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.
Unit 1918, Level 19, China World Tower A, No. 1 Jianguomenwai Avenue, Chaoyang District, Beijing 100004, China
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 Insurance Brokers
Trucordia
Private Equity Round in 2023
Trucordia is a full-service insurance brokerage firm which provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits and workers' compensation insurance products.
NSM Insurance Group
Acquisition in 2022
NSM Insurance Group specializes in developing and underwriting industry-specific insurance programs tailored to niche markets. The company provides insurance intermediary services for commercial property and casualty insurance firms, focusing on sectors such as special transportation, social services, real estate, and pet insurance. NSM manages the entire placement process, which includes product development, marketing, underwriting, policy issuance, and claims management. By employing its NSM Program Development Model, the company aims to deliver a compelling mix of products and processes that facilitate sustainable growth while addressing the unique risk management needs of its clients.
The Hilb Group
Acquisition in 2019
The Hilb Group is a property and casualty insurance provider and employee benefits broker focused on serving small and medium-sized businesses, primarily along the East Coast of the United States. The company offers a range of risk management and insurance services, including general lines and specialty niches such as cosmetic protection, passenger transportation, restaurants, education, and habitational insurance. By providing tailored insurance solutions, The Hilb Group enables organizations to safeguard their assets, protect their employees, and secure their future.
SBI Life
Private Equity Round in 2018
SBI Life Insurance, founded in 2000, is a prominent life insurance company based in India. It provides a variety of life insurance products designed to meet the diverse needs of individuals and groups. Its offerings include individual life insurance plans, retirement pensions, health protections, and savings plans. Notable products include Poorna Suraksha, Sampoorn Cancer Suraksha, eShield, and CapAssure Gold. The company operates through several segments, including Participating, Non-Participating, and Linked segments, with the Non-Participating segment being the primary source of revenue. This segment encompasses endowment products, variable insurance plans, immediate annuity products, and group protection products, catering to a wide range of customer requirements in life, health, and micro-insurance.
BenefitMall
Acquisition in 2017
BenefitMall is a brokering platform specializing in employee benefits and insurance plans. The company operates as a general agency, partnering with a network of brokers to deliver tailored benefits solutions to small and medium-sized businesses. BenefitMall offers comprehensive services for insurance carriers and retail brokers, enhancing the efficiency of the benefits process. The platform digitalizes the entire quote-to-enrollment experience, enabling clients to manage customer information in a secure location. This streamlined approach provides a fast, easy, and trusted experience for selling employee benefits.
AA Ireland
Acquisition in 2016
AA Ireland is an insurance company providing car, travel, and home insurance services. It also offers emergency rescue for people in their homes and on the road, as well as providing insurance for customers. The company also provides helpful, reliable information to help consumers with its AA Roadwatch service which provides up to the minute traffic and travel information through live broadcasts, online and social media. AA Ireland's company website is packed with consumer information about home, car, and travel matters, alongside practical tips and advice. Its online RoutePlanner provides detailed routes, per year, fo users which enable people to find the easiest way to their destination. The AA's customers and members enjoy an exclusive range of benefits, including discounts on insurance prices, along with discounts on fuel prices, retail outlets, day trips, hotel breaks, and tourist attractions. The insurance company employs 480 people. Dublin, Dublin
JenCap Holdings
Acquisition in 2016
JenCap Holdings is a premier insurance distribution platform. Our companies are leading specialty insurance and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers, and captive managers. Our approach is centered on driving growth through organic expansion and strategic acquisitions, leveraging industry-leading technology and advanced analytics.
The Innovation Group
Acquisition in 2016
The Innovation Group (Pty) Limited, founded in 1981 and based in Johannesburg, South Africa, specializes in providing services aimed at protecting and enhancing brand loyalty and customer retention. The company primarily serves the automotive industry, banks, financial institutions, insurers, and brokers. It offers business process outsourcing and claims management software that helps clients reduce costs and improve operational efficiency. This software provides valuable data insights to inform strategic decisions and enhance underwriting performance. The Innovation Group also manages critical incidents for leading insurers, brokers, and fleet managers, along with warranty and service plan provisions for various original equipment manufacturers and automotive dealerships worldwide. The company has regional offices in Namibia and Claremont, South Africa, and operates as a subsidiary of The Innovation Group Limited.
PIB Insurance
Acquisition in 2015
PIB is a dynamic insurance broker employing outstanding individuals with a wealth of knowledge and experience in the insurance market. We are an independent, client centric and service focused insurance broker.
Nationwide Accident Repair Services
Acquisition in 2015
Nationwide Accident Repair Services (NARS) is a leading provider of automotive crash repair and accident administration services in the UK, catering primarily to the automotive insurance industry. The company maintains partnerships with numerous motor insurers and serves fleet operators, enhancing its reach and influence in the market. NARS operates a network of modern and well-equipped accident repair centres across the United Kingdom, ensuring high service standards for its customers. The company's offerings include vehicle body repair, accident claim management, mobile repair, and tire replacement services, all designed to facilitate a seamless and cost-effective recovery process for clients. NARS is committed to becoming the preferred accident repair services supplier for the UK insurance industry, aiming for growth through both organic development and acquisitions.
RAC
Acquisition in 2011
RAC is a comprehensive provider of vehicle and breakdown services, operating 24/7 throughout the year with a dedicated patrol force of around 1,500 personnel focused on vehicle repair and recovery. The company also engages in motor insurance broking and offers a range of legal and motoring services, including an online shop. Additionally, RAC operates RAC Cars, a used-car sales platform, and owns Netcars.com, an automotive classified website that utilizes a pay-per-click billing model, allowing auto dealers to pay only when potential customers are directed to their websites. Netcars.com encourages user contributions through its Car Advisor, blogs, forums, and news sections, enhancing its content and community engagement.
China Pacific Insurance
Private Equity Round in 2004
China Pacific Insurance (Group) Co., Ltd. (“CPIC”) is an insurance group basically constituted by China Pacific Insurance Company, a company established on 13 May 1991. The head office of CPIC is located in Shanghai. CPIC adheres to its mission to “be a responsible insurance company” and its core corporate values of “business integrity, prudence and sustainability, pursuit of performance excellence”. It will promote and realize its objective of sustainable value-enhancing growth in order to create values for the customers, shareholders, employees and stake holders and contribute to the harmony of the society.
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