The Carlyle Group > Private Investment Firm ProfileCompany Overview Company Type: Private Investment Firm Website: www.carlyle.com Direct Investments: 321-Current and Pending; 255-Prior Year Founded: 1987
Color Notes The Carlyle Group is a private equity and venture capital firm that specializes in management-led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, leveraged finance, and venture and growth capital financings. The firm typically invests in aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, technology, real estate, financial services, transportation, business services, telecommunications, and media sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. The firm seeks to hold its investments for four to six years. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. The firm typically invests between $5 million and $50 million for venture investments and between $50 million and $1 billion for buyouts. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. It seeks to invest in companies based in Africa, Asia, Australia, Europe, and North America and South America. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group was founded in 1987 and is based in Washington, DC, with additional offices throughout North America, Asia, Africa, and Europe.
Primary Office Location 1001 Pennsylvania Avenue Northwest Suite 220 South | Washington, DC | 20004-2505 | United States Phone: 202-729-5626 Fax: 202-347-1818 Recent Funds ($mm) Carlyle Asia Growth Partners IV, L.P. - $1040,Carlyle Asia Partners III, L.P. - $2600,Carlyle Asia Real Estate Partners II, L.P. - $485,Carlyle Credit Partners, L.P. - $450,Carlyle Europe Real Estate Partners III, L.P. - $3400,Carlyle Europe Technology Partners II, L.P. - $678,Carlyle European Capital Partners III, L.P. - $7284,Carlyle European High Yield Fund, L.P. - Launched,Carlyle Global Financial Services Partners, L.P. - $1100,Carlyle High Yield Partners 2008-1 Partners, L.P. - $500,Carlyle High Yield Partners II, Ltd. - $550,Carlyle High Yield Partners III, Ltd. - $450,Carlyle High Yield Partners IV, Ltd. - $400,Carlyle High Yield Partners IX - $500,Carlyle High Yield Partners V, Ltd. - $300,Carlyle High Yield Partners VI $400,Carlyle High Yield Partners VII - $400,Carlyle High Yield Partners VIII - $525,Carlyle High Yield Partners X, L.P. - $400,Carlyle High Yield Partners, L.P. - $1000,Carlyle Infrastructure Fund, L.P. - $1150,Carlyle Japan Partners II, L.P. - $1900,Carlyle Labor Venture Partners Fund, L.P. Launched,Carlyle Latin America Real Estate Partners, L.P. - $10,Carlyle Loan Opportunity Fund - $300,Carlyle MENA Partners, L.P. - $500,Carlyle Mexico Partners, L.P. - $134,Carlyle Mezzanine Partners II, L.P. - $553,Carlyle Mezzanine Partners, L.P. - $436,Carlyle Middle East North Africa, L.P. - $500,Carlyle Partners V, L.P. - $13700,Carlyle Realty Partners VI, L.P. - Launched,Carlyle South America Partners, L.P. - Launched,Carlyle Strategic Partners II, L.P. - $1350,Carlyle Venture Partners III, L.P. - $605,CELF Loan Partners BV - $590,FIP Brazil de Internacionalizao de empresas - Launched,Fosun-Carlyle (Shanghai) Equity Investment fund - $100,Riverstone/Carlyle Global Energy and Power Fund IV, L.P. $6000,Riverstone/Carlyle Renewable & Alternative Energy Fund II, L.P. - $3400,The Carlyle Asia Partners RMB Fund - $354 Affiliates EMX Capital,Resource Partners Sp. z o.o. Current and Pending Investors California Public Employees' Retirement System, Mubadala Development Company
