Carlyle Group

Ocorian is a provider of comprehensive fund administration, corporate services, and compliance solutions tailored to meet the needs of asset managers, financial institutions, corporations, and private clients. The company specializes in a wide range of services, including entity management, regulatory support, incorporation, accounting, tax assistance, compliance monitoring, and regulatory reporting. By offering these diverse services, Ocorian enables clients to effectively manage the complexities associated with their assets and operations, ensuring they remain compliant and well-supported in their financial activities.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Exiger LLC is a governance, risk, and compliance (GRC) firm founded in 2013 and headquartered in New York, New York. The company specializes in providing technology-enabled risk and compliance services to heavily regulated industries, including financial institutions, defense contractors, critical infrastructure organizations, and government agencies. Exiger's offerings encompass a wide range of services, such as compliance program design, risk assessments, investigations involving anti-money laundering and fraud, and government compliance support. Additionally, the firm provides due diligence services for mergers and acquisitions, initial public offerings, and immigration matters. Exiger also designs and implements data-driven software solutions to enhance its service delivery, helping clients to effectively manage compliance challenges and mitigate risks.

Evolution Funding Limited is a motor finance brokerage based in Chesterfield, United Kingdom, established in 2002. Operating under the brand My Car Credit, the company provides online credit solutions and offers credit score and eligibility checking through My Car Credit Score. It has evolved from a traditional brokerage into a technology-driven platform that connects car dealers and auto finance providers with various lenders. With a network of over 4,500 approved dealer partners, Evolution Funding supplies market-leading motor finance products and a suite of digital technologies, including pre-screening and lead generation tools. This focus on technology enables the company to enhance customer experience and support its partners in effectively selling vehicles.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

CBAM Partners is an alternative investment management firm and SEC-registered investment adviser established in 2016 by Don Young, Mike Damaso, and Jay Garrett. As a part of Eldridge Industries, the firm manages over $8.9 billion in assets and focuses on providing investment opportunities across the credit spectrum for institutional clients. CBAM offers a range of services, including separately managed accounts, collateralized loan obligations, and private funds. The firm invests throughout the capital structure, from senior secured debt to common equity, ensuring efficient and timely financing solutions tailored to the needs of its clients.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Abrigo, Inc. specializes in developing software solutions and consulting services tailored for community banks and credit unions. Founded in 2000 and based in Austin, Texas, the company offers a comprehensive product suite that includes tools for detecting and reporting money laundering, managing fraud risk, automating secure wire processing, and assessing commercial real estate loan portfolios. Additionally, Abrigo provides Relationship Manager, a business intelligence tool that harnesses transactional data to enhance cross-selling and customer retention, and an SBA Lending solution designed to empower community institutions to compete effectively with online lenders. Abrigo Connect, another key offering, serves as a reporting and data visualization application. The company is committed to helping its clients navigate the complexities of regulatory requirements and competitive pressures while driving growth and increasing operational efficiency.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Neogov is a prominent provider of workforce management software tailored specifically for the public sector, education, and public safety organizations. With over two decades of experience, Neogov serves more than 7,000 public agencies and educational institutions, along with over 5,500 public safety entities. The company offers a comprehensive suite of cloud-based applications designed to automate various human capital management processes, including hiring, onboarding, and performance evaluations. By streamlining tasks such as position requisition approval and qualification screening, Neogov enhances employee productivity and engagement while ensuring compliance with regulatory requirements. The NEOGOV Network further distinguishes the company by facilitating nationwide partnerships and providing access to high-quality solutions that support the entire employee lifecycle, ultimately leading to improved services for citizens.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

TriNetX, Inc. operates a global health research network that facilitates clinical research and enhances the discovery of new therapies. The company provides a suite of tools, including TriNetX Live for analyzing patient populations, TriNetX Research for accessing longitudinal clinical data, and TriNetX Download for obtaining real-world clinical data through a unified platform. Additionally, TriNetX offers Attract Trials to streamline collaboration, Natural Language Processing to extract clinical information from physician notes, and specialized oncology solutions to link researchers with clinical and genomic data. Serving healthcare organizations, biopharmaceutical companies, and contract research organizations, TriNetX aims to optimize clinical trial design and recruitment, improving the speed and efficiency of bringing new therapies to market. Established in 2013, the company is headquartered in Cambridge, Massachusetts, with additional offices in Sydney, London, and Sao Paulo.

