Company Profile
Founding
The Carlyle Group (ticker: CG) was founded in 1987 by William Conway, Daniel D’Aniello, and David Rubenstein.
Organization
The Carlyle Group has offices in North America, South America, Asia, Australia, Europe, the Middle East, and Africa. It manages hundreds of billions of dollars in assets and operates hundreds of investment funds. Its main business segments are Corporate Private Equity, Real Assets, Global Markets Strategy, and Investment Solutions. The Carlyle Group has over a thousand investment professionals and invests in hundreds of companies across six continents, employing nearly one million people.
Focus Investment Sectors
The Carlyle Group invests primarily in sectors it understands best, including mergers and acquisitions, real estate, leveraged finance, and venture capital. Its portfolio spans a wide range of industries, including aerospace, defense, government services, consumer retail, energy and power, financial services, healthcare, technology, business services, telecommunications, media, industrials, infrastructure, real estate, and transportation. It manages over $376 billion in assets.
Extensive Political and Business Connections
Headquartered in Washington, D.C., the Carlyle Group is one of the world’s largest and most successful investment firms, known as the “Presidents’ Club” for its deep political connections. Former U.S. President George H.W. Bush, former British Prime Minister John Major, former Philippine President Fidel Ramos, former SEC Chairman Arthur Levitt, and financier George Soros have all held positions within the company, highlighting its significant political influence. Former U.S. President George W. Bush is also among the investors in this “club.”
Initial Public Offering
The Carlyle Group went public on May 3, 2012, with its common stock beginning trading on the NASDAQ Global Select Market. On the same day, it completed its initial public offering (IPO), raising $671 million.
Investment History in China and Taiwan
In 2006, The Carlyle Group acquired Eastern Broadcasting System (ETS). Later, on November 9, 2007, it took control of ETS Media Technology, a subsidiary of ETS Media Group. In Taiwan, it attempted to acquire ASE Technology Holding Co., Ltd., but the deal fell through in April 2007 due to factors such as a low offer and government lack of support.
Carele is currently aggressively acquiring major state-owned enterprises in China, such as Pacific Insurance and XCMG Group. However, its offers are often significantly lower than the actual assets of these companies, causing considerable controversy. Carlyle Group’s investments in China include Pacific Insurance, Yashili Group, Anxin Flooring, and Focus Media.
Operating Performance
Current Operations
As of the end of Q1 2025, The Carlyle Group had $453 billion in assets under management, a 6% increase year-over-year.
The company manages its investments through private equity funds, asset management, and investing in (or acquiring) companies that can be improved and sold for profit or efficient operation. Since its inception, The Carlyle Group has invested in more than 20,000 companies and currently has more than 425 active investments.
Q1 2025 Financial Results
First-quarter revenue was $973.1 million, up from $688.4 million in the same period last year. Net income was $130 million, nearly double the $65.1 million in Q1 2024.
Capital Markets Performance
Market Valuation
As of November 28, 2025, The Carlyle Group’s price-to-earnings ratio was 30.34.
Dividends
As of November 28, 2025, The Carlyle Group’s dividend yield was 2.57%. Stock Performance
As of November 28, 2025, Carlyle Group’s stock is up 7.49% year-to-date. Since its IPO, Carlyle Group’s stock has risen by 147%.
Books Related to Carlyle
Books related to Carlyle Group include “How to Invest“, written by founder David Rubenstein, and “The New Tycoons“, a book written by a Bloomberg journalist.
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