The Carlyle Group Inc. (CG)

US — Financial Services Sector
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Key Metrics & Ratings

  • symbol CG
  • Rev/Share 11.5224
  • Book/Share 17.7631
  • PB 3.4887
  • Debt/Equity 0.0
  • CurrentRatio 4.6987
  • ROIC 0.4218

 

  • MktCap 22379597920.0
  • FreeCF/Share -2.077
  • PFCF -29.9754
  • PE 20.5347
  • Debt/Assets 0.0
  • DivYield 0.0226
  • ROE 0.1858

 

  • Rating B-
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 1
  • P/B Score 2
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade CG Citigroup Neutral Buy -- $65 July 10, 2025
Upgrade CG TD Cowen Hold Buy -- $56 May 14, 2025
Downgrade CG Oppenheimer Outperform Perform -- -- March 19, 2025
Upgrade CG Wolfe Research Peer Perform Outperform -- $60 Jan. 3, 2025
Initiation CG Wells Fargo -- Equal Weight -- $42 Sept. 12, 2024
Initiation CG Redburn Atlantic -- Buy -- $55 Aug. 27, 2024

News

EQT and CPP Investments to acquire NEOGOV, a provider of HR and compliance software for U.S. public sector agencies, from Warburg Pincus and Carlyle
CG
Published: July 28, 2025 by: PRNewsWire
Sentiment: Neutral

The EQT X fund ("EQT") and Canada Pension Plan Investment Board ("CPP Investments") have agreed to acquire NEOGOV, which serves over 10,000 public sector agencies with purpose-built government HR and compliance software solutions NEOGOV's cloud-native solutions support the full employee lifecycle and help public sector agencies drive efficiency and stay compliant with local policies and regulatory frameworks EQT and CPP Investments will partner with CEO Shane Evangelist and the management team to accelerate growth and expansion, building upon their track records in the US software sector STOCKHOLM , July 28, 2025 /PRNewswire/ -- EQT announced today that the EQT X …

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image for news EQT and CPP Investments to acquire NEOGOV, a provider of HR and compliance software for U.S. public sector agencies, from Warburg Pincus and Carlyle
Warburg Pincus and Carlyle Announce Agreement to Sell NEOGOV to EQT and CPP Investments
CG
Published: July 28, 2025 by: PRNewsWire
Sentiment: Neutral

Sale reflects NEOGOV's industry-leading position in purpose-built government HR and compliance software solutions, providing an essential service to public-sector agencies NEW YORK , July 28, 2025 /PRNewswire/ -- Funds managed by Warburg Pincus LLC, the pioneer of global growth investing, and global investment firm Carlyle (NASDAQ: CG) today announced the signing of a definitive agreement to sell NEOGOV ("the Company"),a provider of HR and compliance software for U.S. public sector agencies, to EQT X fund ("EQT") and Canada Pension Plan Investment Board ("CPP Investments"). Founded in 2000 and headquartered in El Segundo, California, NEOGOV delivers purpose-built human capital management and …

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image for news Warburg Pincus and Carlyle Announce Agreement to Sell NEOGOV to EQT and CPP Investments
Final Trades: Honeywell, Digital Realty, Applied Materials and Carlyle Group
AMAT, CG, DLR, HON
Published: July 24, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: Honeywell, Digital Realty, Applied Materials and Carlyle Group
SS&C to buy Carlyle's British fund network Calastone for about $1 billion
CG
Published: July 21, 2025 by: Reuters
Sentiment: Positive

Financial software provider SS&C Technologies said on Monday it will acquire Carlyle's British fund network and data business Calastone for about 766 million pounds ($1.03 billion).

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image for news SS&C to buy Carlyle's British fund network Calastone for about $1 billion
CCIF: The ~20% Illusion And What Carlyle's Isn't Telling You
CG
Published: July 21, 2025 by: Seeking Alpha
Sentiment: Positive

CCIF offers a high 20% yield, but its sustainability raises questions. Management's fee structure and aggressive leverage incentivize asset growth over shareholder returns, increasing risk and potential dilution. Falling credit spreads future income, with layered leverage amplifying negative impacts on returns.

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image for news CCIF: The ~20% Illusion And What Carlyle's Isn't Telling You
AMG or CG: Which Is the Better Value Stock Right Now?
AMG, CG
Published: July 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in stocks from the Financial - Investment Management sector have probably already heard of Affiliated Managers Group (AMG) and Carlyle Group (CG). But which of these two stocks offers value investors a better bang for their buck right now?

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image for news AMG or CG: Which Is the Better Value Stock Right Now?
Acentra Health Earns Fourth Consecutive Recognition on the Washington Business Journal's Annual ‘Largest Private Companies' List
CG
Published: June 30, 2025 by: GlobeNewsWire
Sentiment: Neutral

MCLEAN, Va., June 30, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, has earned the No.

