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 Storage Services
Cohesity
Series G in 2024
Cohesity, Inc. is a data management technology company that specializes in hyper-converged secondary storage solutions for large organizations. Founded in 2013 and based in Santa Clara, California, with an additional office in Raleigh, North Carolina, Cohesity aims to simplify the protection, management, and extraction of value from data. Its flagship product, the Cohesity DataPlatform, consolidates secondary data and workflows, eliminating storage silos and streamlining data management. The company also offers DataProtect, which integrates various data protection functions, including backup and disaster recovery, as well as the Cohesity Orion platform for comprehensive data protection and big data storage. Additionally, Cohesity provides tools for monitoring and managing data infrastructure through its SaaS-based solution, Cohesity Helios, and its mobile application. The company serves clients across the Americas, EMEA, and APAC, and maintains a strategic partnership with Pure Storage to enhance its offerings.
Zippy Shell
Private Equity Round in 2024
Zippy Shell Incorporated specializes in portable moving and self-storage services for individuals and businesses. Founded in 2009 and based in Wake Forest, North Carolina, the company offers a range of solutions including local and long-distance moving, mobile storage, and on-site storage. Zippy Shell's unique mobile storage units are delivered directly to customers, allowing them to load and unload at their convenience. Once packed, these units can be stored securely at Zippy Shell facilities or transported to new locations. In addition to storage, the company provides loading, unloading, and packing referrals through a network of franchise locations and licensed partners, catering to residential, commercial, military, and student markets. Each long-distance move includes 30 days of storage, enhancing the flexibility of their services.
Zippy Shell
Venture Round in 2020
Zippy Shell Incorporated specializes in portable moving and self-storage services for individuals and businesses. Founded in 2009 and based in Wake Forest, North Carolina, the company offers a range of solutions including local and long-distance moving, mobile storage, and on-site storage. Zippy Shell's unique mobile storage units are delivered directly to customers, allowing them to load and unload at their convenience. Once packed, these units can be stored securely at Zippy Shell facilities or transported to new locations. In addition to storage, the company provides loading, unloading, and packing referrals through a network of franchise locations and licensed partners, catering to residential, commercial, military, and student markets. Each long-distance move includes 30 days of storage, enhancing the flexibility of their services.
KLDiscovery
Venture Round in 2018
KLDiscovery Inc. offers eDiscovery and data recovery services to a diverse clientele, including corporations, law firms, government agencies, and individual consumers globally. The company's eDiscovery solutions feature Nebula, a proprietary platform that streamlines the identification, preservation, collection, processing, review, and exchange of electronically stored information (ESI). Additional offerings include eDiscovery.com Review for ESI management, Relativity for document review, and KLD Analytics for technology-assisted review. KLDiscovery also provides managed review services to support complex data assessments in litigation and regulatory matters, alongside digital forensics services. Beyond eDiscovery, the company offers information archiving, legal hold management, Office 365 migration, and enterprise-grade storage solutions through Nebula Big Data Store. Its data recovery services encompass email recovery, tape services, and data destruction, along with mobile phone repair services. Furthermore, KLDiscovery develops data recovery software, such as Ontrack EasyRecovery and Ontrack PowerControls. Founded in 2005 and headquartered in McLean, Virginia, KLDiscovery is dedicated to addressing intricate data challenges using technology-enabled services and software.
KLDiscovery
Acquisition in 2016
KLDiscovery Inc. offers eDiscovery and data recovery services to a diverse clientele, including corporations, law firms, government agencies, and individual consumers globally. The company's eDiscovery solutions feature Nebula, a proprietary platform that streamlines the identification, preservation, collection, processing, review, and exchange of electronically stored information (ESI). Additional offerings include eDiscovery.com Review for ESI management, Relativity for document review, and KLD Analytics for technology-assisted review. KLDiscovery also provides managed review services to support complex data assessments in litigation and regulatory matters, alongside digital forensics services. Beyond eDiscovery, the company offers information archiving, legal hold management, Office 365 migration, and enterprise-grade storage solutions through Nebula Big Data Store. Its data recovery services encompass email recovery, tape services, and data destruction, along with mobile phone repair services. Furthermore, KLDiscovery develops data recovery software, such as Ontrack EasyRecovery and Ontrack PowerControls. Founded in 2005 and headquartered in McLean, Virginia, KLDiscovery is dedicated to addressing intricate data challenges using technology-enabled services and software.
Veritas Technologies
Acquisition in 2015
Veritas Technologies specializes in data management solutions, focusing on backup and recovery, business continuity, information governance, and storage management for organizations worldwide. Its product offerings include diverse backup and recovery solutions for desktops, laptops, servers, and virtual machines, as well as NetBackup appliances for various environments. The company also provides business continuity tools like InfoScale Enterprise, Backup Exec, and Disaster Recovery Orchestrator, alongside SaaS-based data archiving through Veritas Enterprise Vault. In the realm of information governance, Veritas offers data insight for tracking file usage and an Integrated Classification Engine for managing sensitive information. Additional services encompass education, business-critical consulting, and managed services for monitoring and support. Veritas Technologies caters to sectors such as healthcare and government, assisting Fortune 500 companies in managing and protecting data across traditional and cloud environments. Founded in 1983, the company has evolved through various ownerships and now operates independently after separating from Symantec in 2016. Its headquarters is located in Mountain View, California.
