The Carlyle Group

The Carlyle Group is a global alternative asset manager founded in 1987, specializing in private equity, real assets, and investment solutions. The firm invests in both early and later-stage companies across various sectors, focusing on leveraged buyouts, venture and growth capital, real estate, and leveraged finance investments. Carlyle aims to achieve attractive risk-adjusted returns by investing significant capital into businesses and management teams, emphasizing long-term value creation strategies to enhance the potential of its portfolio companies. Through its diverse investment approach, Carlyle seeks to deliver substantial capital appreciation and maintain a strong presence in the global financial markets.

Jamie Adams

Managing Director

Siddhartha Ahluwalia

Managing Director

Michael W. Arpey

Managing Director

Stephen Bailey

Managing Director and Partner

David Basto

Managing Director

Riddhi Bhalla

Managing Director

Joseph Bress

Managing Director, US Buyout, Healthcare Group

Timothy Broadbent

Managing Director

Massimiliano Caraffa

Managing Director - Partner; Head of Consumer, Media and Retail Europe

Pranai S. Cheroo

Principal

Fernando Chueca

Managing Director

William E. Conway, Jr.

Co-Founder and Interim CEO and Co-Chairman of the Board

Sarah Epps

Principal

Pedro De Esteban

Managing Director

Ashley Evans

Managing Director

Min Fang

Vice President

David FitzGerald

Managing Director

Erica Frontiero

Managing Director, COO, Carlyle Global Capital Markets

Ian Fujiyama

Managing Director and Head of Global Aerospace and Government Services

Hossam Galal

Director

Julius Genachowski

Managing Director and Partner

Martin Glavin

Managing Director

Michael Hart

Managing Director

Brian W. Hayhurst

Managing Director

Kara Helander

Managing Director, Chief Inclusion and Diversity Officer

Kenneth A. Hersh

Deputy Chief Investment Officer, Business

Jeffrey Holland

Managing Director, Head of the Private Client Group

Renee James

Operating Partner

Andrew Kapp

Partner and Managing Director, Global Infrastructure Group

Sunil Kaul

Managing Director and Operating Partner

William Kennard

Managing Director

Katie Kiewel

Junior Analyst

Wanlin Liu

Managing Director

Bob Maguire

Partner, International Energy

Brian Marcus

Managing Director, Global Credit

Tanaka Maswoswe

Managing Director

Tomofumi Matsuyama

Managing Director

Patrick McCarter

Managing Director

Kevin McCarthy

Managing Director, Power

Will McMullan

Managing Director

Eliot Merrill

Managing Director

Shary Moalemzadeh

Managing Director and Co-Head

Gregory Nikodem

Managing Director

Guido Funes Nova

Managing Director

Elchi Nowrojee

Principal

Hiroyuki Otsuka

Managing Director and Deputy Head of Japan (Partner)

Mario Pardo

Managing Director, Europe Buyout

Richard Plackter

Principal

Marcel van Poecke

Managing Director, Carlyle International Energy Partners

Alex Popov

Managing Director, Head of Credit Opportunities

Lubna Qunash

Managing Director

David Richman

Deputy Chief Investment Officer - Direct Lending

Bruce Rosenblum

Managing Director

Genta Saito

Director

Jeannine Santarelli

Managing Director, Human Capital Management

Michael Savage

Principal - Global Financial Services Buyout

Robert Schmidt

Managing Director

James Shillito

Principal, Carlyle Equity Opportunity Fund

Robert G. Stuckey

Managing Director

Peter Taylor

Managing Director and Fund Co-Head

Alex Wagenberg

Managing Director and Partner

Qixian Wang

Managing Director

Michael Washecka

Principal

Glenn A. Youngkin

COO

Jonathan Zafrani

Managing Director

Aaron Zhang

Director

Justin Zhou

Director

Shankar Narayanan

Managing Director

Past deals in Lisbon

iCapital Network

Venture Round in 2021
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.

iCapital Network

Series C in 2021
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.

iCapital Network

Venture Round in 2020
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.

iCapital Network

Corporate Round in 2018
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.
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