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image for news Acentra Health Earns Fourth Consecutive Recognition on the Washington Business Journal's Annual ‘Largest Private Companies' List
Carlyle: Military Industrial Complex is a Boon to Productivity
CG
Published: June 30, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

The military industrial complex has pushed technology to continue to improve, and it is this defense-driven innovation that has given Silicon Valley its edge says Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle. Now, it is Europe's time to catch up, as increased defense spending will fund a new wave of technological advancements and investments in energy security.

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image for news Carlyle: Military Industrial Complex is a Boon to Productivity
AMG vs. CG: Which Stock Is the Better Value Option?
AMG, CG
Published: June 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors with an interest in Financial - Investment Management stocks have likely encountered both Affiliated Managers Group (AMG) and Carlyle Group (CG). But which of these two companies is the best option for those looking for undervalued stocks?

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image for news AMG vs. CG: Which Stock Is the Better Value Option?
Diversified Energy Company's Carlyle deal opens up new acquisition opportunities
CG, DEC
Published: June 24, 2025 by: Proactive Investors
Sentiment: Positive

The Diversified Energy Company PLC's (LSE:DEC, NYSE:DEC) new collaboration with Carlyle opens up further acquisition opportunities, stockbroker Stifel has highlighted. DEC on Tuesday announced it had secured a $2 billion investment deal with Carlyle, which is to provide the funds to support new acquisitions.

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image for news Diversified Energy Company's Carlyle deal opens up new acquisition opportunities
Carlyle Announces Partnership With Citigroup on Asset-Backed Lending
C, CG
Published: June 16, 2025 by: Zacks Investment Research
Sentiment: Positive

CG is set to collaborate with C to expand fintech-focused asset-backed finance through a new strategic alliance.

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image for news Carlyle Announces Partnership With Citigroup on Asset-Backed Lending
Carlyle teams up with Citi to invest in fintech lenders
CG, C
Published: June 12, 2025 by: Reuters
Sentiment: Positive

Investment firm Carlyle Group has partnered with U.S. banking giant Citigroup to provide asset-backed financing to fintech lenders, the companies said on Thursday.

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image for news Carlyle teams up with Citi to invest in fintech lenders
AMG or CG: Which Is the Better Value Stock Right Now?
AMG, CG
Published: June 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Affiliated Managers Group (AMG) or Carlyle Group (CG). But which of these two companies is the best option for those looking for undervalued stocks?

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image for news AMG or CG: Which Is the Better Value Stock Right Now?
bluebird bio Announces Completion of Acquisition by Carlyle and SK Capital
BLUE, CG
Published: June 02, 2025 by: Business Wire
Sentiment: Neutral

SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio (NASDAQ: BLUE) (“bluebird”), a pioneer in gene therapies for severe genetic diseases, today announced the completion of its sale to funds managed by global investment firms Carlyle (NASDAQ: CG) and SK Capital Partners, LP (“SK Capital”). With the closing of the transaction, bluebird's common stock has ceased trading and will no longer be publicly listed. Carlyle and SK Capital have provided significant primary capital to support and scale bluebir.

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image for news bluebird bio Announces Completion of Acquisition by Carlyle and SK Capital
Carlyle's Jeff Currie: OPEC supply increases have been bearish surprise for the market
CG
Published: May 22, 2025 by: CNBC Television
Sentiment: Negative

Jeff Currie, Carlyle chief strategy officer of energy pathways, joins CNBC's 'Squawk on the Street' to discuss outlooks on energy.

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image for news Carlyle's Jeff Currie: OPEC supply increases have been bearish surprise for the market
bluebird bio shares soar after amended buyout offer from Carlyle, SK Capital
BLUE, CG
Published: May 14, 2025 by: Proactive Investors
Sentiment: Positive

Shares of bluebird bio Inc (NASDAQ:BLUE) surged 50% on Wednesday after the gene therapy developer announced an amended acquisition agreement with private equity firms Carlyle and SK Capital, offering shareholders a higher upfront cash payout. The revised deal includes a $5 per share cash offer, replacing a previous bid that had offered $3 per share upfront and a contingent value right (CVR) of $6.84 per share, payable if certain sales milestones were met.

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image for news bluebird bio shares soar after amended buyout offer from Carlyle, SK Capital
Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y
CG
Published: May 09, 2025 by: Zacks Investment Research
Sentiment: Neutral

CG's first-quarter results reflect increases in revenues and the AUM balance. Expenses also decline year over year.

