Workflow
Carlyle(CG)
icon
Search documents
New Medicaid Alliance to Tackle AI Safety and Standards Across States
Globenewswire· 2025-09-09 13:33
MCLEAN, Va., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better health outcomes for its clients and the populations they serve, today announced the launch of the Safe AI in Medicaid Alliance (SAMA), a collaborative initiative uniting Medicaid leaders, policy experts, and technology innovators to develop safe and responsible Medicaid-focused frameworks for artificial intelligence (AI) adoption and use. Created with input ...
Carlyle CEO Harvey Schwartz on Red Bull F1 partnership, alts in 401(k)s and state of capital markets
Youtube· 2025-09-09 12:05
Carile is the best performing alternatives firm year to date. It's up 27% while its peers are either flat or down. For more on what the firm is doing differently, we want to get over to Leslie Picker.She's in Washington at Carile's Investor Day with its CEO, Harvey Schwarz. Leslie, good morning. Hey, Becky.Good morning. And thank you, Harvey, for being here. We're obviously in front of this uh Oracle Red Bull car.It's because you announced a partnership with them this morning, which is not something you tra ...
Carlyle Secured Lending: Thesis Has Played Out, But Macro Uncertainty Is A Real Risk (Rating Downgrade)
Seeking Alpha· 2025-09-04 10:40
Group 1 - The article discusses the current uncertainty surrounding interest rates and the potential impact of tariffs on consumers, indicating that certain sectors are at higher risk due to these factors [1] - The author emphasizes a focus on dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) as a strategy for retirement income [1] - There is an aspiration to assist lower and middle-class workers in building investment portfolios that consist of high-quality, dividend-paying companies to achieve financial independence [1]
Carlyle Agrees to Buy intelliflo From Invesco for $200 Million
ZACKS· 2025-08-27 17:56
Key Takeaways Carlyle is buying intelliflo from Invesco for up to $200M, with $135M due at closing in late 2025.The deal includes intelliflo's UK platform and US units RedBlack and intelliflo Portfolio.RedBlack will become a standalone US-focused entity, while intelliflo targets the UK and Australia.Global investment firm The Carlyle Group Inc. (CG) announced an agreement to acquire intelliflo from Invesco Ltd. (IVZ) as part of its strategy to deepen exposure to financial software.Founded in 2004 and headqu ...
Carlyle to Acquire intelliflo from Invesco
Prnewswire· 2025-08-26 08:30
Core Viewpoint - Carlyle has agreed to acquire intelliflo from Invesco, enhancing its position in the UK financial advisory software market and expanding into Australia [1][3]. Company Overview - Carlyle is a global investment firm with $465 billion in assets under management as of June 30, 2025, focusing on private capital across various sectors [8]. - Invesco is a global independent investment management firm managing $2 trillion in assets as of June 30, 2025, offering a range of investment capabilities [11]. - intelliflo, founded in 2004, provides cloud-based practice management software for independent financial advisors in the UK, supporting over 30,000 users and managing approximately £450 billion in client assets [3][9]. - RedBlack, a US-based subsidiary of intelliflo, specializes in SaaS-based portfolio rebalancing tools and will operate as a standalone business post-acquisition [1][4][10]. Transaction Details - The acquisition price is up to $200 million, consisting of $135 million at closing and up to $65 million in potential future earn-outs [2]. - The transaction is expected to close in the fourth quarter of 2025, subject to certain conditions [2]. Strategic Implications - The acquisition aims to strengthen intelliflo's market position in the UK and accelerate growth in Australia, while RedBlack will focus on the US market [4]. - Carlyle will support the separation of both businesses from Invesco and partner with their leadership teams to drive growth initiatives [4][6]. Market Position - intelliflo's platform integrates with over 120 third-party applications, providing comprehensive solutions including CRM, financial planning, and compliance workflows [3]. - RedBlack supports over $825 billion in assets across its platforms, emphasizing its role in the wealth management industry [10].
