Carlyle Group Inc. (NASDAQ: CG)

Carlyle Group Inc., also known as The Carlyle Group, is a global investment firm with a diverse range of business segments, including Global Private Equity, Global Credit, and Global Investment Solutions. The company manages over $426 billion in assets under management (AUM) as of December 31, 2023, and has a presence in 28 offices across four continents.

The Carlyle Group's Global Private Equity (GPE) segment advises buyout, growth, real estate, infrastructure, and natural resources funds. The segment's investment approach is characterized by a consistent and disciplined process, with a focus on geographic and industry diversification, and the ability to complete investments of varying sizes. The GPE teams invest in over 300 active portfolio companies, employing nearly 1.5 million people worldwide.

The Global Credit segment advises products that pursue investment strategies across the credit spectrum, including liquid credit, private credit, and real assets credit. The segment's primary areas of focus include structured credit, direct lending, opportunistic credit, aircraft finance, and infrastructure debt. The Global Credit segment has been Carlyle's fastest-growing segment in the past five years, with total AUM increasing over four times in that period.

The Global Investment Solutions segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The segment's primary areas of focus include private equity secondary and portfolio finance investments, private equity co-investments, and private equity fund investments.

Carlyle's competitive advantages include its global platform, sector expertise, and ability to complete investments of varying sizes. The company's investment teams are staffed to effectively pursue large transactions, as well as smaller deals, and often invest in companies with little or no debt financing. Carlyle's operating executives and advisors, who are former CEOs and other high-level executives of successful corporations, provide board-level governance and support to its portfolio companies.

The company's sustainability and diversity, equity, and inclusion (DEI) efforts are also noteworthy. Carlyle is a signatory to the United Nations-backed Principles for Responsible Investment and is involved with several industry initiatives, including the Environmental, Social, and Governance (ESG) Data Convergence Initiative and the Alternative Investment Management Association (AIMA) Global Responsible Investment Steering Committee. The company has also implemented a well-being strategy focused on enabling employees to foster emotional, physical, financial, environmental, and social well-being.

Carlyle's customers include institutional investors, high net worth individuals, and family offices. The company's Global Private Equity segment has investments in over 300 active portfolio companies, employing nearly 1.5 million people worldwide. The Global Credit segment advises products that invest in a wide range of assets, including loans, bonds, and other debt instruments. The Global Investment Solutions segment provides investment opportunities and resources to investors and clients, including fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs.

Carlyle's brand names and/or trade names of its products and services include Global Private Equity, Global Credit, and Global Investment Solutions.