Last Updated December 2002
Fact Sheet
Overview: The Carlyle Group is one of the Carlyle’s funds are specialized by geography
world’s largest private equity firms and and also by the following investment disciplines:
currently employs 491 people to manage more leveraged buyouts, venture capital, real estate
than $13.5 billion. It invests money in privately and high yield.
held companies and real estate in the US, Europe
and Asia through 23 investment funds. Our corporate investments are made in
companies that cover a wide range of industries
The investors in Carlyle’s funds are public and including telecommunications, media,
corporate pension funds, banks and insurance information technology, consumer and
companies as well as high net-worth individuals. industrial, commercial aerospace, healthcare,
Our mission is to generate extraordinary returns defence and energy. (See chart below. Figures to
for these investors by employing a conservative, date as of September 30th 2002).
proven, and disciplined approach to investing.
The Carlyle Group's corporate investments* by sector to date
as at 30 Sept. 2002
Healthcare Aerospace
7% Defence 12%
7%
Industrial Other
15% 10%
Consumer Energy and
9% Environment
Telecoms, IT, 5%
Media
35%
Carlyle has been present in Europe since 1997, German automotive components supplier;
where it has built a buyout, real estate and Riello, an Italian producer of boilers; LaFarge,
venture capital team working from offices in the building products group; and Vivendi
Barcelona, Frankfurt, London, Milan, Munich Universal Publishing.
and Paris.
Our European partners enjoy the benefits of
Carlyle’s European buyout team manages a collaborating with professionals who have
Euros 1 billion fund and has made 12 strong local connections backed up with the
investments to date. It specializes in creating strength of a global network. As well as
partnerships, with: bringing a global view of the development of
- Family businesses seeking to strengthen major industries, Carlyle offers its partners
their existing structure or pursue access to resources around the world that can
external acquisitions; and identify, negotiate and structure cross-border
- Large corporates seeking to develop deals and acquisitions.
new business operations or minimize
involvement in non-core divisions. William E. Conway, Jr., Daniel A. D’Aniello,
and David M. Rubenstein founded The Carlyle
We have formed partnerships with: Le Figaro, Group in 1987. The firm is a private partnership.
the leading French newspaper; Honsel, a
www.thecarlylegroup.com
The Carlyle Group Fact Sheet
Page 2
Key facts: Strengths:
Global Presence: United States, Asia Global Presence, Local Expertise:
(Hong Kong, India, Japan, Korea, and Carlyle is a truly global private equity
Singapore), and Europe (France, firm with 21 funds in four investment
Germany, Italy, Spain, and United disciplines spanning four geographies
Kingdom). run by local investment professionals.
Investment Disciplines: Management- Worldwide Network/Industry Expertise:
led leveraged buyouts, venture capital, Carlyle investment professionals from
real estate, and high yield. around the world regularly collaborate
Sector Focus: Telecommunications, on deal sourcing and due diligence, and
media, information technology, share industry expertise. This creates a
consumer and industrial, commercial broader range of investment
aerospace, energy, defence, healthcare. opportunities, fosters portfolio company
Number of Funds: 21 development, and builds portfolio
Employees: 491 employees (272 company value.
investment professionals) in 11 Consistency of Decisionmaking: Central
countries investment committees, chaired by Bill
Scope of Investors: 535 investors from Conway, approve all investments.
55 countries Conservative: Disciplined investment
process combines extensive due
Track Record: diligence and risk management with
emphasis on high quality.
$13.5 billion in capital committed to 21 Disciplined: Focus on industries we
funds know well; don’t chase the latest trend.
$6.8 billion of equity invested in 252+ Proven: Consistent returns over 15
transactions years.
36 percent internal rate of return (IRR) Carlyle Interests Aligned with Investors:
on realized corporate investments Carlyle has invested or committed more
3.1x equity returned on realized than $600 million of its own money to
corporate investments its funds.
40 percent internal rate of return (IRR) Invest Heavily in Back-Office Systems
on realized real estate investments and Controls: Carlyle performs most
ongoing activities in-house, from
fundraising and due diligence to back
office support and financial reporting.
Hire and Retain the Best People: 114
MBAs, 20 JD/LLMs, and 8 PhD/MDs;
low staff turnover by standards of any
industry.
www.thecarlylegroup.com