Carlyle Group Management

Management criteria checks 1/4

Carlyle Group's CEO is Harvey Schwartz, appointed in Feb 2023, has a tenure of 1.17 years. directly owns 0.065% of the company’s shares, worth $10.63M. The average tenure of the management team and the board of directors is 1.3 years and 11.9 years respectively.

Key information

Harvey Schwartz

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	1.2yrs
CEO ownership	0.07%
Management average tenure	1.3yrs
Board average tenure	11.9yrs

Recent management updates

Recent updates

Carlyle Group: A Strong Company But Trades At A Premium

Mar 21

Carlyle: Asset-Management Tailwinds And A High Yield

Mar 15

Market Participants Recognise The Carlyle Group Inc.'s (NASDAQ:CG) Revenues Pushing Shares 31% Higher

Dec 18

CEO

Harvey Schwartz (58 yo)

1.2yrs

Tenure

Mr. Harvey Mitchell Schwartz serves as a Managing Director at Carlyle Global Credit Investment Management L.L.C. He serves as Managing Director and Chief Executive Officer at Carlyle Investment Management...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
William Conway	Co-Founder & Co-Chairman of the Board	12.8yrs	US$500.00k	8.91% $ 1.4b
Christopher Finn	Chief Operating Officer	5.3yrs	US$6.53m	0.28% $ 46.0m
James Hance	Operating Executive & Director	18.4yrs	no data	0.082% $ 13.4m
Bruce Larson	Senior Advisor	less than a year	US$5.42m	0.033% $ 5.4m
David Rubenstein	Co-Founder & Non-Executive Co-Chairman	12.8yrs	US$281.88k	8.14% $ 1.3b
Harvey Schwartz	CEO & Director	1.2yrs	no data	0.065% $ 10.6m
Daniel D'Aniello	Co-Founder & Chairman Emeritus	37.3yrs	US$281.88k	9.19% $ 1.5b
Kapil Modi	Managing Director & Partner	less than a year	no data	no data
Joshua Pang	MD & Head of Digital Infrastructure for Carlyle Global Infrastructure	no data	no data	no data
John Redett	CFO & Head of Corporate Strategy	less than a year	no data	0.010% $ 1.7m
Sanket Patel	MD & CFO	1.3yrs	no data	no data
George Main	Chief Executive Officer of Solutions	no data	no data	no data

1.3yrs

Average Tenure

59yo

Average Age

Experienced Management: CG's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
William Conway	Co-Founder & Co-Chairman of the Board	12.8yrs	US$500.00k	8.91% $ 1.4b
James Hance	Operating Executive & Director	11.9yrs	no data	0.082% $ 13.4m
David Rubenstein	Co-Founder & Non-Executive Co-Chairman	12.8yrs	US$281.88k	8.14% $ 1.3b
Harvey Schwartz	CEO & Director	1.2yrs	no data	0.065% $ 10.6m
Daniel D'Aniello	Co-Founder & Chairman Emeritus	12.8yrs	US$281.88k	9.19% $ 1.5b
Allan Holt	MD, Senior Partner & Chairman of the United States Buyout Group	7.8yrs	no data	no data
Xiang-Dong Yang	MD, Co-Head of the Asia Buyout & Chairman of Carlyle Asia	7.3yrs	no data	no data
Marcel Quirinus van Poecke	MD, Partner & Chairman of Energy	no data	no data	no data
William Shaw	Independent Director	11.9yrs	US$349.31k	0.016% $ 2.6m
Anthony Welters	Independent Director	8.5yrs	US$339.31k	0.015% $ 2.4m
Lawton Fitt	Lead Independent Director	11.9yrs	US$398.06k	0.016% $ 2.6m
John Major	Member of Advisory Board	no data	no data	no data

11.9yrs

Average Tenure

71yo

Average Age

Experienced Board: CG's board of directors are seasoned and experienced ( 11.9 years average tenure).

Carlyle Group Management

Management criteria checks 1/4

Key information

Recent management updates

The Carlyle Group Inc. Announces Executive Changes

The Carlyle Group Inc Appoints Lindsay Lobue as Its Next Chief Operating Officer

Carlyle Group Appoints Jeff Currie as Chief Strategy Officer

Carlyle Names Eriko Sakurai as Senior Advisor

The Carlyle Group Inc. Announces Retirement of Bruce M. Larson, as Chief Human Resources Officer Effective January 19, 2024

