The Carlyle Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, The Carlyle Group has acquired 20 companies. It has also invested in 20 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 39 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 52 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 Activity994
    • M&A Buy Activity644
    • M&A Sell Activity350
  • Total Sectors Invested 58
  • Total Countries Invested 39
  • M&A Buy/Sell Connections 363
  • M&A Advisors 101

The Carlyle Group

1001 Pennsylvania Avenue, NW,
Washington, District of Columbia 20004
United States
(202) 729-5626
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 (18.8/yr) # 550 24 24 23 16 7 644
vol $227.5B $3.8B $986M $22.7B $205M $255.2B
Sell (15.0/yr) # 275 17 21 8 16 13 350
vol $83.9B $7.7B $7.1B $2.1B $2.7B $980M $104.4B
  994

Most Recent M&A

Company Date Value Type
Memsource a.s. 2020-07-02 - Buyout (LBO, MBO, MBI)
Prague, Czech Republic · www.memsource.com
ENVEA 2020-06-29 - Secondary Buyout
Poissy, France · www.envea.global
Unison Software, Inc. 2020-06-29 - Secondary Buyout
Dulles, Virginia · www.unisonglobal.com
Piramal Pharma Solutions 2020-06-27 - Stake Purchase
Lexington, Kentucky · www.piramalpharmasolutions.com
Eggplant 2020-06-25 330M USD Add-on Acquisition
London, United Kingdom · www.testplant.com
ZoomInfo Technologies Inc. 2020-06-04 - IPO
Vancouver, Washington · www.zoominfo.com
SeQuent Scientific Limited 2020-05-08 - Going Private
Mumbai, India · www.sequent.in
AIMS Companies 2020-04-13 - Growth Capital
Scottsdale, Arizona · www.aimscompanies.com
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Odyssey Behavioral Healthcare LLC 2018-12-19 Clearview Treatment Programs 2020-06-23 1
Brentwood, Tennessee · www.odysseybehavioralhealth.com Venice, California · www.clearviewtreatment.com
JenCap Holdings, LLC 2016-03-10 Quaker Special Risk 2020-06-19 9
New York, New York Eatontown, New Jersey · www.qsr-insurance.com
Novetta Solutions LLC 2015-08-27 WaveStrike LLC 2020-06-15 2
McLean, Virginia · www.novetta.com McLean, Virginia · www.novetta.com
The Hilb Group LLC 2019-10-30 Fort Myers Insurance Agency, Inc. 2020-06-09 13
Richmond, Vermont · www.hilbgroup.com Cape Coral, Florida · www.freedominsurancecenter.com
Net Health 2017-12-18 Tissue Analytics, Inc. 2020-05-14 2
Pittsburgh, Pennsylvania · www.nethealth.com Baltimore, Maryland · www.tissue-analytics.com
The Hilb Group LLC 2019-10-30 CBIZ, Inc. - Book of Business 2020-04-21 12
Richmond, Vermont · www.hilbgroup.com Cleveland, Ohio
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

