acquisition in 2018
Livingstone Group specializes in software optimization and cloud asset management, assisting large and complex organizations globally in understanding and managing their software consumption and associated liabilities. By minimizing costs while enhancing both visibility and availability, Livingstone aims to improve its clients' software management strategies. The company is recognized for having the largest team of software licensing experts, covering all major software publishers. Additionally, Livingstone employs its proprietary LUCE technology to support internal teams and deliver Effective Licensing Positions (ELPs) to its customers, ensuring they can navigate the complexities of software licensing effectively.

Metropolitan Real Estate

Acquisition in 2013
Metropolitan Real Estate Equity Management, LLC is a real estate investment firm established in 2002, headquartered in New York, with additional offices in San Francisco and London. The firm specializes in fund of funds investments, catering primarily to institutional and high net worth investors. It manages private domestic and international real estate funds and has a focus on closed-end private equity multi-manager funds. Metropolitan Real Estate has built a reputation for offering tailored investment solutions that emphasize long-term value-add and opportunistic strategies. In 2013, it became a subsidiary of The Carlyle Group, and as of 2021, it operates under BentallGreenOak (U.S.) L.P. The firm continues to maintain its branding and management style while delivering comprehensive advisory services in the real estate sector.

The TCW Group

Acquisition in 2012
The TCW Group is a Los Angeles-based asset management firm founded in 1971, with over four decades of investment experience. It offers a diverse range of products, including fixed-income, equities, emerging markets, and alternative investments. The firm manages one of the largest mutual fund complexes in the United States, serving a wide array of clients such as corporate and public pension plans, financial institutions, endowments, foundations, financial advisors, and high-net-worth individuals. TCW also provides debt facilities, including senior and secured debt, mezzanine financing, and recapitalization services for acquisition financing, buyouts, and growth capital. The firm operates globally, with offices in major financial centers including New York, Boston, Chicago, London, Hong Kong, and Tokyo.
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