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July 15, 2026 16:00 ET  | Source: Carlyle Secured Lending, Inc.

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (“Carlyle Secured Lending”) (NASDAQ: CGBD) will host a conference call at 11:00 a.m. (Eastern Time) on Friday, August 7, 2026 to announce its financial results for the second quarter ended June 30, 2026. The Company will report its quarterly financial results on Thursday, August 6, 2026.

The conference call will be available via public webcast via a link on Carlyle Secured Lending’s website at carlylesecuredlending.com and will also be available on the website soon after the call’s completion.

About Carlyle Secured Lending, Inc.    

Carlyle Secured Lending, Inc. is a publicly traded (NASDAQ: CGBD) business development company (“BDC”) which began investing in 2013. The Company focuses on providing directly originated, financing solutions across the capital structure, with a focus on senior secured lending to middle-market companies primarily located in the United States. Carlyle Secured Lending is externally managed by Carlyle Global Credit Investment Management L.L.C., an SEC-registered investment adviser and wholly owned subsidiary of Carlyle.

Web: carlylesecuredlending.com

About Carlyle   

Carlyle (“Carlyle,” or the “Adviser”) (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Carlyle AlpInvest. With $475 billion of assets under management as of March 31, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.

Contacts:
   Investors:Media:Nishil MehtaBrittany Bensaull+1-212-813-4918+1-212-813-4839publicinvestor@[email protected]  

Vancouver, British Columbia--(Newsfile Corp. - July 10, 2026) - Carlyle Commodities Corp. (CSE: CCC) (OTC: CCCFF) (FSE: BJ4) ("Carlyle" or the "Company") is pleased to announce that it has received conditional approval of the Canadian Securities Exchange (the "CSE") for its previously announced proposed transaction (the "Transaction") with Silver Pony Resources Corp. ("SPR"), pursuant to which the Company will acquire all of the issued and outstanding shares of SPR by way of a three-cornered amalgamation in accordance with Section 269 of the Business Corporations Act (British Columbia), as further described in the Company's news releases dated March 31, 2026 and June 10, 2026. The Transaction will constitute a "Fundamental Change" of the Company as defined by the policies of the CSE.

The Company also announces that it has obtained requisite shareholder approval for the Transaction by written consent in accordance with Section 4.6(1) of CSE Policy 4.

Completion of the Transaction remains subject to the final approval of the CSE, and the satisfaction of other customary closing conditions as set out in the amalgamation agreement dated March 30, 2026, among the Company, SPR and 1582613 B.C. Ltd.

About Carlyle Commodities Corp.

The Company is a mineral exploration company focused on the acquisition, exploration, and development of mineral resource properties. Carlyle owns 100% of the Quesnel Gold Project located in the Cariboo Mining Division, 30 kilometers northeast of Quesnel in central B.C., and holds the option to acquire 100% undivided interest in the Nicola East Mining Project, located approximately 25 kilometers east of the mining town of Merritt, B.C., and is listed on the CSE under the symbol "CCC" and the Frankfurt Exchange under the ticker "BJ4".

For more information, please contact the Company at:

Carlyle Commodities Corp.

Forward Looking Information

This release includes certain statements and information that may constitute forward-looking information within the meaning of applicable Canadian securities laws. Forward-looking statements relate to future events or future performance and reflect the expectations or beliefs of management of Carlyle regarding future events. Generally, forward-looking statements and information can be identified by the use of forward-looking terminology such as "intends" or "anticipates", or variations of such words and phrases or statements that certain actions, events or results "may", "could", "should", "would" or "occur". This information and these statements, referred to herein as "forward-looking statements", are not historical facts, are made as of the date of this news release and include without limitation, statements regarding discussions of future plans, estimates and forecasts; statements as to management's expectations and intentions with respect to, among other things, the expected closing of the Transaction and the receipt of final CSE approval.

These forward-looking statements involve numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking statements. These risks and uncertainties include, among other things: the Company may not complete the Transaction on the anticipated timeline or at all; the Company may not receive all required regulatory approvals, including final approval of the CSE; the conditions precedent to completion of the Transaction may not be satisfied or waived;; and other risks and uncertainties disclosed in the Company's public disclosure record available under the Company's profile on SEDAR+ at www.sedarplus.ca.

In making the forward-looking statements in this news release, the Company has applied several material assumptions, including without limitation, that: the Company will obtain all necessary regulatory approvals, including final approval of the CSE; all conditions precedent to completion of the Transaction will be satisfied or waived in accordance with the terms of the amalgamation agreement; and the Transaction will be completed substantially on the terms and within the timeframe currently anticipated. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. The Company does not undertake to update any forward-looking statement, forward-looking information or financial outlook that are incorporated by reference herein, except in accordance with applicable securities laws.

Neither the CSE nor its Market Regulator (as that term is defined in the policies of the CSE) accepts responsibility for the adequacy or accuracy of this release.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304845

Source: Carlyle Commodities Corp.