Unison Software, Inc. is a provider of 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 include a comprehensive program management suite that allows teams to manage Contract Data Requirement Lists (CDRLs), track risks, monitor budgets, and assess scheduling impacts. Unison also provides modules focused on acquisition, financial assistance, and contract lifecycle management, enabling organizations to streamline processes, ensure compliance, and enhance performance monitoring. In addition to software solutions, Unison offers training and professional services, including data science, operations and maintenance, system implementation, and application integration. Founded in 1983 and originally known as Compusearch Software Systems, Inc., the company rebranded to Unison Software, Inc. in February 2019. Headquartered in Dulles, Virginia, Unison operates additional offices in Tysons Corner, Virginia; Clearfield, Utah; San Diego, and Los Angeles, California.

Envea is a manufacturer of monitoring systems that cater to public and industrial decision-makers focused on environmental policy and compliance. The company specializes in continuous monitoring across various fields, including air quality, industrial emissions, engine gases, water quality, and radionuclides. Envea's solutions are designed for industries, laboratories, and governmental institutions, providing essential tools for process optimization and emissions monitoring. By offering comprehensive support, including ambient monitoring and repair services, Envea helps clients adhere to evolving national regulations while addressing the challenge of reducing operational costs.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

IsoMetrix is a developer of integrated software focused on governance, risk, and compliance management, headquartered in Alpharetta, Georgia. The company provides solutions that enable organizations to effectively manage various aspects of enterprise risk and compliance, including health, safety, environmental, and social sustainability. IsoMetrix's software helps businesses handle data related to legal compliance, governance, and employee healthcare, supporting their efforts in maintaining regulatory standards and promoting sustainable practices.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

CFGI is a full-service financial consulting and corporate finance advisory firm established in 2000 and headquartered in Boston, Massachusetts. The firm specializes in addressing complex accounting, reporting, tax, and compliance challenges, serving as a valuable extension of clients' corporate finance teams. CFGI's expertise encompasses a wide range of service areas, including financial transformation, valuations, interim management, corporate tax, robotic process automation, risk management, and private equity advisory. The firm caters primarily to various sectors, including healthcare, manufacturing, banking, financial services, insurance, technology, energy, and real estate. With a team of seasoned professionals, many of whom have backgrounds in public accounting, CFGI is well-equipped to help clients navigate the intricacies of today's evolving operational and regulatory landscape.

CMC Networks is a global telecommunications carrier with over 27 years of experience, catering to the data communications needs of wholesale carriers and government clients worldwide. The company operates more than 104 global points of presence, which are integrated with partner networks to create a comprehensive wholesale footprint. CMC boasts the largest Pan African network, extending its reach across 50 countries, along with a significant presence in the Middle East and Western Asia. Their Carrier Interconnect Model facilitates connectivity to key regions, including the USA, Europe, UAE, India, Asia, Australia, and various aggregation points in Africa. CMC offers a wide range of carrier-grade network solutions, including Ethernet, MPLS, dedicated internet access, and private line services, along with managed end-to-end connectivity services that incorporate perimeter security, cloud services, and networking solutions to meet international standards.

Coalfire Systems, Inc. is a prominent provider of information technology audit and compliance services, specializing in cybersecurity risk management. Founded in 2001 and headquartered in Louisville, Colorado, with an additional office in Manchester, United Kingdom, the company offers a comprehensive range of services, including cyber risk advisory, compliance management solutions, vulnerability scanning, penetration testing, and digital forensics. Coalfire serves a diverse clientele across various sectors, including financial services, healthcare, government, higher education, and retail, helping organizations recognize and mitigate IT-related risks while ensuring compliance with industry regulations. The company is recognized for its expertise in cybersecurity and has a strategic alliance with Virta Labs, further enhancing its service offerings. With a commitment to improving clients' security postures and managing risks effectively, Coalfire continues to grow and expand its presence across North America and beyond.