Financial Information (Reported Currency) D&B Estimated Total Revenue (mm)* Gross Profit (mm)* Net Income (mm)* * Financial Data as of Dec-31-2008 Date Created: Oct-21-2010 Page 1 of 5 0.9 Operating Income (mm)* 0.9 EBITDA (mm) 0.1 Estimated Number of Employees 0.1 Total Assets (mm)* - Total Debt (mm) - Net Debt (mm) 2.2 -
The Carlyle Group > Private Investment Firm Profile
Direct Investment Criteria Industries of Interest Energy, Energy, Oil, Gas and Consumable Fuels, Materials, Materials, Chemicals, Construction Materials, Containers and Packaging, Metals and Mining, Paper and Forest Products, Industrials, Capital Goods, Aerospace and Defense, Building Products, Construction and Engineering, Electrical Equipment, Machinery, Trading Companies and Distributors, Commercial and Professional Services, Commercial Services and Supplies, Transportation, Air Freight and Logistics, Transportation Infrastructure, Consumer Discretionary, Automobiles and Components, Automobiles, Consumer Durables and Apparel, Consumer Services, Diversified Consumer Services, Hotels, Restaurants and Leisure, Media, Media, Retailing, Distributors, Internet and Catalog Retail, Specialty Retail, Consumer Staples, Food and Staples Retailing, Food and Staples Retailing, Healthcare, Healthcare Equipment and Services, Health Care Technology, Healthcare Equipment and Supplies, Healthcare Providers and Services, Pharmaceuticals, Biotechnology and Life Sciences, Financials, Diversified Financials, Diversified Financial Services, Insurance, Real Estate, Information Technology, Semiconductors and Semiconductor Equipment, Semiconductors and Semiconductor Equipment, Software and Services, Internet Software and Services, IT Services, Software, Technology Hardware and Equipment, Communications Equipment, Computers and Peripherals, Electronic Equipment, Instruments and Components, Telecommunication Services, Telecommunication Services, Diversified Telecommunication Services, Wireless Telecommunication Services, Utilities, Utilities, Electric Utilities, Independent Power Producers and Energy Traders Geographies of Interest Africa / Middle East, Middle East, Bahrain , Jordan , Kuwait , Lebanon , Oman , Qatar , Saudi Arabia , Turkey , United Arab Emirates , North Africa, Algeria, Egypt, Libya, Morocco, Tunisia, Asia / Pacific, Asia / Pacific Developed Markets, Australia , Hong Kong , Japan , Korea, South , Singapore , Asia / Pacific Emerging Markets, Far East, China , Beijing Province, Korea, North , Taiwan , Indian Sub-Continent, India , Maharashtra, Pakistan , South-East Asia, Indonesia , Malaysia , Philippines , Thailand , Europe, European Developed Markets, Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands, Portugal, Spain, Sweden, Switzerland, United Kingdom, European Emerging Markets, Czech Republic, Hungary, Poland, Russia, Latin America and Caribbean, Caribbean, Central America & Mexico, Mexico, South America, Brazil, Chile, Colombia, Peru, United States and Canada, Canada, United States of America Stages of Interest Seed/Startup, Early Venture, Mid Venture, Late Venture, Emerging Growth, Growth Capital, Middle Market, Buyout, Recapitalization, Industry Consolidation, Mezzanine/SubDebt, Turnaround, PIPES Bite Size Information Criteria ($mm) Equity Investment Enterprise Value Total Revenue EBITDA Min 5 Max 1000 Min Max -
Company Notes No Company Notes exist.
