Global alternative asset manager that acquired majority stakes in healthcare RCM providers Knack RCM and EqualizeRCM.
AI-extracted from podcast / newsletter / paper summaries. May contain errors.
“Castelion closed a $1B Series C at a $13B valuation, backed by JPMorganChase, Andreessen Horowitz, and Carlyle”
“YipitData, a data provider for alternative investments, hired Goldman Sachs to find a buyer for between $2.5b and $3b; notable as a scaled alt-data business with Carlyle backing.”
“Hypersonic missile startup Castelion raised $800M at a $13B valuation, backed by a blue-chip syndicate including JPMorgan, a16z, and Carlyle.”
Source→“CAIS...helps independent financial advisors evaluate, buy, and administer alternative investments across client portfolios, raised a $170 million Series D at a $2+ billion valuation.”
Source→“The firm...completed a $2.8 billion investment in MAI Capital in June.”
Source→“The $7B Bain vs. Carlyle contest for Wealth Enhancement Group signals that PE firms view RIAs as a critical strategic asset — not just a financial one.”
Source→“Carlyle CEO Harvey Schwartz has called the wealth channel a top growth priority.”
Source→“The firm already owns a stake in wealth management firm Captrust.”
Source→“Wealth Enhancement, Wealth manager, $160B AUM, Being contested between Bain Capital and Carlyle. PE consolidation of wealth management sector”
“Former Sequoia Capital managing partner Mark Stevens, Sixth Street, Carlyle, and Dynasty Equity Partners Management are in talks for a joint bid, the Seattle Seahawks.”
Source→“Carlyle is in talks to hand control of ESG consultancy Anthesis Group to its lender Bridgepoint Group.”
“Glenn Youngkin — Former Virginia Governor; former Carlyle co-CEO — Joining Red Cell Partners as partner, chairman, and board member; will focus on LP relationships, government relations, and business partnerships”
“Carlyle has a partnership with Red Bull Racing, including branding on its cars.”
“Him and a couple friends organized roughly $2 billion in transacting these tax losses. And after doing that for two or three years, they had made something like $20 million. And that's the money that they used three years later to eventually start Carlyle Group, which is now one of the largest PE firms in the world. I believe they have $500 billion in companies that they own.”
Source→“Carlyle agreed to pay $700m to acquire Chung Ho Group, a South Korean appliance rental company.”
“Former commander of U.S. Special Operations Command, Bryan Fenton, is joining Carlyle as an operating executive.”
“Carlyle acquired a majority stake in health care RCM providers Knack RCM and EqualizeRCM.”