Coalfire Systems, Inc. is a prominent provider of information technology audit and compliance services, specializing in cybersecurity risk management. Founded in 2001 and headquartered in Louisville, Colorado, with an additional office in Manchester, United Kingdom, the company offers a comprehensive range of services, including cyber risk advisory, compliance management solutions, vulnerability scanning, penetration testing, and digital forensics. Coalfire serves a diverse clientele across various sectors, including financial services, healthcare, government, higher education, and retail, helping organizations recognize and mitigate IT-related risks while ensuring compliance with industry regulations. The company is recognized for its expertise in cybersecurity and has a strategic alliance with Virta Labs, further enhancing its service offerings. With a commitment to improving clients' security postures and managing risks effectively, Coalfire continues to grow and expand its presence across North America and beyond.

Prospa Advance Pty Ltd. is an Australian company that specializes in providing business lending solutions to small and medium enterprises. Incorporated in 2011 and headquartered in Sydney, Prospa offers unsecured loans tailored for various business needs, including working capital, inventory, equipment, renovations, and marketing expenses. The company also provides merchant cash advances that allow businesses to convert future credit and debit card receivables into immediate cash. Utilizing a proprietary technology platform, Prospa ensures a straightforward online application process, making it easier for business owners to access financing. The company has gained recognition for its rapid growth, having won awards such as the Deloitte Tech Fast 50 and being a finalist in the Telstra Business Awards. Prospa's technological innovations enhance customer experience and streamline credit decision-making, making it a prominent player in the Australian fintech landscape.

Qualicorp is the largest manager of collective health plans in Brazil, offering comprehensive healthcare benefits administration and management services. The company serves over 5.2 million beneficiaries, leveraging its scale to negotiate favorable terms with health operators. Qualicorp's operations encompass various segments, including private health plans, insurance brokerage, consulting, and management services, alongside supplementary health services. Additionally, it engages in medical billing, authorization of client access to healthcare networks, and specialized care management, supporting its mission to provide quality healthcare access to millions of Brazilians. Through its subsidiaries, Qualicorp plays a pivotal role in enhancing the healthcare landscape in Brazil.

TradeBeam is a provider of Global Trade Management software and services that focuses on streamlining global trading processes for enterprises and their partners. The company offers an integrated solution that enhances import and export compliance and visibility, encompassing inventory management, shipment tracking, and supply chain event management. Additionally, TradeBeam provides global trade finance solutions, including management for open accounts and letters of credit, facilitating smoother international trade operations.

TradeBeam is a provider of Global Trade Management software and services that focuses on streamlining global trading processes for enterprises and their partners. The company offers an integrated solution that enhances import and export compliance and visibility, encompassing inventory management, shipment tracking, and supply chain event management. Additionally, TradeBeam provides global trade finance solutions, including management for open accounts and letters of credit, facilitating smoother international trade operations.

Liquid Engines specializes in software and services designed for corporate tax professionals, aiming to enhance their operational efficiency and effectiveness. The company is recognized as a leader in corporate tax technology, offering a comprehensive Enterprise Tax Management software suite that assists tax teams in analyzing, optimizing, and managing the tax implications of business and regulatory changes. By transitioning tax operations from manual processes to automated workflows, Liquid Engines enables organizations to improve collaboration, increase data accuracy, and enhance overall tax management. Its solutions are utilized by Global 1000 companies across various sectors, including retail, financial services, and manufacturing.

FRSGlobal has been servicing financial institutions in the Americas since 1995.

SS&C Technologies, Inc. is a global provider of investment management software and services, focusing exclusively on the financial services industry. Established in 1986 and headquartered in Windsor, Connecticut, the company offers a comprehensive range of solutions, including accounting, business process management, data management, risk and compliance, and trading and settlement services. Additionally, SS&C provides fund administration, managed services, professional services, and technology outsourcing. The firm caters to a diverse clientele, including alternative investments, asset management, banking, wealth management, insurance, and property management sectors. With a client base that includes 5,000 financial services organizations managing over $16 trillion in assets, SS&C Technologies is positioned as a key player in enhancing operational excellence within the industry.