Strategy Notes No Strategy Notes exist. Key Executives and Professionals Name Conway, William E. D'Aniello, Daniel A. Rubenstein, David M. Siewert, Patrick T. Nachtwey, Peter H. Summe, Gregory L. Adachi, Tamotsu Akerson, Daniel F. Al Khatib, Hassan M. Date Created: Oct-21-2010 Title Founder, Managing Director, Chief Investment Officer, Chairman of Investment Committee, and Head of U.S. Buyout Founder Co-Founder and Managing Director Managing Director Chief Financial Officer and Managing Director Managing Director, Vice Chairman of Global Buyout, and Member of Operating Committee Managing Director Managing Director Managing Director Page 2 of 5
The Carlyle Group > Private Investment Firm ProfileAlter, Mark L. Alverson, Harry L. Atkins, Colin Key Board Members Name Carlucci, Frank C. Summe, Gregory L. Youngkin, Glenn A. de Esteban, Pedro Colby, Jonathan E. Rosenblum, Bruce E. Major, John Rogowski, Michael Roure, Juan Current and Pending Direct Investments 18,000 m Office Building in Frsunda, 23 Highway Service Areas in Connecticut, 37.8 % Stake In Numericable and CompleTel, 4Gas BV, A Freehold Site in Highbury & Islington, A&W (Shanghai) Woods Co., Ltd., Actelis Networks, Inc., Acufocus, Inc., Adesso Systems, Inc., Air2Web, Inc., Allison Transmission, Inc., Allsec Technologies Limited (BSE:532633), AMC Entertainment Inc., American Achievement Corp., American Achievement Group Holding Corp., Apollo Global, Inc., Applied Systems, Inc., Applus Servicios Tecnolgicos, S.L., Applus+ Technologies, Inc., Aprovia SA, AqueSys, Inc., Arabela Holding, S.a. De C.v., Archetype Solutions, Inc., Archive Systems, Inc., Argon GmbH & Co. KG, ARINC Incorporated, Arsys Internet SL, ATMU Inc., AuthenTec, Inc. (NasdaqGM:AUTH), Authentix, Inc., AvanStrate, Inc., Awaken Limited, AZ Electronic Materials S.a.r.l, Babela Restaurant Management Co. Ltd., Bank Butterfield & Son Ltd. (OTCPK:BBFS.F), Bankunited, Beijing Ruifeng Co., Ltd., BeXcom Pte Ltd., BioReliance Corporation, BNX Systems Corporation, Booz Allen Hamilton Inc., Boston Private Financial Holdings Inc. (NasdaqGS:BPFH), Boto Company Limited, Bottle Rock Power, LLC, Britax Childcare Holdings Ltd., Broadleaf Co., Ltd., Bull Valley Golf Club, Inc., BUYTime Media Corp., CanEra Resources Inc., Canesta, Inc., Carefx Corporation, Carlyle International, Carlyle Investment Management, L.L.C., Carlyle Real Estate Advisors UK Ltd., Catapult Learning, LLC, CDM MAX, LLC, Cellutions, Inc., Cerebral Vascular Applications, Inc., CEREP Libri GmbH, Chimney Co., Ltd., China Agritech Inc. (NasdaqGM:CAGC), China Education Technology, Inc. (OTCBB:CEDT), China Fishery Group Limited (SGX:B0Z), China New Energy Group Co. (OTCBB:CNER), China Pacific Insurance (Group) Co., Ltd. (SHSE:601601), China Pacific Life Insurance Co., Ltd., China Real Estate Network Ltd., China Recycling Energy Corp (NasdaqGM:CREG), Chongqing Polycomp International Corporation, CityNet Telecommunications, Inc., Claris Lifesciences Limited, Coastal Carolina Clean Power, LLC, Coates Hire, Ltd., Cobalt International Energy, Inc. (NYSE:CIE), Colgate-Palmolive Co., Production Factory in Salford Quay, Collingwood Ethanol, L.P., Colmore Plaza, Com Hem AB, Comark Building Systems, Inc., Combined Systems, Inc., Command Information, Inc., Companeo SA (Pending), Companhia Nacional de Aucar e lcool, CompleTel Europe NV (ENXTPA:CPT), CompuDyne Corp., Compusearch Software