Carlyle Group

9fin Limited is a London-based company founded in 2016 that specializes in developing artificial intelligence software designed to provide comprehensive financial data for the bond market, particularly focusing on high-yield bonds. The company offers a data analytics platform that utilizes computer vision and machine learning to facilitate the search, filtering, and analysis of financial information. By delivering real-time market news, deal monitoring, and price data presented in chart formats, 9fin supports professionals in finance, investment banking, and asset management in making informed investment decisions. Its tools foster collaboration among teams and assist users in assessing risks effectively, ultimately streamlining the decision-making process in the credit markets.

Sedgwick Claims Management Services is a prominent North American provider of technology-enabled claims and risk management solutions, headquartered in Memphis, Tennessee. The company employs nearly 11,000 professionals across approximately 200 offices in the United States and Canada. Sedgwick offers a comprehensive range of services, including claims administration for workers' compensation, disability, and employee absence programs, as well as liability claims in general, automobile, and professional sectors. Additionally, the company specializes in managed care, fraud investigation, structured settlements, and Medicare compliance solutions. By leveraging advanced technology and industry expertise, Sedgwick designs customized programs that address the evolving needs of its clients while maintaining cost-effective operations.

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.

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 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.

CBAM Partners is an alternative investment management firm and SEC-registered investment adviser established in 2016 by Don Young, Mike Damaso, and Jay Garrett. As a part of Eldridge Industries, the firm manages over $8.9 billion in assets and focuses on providing investment opportunities across the credit spectrum for institutional clients. CBAM offers a range of services, including separately managed accounts, collateralized loan obligations, and private funds. The firm invests throughout the capital structure, from senior secured debt to common equity, ensuring efficient and timely financing solutions tailored to the needs of its clients.

Unison Software, Inc. is a provider of cloud and on-premise software solutions tailored for program office, acquisition, financial assistance, and government contract professionals in the United States. The company's offerings include a comprehensive program management suite that allows teams to manage Contract Data Requirement Lists (CDRLs), track risks, monitor budgets, and assess scheduling impacts. Unison also provides modules focused on acquisition, financial assistance, and contract lifecycle management, enabling organizations to streamline processes, ensure compliance, and enhance performance monitoring. In addition to software solutions, Unison offers training and professional services, including data science, operations and maintenance, system implementation, and application integration. Founded in 1983 and originally known as Compusearch Software Systems, Inc., the company rebranded to Unison Software, Inc. in February 2019. Headquartered in Dulles, Virginia, Unison operates additional offices in Tysons Corner, Virginia; Clearfield, Utah; San Diego, and Los Angeles, California.

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.

IsoMetrix is a developer of integrated software focused on governance, risk, and compliance management, headquartered in Alpharetta, Georgia. The company provides solutions that enable organizations to effectively manage various aspects of enterprise risk and compliance, including health, safety, environmental, and social sustainability. IsoMetrix's software helps businesses handle data related to legal compliance, governance, and employee healthcare, supporting their efforts in maintaining regulatory standards and promoting sustainable practices.

Sedgwick Claims Management Services is a prominent North American provider of technology-enabled claims and risk management solutions, headquartered in Memphis, Tennessee. The company employs nearly 11,000 professionals across approximately 200 offices in the United States and Canada. Sedgwick offers a comprehensive range of services, including claims administration for workers' compensation, disability, and employee absence programs, as well as liability claims in general, automobile, and professional sectors. Additionally, the company specializes in managed care, fraud investigation, structured settlements, and Medicare compliance solutions. By leveraging advanced technology and industry expertise, Sedgwick designs customized programs that address the evolving needs of its clients while maintaining cost-effective operations.

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.

Visionary RCM is a healthcare services company specializing in risk adjustment and revenue cycle management. Headquartered in Chennai, India, with operations in the US, it offers services such as medical coding, audit of medical records, and revenue cycle management support to healthcare providers and payers. With over 2,500 employees, Visionary RCM combines operational excellence and deep domain expertise to help clients improve financial performance and quality of care.

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.

