Private Equity

About Carlcorp Private Equity

Carlcorp Private Equity pioneered the value-added investment approach. We partner with management teams to help build and grow great companies. Our success is built on a highly rigorous approach utilizing deep industry/company insights and a significant investment in the resources and expertise to drive strategic and operational transformation at our companies.

Our global team, which now operates in eleven offices on four continents, has made more than 300 primary and add-on investments that have generated consistently strong returns. Collectively, more than 10 percent of our private equity funds’ commitments come from our professionals, far in excess of industry convention and reflective of both our strong principal investor mentality and confidence in our ability to generate industry-leading returns.

Carlcorp Private Equity By the Numbers

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Investments

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In Revenue

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Employees

Strategy Overview

Carlcorp Private Equity’s primary objective is to be the partner of choice for great companies as they grow. Our team works with companies to help them achieve their full potential and continue to grow, and our track record has included many successful start-ups, founder-led companies, turnarounds and carve-outs from larger corporate partners.

We help companies improve their competitive position by expanding into new products and markets, growing productivity and strengthening their operations. Ultimately, we believe our growth-oriented model results in stronger companies that employ the best people, are socially responsible, and deliver strong returns over the long-term.

A Differentiated Approach to Investing

Carlcorp Private Equity’s operations are managed as a globally integrated enterprise. In today’s environment, where companies increasingly need to identify and execute opportunities on a global scale, our ability to leverage a fully integrated global team represents a significant advantage.

Carlcorp Private Equity brings extensive experience and resources to help management teams assess and capitalize on business opportunities. Our global industry vertical teams work together to diligence local and multinational companies and to identify investments where we have differential insights and a unique ability to drive transformational change. Since 2000, we have developed in-depth knowledge, experience and robust networks through more than 300 primary and add-on investments across several core industry groups:

Building and Growing Great Companies

Carlcorp Private Equity pioneered the value-added approach to private equity investing. We were among the first private equity firms to establish a dedicated global portfolio group staffed with operating and strategy professionals who partner with management teams. Our portfolio group, in conjunction with our investment professionals – most of whom come from strategic consulting backgrounds, form a collaborative team that enables us to create lasting impact for our portfolio companies and helps them reach their full potential.

  • Strong, trust-based relationships
  • Significant commitment of time on-the-ground
  • Ability to take interim roles if needed
  • Comprehensive multi-year agenda
  • Ownership of total company performance
  • Deep experience transforming companies
  • Global partnership culture
  • Consistent senior team from investment to realization
  • Deep industry and operating expertise
  • Relentless focus on priorities
  • Drive through to results
  • Committed to building capabilities: impact that lasts
Created with Snap HolisticApproach toDriving Value DeepPartnership withManagement GloballyIntegratedTeam AcceleratedExecutionThrough toResults The CarlcorpPrivate EquityGrowth Platform

Industry Expertise

Carlcorp Private Equity has conducted more than 300 primary and add-on investments across key industry sectors, deepening our team’s experience and knowledge for the benefit of our portfolio companies. The team also draws upon the extensive expertise of the broader Carlcorp platform—across asset classes and industry segments—to more deeply analyze, value, and support our investments in the face of a complex set of industry dynamics.

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Consumer

Carlcorp has deep expertise in the consumer, retail, and dining sectors and has a strong track record of building industry leaders. Our team has invested in large retailers, multinational franchises, boutique growth ideas, quick service restaurants, food distribution and high growth consumer durables. Our team works with consumer, retail and dining companies on market penetration, cross-channel marketing strategies, strategic repositioning, and synergistic M&A to create long-term value.

Finance & Business Services

Carlcorp Private Equity is one of the most active investors in the financial and business services sectors. We have invested in the payment, software, banking/insurance/credit, brokerage/exchange, and business services/outsourcing sectors.

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Health Care

Carlcorp Private Equity believes that industry trends are creating investment opportunities for well-managed, low-cost, high-quality healthcare companies. Our teams have deep experience executing a wide variety of transaction types, including corporate carve-outs, corporate partnerships, take-privates, majority and minority investments and PIPEs. Our experience in the industry, institutional presence across the healthcare landscape, data-driven analysis and proprietary healthcare network enables us to add best-in-class value to hospitals, life sciences and pharmaceutical companies, medical products manufacturers, distributors and service providers.

Technology

Carlcorp Private Equity has strong expertise investing in all areas of the evolving technology and media landscape, including software, hardware, internet, digital media, and information services businesses. We have made numerous investments in application software, infrastructure software, cybersecurity, semiconductor, and internet/media companies and bring in-depth knowledge of fundamental technology trends as well as unique insight into evolving customer and channel dynamics as well as emerging business models.

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Industrials

Carlcorp has significant experience investing in leading industrial and manufacturing companies globally. Since 2000, our teams have invested in companies in the construction, manufacturing/hard goods, diversified industrial tech, automotive, paper and packaging, and chemicals industries.

Environmental, Social and Governance (ESG) Management

Carlcorp Private Equity utilizes a strategic, fact-based and diligence-driven investment approach that by definition includes a multitude of environmental, social and governance (ESG) considerations. We believe that these ESG practices lead to better investment outcomes while considering the firm’s broader impacts on the environment and society.