The Carlyle Group Inc. reports developments as a global investment firm that deploys private capital through Global Private Equity, Global Credit, and Carlyle AlpInvest. Company news commonly covers financial results, fee-related earnings, fundraising, inflows, distributable earnings, shareholder updates, capital allocation, and share repurchase activity.
Carlyle updates also include partnerships that broaden private-market access for wealth and retirement channels, activity involving private equity, credit, real estate, and infrastructure strategies, and financing or transaction developments tied to its investment platform and portfolio companies.
CAIS, an alternative investment platform for independent financial advisors, announced a $170 million Series D led by Vista Equity Partners, with participation from AllianceBernstein (NYSE: AB), Blue Owl (NYSE: OWL), Carlyle (NASDAQ: CG), Fortress, Golub Capital, Lord Abbett, RBC and others. The round values CAIS at over $2 billion and lifts total capital raised to nearly $600 million, alongside a reported 3‑year organic revenue CAGR of 37%.
CAIS reports serving 2,500+ wealth firms and 65,000+ advisors overseeing about $8.5 trillion in client assets. In 1H 2026, transaction volume rose 53% year over year and total platform assets increased 55%, with 60% higher transaction volume among existing firms. Since 2025, CAIS has added 425+ new RIAs and independent broker‑dealers representing $1.8 trillion in assets and released 150+ new technology features in 1H 2026. Advisor Net Promoter Score reached 74, and the company highlights growing AI capabilities, deeper integrations with major custodians, and expanded education initiatives as it enters its “next chapter of growth.”
F.L.Putnam Investment Management Company (FLP) announced a strategic minority investment from Bixby Wealth Solutions, a Moontower Group platform backed by Carlyle’s (NASDAQ: CG) Global Credit Business. Financial terms were not disclosed. As of July 1, 2026, FLP manages more than $11 billion in assets for clients and has over 165 employees across 14 U.S. offices.
According to FLP, the firm will continue to operate independently under CEO Tom Manning, with employees retaining a significant minority equity stake. The investment is intended to provide additional capital to support advisor growth, enhance client experience, expand into new markets, and invest in people, technology, and capabilities.
Carlyle (NASDAQ: CG) has acquired Secturion Systems, with D.A. Davidson serving as exclusive financial advisor to Secturion. Secturion, founded in 2012 and based in Centerville, Utah, provides NSA-certified, high-speed hardware encryption that protects sensitive and classified data across airborne, maritime, and ground environments.
According to D.A. Davidson, the deal is the first investment from Carlyle’s dedicated middle-market Aerospace, Defense & Government and Industrials platform. Secturion’s leadership expects Carlyle’s backing to accelerate its product roadmap and long-term growth, while D.A. Davidson highlights growing demand for hardware-based, mission-critical encryption amid evolving cyber and national security threats.
Carlyle (NASDAQ: CG) will sell portfolio company Copia Power, a U.S. developer, owner and operator of large-scale integrated energy and digital infrastructure campuses, to EQT Infrastructure VII. Copia combines power generation, high-voltage transmission and data center load at a single interconnection point to support AI-related data center growth.
Copia has over 2.6 GW of energy generation and storage in operation or under construction and is developing more than 9 GW of grid-connected data centers, backed by a portfolio exceeding 25 GW of solar and storage and 7 GW of natural gas assets. According to EQT, the deal extends its U.S. AI infrastructure portfolio and it plans to support Copia’s management in scaling the platform and accelerating development projects. The transaction is subject to customary approvals and is expected to close by year-end 2026. EQT Infrastructure VII is expected to be activated around the same time and, including this deal, be 0–5% invested based on target fund size.
Carlyle (NASDAQ: CG) plans to release its second quarter 2026 financial results on Wednesday, August 5, 2026, followed by an investor conference call at 8:30 a.m. EDT.
The call will be webcast via the Events & Presentations section of ir.carlyle.com, with a replay available afterward.
Carlyle Global Credit (NASDAQ: CG) and Content Partners announced the closing of a single-asset continuation vehicle that provides new capital for film and TV acquisitions and growth. Existing investors can either realize liquidity or remain invested, while new investors, including Carlyle funds, can participate.
Carlyle’s Global Credit platform reported $209 billion in assets under management as of March 31, 2026.
Carlyle (NASDAQ: CG) has completed its acquisition of a majority stake in MAI Capital Management, a registered investment advisor. The transaction closed on June 4, 2026.
Carlyle plans to back MAI’s growth through technology investments and strategic acquisitions while retaining MAI’s leadership team, culture, operational independence and significant employee minority ownership.
Galway Holdings and funds managed by Harvest Partners and Oak Hill Capital have fully exited their positions.
ModelFront launched outcome-based pricing for its translation AI quality-checking platform, where customers pay only for “saved words” that AI successfully verifies and keeps at human quality.
The model supports shifting budget from manual post-editing to AI and includes a detailed savings dashboard. ModelFront integrates with tools such as Phrase from Carlyle Group (NASDAQ: CG) and works with major AI translation engines.
AllianceBernstein (NYSE: AB), Brookfield Asset Management and Carlyle announced ABC [ONE], a turnkey private-markets solution for defined contribution plans’ QDIAs. The offering allocates across private credit, private real assets and private equity, dynamically adjusting by participant age, and uses AB’s DC technology platform and target-date expertise.
YipitData (NYSE:CG) announced a partnership with Ulta Beauty to enhance data-driven merchandising and customer strategy. Ulta Beauty uses YipitData’s near real-time market intelligence to understand shopper behavior, category trends, and competitive performance beyond its own channels.
The collaboration supports merchandising and assortment decisions, brand partner support, and customer loyalty initiatives, helping Ulta Beauty benchmark results, identify emerging opportunities, and react quickly to evolving consumer preferences across the broader beauty market.