Carlyle Acquires CBAM Partners' Credit Portfolio

Carlyle Global Credit Invests in Prime Capital Financial (Minority Stake) With Abry Partners Exiting

August 7, 2026

Financial Services

Carlyle’s Global Credit platform agreed to provide approximately $600 million of hybrid capital to Prime Capital Financial, taking a minority ownership position valued at more than $1.8 billion enterprise value. Abry Partners, which invested in Prime Capital Financial in 2023, will exit as part of the transaction, while Prime’s advisor-led model and majority employee ownership structure are preserved.

Carlyle acquires majority stake in MAI Capital Management

March 31, 2026

Financial Services

Carlyle has agreed to acquire a majority stake in Cleveland-based registered investment adviser MAI Capital Management, valuing the firm at more than $2.8 billion. The transaction deepens Carlyle’s involvement in MAI following its initial 2021 investment via Galway Holdings, with Galway Holdings, Harvest Partners, and Oak Hill Capital exiting. The deal closed effective June 4, 2026, with MAI employees retaining a large minority stake and MAI continuing to operate autonomously under its leadership team.

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 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.

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.

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.