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

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

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

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

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

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

David Kenneth Zwiener

Operating Executive, Global Financial Services Group

Past deals in Wealth Management

Galway Holdings

Private Equity Round in 2020
Galway Holdings specializes in the fields of financial services, finance, and insurance. Galway manages over $7 billion of insurance premiums, employs over 3,100 associates, and operates over 100 offices serving all 50 states.

Metropolitan Real Estate

Acquisition in 2013
Metropolitan Real Estate Equity Management, LLC is a real estate investment firm that specializes in fund of funds investments, focusing on managing private domestic and international real estate funds. Established in 2002 and headquartered in New York City, with additional offices in San Francisco and London, the firm serves institutions and high net worth individuals. Metropolitan Real Estate exclusively sponsors and manages closed-end private equity real estate multi-manager funds. In 2013, the firm was acquired by the Carlyle Group and became part of its Solutions Group, while maintaining its branding and management team. As of 2021, it operates as a subsidiary of BentallGreenOak (U.S.) L.P.

TCW Group

Acquisition in 2012
TCW Group is a Los Angeles-based asset management firm founded in 1971, specializing in a diverse range of investment strategies, including fixed income, equities, emerging markets, and alternative investments. The firm manages a significant portfolio for institutional and individual investors, including corporate and public pension plans, financial institutions, and high net worth individuals. TCW operates one of the largest mutual fund complexes in the United States, offering equity and fixed income mutual funds as well as hedge funds. The firm is known for its in-house research and fundamental analysis, investing across various sectors and global markets. With offices in major cities such as New York, Boston, Chicago, London, Hong Kong, and Tokyo, TCW has built a robust global presence while maintaining a focus on delivering comprehensive asset management solutions.

Worldzen Holdings

Venture Round in 2003
Worldzen Holdings provides consulting and business process outsourcing services in financial services, insurance, and healthcare industries.