Carlyle Group

Ocorian is a provider of comprehensive fund administration, corporate services, and compliance solutions tailored to meet the needs of asset managers, financial institutions, corporations, and private clients. The company specializes in a wide range of services, including entity management, regulatory support, incorporation, accounting, tax assistance, compliance monitoring, and regulatory reporting. By offering these diverse services, Ocorian enables clients to effectively manage the complexities associated with their assets and operations, ensuring they remain compliant and well-supported in their financial activities.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Exiger LLC is a governance, risk, and compliance (GRC) firm founded in 2013 and headquartered in New York, New York. The company specializes in providing technology-enabled risk and compliance services to heavily regulated industries, including financial institutions, defense contractors, critical infrastructure organizations, and government agencies. Exiger's offerings encompass a wide range of services, such as compliance program design, risk assessments, investigations involving anti-money laundering and fraud, and government compliance support. Additionally, the firm provides due diligence services for mergers and acquisitions, initial public offerings, and immigration matters. Exiger also designs and implements data-driven software solutions to enhance its service delivery, helping clients to effectively manage compliance challenges and mitigate risks.

Yes Bank Limited is a private sector bank based in Mumbai, India, providing a wide range of banking and financial services primarily within the Indian market. The bank operates through various segments, including Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It offers corporate banking services such as working capital finance, term loans, trade finance, and cash management. Retail banking products include personal loans, home loans, and vehicle financing, as well as services tailored for micro, small, and medium enterprises. Additionally, Yes Bank provides financial advisory services to government entities and various financial institutions, along with transaction banking services like foreign exchange and supply chain finance. The bank also focuses on investment banking, offering mergers and acquisitions advisory and capital advisory services. As of March 2020, Yes Bank operated 1,135 branches and had 1,423 ATMs across the country. Founded in 2004, it has established itself as a significant player in the Indian banking sector.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

CBAM Partners is an alternative investment management firm founded in 2016 by Don Young, Mike Damaso, and Jay Garrett, and is part of the Eldridge Industries portfolio. The firm is registered with the SEC and manages over $8.9 billion in assets. CBAM specializes in identifying investment opportunities across the credit spectrum for institutional clients, offering services through separately managed accounts, collateralized loan obligations, and private funds. The firm focuses on investments across the capital structure, ranging from senior secured debt to common equity, and is dedicated to providing efficient and timely financing solutions to its clients.

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.

Abrigo, Inc. specializes in developing software solutions and consulting services tailored for community banks and credit unions. Founded in 2000 and based in Austin, Texas, the company offers a comprehensive product suite that includes tools for detecting and reporting money laundering, managing fraud risk, automating secure wire processing, and assessing commercial real estate loan portfolios. Additionally, Abrigo provides Relationship Manager, a business intelligence tool that harnesses transactional data to enhance cross-selling and customer retention, and an SBA Lending solution designed to empower community institutions to compete effectively with online lenders. Abrigo Connect, another key offering, serves as a reporting and data visualization application. The company is committed to helping its clients navigate the complexities of regulatory requirements and competitive pressures while driving growth and increasing operational efficiency.

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.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Neogov is a prominent provider of workforce management software tailored specifically for the public sector, education, and public safety organizations. With over two decades of experience, Neogov serves more than 7,000 public agencies and educational institutions, along with over 5,500 public safety entities. The company offers a comprehensive suite of cloud-based applications designed to automate various human capital management processes, including hiring, onboarding, and performance evaluations. By streamlining tasks such as position requisition approval and qualification screening, Neogov enhances employee productivity and engagement while ensuring compliance with regulatory requirements. The NEOGOV Network further distinguishes the company by facilitating nationwide partnerships and providing access to high-quality solutions that support the entire employee lifecycle, ultimately leading to improved services for citizens.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Envea is a manufacturer of monitoring systems that cater to public and industrial decision-makers focused on environmental policy and compliance. The company specializes in continuous monitoring across various fields, including air quality, industrial emissions, engine gases, water quality, and radionuclides. Envea's solutions are designed for industries, laboratories, and governmental institutions, providing essential tools for process optimization and emissions monitoring. By offering comprehensive support, including ambient monitoring and repair services, Envea helps clients adhere to evolving national regulations while addressing the challenge of reducing operational costs.

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.

IsoMetrix is a developer of integrated software solutions for governance, risk, and compliance, headquartered in Alpharetta, Georgia. The company specializes in providing tools for enterprise risk and compliance management, as well as health, safety, environmental, and social sustainability. IsoMetrix's software enables organizations to effectively manage data pertinent to legal compliance, governance, employee healthcare, and sustainability initiatives, facilitating improved decision-making and operational efficiency.

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.

CFGI is a full-service financial consulting and corporate finance advisory firm established in 2000 and headquartered in Boston, Massachusetts. The firm specializes in addressing complex accounting, reporting, tax, and compliance challenges, serving as a valuable extension of clients' corporate finance teams. CFGI's expertise encompasses a wide range of service areas, including financial transformation, valuations, interim management, corporate tax, robotic process automation, risk management, and private equity advisory. The firm caters primarily to various sectors, including healthcare, manufacturing, banking, financial services, insurance, technology, energy, and real estate. With a team of seasoned professionals, many of whom have backgrounds in public accounting, CFGI is well-equipped to help clients navigate the intricacies of today's evolving operational and regulatory landscape.

