The Carlyle Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, The Carlyle Group has acquired 22 companies. It has also invested in 17 others.

The Carlyle Group’s most common sectors for investment are software (8%) and financial services (7%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (31%) and secondary buyout (17%). In total, The Carlyle Group has invested in 41 US states and 38 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired Caesars Entertainment for $30.7B.

In the last 3 years, The Carlyle Group has exited 50 companies. The Firm’s most common exit type is trade sale (45%). The Carlyle Group’s largest (disclosed) exit occurred in 2005 when it sold United Defense Industries for $4.2B.

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M&A Summary

  • M&A Total Activity985
    • M&A Buy Activity639
    • M&A Sell Activity346
  • Total Sectors Invested 58
  • Total Countries Invested 38
  • M&A Buy/Sell Connections 360
  • M&A Advisors 99

The Carlyle Group

1001 Pennsylvania Avenue, NW,
Washington, District of Columbia 20004
United States,
(202) 347 2626
www.carlyle.com
inquiries@carlyle.com

The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Apparel/Textiles, Automotive, Beverages, Building Materials, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Defense, Digital Media, Distribution, Education, Electrical Equipment, Electronics, Energy Services and Equipment, Engineering, Environmental, Financial Services, Food, Franchising, Furniture, Gaming, Healthcare Services, Information Technology, Infrastructure, Insurance, Internet Software and Services, Leisure, Life Science, Machinery, Manufacturing, Marine, Marketing, Media, Medical Products, Metals/Mining, Oil/Gas Exploration, Packaging, Plastics, Publishing, Real Estate, Renewable Energy, Restaurants, Retail, Safety/Security, Semiconductors, Software, Staffing, Technology Hardware, Test/Measurement Equipment, Transportation, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Recapitalization, Special Situations/Distressed, Acquisition Financing, PIPE, Secondary Buyout, Stake Purchase, Venture, Add-on Acquisition

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia, Asia/Pacific, Australia/New Zealand, Central Asia/India, Latin/South America, Middle East

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 300 5,000
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (17.6/yr) # 551 24 24 22 17 1 639
vol $227.5B $3.8B $986M $22.7B $205M $255.2B
Sell (14.0/yr) # 276 17 20 8 14 11 346
vol $83.9B $7.7B $7.1B $2.1B $2.7B $650M $104.1B
  985

Most Recent M&A

Company Date Value Type
Lakin Tire 2020-03-16 - Add-on Acquisition
Santa Fe Springs, California · www.lakintire.com
exocad GmbH 2020-03-05 - Add-on Acquisition
Darmstadt, Germany · www.exocad.com
Meisui Bijin Factory Co., Ltd. 2020-03-02 - Add-on Acquisition
Takeda City, Japan · www.meisuibijin.co.jp
Addison Lee Group 2020-02-21 - Recapitalization
London, United Kingdom · www.addisonlee.com
MAK-SYSTEM S.A. 2020-02-20 - Growth Capital
Brussels, Belgium · www.mak-system.com
Golden Goose Srl 2020-02-12 - Secondary Buyout
Milan, Italy · www.goldengoosedeluxebrand.com
Hub & Flow 2020-02-05 - Add-on Acquisition
Paris, France · www.hubandflow.fr
1Life Healthcare, Inc. 2020-01-30 - IPO
San Francisco, California · www.onemedical.com
PPD Inc. 2020-01-27 - IPO
Wilmington, North Carolina · www.ppdi.com
Hermes Transporte Blindados S.A. 2020-01-08 - Secondary Buyout
Lima, Peru · www.hermes.com.pe
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
The Hilb Group LLC 2019-10-30 Healthcare Liability Consultants Agency, Inc. 2020-03-24 11
Richmond, Vermont · www.hilbgroup.com Fairview Park, Ohio
The Hilb Group LLC 2019-10-30 LifePlus Insurance Agency, Inc. 2020-03-10 10
Richmond, Vermont · www.hilbgroup.com Marshfield, Massachusetts · www.lpins.com
The Hilb Group LLC 2019-10-30 D. F. Dwyer & Associates LLC 2020-02-27 9
Richmond, Vermont · www.hilbgroup.com Newport, Rhode Island · www.dwyer.insure.com
ION Investment Group Ltd. 2016-05-31 Broadway Technology LLC 2020-02-14 2
New York City, New York · www.iontrading.com New York, New York · www.broadwaytechnology.com
The Hilb Group LLC 2019-10-30 Regency Insurance Group LLC 2020-02-11 8
Richmond, Vermont · www.hilbgroup.com East Lansing, Michigan · www.regency-group.com
Pexco LLC 2012-08-15 NDM Marking Systems, Inc. 2020-01-31 9
Alpharetta, Georgia · www.pexco.com Big Canoe, Georgia
Nouryon 2018-03-27 Nouryon - Elotex Business 2020-01-30 1
Amsterdam, Netherlands · www.nouryon.com Amsterdam, Netherlands
The Hilb Group LLC 2019-10-30 Group Brokerage Insurance Agency LLC 2020-01-28 7
Richmond, Vermont · www.hilbgroup.com Waltham, Massachusetts
Arctic Glacier, Inc. 2017-03-20 Superior Ice Co., Inc. 2020-01-23 2
Winnipeg, Manitoba · www.arcticglacierinc.com Linton, Indiana · www.superioriceco.com
The Hilb Group LLC 2019-10-30 Martens Johnson Insurance Agency, Inc. (MJIA) 2020-01-22 6
Richmond, Vermont · www.hilbgroup.com Rockville, Maryland · www.mjia.com