Itconic Innovate IT
Private Equity Round in 2015
Itconic is an IT services company operating in Spain and Portugal, specializing in data center and cloud infrastructure management. The company provides comprehensive managed services tailored to clients' private, hybrid, or public cloud platforms. Itconic boasts the largest and most extensive network of neutral data centers in the Iberian Peninsula, featuring five interconnected centers across Spain and Portugal. This infrastructure is supported by a team of experienced professionals who adopt a neutral technology approach, ensuring flexibility to meet diverse client needs. By focusing on connectivity and cloud infrastructure, Itconic aims to facilitate efficient and flexible connections for its clients, ultimately driving their digital transformation.
General Secure Logistics Services
Private Equity Round in 2014
General Secure Logistics Services (GSLS) is an Irish company specializing in cash logistics and management solutions. Founded in 2004 and headquartered in Ireland, GSLS offers a range of services including cash collection and delivery for banks, retailers, and the hospitality industry, as well as cash-in-transit services. The company also provides money processing, coin collection and processing from various sources such as tolls and parking, and manages the supply of coins and notes for ATMs and other clients. Additionally, GSLS facilitates international cash movements and offers secure storage for valuables, ensuring safe transportation using armored vehicles.
J&J Africa
Private Equity Round in 2014
J&J is a transporter and logistics provider specializing in reliable and efficient international transportation along the Beira Corridor. J&J also offers state of the art warehouse facilities for the handling of bulk and container cargo. J&J is able to provide high quality logistics solutions on the Beira corridor. Through experience, development and innovation J&J strives to deliver a superior service for its clients’ needs, which include storage, transportation and the handling of bulk, containerised, project and out of gauge cargo.
Vdura
Series E in 2008
VDURA specializes in advanced data storage and management solutions, focusing on artificial intelligence (AI) and high-performance computing (HPC). The company provides a robust data platform that supports on-premises, public cloud, and hybrid environments, emphasizing performance, durability, and reliability. Its innovative parallel network-attached storage (NAS) technology allows for the integration of various storage media within a unified architecture, offering customers flexibility, simplicity, and cost efficiency. This approach enhances data protection, integrity, and availability, catering to enterprise needs for scalability and ease of management. Through its commitment to innovation, VDURA positions itself as a leader in the data storage sector.
Archive Systems
Series B in 2007
At Archive Systems, their vision is to change the way organizations view document processing by enabling them to virtualize the back office. The company was founded in 1991 to address the demands of businesses overwhelmed with paper and seeking a records storage company to solve their paper storage issues. In 1998, they pioneered the first services-based, on-demand document management solution, ASPEN 360. The Virtual File Room Edition allows organizations to image and access a wide range of content including HR employee records and I-9 forms as well as legal documents and leases.The product includes ASPEN 360 Paper Virtualization Center, which removes from the client all tasks associated with document imaging, data capture, document classification, indexing, and OCR. Their records management services include everything from business records storage and document shredding to offsite data storage and document conversion. With a network of owned and operated Record Centers complete with barcode tracking, system-driven workflows and sophisticated records management systems, they ensure that your records are well protected, yet easily accessible when needed.
Cirrascale Cloud Services
Series C in 2007
Cirrascale Corporation is a leading provider of blade-based cloud computing and storage infrastructure, specializing in solutions for conventional and containerized data centers. The company employs its patented Vertical Cooling Technology to create energy-efficient platforms that minimize total ownership costs while maximizing density. Cirrascale Cloud Services® focuses on delivering deep learning infrastructure solutions tailored for sectors such as autonomous vehicles, medical imaging, and natural language processing (NLP). This cloud services provider caters to large-scale deep learning operators, service providers, and high-performance computing (HPC) users, recently introducing Graphcore IPU cloud instances and server solutions to enhance its offerings. Through its innovative approach, Cirrascale supports the development of sustainable data centers and helps clients select optimal platforms for their computing needs.
Cirrascale Cloud Services
Series B in 2004
Cirrascale Corporation is a leading provider of blade-based cloud computing and storage infrastructure, specializing in solutions for conventional and containerized data centers. The company employs its patented Vertical Cooling Technology to create energy-efficient platforms that minimize total ownership costs while maximizing density. Cirrascale Cloud Services® focuses on delivering deep learning infrastructure solutions tailored for sectors such as autonomous vehicles, medical imaging, and natural language processing (NLP). This cloud services provider caters to large-scale deep learning operators, service providers, and high-performance computing (HPC) users, recently introducing Graphcore IPU cloud instances and server solutions to enhance its offerings. Through its innovative approach, Cirrascale supports the development of sustainable data centers and helps clients select optimal platforms for their computing needs.
Vdura
Venture Round in 2004
VDURA specializes in advanced data storage and management solutions, focusing on artificial intelligence (AI) and high-performance computing (HPC). The company provides a robust data platform that supports on-premises, public cloud, and hybrid environments, emphasizing performance, durability, and reliability. Its innovative parallel network-attached storage (NAS) technology allows for the integration of various storage media within a unified architecture, offering customers flexibility, simplicity, and cost efficiency. This approach enhances data protection, integrity, and availability, catering to enterprise needs for scalability and ease of management. Through its commitment to innovation, VDURA positions itself as a leader in the data storage sector.
Vdura
Series B in 2001
VDURA specializes in advanced data storage and management solutions, focusing on artificial intelligence (AI) and high-performance computing (HPC). The company provides a robust data platform that supports on-premises, public cloud, and hybrid environments, emphasizing performance, durability, and reliability. Its innovative parallel network-attached storage (NAS) technology allows for the integration of various storage media within a unified architecture, offering customers flexibility, simplicity, and cost efficiency. This approach enhances data protection, integrity, and availability, catering to enterprise needs for scalability and ease of management. Through its commitment to innovation, VDURA positions itself as a leader in the data storage sector.
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