Carlyle Acquires CBAM Partners' Credit Portfolio

Carlyle (Global Credit) Provides NOK 2,750m Strategic Capital to Jordanes ASA

January 6, 2025

Food & Beverage

The Carlyle Group's Global Credit platform has provided a NOK 2,750 million (approximately $250 million) strategic capital package to Jordanes ASA to finance a management buyout led by co‑founders Jan Bodd and Stig Sunde, refinance existing indebtedness, and fund future growth. The financing, led by Carlyle Credit Opportunities, strengthens the co‑founders' ownership and provides growth capital to support Jordanes' continued expansion across its portfolio of Nordic consumer brands and casual dining businesses.

Carlyle Acquires $415M Private Student Loan Portfolio and Invests in Monogram

January 24, 2024

Financial Services

The Carlyle Group, via its Credit Strategic Solutions team, acquired a $415 million private student loan portfolio and made a strategic investment in Monogram LLC to partner on originating, acquiring and managing private student loan assets. Monogram — led by the former Cognition Financial management team and headquartered in Boston — will leverage Carlyle's capital to expand its origination, servicing and portfolio management capabilities.

Carlyle and KKR Acquire Approximately $10.1 Billion Prime Student Loan Portfolio from Discover Financial Services

July 17, 2024

Financial Services

Global investment firms Carlyle and KKR have agreed to purchase an approximately $10.1 billion portfolio of prime student loans from Discover Financial Services. Carlyle's Monogram LLC will serve as portfolio manager and Firstmark Services (a Nelnet subsidiary) will service the loans; the transaction is expected to close by the end of 2024, subject to customary closing conditions.

Blackstone's BAAM Takes Minority Stake in BC Partners

August 6, 2019

Financial Services

Blackstone Alternative Asset Management (BAAM), through its Strategic Capital Group, acquired a passive minority investment in international private equity firm BC Partners. The minority investment provides BC Partners with additional balance sheet capital to support expansion of its private equity business and build out new capabilities such as real estate and private credit.

Carlyle to Acquire Mediterranean E&P Asset Portfolio from Energean

June 20, 2024

Oil & Gas

The Carlyle Group, through its Carlyle International Energy Partners fund, has agreed to acquire a portfolio of gas-weighted exploration and production (E&P) assets in Italy, Egypt and Croatia from Energean plc. The assets — which include interests in the Cassiopea field (Italy) and the Abu Qir hub (Egypt) — will form the basis of a standalone Mediterranean E&P platform subject to regulatory approvals.

Carlyle Provides $1.3 Billion Strategic Investment in Trucordia

June 4, 2025

Insurance

The Carlyle Group's Global Credit platform will make a $1.3 billion strategic investment in Trucordia, valuing the insurance brokerage at $5.7 billion. The transaction will reduce Trucordia's leverage, repurchase units from existing minority investors, simplify governance, and provide capital flexibility to support growth.