JenCap Holdings is a premier insurance distribution platform, comprising leading specialty insurance and program management businesses. These include managing general agencies, specialty program underwriters, transactional wholesale brokers, and captive managers. JenCap's strategy focuses on organic growth and strategic acquisitions, utilizing cutting-edge technology and advanced analytics to drive success in the insurance industry.

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.

ITRS Group specializes in providing risk mitigation solutions for global financial institutions, focusing on real-time monitoring and operational management. Established in 1997, the company’s innovative products enhance visibility across complex environments, allowing clients to identify, analyze, and mitigate risks effectively. ITRS's flagship offering, the Geneos dashboard, aggregates disparate data to deliver actionable business intelligence, enabling proactive and predictive management of critical operational processes. The platform supports over 100 third-party trading and risk applications, helping investment banks, exchanges, hedge funds, and brokers maintain operational resilience and improve IT efficiency. By leveraging big data analytics and machine learning, ITRS helps its clients transform extensive data into insights, thereby minimizing latency and preventing service disruptions. With offices in London, New York, and Hong Kong, ITRS Group serves a diverse clientele worldwide, earning recognition for its innovation and customer support in the financial sector.

Openlink Financial LLC is a provider of cloud-based trading, treasury, and risk management solutions tailored for a diverse range of sectors, including energy and commodities, financial services, and corporate entities. Founded in 1992 and headquartered in Uniondale, New York, the company has expanded its presence with offices in various locations worldwide, including the United States, Canada, Mexico, the United Kingdom, Germany, Australia, and India. Openlink’s software offerings include Endur, which addresses the trading, risk management, and operational needs of multiple markets, and Findur, designed for capital market institutions and government organizations to manage trading and risk. The company also provides Agtech, a commodities management solution, and Rightangle, focused on energy trading. By operating a SaaS-based enterprise platform, Openlink enables clients to enhance the agility and transparency of their trading and risk management operations while offering support and implementation services. Openlink Financial operates as a subsidiary of Ion Investment Group Limited.

FRSGlobal has been servicing financial institutions in the Americas since 1995.

Exaprotect, based in Mountain View, California, specializes in security management solutions for enterprises and service providers with complex infrastructures. The company develops network security and threat detection technologies that enhance operational efficiency for network and security teams. By integrating business policies with specific network configurations, Exaprotect's products help organizations comply with regulatory standards, streamline audit processes, and reduce security risks. Additionally, the company offers consulting, installation, training, and firewall migration services, along with centralized solutions for configuration management, log collection, monitoring, and event correlation, which aid in quick problem identification and resolution.

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.

Trema Group specializes in treasury and asset management software tailored for corporations and financial institutions. Founded in 1992 and headquartered in London, the company offers two key products: TremaSuite and TremaOne. TremaSuite is a comprehensive suite that encompasses transaction and risk management, cash management, commercial loan management, portfolio and performance management, and accounting modules. TremaOne enhances this offering by providing extensive treasury functionality alongside end-to-end integration and automation, addressing processes from cash management to dealing and risk management. The software supports a wide range of instruments and functions within a single integrated, modular system, allowing clients to achieve immediate visibility and control over their treasury and asset management activities while ensuring compliance across their enterprises. Following its acquisition by Wall Street Systems Delaware, Inc. in 2006, Trema Group has continued to expand its presence with offices in Europe and North America.

China Pacific Insurance (Group) Co., Ltd. is a prominent insurance provider in China, established in 1991 and headquartered in Shanghai. The company operates through several segments, including Life Insurance, Property and Casualty Insurance, and Other Businesses. It offers a wide range of insurance products, such as life, health, accident, liability, credit and guarantee, short-term health, casualty, and property insurance, as well as agricultural insurance and pension products. Additionally, China Pacific Insurance is engaged in asset management, providing consulting services, and involved in property management and hotel operations. The company utilizes various distribution channels, including direct sales, insurance agents, brokers, bancassurance, telemarketing, and online sales. As one of the largest insurers in China, it aims to deliver sustainable growth and value for its customers, shareholders, and the broader community.

Secure Elements, an enterprise vulnerability management leader, automates security remediation strategies.

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.