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 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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