NOSA Group is a prominent global provider of occupational risk management services based in Midrand, South Africa. As a wholly owned subsidiary of MICROmega Holdings Limited, the company specializes in health, safety, and environmental risk management solutions. NOSA offers a range of services, including the design, implementation, and review of business processes aimed at reducing workplace injuries and fatalities. By enhancing risk management practices, NOSA has significantly contributed to improving the overall safety and well-being of employees across various industries worldwide.

CMC Networks is a global telecommunications carrier with over 27 years of experience, specializing in data communications for wholesale carriers and government clients worldwide. The company operates more than 104 points of presence globally, ensuring a cost-effective and resilient network through integration with other wholesale carrier partner networks. CMC boasts the largest Pan African network, covering 50 countries, and has a significant presence in the Middle East and Western Asia, further expanded through its wholesale partner program. The CMC Carrier Interconnect Model facilitates connectivity to key regions including the USA, Europe, UAE, India, Asia, Australia, and various points in Africa. CMC Networks offers a comprehensive range of carrier-grade network solutions, including Ethernet, MPLS, dedicated internet access, and private line services, while also providing perimeter security, cloud services, and networking solutions that adhere to international security standards.

Abtran Ltd. is one of Ireland's largest providers of customer and business process management services, established in 1997 and headquartered in Cork, Ireland. The company employs over 2,000 people and delivers a wide range of services, including customer engagement, identity and validation services, and consultancy in customer management. Its offerings encompass customer management strategy, CX program design, multi-channel delivery, and reporting and analytics. Additionally, Abtran provides essential services such as claims processing, government application handling, and grants processing. The company serves a diverse clientele across various industries, including government, transport, health, utilities, and financial services, with locations in Cork, Dublin, and London. Abtran's focus on transformative service solutions positions it as a key player in both public and private sectors, catering to the needs of blue-chip clients throughout Ireland and the United Kingdom.

Coalfire Systems, Inc. is a prominent provider of information technology audit and compliance services, specializing in cybersecurity risk management. Founded in 2001 and headquartered in Louisville, Colorado, with an additional office in Manchester, United Kingdom, the company offers a comprehensive range of services, including cyber risk advisory, compliance management solutions, vulnerability scanning, penetration testing, and digital forensics. Coalfire serves a diverse clientele across various sectors, including financial services, healthcare, government, higher education, and retail, helping organizations recognize and mitigate IT-related risks while ensuring compliance with industry regulations. The company is recognized for its expertise in cybersecurity and has a strategic alliance with Virta Labs, further enhancing its service offerings. With a commitment to improving clients' security postures and managing risks effectively, Coalfire continues to grow and expand its presence across North America and beyond.

Coalfire Systems, Inc. is a prominent provider of information technology audit and compliance services, specializing in cybersecurity risk management. Founded in 2001 and headquartered in Louisville, Colorado, with an additional office in Manchester, United Kingdom, the company offers a comprehensive range of services, including cyber risk advisory, compliance management solutions, vulnerability scanning, penetration testing, and digital forensics. Coalfire serves a diverse clientele across various sectors, including financial services, healthcare, government, higher education, and retail, helping organizations recognize and mitigate IT-related risks while ensuring compliance with industry regulations. The company is recognized for its expertise in cybersecurity and has a strategic alliance with Virta Labs, further enhancing its service offerings. With a commitment to improving clients' security postures and managing risks effectively, Coalfire continues to grow and expand its presence across North America and beyond.

Prospa Advance Pty Ltd., established in 2011 and headquartered in Sydney, specializes in providing unsecured business loans to small enterprises across Australia. It offers tailored financing solutions for various purposes such as working capital, inventory, equipment purchases, renovations, expansion, tax obligations, marketing, payroll, partnership buyouts, and other business needs. Prospa's proprietary technology platform facilitates a swift and convenient online application process, enabling thousands of Australian small businesses to access finance efficiently. The company has been recognized for its rapid growth and innovation, including being named the fastest-growing technology company in Australia by Deloitte Tech Fast 50 in 2015.

Archive Systems is a company dedicated to transforming document processing for organizations by virtualizing back office operations. Founded in 1991, it addresses the challenges faced by businesses overwhelmed with paper by providing comprehensive records management solutions. In 1998, Archive Systems introduced ASPEN 360, the first services-based, on-demand document management solution, which includes the Virtual File Room Edition for imaging and accessing various types of content such as HR records and legal documents. Their offerings encompass records management consulting, records storage, document imaging, and secure destruction, enabling organizations to streamline business processes and gain insights through advanced analytics. With a network of owned and operated Record Centers utilizing barcode tracking and sophisticated management systems, Archive Systems ensures that client records are well protected and easily accessible at all times.