CEO & Director notifies of intention to sell stock

Recent updates

Carlyle Reportedly Mulls $10 Billion Sale of StandardAero

The Carlyle Group Inc. Announces Executive Changes

The Carlyle Group Inc. to Report Q1, 2024 Results on May 01, 2024

The Carlyle Group Inc Appoints Lindsay Lobue as Its Next Chief Operating Officer

Carlyle Group: A Strong Company But Trades At A Premium

Carlyle Reportedly Nears Advanced Talks on €1.5 Billion Thyssen Unit

Carlyle: Asset-Management Tailwinds And A High Yield

Carlyle, CVC, KKR Reportedly Show Interest in Potential Takeover of Samsonite

Carlyle Group Appoints Jeff Currie as Chief Strategy Officer

Upcoming dividend of US$0.35 per share at 3.2% yield

Carlyle Reportedly Lines Up for Woodside's Macedon Project

Fourth quarter dividend of US$0.35 announced

CVC Capital Partners Fund VIII a fund managed by CVC Capital Partners Limited and Haveli Investment Management LLC and CVC Capital Partners Limited agreed to acquire Jagex Limited from Carlyle Partners VII, L.P. a fund managed by The Carlyle Group Inc. (NasdaqGS:CG).

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Carlyle Names Eriko Sakurai as Senior Advisor

Now 20% undervalued

The Carlyle Group Inc. Announces Retirement of Bruce M. Larson, as Chief Human Resources Officer Effective January 19, 2024

The Carlyle Group Inc. to Report Q4, 2023 Results on Feb 08, 2024

Center3 entered into definitive agreement to acquire CMC Networks (Pty) Limited from Carlyle Sub-Saharan Africa Fund and The Carlyle Group Inc. (NasdaqGS:CG) and Alterra Capital Partners.

Market Participants Recognise The Carlyle Group Inc.'s (NASDAQ:CG) Revenues Pushing Shares 31% Higher

CEO & Director notifies of intention to sell stock

Crest Data Systems Promoters Reportedly Tap Private Equity Funds for First Stake Sale

Carlyle's Rubenstein Reportedly in Negotiations to Buy Baltimore Orioles

McDonald's Corporation (NYSE:MCD) agreed to acquire additional 28% stake in McDonald's China Management Limited from The Carlyle Group Inc. (NasdaqGS:CG).

Upcoming dividend of US$0.35 per share at 4.6% yield

Third quarter 2023 earnings released: EPS: US$0.23 (vs US$0.77 in 3Q 2022)

Strike Energy Reportedly Out of Race for Oil, Gas Assets

Carlyle to Sell Japanese Cosmetics Supplier Tokiwa in $1 Billion Deal

Carlyle Reportedly to Explore Sale of Every Man Jack

Byju's Reportedly Taps PE Funds to Prepare for Aakash Sale

The Carlyle Group Inc. to Report Q3, 2023 Results on Nov 07, 2023

AgroFresh Solutions, Inc. completed the acquisition of Tessara (Pty) LTD from The Carlyle Group Inc. (NasdaqGS : CG).

Thyssenkrupp Reportedly May Sell Minority Stake in Submarine Unit to Germany

Carlyle Reportedly Weighs Options for Jagex

Orora Limited (ASX : ORA) entered into arrangements for the acquisition of Saverglass SAS from The Carlyle Group Inc. and others for an enterprise value of AUD 2.2 billion.

Rothschild Reportedly on Board for Glass Sell-Off to Orora

Private Equity, Hornblower Reportedly in Sale Negotiations

Oglethorpe Power Corporation entered into an agreement to acquire 465 MW Walton County CTs from The Carlyle Group Inc. (NasdaqGS:CG).

Etablissements Maurel & Prom S.A. signed a Share Purchase Agreement to acquire Assala Energy UK Limited from The Carlyle Group Inc. (NasdaqGS:CG) for $730 million.

Now 22% undervalued

Upcoming dividend of US$0.35 per share at 4.3% yield

Insider recently sold US$876k worth of stock

New major risk - Dividend sustainability

Second quarter 2023 earnings released: US$0.27 loss per share (vs US$0.68 profit in 2Q 2022)

The Carlyle Group Inc. Declares a Quarterly Dividend, Payable on August 23, 2023

Vodafone Unit Reportedly Draws Interest from Carlyle, Warburg

Chubb Reportedly in Talks to Buy 49% Stake in Kotak General Insurance

Bain Capital Front-Runner to Acquire Majority Stake in Adani Capital

Now 20% undervalued

Bain Reportedly Frontrunner to Buy Adani Capital for INR 15,000 Million

McDonald's China Owners Carlyle, Trustar Reportedly Plan $4 Billion Exit

Carlyle Appoints Shane Clifford as Head of Private Wealth Strategy

Adani Group in Talks to Sell Up to 65% Equity to Potential Investors

The Carlyle Group Inc. (NasdaqGS:CG) entered into an agreement to acquire portfolio of 288 homes across multiple developments from MJ Gleeson plc (LSE:GLE).

Carlyle Announces Executive Changes

Carlyle Announces Executive Changes

CEO

Tenure

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age