M&A by Sector

Sector Current # Value All-time # Value
Software 12 (5%) 8.4B (13%) 48 (7%) 13.0B (5%)
Financial Services 19 (8%) 2.2B (3%) 42 (7%) 6.5B (3%)
Information Technology 14 (6%) 7.5B (11%) 32 (5%) 7.7B (3%)
Business Services 8 (3%) 2.3B (3%) 28 (4%) 7.0B (3%)
Communications 3 (1%) 2.6B (4%) 25 (4%) 6.7B (3%)
Healthcare Services 10 (4%) - 23 (4%) 8.6B (3%)
Energy Services and Equipment 12 (5%) 1.4B (2%) 23 (4%) 1.4B (1%)
Manufacturing 8 (3%) 803M (1%) 22 (3%) 4.4B (2%)
Consumer Products 7 (3%) 450M (1%) 20 (3%) 4.8B (2%)
Internet Software and Services 4 (2%) - 20 (3%) 180M (< 1%)
Aerospace 7 (3%) 4.2B (6%) 18 (3%) 6.4B (3%)
Transportation 9 (4%) - 18 (3%) 1.6B (1%)
Oil/Gas Exploration 8 (3%) - 18 (3%) 1.1B (< 1%)
Medical Products 6 (3%) 4.2B (6%) 16 (2%) 8.3B (3%)
Automotive 1 (< 1%) - 16 (2%) 6.7B (3%)
Machinery 5 (2%) 3.5B (5%) 16 (2%) 5.7B (2%)
Media 3 (1%) - 15 (2%) 749M (< 1%)
Electronics 4 (2%) 4.6B (7%) 13 (2%) 4.8B (2%)
Technology Hardware - - 13 (2%) 3.4B (1%)
Education 3 (1%) - 13 (2%) 2.7B (1%)
Chemicals 5 (2%) 15.0B (22%) 12 (2%) 23.1B (9%)
Life Science 5 (2%) 1.1B (2%) 12 (2%) 5.7B (2%)
Insurance 9 (4%) 2.0B (3%) 12 (2%) 3.2B (1%)
Food 8 (3%) - 12 (2%) 2M (< 1%)
Leisure 8 (3%) 688M (1%) 11 (2%) 2.2B (1%)
Marketing 4 (2%) - 9 (1%) 7.1B (3%)
Restaurants 3 (1%) 80M (< 1%) 9 (1%) 2.5B (1%)
Semiconductors - - 8 (1%) 17.6B (7%)
Publishing 1 (< 1%) - 8 (1%) 5.2B (2%)
Safety/Security 3 (1%) 1.9B (3%) 7 (1%) 2.1B (1%)
Electrical Equipment - - 7 (1%) 30M (< 1%)
Apparel/Textiles 5 (2%) - 7 (1%) -
Marine 4 (2%) - 7 (1%) -
Consumer Services 3 (1%) 67M (< 1%) 6 (1%) 15.1B (6%)
Retail 4 (2%) 1.6B (2%) 6 (1%) 1.6B (1%)
Building Materials 2 (1%) - 6 (1%) 1.1B (< 1%)
Renewable Energy 5 (2%) - 6 (1%) -
Distribution 4 (2%) - 5 (1%) 8.5B (3%)
Packaging 3 (1%) - 5 (1%) 3.2B (1%)
Metals/Mining 2 (1%) 1.3B (2%) 5 (1%) 1.3B (1%)
Information Services 2 (1%) 700M (1%) 4 (1%) 13.4B (5%)
Defense 1 (< 1%) - 4 (1%) -
Utilities 2 (1%) - 4 (1%) -
Construction 1 (< 1%) - 3 (< 1%) 1.0B (< 1%)
Beverages 2 (1%) 712M (1%) 3 (< 1%) 995M (< 1%)
Environmental 1 (< 1%) - 3 (< 1%) 772M (< 1%)
Staffing 1 (< 1%) - 3 (< 1%) 269M (< 1%)
Plastics 1 (< 1%) - 3 (< 1%) -
Test/Measurement Equipment 1 (< 1%) - 3 (< 1%) -
Agriculture 1 (< 1%) - 2 (< 1%) -
Infrastructure 1 (< 1%) - 2 (< 1%) -
Real Estate 2 (1%) - 2 (< 1%) -
Gaming - - 1 (< 1%) 30.7B (12%)
Digital Media - - 1 (< 1%) 3.3B (1%)
Furniture - - 1 (< 1%) 290M (< 1%)
Engineering - - 1 (< 1%) -
Forest Products - - 1 (< 1%) -
Franchising 1 (< 1%) - 1 (< 1%) -