M&A by Sector

Sector Current # Value All-time # Value
Software 12 (5%) 8.4B (13%) 49 (8%) 13.0B (5%)
Financial Services 18 (8%) 2.2B (3%) 41 (6%) 6.5B (3%)
Information Technology 14 (6%) 7.5B (11%) 32 (5%) 7.7B (3%)
Business Services 8 (3%) 2.3B (3%) 27 (4%) 7.0B (3%)
Communications 3 (1%) 2.6B (4%) 25 (4%) 6.7B (3%)
Energy Services and Equipment 13 (5%) 1.4B (2%) 25 (4%) 1.4B (1%)
Healthcare Services 10 (4%) - 23 (4%) 8.6B (3%)
Manufacturing 8 (3%) 803M (1%) 22 (3%) 4.4B (2%)
Internet Software and Services 5 (2%) - 21 (3%) 180M (< 1%)
Consumer Products 7 (3%) 450M (1%) 20 (3%) 4.8B (2%)
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%)
Life Science 7 (3%) 1.1B (2%) 14 (2%) 5.7B (2%)
Education 4 (2%) - 14 (2%) 2.7B (1%)
Chemicals 5 (2%) 15.0B (23%) 13 (2%) 24.1B (10%)
Electronics 4 (2%) 4.6B (7%) 13 (2%) 4.8B (2%)
Technology Hardware - - 13 (2%) 3.4B (1%)
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 3 (1%) - 9 (1%) 7.1B (3%)
Restaurants 2 (1%) - 9 (1%) 2.5B (1%)
Semiconductors - - 8 (1%) 17.6B (7%)
Publishing 1 (< 1%) - 8 (1%) 5.2B (2%)
Electrical Equipment - - 7 (1%) 30M (< 1%)
Apparel/Textiles 5 (2%) - 7 (1%) -
Consumer Services 3 (1%) 67M (< 1%) 6 (1%) 15.1B (6%)
Safety/Security 3 (1%) 1.9B (3%) 6 (1%) 2.1B (1%)
Retail 3 (1%) - 6 (1%) 1.6B (1%)
Building Materials 2 (1%) - 6 (1%) 1.1B (< 1%)
Marine 3 (1%) - 6 (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 1 (< 1%) 700M (1%) 4 (1%) 13.4B (5%)
Environmental 2 (1%) - 4 (1%) 772M (< 1%)
Defense 1 (< 1%) - 4 (1%) -
Utilities 2 (1%) - 4 (1%) -
Beverages 2 (1%) 712M (1%) 3 (< 1%) 995M (< 1%)
Staffing 1 (< 1%) - 3 (< 1%) 269M (< 1%)
Infrastructure 1 (< 1%) - 3 (< 1%) -
Plastics - - 3 (< 1%) -
Test/Measurement Equipment 1 (< 1%) - 3 (< 1%) -
Agriculture 1 (< 1%) - 2 (< 1%) -
Construction 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 237 $65.4B 646 $251.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 82 (35%) 27.1B (41%) 309 (48%) 197.6B (78%)
  Texas 14 (6%) - 49 (8%) 29.2B (11%)
  California 8 (3%) 8.9B (14%) 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 5 (2%) 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%)
  New Jersey 3 (1%) 1.2B (2%) 10 (2%) 5.3B (2%)
  Georgia 2 (1%) - 10 (2%) 8.7B (3%)
  Maryland - - 9 (1%) 860M (< 1%)
  Washington 1 (< 1%) - 7 (1%) 4.9B (2%)
  Michigan 1 (< 1%) - 6 (1%) 345M (< 1%)
  Colorado - - 5 (1%) 4.0B (2%)
  Tennessee 3 (1%) 6.7B (10%) 4 (1%) 7.5B (3%)
  Arizona 2 (1%) - 4 (1%) -
  Indiana 1 (< 1%) - 4 (1%) 6.5B (3%)
  Ohio - - 4 (1%) 7.8B (3%)
  Wisconsin - - 4 (1%) 1.2B (< 1%)
  Vermont 1 (< 1%) - 3 (< 1%) -
  Oklahoma 1 (< 1%) - 3 (< 1%) -
  Kentucky 1 (< 1%) - 3 (< 1%) -
  Nevada 1 (< 1%) - 2 (< 1%) 30.7B (12%)
  Oregon 1 (< 1%) - 2 (< 1%) 80M (< 1%)
  Utah 1 (< 1%) - 2 (< 1%) -
  South Carolina 1 (< 1%) - 2 (< 1%) -
  Louisiana 1 (< 1%) - 2 (< 1%) -
  District of Columbia - - 2 (< 1%) -
  Kansas - - 2 (< 1%) -
  Delaware 1 (< 1%) - 1 (< 1%) -
  Rhode Island 1 (< 1%) - 1 (< 1%) -
  Iowa 1 (< 1%) - 1 (< 1%) -
  Hawaii - - 1 (< 1%) 1.6B (1%)
  Alabama - - 1 (< 1%) -
  Nebraska - - 1 (< 1%) -
  Missouri - - 1 (< 1%) -
  Minnesota - - 1 (< 1%) -
  Idaho - - 1 (< 1%) -
China 22 (9%) 6.3B (10%) 55 (9%) 6.4B (2%)
United Kingdom 19 (8%) 3.0B (5%) 46 (7%) 6.7B (3%)
India 16 (7%) - 29 (4%) 2M (< 1%)
France 10 (4%) - 28 (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%) -
Czech Republic 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 82 (35%) 27.1B (41%) 309 (48%) 197.6B (78%)
Cross-border 155 (65%) 38.2B (59%) 337 (52%) 57.3B (22%)
Total 237 $65.2B 646 $255.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 53 (22%) 1.8B (3%) 194 (30%) 29.6B (12%)
Secondary Buyout 54 (23%) 10.5B (16%) 105 (16%) 22.3B (9%)
Growth Capital 43 (18%) - 101 (16%) 2M (< 1%)
Divestiture 25 (11%) 40.0B (61%) 68 (11%) 102.1B (42%)
Stake Purchase 34 (14%) - 57 (9%) 470M (< 1%)
Venture 2 (1%) - 55 (9%) 114M (< 1%)
Going Private 10 (4%) 12.8B (20%) 31 (5%) 84.7B (35%)
PIPE 8 (3%) - 13 (2%) 800M (< 1%)
Recapitalization 1 (< 1%) 310M (< 1%) 7 (1%) 2.1B (1%)
Special Situations/Distressed 1 (< 1%) - 6 (1%) -
Joint Venture 3 (1%) - 5 (1%) 1.0B (< 1%)
Acquisition Financing 2 (1%) - 2 (< 1%) -
Add-on Acquisition - - 1 (< 1%) -
Consolidation 1 (< 1%) - 1 (< 1%) -
Total 237 $65.4B 646 $243.2B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 97 (28%) 55.5B (59%)
Secondary Sale 83 (24%) 25.1B (27%)
Trade Sale 64 (18%) 10.4B (11%)
IPO 53 (15%) -
Bankruptcy 17 (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 2 (1%) -
Unknown 1 (< 1%) -
Total 350 $93.9B

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
 59
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 66 $25.2B
< $100M 22 $1.2B
TOTAL $104.4B
Largest United Defense Industries, Inc.
$4.2B (2005-06-27)

M&A Connections

Deals %
Acquired from
PE Firm(s)
67%
137 67%
Strategic(s)
33%
67 33%
Exited to
PE Firm(s)
43%
122 43%
Strategic(s)
57%
162 57%

Investor Summary

Size

Mega

PE Assets

84.0B USD

Established

1987

Specialist/Generalist

Generalist

Leadership

Jay Sammons

Managing Director

Adam Glucksman

Managing Director

Adam Palmer

Managing Director

Adam Sokoloff

Managing Director

Alex Wagenberg

Managing Director

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