Systems, Inc., Concord Medical Services Holdings Limited (NYSE:CCM), Contract Aviation Industries Ltd (Pending), ConvaTec, Inc., CoreSite LLC, Corpus Software Private Limited, Covalent Materials Corporation, CP Pokphand Co. Ltd. (SEHK:43), CPU Technology, Inc., Credit Orienwise Group Ltd., Crowne Plaza Hollywood Beach Resort, Crowne Plaza Houston North Greenspoint, Cuadrilla Resources Holding Limited, Cube Optics AG, Custom Alloy Corporation, Development Site on Cecilienallee, Dusseldorf, DHS Systems, LLC, DIO F&B Group, Diversified Machine, Inc., Douanes Building in France, DPT Global Limited, Dresser, Inc., Dunkin' Brands, Inc., Dynamic Offshore Resources, LLC, Eastern Broadcasting Co., Ltd., eBIS Company Ltd., Edscha AG, Educomp Solutions Limited (BSE:532696), Elitecore Technologies Limited, EnCana Corp. (TSX:ECA), Ensus PLC, EO Technics Co., Ltd. (KOSE:A039030), eScreen, Inc., Fab Solutions Company Limited, Fairchild Imaging, Inc., Fennel Technologies AG, Five 30-megawatt Solar Energy Generating System, Flexcom, Inc. (KOSE:A065270), FN Stars Co., Ltd., Focus Media Holding Ltd. (NasdaqGS:FMCN), Forba Holdings, LLC, Foresight Reserves, LP, Former Chelsea College of Arts Site, Freeport, Freescale Holdings L.P., Gemcom Software International, Inc., Gemini Air Cargo, Inc., General Lighting Company Ltd., Giannoni France S.A.S., Gibson Energy ULC, Glenmoor, LLC, Globen Shopping Centre, Goodman Global, Inc., Grant Street Group, Inc., Great Offshore Ltd. (BSE:532786), Green Earth Fuels, LLC, Green Earth Processing LLC, Groupe Marle, Grupo Iberostar, Guangdong Yashili Group Co., Ltd., GVW Group, LLC, H.C. Starck GmbH & Co. KG, Hampton Roads Bankshares Inc. (NasdaqGS:HMPR), Hao Yue Education Group, Harrah's Entertainment, Inc., Hawaiian Telcom Communications, Inc., HD Supply, Inc., Healthscope Ltd., Hertz Global Holdings, Inc. (NYSE:HTZ), Hiro Real Estate Co., 650 Madison Avenue Office and Retail Building in Manhattan, HKUCAR Global Co., Ltd., Housing Development Finance Corp. Ltd. (BSE:500010), Huaya Microelectronics, Inc., Hudson Products Corporation, Hyundai Communications & Network Co. Ltd., Illinois Central School Bus LLC, IMO Car Wash Group Ltd., Indstria De Meias Scalina Ltda., Infomax Optical Technology Corp., Insight Communications Company, Inc., iTour, ITS Technologies & Logistics, LLC, J-Devices Corporation, Jiangsu Rainbow Heavy Industries Co., Ltd. (SZSE:002483), Jiangsu Sinorgchem Technology Co., Ltd., JMC Steel Group, Kaisa Group Holdings Ltd. (SEHK:1638), kbro Co., Ltd., KCS.net Holding AG, KDX Toyosu Grandsquare, Kinder Morgan, Inc., KITO Corporation (TSE:6409), Kramer Junction Company, Legend Natural Gas II, L.P., Legend Natural Gas III, L.P., LifeCare Holdings, Inc., LinkAir Communications, Inc., Linsco/Private Ledger Corp., Liquid Engines, Inc., Machin & Ewen Pty Ltd., MAHEU Portfolio in France, Mainstream Data, Inc., Malichaud Atlantique S.A.S., Manhattan Beach Studios, Manmar Technologies Ltd., Market Post Tower, Inc., Mattress Giant Corporation, Medical Park Saglik Hizmetleri A.S., Metaldyne Company, LLC, Moncler S.p.A., Moreno Group, LLC, Mosquito Consolidated Gold Mines Ltd. (TSXV:MSQ), NanoSolar, Inc., Nantong Rainbow Heavy Industry Co., Ltd, Natural Beauty Bio-Technology Ltd. (SEHK:157), NBTY, Inc., Neochimiki Industrial and Commercial SA, NeoVista, Inc., NESS Display Co., Ltd., New Century Tourism Group, Newgen Imag...