凯雷(CG.US)同意以高达2亿美元收购景顺(IVZ.US)旗下软件公司Intelliflo
智通财经网· 2025-08-26 08:21
Core Viewpoint - Carlyle Group (CG.US) has agreed to acquire Intelliflo, a software developer supported by Invesco (IVZ.US), for up to $200 million, consisting of an initial payment of $135 million and potential future performance payments of up to $65 million [1] Group 1 - Intelliflo, headquartered in London, was founded in 2004 and its financial planning and management software platform is utilized by approximately 2,600 consulting firms and over 30,000 professionals [1] - As part of the transaction, Intelliflo's U.S. subsidiary will be renamed RedBlack and will operate as an independent entity managed by a dedicated team [1] - Invesco acquired Intelliflo from Hg in 2018, although the specific transaction amount was not disclosed [1]
凯雷投资集团再布局 购入信立泰药业5%股份
Zheng Quan Ri Bao Wang· 2025-08-13 23:12
通过此次交易,双方将结合各自的优势,助力信立泰药业发展成为一家全球性的创新医药公司。信立泰 药业将善用凯雷的行业专长,网络和资源,通过有机增长和并购来拓展在中国乃至全球的业务。此外, 信立泰药业还将利用凯雷的全球临床资源来推进全球创新产品的研发。 9月1日,凯雷投资集团(美国纳斯达克上市,股票代码:CG)宣布CARoamHoldings(一家根据毛里求斯法 律合法设立并有效存续的法律实体,系凯雷投资集团旗下凯雷亚洲第五期基金为受让本次股份所成立的 一家项目公司,以下统称"凯雷"),购入中国领先的生物医药公司深圳信立泰药业股份有限公司(简称信 立泰)5%的股份。 信立泰于1998年在深圳创立,拥有成品药和医疗器械两大业务板块,是目前中国市值排名前20强的生物 医药公司(中国整体市场共有5000多家)。信立泰积极布局全球创新药,并在慢性疾病治疗领域有多个在 研创新产品分处临床不同阶段,包括中美双报的抗心衰创新生物药JK07等,已成为中国心脑血管疾病 领域治疗的第二大龙头企业。 随着社会老龄化的加剧、国民健康意识的提高和经济能力的增强,以及生物技术的持续创新,中国医药 市场正进入持续稳定的长期增长周期。此外,消费者 ...
凯雷集团(CG.US)拟10亿美元出售HSO给贝恩资本(BCSF.US) 私募交易市场加速复苏
Zhi Tong Cai Jing· 2025-08-13 07:05
Group 1 - The private equity giant Carlyle Group is nearing a significant deal to sell its Dutch tech services company HSO to Bain Capital, with an estimated valuation of approximately $1 billion [1][2] - HSO's management plans to reinvest in the business through this transaction, indicating a commitment to the company's future development [1] - The deal reflects a resurgence in the private equity market after a prolonged period of inactivity, driven by investor demands for accelerated capital deployment and cash flow [1] Group 2 - HSO specializes in designing, implementing, and operating business application systems based on Microsoft cloud technologies, serving around 1,200 clients globally with approximately 2,800 employees [2] - Carlyle Group made a strategic investment in HSO in 2019 and has since expanded its business through multiple acquisitions, including the purchase of cloud transformation service provider Motion10 in 2022 [2] - If the transaction proceeds, it will mark another landmark deal in the private equity sector, enhancing Bain Capital's influence in the cloud computing and enterprise services space [2]
杰富瑞上调黑石集团及凯雷集团的目标价
Ge Long Hui A P P· 2025-08-13 04:57
Group 1 - Jefferies raised the target price for Blackstone Group from $176 to $207 [1] - Jefferies increased the target price for Carlyle Group from $54 to $66 [1]
凯雷集团二季度新进Robinhood,重仓股含小马智行
Ge Long Hui A P P· 2025-08-09 11:16
Group 1 - The core viewpoint of the article indicates that Carlyle Group has taken a long position in the popular brokerage firm Robinhood during the second quarter, as revealed by the 13F report [1] - Carlyle Group has increased its holdings in StandardAero, indicating confidence in the company's performance [1] - The firm has completely exited its positions in WeRide, Seacor Marine, Spruce Bio, and Instacart, suggesting a strategic shift in investment focus [1] Group 2 - Carlyle Group has reduced its stakes in Smart Share, Global, and Complete Solaria, reflecting a potential reevaluation of these investments [1] - The firm's significant holdings now include StandardAero, Soleno, Phathom Pharma, Pony AI, and Invitation Homes, highlighting a diversified investment strategy [1]