Total 238 $67.1B 641 $251.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 85 (36%) 28.7B (43%) 307 (48%) 197.6B (78%)
  Texas 13 (5%) - 48 (7%) 29.2B (11%)
  California 9 (4%) 8.9B (13%) 42 (7%) 9.1B (4%)
  New York 9 (4%) 7.3B (11%) 22 (3%) 12.4B (5%)
  Virginia 3 (1%) - 20 (3%) 2.5B (1%)
  Illinois 3 (1%) - 17 (3%) 5.4B (2%)
  Massachusetts 3 (1%) - 15 (2%) 4.9B (2%)
  North Carolina 3 (1%) 310M (< 1%) 12 (2%) 9.1B (4%)
  Florida 6 (3%) 2.6B (4%) 11 (2%) 18.5B (7%)
  Pennsylvania 6 (3%) - 10 (2%) 10.7B (4%)
  Connecticut 4 (2%) 98M (< 1%) 10 (2%) 3.5B (1%)
  Georgia 3 (1%) - 10 (2%) 8.7B (3%)
  New Jersey 3 (1%) 1.2B (2%) 10 (2%) 5.3B (2%)
  Maryland - - 10 (2%) 860M (< 1%)
  Washington 3 (1%) 1.6B (2%) 7 (1%) 4.9B (2%)
  Michigan 1 (< 1%) - 6 (1%) 345M (< 1%)
  Colorado - - 5 (1%) 4.0B (2%)
  Indiana 1 (< 1%) - 4 (1%) 6.5B (3%)
  Ohio - - 4 (1%) 7.8B (3%)
  Wisconsin - - 4 (1%) 1.2B (< 1%)
  Tennessee 2 (1%) 6.7B (10%) 3 (< 1%) 7.5B (3%)
  Arizona 1 (< 1%) - 3 (< 1%) -
  Vermont 1 (< 1%) - 3 (< 1%) -
  Oklahoma 1 (< 1%) - 3 (< 1%) -
  Oregon 2 (1%) 80M (< 1%) 2 (< 1%) 80M (< 1%)
  Nevada 1 (< 1%) - 2 (< 1%) 30.7B (12%)
  Hawaii 1 (< 1%) - 2 (< 1%) 1.6B (1%)
  Utah 1 (< 1%) - 2 (< 1%) -
  South Carolina 1 (< 1%) - 2 (< 1%) -
  Louisiana 1 (< 1%) - 2 (< 1%) -
  District of Columbia - - 2 (< 1%) -
  Kentucky - - 2 (< 1%) -
  Kansas - - 2 (< 1%) -
  Delaware 1 (< 1%) - 1 (< 1%) -
  Rhode Island 1 (< 1%) - 1 (< 1%) -
  Iowa 1 (< 1%) - 1 (< 1%) -
  Idaho - - 1 (< 1%) -
  Alabama - - 1 (< 1%) -
  Nebraska - - 1 (< 1%) -
  Missouri - - 1 (< 1%) -
  Minnesota - - 1 (< 1%) -
China 22 (9%) 6.3B (9%) 55 (9%) 6.4B (2%)
United Kingdom 20 (8%) 3.0B (4%) 46 (7%) 6.7B (3%)
India 15 (6%) - 28 (4%) 2M (< 1%)
France 9 (4%) - 27 (4%) 2.7B (1%)
Japan 8 (3%) 941M (1%) 21 (3%) 1.5B (1%)
Germany 7 (3%) 4.5B (7%) 20 (3%) 4.7B (2%)
South Korea 4 (2%) 1.9B (3%) 13 (2%) 1.9B (1%)
Italy 6 (3%) 239M (< 1%) 11 (2%) 239M (< 1%)
Brazil 7 (3%) 352M (1%) 10 (2%) 1.6B (1%)
Canada 6 (3%) - 10 (2%) 1.6B (1%)
  Ontario 4 (2%) - 6 (1%) 1.4B (1%)
  Manitoba 1 (< 1%) - 1 (< 1%) -
  Alberta 1 (< 1%) - 1 (< 1%) -
  British Columbia - - 1 (< 1%) 180M (< 1%)
  Quebec - - 1 (< 1%) -
Netherlands 5 (2%) 11.4B (17%) 10 (2%) 12.7B (5%)
Spain 3 (1%) - 10 (2%) 3.3B (1%)
Australia 5 (2%) 3.8B (6%) 8 (1%) 5.8B (2%)
Switzerland 3 (1%) 205M (< 1%) 7 (1%) 205M (< 1%)
Ireland 4 (2%) 176M (< 1%) 5 (1%) 176M (< 1%)
Belgium 3 (1%) - 5 (1%) -
Luxembourg 2 (1%) 3.5B (5%) 5 (1%) 3.8B (1%)
Taiwan 1 (< 1%) - 5 (1%) -
