Investment Summary

GTCR and The Carlyle Group Invest In CapTrust

On June 2, 2020, private equity firms GTCR and The Carlyle Group invested in business services company CapTrust

Investment Highlights
  • This is GTCR’s 14th and The Carlyle Group’s 30th transaction in the Business Services sector.
  • This is GTCR’s 109th and The Carlyle Group’s 320th transaction in the United States.
  • This is GTCR’s 4th and The Carlyle Group’s 13th transaction in North Carolina.

Investment Summary

Date 2020-06-02
Target CapTrust
Sector Business Services
Investor(s) GTCR
The Carlyle Group
Deal Type Stake Purchase

Target

CapTrust

Raleigh, North Carolina, United States
CapTrust is an independent registered investment advisor. It has clients in all 50 states and provides investment advisory, asset management, and planning services to thousands of affluent private clients and institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities. CapTrust was founded in 1997 and is based in Raleigh, North Carolina.

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Investor(S) 2

Investor

GTCR

Chicago, Illinois, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1980
PE ASSETS 15.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.


DEAL STATS #
Overall 113 of 142
Sector (Business Services) 14 of 16
Type (Stake Purchase) 26 of 27
State (North Carolina) 4 of 5
Country (United States) 109 of 137
Year (2020) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-05-12 Guideline

New York, New York, United States

Guideline focuses on advertising technology business through the acquisition of incredible data-driven assets to allow the company to innovate, grow existing capabilities, and use machine learning to offer accurate automated solutions to age-old industry processes. Guideline was formed in 2020 and is based in New York.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-07-27 Optimal Blue

Plano, Texas, United States

Optimal Blue operates mortgage secondary marketing technology & facilitates transactions among mortgage market participants through its Marketplace Platform, actionable data, and technology vendor connections. Optimal Blue was formed in 2002 and is based in Plano, Texas.

Sell $1.8B
Investor

The Carlyle Group

Washington, District of Columbia, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1987
PE ASSETS 435.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION
Carlyle's corporate headquarters on Pennsylvania Ave. in Washington, DC.
Carlyle's corporate headquarters on Pennsylvania Ave. in Washington, DC.

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.


DEAL STATS #
Overall 666 of 744
Sector (Business Services) 30 of 34
Type (Stake Purchase) 63 of 73
State (North Carolina) 13 of 13
Country (United States) 320 of 349
Year (2020) 4 of 25
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-05-08 SeQuent Scientific

Mumbai, India

SeQuent Scientific operates in domains of Animal Health (Alivira) and Analytical Services. SeQuent has eight manufacturing facilities based in India, Spain, Germany, Brazil and Turkey with approvals from global regulatory bodies, including USFDA, EUGMP, WHO, TGA among others. SeQuent Scientific is based in Mumbai, India.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-06-04 ZoomInfo Technologies

Vancouver, Washington, United States

ZoomInfo Technologies is a go-to-market intelligence platform for sales and marketing teams. ZoomInfo's cloud-based platform provides highly accurate and comprehensive information on the organizations and professionals they target. ZoomInfo Technologies was founded in 2007 and is based in Vancouver, Washington.

Sell -