Liquid Engines specializes in developing and delivering software and services designed to enhance the capabilities of corporate tax professionals. The company is renowned for its innovative approach to corporate tax technology, offering comprehensive tax management solutions that help tax teams transition from manual processes to highly automated systems. These solutions facilitate collaborative problem-solving and ensure data accuracy, making them indispensable for Global 1000 companies across various sectors such as retail, financial services, and manufacturing.

SS&C Technologies, Inc. is a global provider of investment management software and services, focusing exclusively on the financial services industry. Established in 1986 and headquartered in Windsor, Connecticut, the company offers a comprehensive range of solutions, including accounting, business process management, data management, risk and compliance, and trading and settlement services. Additionally, SS&C provides fund administration, managed services, professional services, and technology outsourcing. The firm caters to a diverse clientele, including alternative investments, asset management, banking, wealth management, insurance, and property management sectors. With a client base that includes 5,000 financial services organizations managing over $16 trillion in assets, SS&C Technologies is positioned as a key player in enhancing operational excellence within the industry.

Unison Software, Inc., formerly known as Compusearch Software Systems, Inc., is a prominent provider of software solutions designed for government agencies and contractors in the United States. Founded in 1983 and headquartered in Dulles, Virginia, with additional offices in Tysons Corner, Clearfield, San Diego, and Los Angeles, the company specializes in cloud and on-premise software that supports program management, acquisition processes, financial assistance, and contract lifecycle management. Its offerings enable users to effectively manage project requirements, mitigate risks, monitor budgets, and ensure compliance with federal regulations. Unison's solutions enhance collaboration and transparency, ultimately boosting productivity and performance for federal, defense, and intelligence agencies, as well as their contractors. In addition to software solutions, the company also provides training and a variety of professional services, including data science and system implementation.

Trema Group, founded in 1992 and headquartered in London, specializes in treasury and asset management software tailored for corporations and financial institutions. The company's flagship products, TremaSuite and TremaOne, provide comprehensive solutions that encompass transaction and risk management, cash management, commercial loan management, portfolio and performance management, and accounting. TremaOne is particularly noted for its end-to-end integration and automation capabilities, facilitating a seamless connection across various treasury processes. By offering a modular and open system, Trema Group enables its clients to achieve enhanced visibility, control, and compliance in their treasury and asset management operations. With additional offices in Europe and North America, the company serves a diverse range of blue-chip customers, ensuring they can effectively manage their financial functions across all business areas.

Financial Software & Systems (FSS) is a global company specializing in banking and digital payments, headquartered in India. With a team of over 2,500 payment professionals, FSS serves more than 150 clients across regions including Africa, Asia Pacific, Europe, the Middle East, and North America. The company has over 25 years of experience in the payments domain, offering a comprehensive suite of software products and custom solutions that encompass issuance, omnichannel acquiring, digital banking, and payment processing. FSS provides critical services such as ATM and POS solutions, smart reconciliation, monitoring, digital security, payment analytics, and financial inclusion. Its diverse customer base includes banks, central regulators, governments, financial intermediaries, merchants, and payment associations, enabling them to efficiently process millions of transactions daily while ensuring security and compliance.

Liquid Engines specializes in developing and delivering software and services designed to enhance the capabilities of corporate tax professionals. The company is renowned for its innovative approach to corporate tax technology, offering comprehensive tax management solutions that help tax teams transition from manual processes to highly automated systems. These solutions facilitate collaborative problem-solving and ensure data accuracy, making them indispensable for Global 1000 companies across various sectors such as retail, financial services, and manufacturing.

bfinance is an independent financial services firm based in the UK, established in 1999. The company offers tailored advice and solutions to a diverse range of clients, including corporate and public pension funds, insurance firms, endowments, sovereign wealth funds, public treasury funds, and family offices across the globe. Its expertise encompasses all traditional and alternative asset classes, allowing bfinance to assist clients in developing, implementing, and managing effective investment programs, as well as financing and treasury solutions. The firm has provided high-quality, customized advisory services to over 300 sophisticated investing institutions, which collectively manage more than $1 trillion in assets across more than 25 countries. Renowned for its innovative approaches in research, reporting, and investment manager selection, bfinance adapts its services to meet the evolving needs of its clients.

Financial Software & Systems (FSS) is a global company specializing in banking and digital payments, headquartered in India. With a team of over 2,500 payment professionals, FSS serves more than 150 clients across regions including Africa, Asia Pacific, Europe, the Middle East, and North America. The company has over 25 years of experience in the payments domain, offering a comprehensive suite of software products and custom solutions that encompass issuance, omnichannel acquiring, digital banking, and payment processing. FSS provides critical services such as ATM and POS solutions, smart reconciliation, monitoring, digital security, payment analytics, and financial inclusion. Its diverse customer base includes banks, central regulators, governments, financial intermediaries, merchants, and payment associations, enabling them to efficiently process millions of transactions daily while ensuring security and compliance.

Suntera Global provides corporate, fund, and private client services across multiple jurisdictions. Its flexible services adapt to all forms of private and institutional wealth. It has a global client base over a diverse range of industries and has developed particular specialisms in several key international sectors.