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image for news Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y
The Carlyle Group, Inc. (CG) Q1 2025 Earnings Call Transcript
CG
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Neutral

The Carlyle Group, Inc. (NASDAQ:CG ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Daniel Harris - Partner & Head, Public Investor Relations Harvey Schwartz - CEO & Director John Redett - CFO & Head, Corporate Strategy Conference Call Participants Ben Budish - Barclays Alex Blostein - Goldman Sachs Patrick Davitt - Autonomous Research Brian Bedell - Deutsche Bank Brian McKenna - Citizens Ken Worthington - JPMorgan Mike Brown - Wells Fargo Michael Cyprys - Morgan Stanley Bill Katz - TD Cowen Kyle Voigt - KBW Operator Good day, and thank you for standing by. …

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image for news The Carlyle Group, Inc. (CG) Q1 2025 Earnings Call Transcript
Acentra Health Awarded $27.5 Million Contract from California Medicaid to Continue Providing Preadmission Screening and Resident Review (PASRR) Services
CG
Published: April 29, 2025 by: GlobeNewsWire
Sentiment: Neutral

Acentra Health awarded $27.5 million contract from California Medicaid to continue providing mental health preadmission screenings for long-term care.

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image for news Acentra Health Awarded $27.5 Million Contract from California Medicaid to Continue Providing Preadmission Screening and Resident Review (PASRR) Services
The More It Underperforms, The More I Buy
APO, ARCC, BAM, BEP, BEPC, BN, BX, CG, GLD, KKR, MSFT, NVDA, PAX, SLV, VST
Published: April 27, 2025 by: Seeking Alpha
Sentiment: Positive

Three sectors of the market have soared in recent years. However, there are laggards in each of them. I discuss why these underperformers are a golden buying opportunity for investors today.

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image for news The More It Underperforms, The More I Buy
Socially Determined and Acentra Health Partner to Advance Whole Person, Whole Population Healthcare through Enhanced Analytics
CG
Published: April 24, 2025 by: GlobeNewsWire
Sentiment: Neutral

WASHINGTON, April 24, 2025 (GLOBE NEWSWIRE) -- Socially Determined, a social risk analytics and solutions company leading the integration of health and social care, and Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, have partnered to deliver the power of data, raw computing, and AI analytics to help state healthcare agencies more accurately predict and target interventions that improve health outcomes for individuals and communities, and reduce program costs. The partnership allows Acentra Health to leverage Socially Determined's nationwide access to …

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image for news Socially Determined and Acentra Health Partner to Advance Whole Person, Whole Population Healthcare through Enhanced Analytics
Carlyle (CG) Surges 11.7%: Is This an Indication of Further Gains?
CG
Published: April 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Carlyle (CG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

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image for news Carlyle (CG) Surges 11.7%: Is This an Indication of Further Gains?
Carlyle seeks buyers for Colombian oil producer
CG
Published: March 20, 2025 by: Reuters
Sentiment: Neutral

Private equity group Carlyle is seeking a buyer for its Colombian oil producer SierraCol for around $1.5 billion, according to people with knowledge of the matter.

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image for news Carlyle seeks buyers for Colombian oil producer
SoftBank Group to Acquire Ampere Computing
CG, ORCL
Published: March 19, 2025 by: Business Wire
Sentiment: Neutral

TOKYO & SANTA CLARA, Calif.--(BUSINESS WIRE)--SoftBank Group Corp. (TSE: 9984, “SoftBank Group”) today announced that it will acquire Ampere® Computing, a leading independent silicon design company, in an all-cash transaction valued at $6.5 billion. Under the terms of the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group and retain its name. As part of the transaction, Ampere's lead investors – Carlyle (NASDAQ: CG) and Oracle Corp. (NYSE: ORCL) – are selling their re.

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image for news SoftBank Group to Acquire Ampere Computing
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Bluebird Bio, Inc. - BLUE
BLUE, CG
Published: March 19, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK CITY, NY / ACCESS Newswire / March 19, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Bluebird Bio, Inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 17, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , March 17, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ: BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 13, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK, NY / ACCESS Newswire / March 13, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
bluebird bio Investor Alert: Is the Proposed Acquisition of bluebird bio Fair to bluebird bio Investors - Kehoe Law Firm, P.C. Investigating - BLUE
BLUE, CG
Published: March 12, 2025 by: Accesswire
Sentiment: Neutral

PHILADELPHIA, PA / ACCESS Newswire / March 12, 2025 / Kehoe Law Firm, P.C. continues its investigation on behalf of investors of bluebird bio (NASDAQ:BLUE) regarding the adequacy and fairness of the proposed acquisition of bluebird bio by "funds managed by global investment firms Carlyle (NASDAQ: CG) and SK Capital Partners, LP ("SK Capital") in collaboration with a team of highly experienced biotech executives.

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image for news bluebird bio Investor Alert: Is the Proposed Acquisition of bluebird bio Fair to bluebird bio Investors - Kehoe Law Firm, P.C. Investigating - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 07, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK, NY / ACCESS Newswire / March 7, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 03, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , March 3, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ: BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE

About The Carlyle Group Inc. (CG)

  • IPO Date 2012-05-03
  • Website https://www.carlyle.com
  • Industry Asset Management
  • CEO Harvey Mitchell Schwartz
  • Employees 2300

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).