Unison Software, Inc., formerly known as Compusearch Software Systems, Inc., is a prominent provider of software solutions designed for government agencies and contractors in the United States. Founded in 1983 and headquartered in Dulles, Virginia, with additional offices in Tysons Corner, Clearfield, San Diego, and Los Angeles, the company specializes in cloud and on-premise software that supports program management, acquisition processes, financial assistance, and contract lifecycle management. Its offerings enable users to effectively manage project requirements, mitigate risks, monitor budgets, and ensure compliance with federal regulations. Unison's solutions enhance collaboration and transparency, ultimately boosting productivity and performance for federal, defense, and intelligence agencies, as well as their contractors. In addition to software solutions, the company also provides training and a variety of professional services, including data science and system implementation.

Trema Group specializes in treasury and asset management software tailored for corporations and financial institutions. Founded in 1992 and headquartered in London, the company offers two key products: TremaSuite and TremaOne. TremaSuite is a comprehensive suite that encompasses transaction and risk management, cash management, commercial loan management, portfolio and performance management, and accounting modules. TremaOne enhances this offering by providing extensive treasury functionality alongside end-to-end integration and automation, addressing processes from cash management to dealing and risk management. The software supports a wide range of instruments and functions within a single integrated, modular system, allowing clients to achieve immediate visibility and control over their treasury and asset management activities while ensuring compliance across their enterprises. Following its acquisition by Wall Street Systems Delaware, Inc. in 2006, Trema Group has continued to expand its presence with offices in Europe and North America.

China Pacific Insurance (Group) Co., Ltd. is a prominent insurance provider in China, established in 1991 and headquartered in Shanghai. The company operates through several segments, including Life Insurance, Property and Casualty Insurance, and Other Businesses. It offers a wide range of insurance products, such as life, health, accident, liability, credit and guarantee, short-term health, casualty, and property insurance, as well as agricultural insurance and pension products. Additionally, China Pacific Insurance is engaged in asset management, providing consulting services, and involved in property management and hotel operations. The company utilizes various distribution channels, including direct sales, insurance agents, brokers, bancassurance, telemarketing, and online sales. As one of the largest insurers in China, it aims to deliver sustainable growth and value for its customers, shareholders, and the broader community.

TradeBeam is a provider of Global Trade Management software and services that focuses on streamlining global trading processes for enterprises and their partners. The company offers an integrated solution that enhances import and export compliance and visibility, encompassing inventory management, shipment tracking, and supply chain event management. Additionally, TradeBeam provides global trade finance solutions, including management for open accounts and letters of credit, facilitating smoother international trade operations.

Liquid Engines specializes in software and services designed for corporate tax professionals, aiming to enhance their operational efficiency and effectiveness. The company is recognized as a leader in corporate tax technology, offering a comprehensive Enterprise Tax Management software suite that assists tax teams in analyzing, optimizing, and managing the tax implications of business and regulatory changes. By transitioning tax operations from manual processes to automated workflows, Liquid Engines enables organizations to improve collaboration, increase data accuracy, and enhance overall tax management. Its solutions are utilized by Global 1000 companies across various sectors, including retail, financial services, and manufacturing.

bfinance is an independent financial services firm based in the UK, established in 1999. The company offers tailored advice and solutions to a diverse range of clients, including corporate and public pension funds, insurance firms, endowments, sovereign wealth funds, public treasury funds, and family offices across the globe. Its expertise encompasses all traditional and alternative asset classes, allowing bfinance to assist clients in developing, implementing, and managing effective investment programs, as well as financing and treasury solutions. The firm has provided high-quality, customized advisory services to over 300 sophisticated investing institutions, which collectively manage more than $1 trillion in assets across more than 25 countries. Renowned for its innovative approaches in research, reporting, and investment manager selection, bfinance adapts its services to meet the evolving needs of its clients.