Carlyle Global Credit Provides Capital Solution to Peloton Computer Enterprises

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 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.

Peloton Capital Management Invests in Trilogy Financial Services

March 7, 2024

Wealth Management

Peloton Capital Management, a Toronto-based private equity firm, made a strategic minority investment in Trilogy Financial Services, an Irvine, California-based wealth management and financial planning firm. Trilogy's founder Jeff Motske remains majority shareholder and CEO; the capital will be used to accelerate Trilogy's M&A strategy, organic growth, and expand client/advisor services. Concurrently, Trilogy completed acquisitions of Flagship Wealth Management and Horizon Wealth Management, bringing Trilogy to approximately $4.0 billion in AUM.

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.

The Carlyle Group Makes Strategic Growth Investment in Entertainment 360

January 29, 2025

Media & Entertainment

Entertainment 360, a Los Angeles–based talent management and production company, has received a strategic growth investment from global investment firm The Carlyle Group — the first outside funding in the company's 22-year history. The minority investment will support Entertainment 360's expansion while its existing board and leadership remain in place; The Raine Group and Venable LLP advised Entertainment 360, and Latham & Watkins advised Carlyle.

Carlyle Acquires CBAM Partners' Credit Portfolio

March 9, 2022

Financial Services

The Carlyle Group's Global Credit platform agreed to acquire a portfolio of CLOs and private credit assets from CBAM Partners (an affiliate of Eldridge) for $615 million in cash plus ~4.2 million newly issued Carlyle common shares. The deal, expected to close in H1 2022, boosts Carlyle's Global Credit AUM from $73 billion to about $88 billion and makes it the world’s largest CLO manager by AUM.