South Africa 4 (2%) 56M (< 1%) 4 (1%) 56M (< 1%)
Hong Kong 3 (1%) - 4 (1%) -
Peru 3 (1%) - 4 (1%) -
Sweden - - 4 (1%) 1.4B (1%)
Mexico 1 (< 1%) - 3 (< 1%) -
Turkey 1 (< 1%) - 3 (< 1%) -
Bermuda 2 (1%) 1.8B (3%) 2 (< 1%) 1.8B (1%)
Saudi Arabia 1 (< 1%) - 2 (< 1%) -
Israel - - 2 (< 1%) -
Chile 1 (< 1%) - 1 (< 1%) -
Jordan 1 (< 1%) - 1 (< 1%) -
Mozambique 1 (< 1%) - 1 (< 1%) -
Nigeria 1 (< 1%) - 1 (< 1%) -
Portugal 1 (< 1%) - 1 (< 1%) -
Romania 1 (< 1%) - 1 (< 1%) -
Tanzania 1 (< 1%) - 1 (< 1%) -
Uganda 1 (< 1%) - 1 (< 1%) -
Greece - - 1 (< 1%) 844M (< 1%)
Austria - - 1 (< 1%) -
Domestic 85 (36%) 28.7B (43%) 307 (48%) 197.6B (78%)
Cross-border 153 (64%) 38.2B (57%) 334 (52%) 57.3B (22%)
Total 238 $66.9B 641 $255.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 54 (23%) 1.8B (3%) 194 (30%) 29.6B (12%)
Secondary Buyout 55 (23%) 10.5B (16%) 104 (16%) 22.3B (9%)
Growth Capital 43 (18%) - 99 (15%) 2M (< 1%)
Divestiture 25 (11%) 40.0B (60%) 68 (11%) 102.1B (42%)
Stake Purchase 33 (14%) - 56 (9%) 470M (< 1%)
Venture 2 (1%) - 55 (9%) 114M (< 1%)
Going Private 9 (4%) 12.8B (19%) 30 (5%) 84.7B (35%)
PIPE 9 (4%) - 14 (2%) 800M (< 1%)
Recapitalization 2 (1%) 1.9B (3%) 7 (1%) 2.1B (1%)
Joint Venture 3 (1%) - 5 (1%) 1.0B (< 1%)
Special Situations/Distressed - - 5 (1%) -
Acquisition Financing 2 (1%) - 2 (< 1%) -
Add-on Acquisition - - 1 (< 1%) -
Consolidation 1 (< 1%) - 1 (< 1%) -
Total 238 $67.1B 641 $243.2B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 96 (28%) 55.2B (59%)
Secondary Sale 83 (24%) 25.1B (27%)
Trade Sale 64 (18%) 10.4B (11%)
IPO 52 (15%) -
Bankruptcy 16 (5%) -
Stake Sale 13 (4%) 2.1B (2%)
Merger 7 (2%) 792M (1%)
Sold to Management 7 (2%) -
Recapitalization 4 (1%) -
Shut Down 2 (1%) -
Sold to Existing Investors 1 (< 1%) -
Unknown 1 (< 1%) -
Total 346 $93.6B

Top M&A Advisors

Financial Deals
Credit Suisse Investment Banking
17
Bank of America Merrill Lynch
16
UBS Investment Bank
10
Legal Deals
Latham & Watkins
57
Debevoise & Plimpton LLP
12
Simpson Thacher & Bartlett LLP
9

Deal Values

buy # Total
> $1B 51 $225.4B
$100M to $1B 62 $29.1B
< $100M 15 $666M
TOTAL $255.2B
Largest Caesars Entertainment Corp.
$30.7B (2008-01-01)
sell # Total
> $1B 36 $78.0B
$100M to $1B 65 $24.9B
< $100M 22 $1.2B
TOTAL $104.1B
Largest United Defense Industries, Inc.
$4.2B (2005-06-27)

M&A Connections

Deals %
Acquired from
PE Firm(s)
67%
136 67%
Strategic(s)
33%
67 33%
Exited to
PE Firm(s)
43%
120 43%
Strategic(s)
57%
161 57%

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