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Copia Power develops, owns and operates integrated large-scale energy and digital infrastructure campuses across the U.S.  Copia works alongside utilities to help unlock new power capacity, accelerate infrastructure development, and support sustainable long-term grid reliability and ratepayer affordability  Highly thematic investment supporting the build-out of U.S. AI infrastructure, where access to scalable, reliable power has become an increasingly critical enabler of continued data center development  EQT will partner with Copia Power's management team to scale the platform, accelerate priority development projects, and expand its integrated campus model across the U.S.  , /PRNewswire/ -- EQT is pleased to announce that EQT Infrastructure VII ("EQT") has agreed to acquire Copia Power ("Copia" or the "Company") from global investment firm Carlyle (NASDAQ: CG). 

Copia develops integrated energy campuses that bring generation, high-voltage transmission, and data center load together at the same interconnection position, providing a differentiated approach that enables AI infrastructure growth on an accelerated timeline. Today, the Company has over 2.6 GW of energy generation and storage assets in operation or under construction and is actively developing over 9 GW of grid-connected data centers supported by Copia's portfolio of gigawatt-scale energy campuses, comprising more than 25 GW of solar and storage and 7 GW of natural gas generation assets.

The transaction aligns with EQT's focus on investing behind the infrastructure underpinning global demand for artificial intelligence and supporting energy security. The rapid adoption of AI is driving a new era of infrastructure investment, with global demand for compute capacity accelerating at an unprecedented pace. Data center and energy investment is expected to reach into the trillions of dollars over the coming years, and energy has become the primary bottleneck to data center growth. As a result, digital and energy infrastructure must increasingly scale together. Copia's integrated model addresses that constraint, giving utilities a single route to add generation and load on an accelerated timeline, and providing hyperscalers and other customers a path to firm, grid-connected power in markets where interconnection queues have become a key hurdle, while supporting ratepayer affordability through the promotion of bring-your-own generation models. 

The acquisition of Copia further expands EQT's growing portfolio of AI infrastructure investments in the U.S., which spans data centers, energy, and fiber connectivity through companies including EdgeConneX, Zayo, Cypress Creek Energy, and Scale. EQT is actively encouraging collaboration across this portfolio — connecting power generation, digital infrastructure, and connectivity capabilities to deliver integrated solutions for hyperscalers and utilities. Copia's integrated campus model is a natural complement to these capabilities, and EQT sees meaningful opportunity for Copia to contribute to these collaborations as demand for AI infrastructure accelerates. EQT will support Copia's management team in scaling the platform, advancing priority development projects, and expanding its integrated campuses strategy throughout the U.S. 

Ray Henger, CEO of Copia Power, said: "We are excited to partner with EQT as we enter Copia's next phase of growth. Since our founding, we have focused on solving one of the most important challenges facing the U.S. power market: bringing generation, transmission and large-scale load together in a way that accelerates delivery for customers and utilities. EQT's deep infrastructure experience and long-term perspective bring the ideal partner as we continue to scale our platform and develop the energy infrastructure needed to support AI and electrification." 

Alex Darden, Partner and Head of EQT Infrastructure Americas, said: "The rapid adoption of AI is transforming infrastructure demand, making energy an increasingly critical enabler of digital infrastructure. Copia has built a differentiated platform at the intersection of these two themes, and we believe it is exceptionally well positioned for long-term growth. We look forward to partnering with the management team to accelerate development, scale the platform, and help build the infrastructure that will support the next generation of AI." 

The transaction is subject to customary conditions and approvals. It is expected to close by the end of 2026. 

EQT Infrastructure VII is currently expected to be activated and begin charging management fees around year-end 2026. Upon activation, and with the acquisition of Copia Power, EQT Infrastructure VII is expected to be 0-5 percent invested (including closed and/or signed investments, announced public offers, if applicable, and less any expected syndication) based on target fund size and subject to customary regulatory approvals. EQT Infrastructure VI is currently 75-80 percent invested and continues to be in its commitment period, management fees will, following activation of EQT Infrastructure VII, be based on net invested capital.

The information contained herein does not constitute an offer to sell, nor a solicitation of an offer to buy, any security, and may not be used or relied upon in connection with any offer or solicitation. Any offer or solicitation in respect of EQT Infrastructure VII will be made only through a confidential private placement memorandum and related documents which will be furnished to qualified investors on a confidential basis in accordance with applicable laws and regulations. The information contained herein is not for publication or distribution to persons in the United States of America. Any securities referred to herein have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act"), and may not be offered or sold without registration thereunder or pursuant to an available exemption therefrom. Any offering of securities to be made in the United States would have to be made by means of an offering document that would be obtainable from the issuer or its agents and would contain detailed information about the issuer of the securities and its management, as well as financial information. The securities may not be offered or sold in the United States absent registration or an exemption from registration.

Contact
EQT Press Office, [email protected] 

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Muenster, Germany, July 01, 2026 (GLOBE NEWSWIRE) --

Surventis, formerly BASF Coatings, today launched as an independent company, backed by global investment firm Carlyle in partnership with QIA, with BASF holding a 40 percent stakeWith around €3.9 billion in annual sales, around 10,700 employees and more than 42,000 customers, Surventis ranks among the world’s leading suppliers of coatings and surface treatment solutionsSurventis will strategically focus on reliability, quality, service, and performance for its customers Surventis, formerly BASF Coatings, today launched as an independent company, completing its carve-out from BASF. With around €3.9 billion in annual sales and around 10,700 employees, Surventis is one of the world’s leading suppliers of automotive coatings and surface treatment solutions. The business is majority-owned by funds managed by global investment firm Carlyle (NASDAQ: CG) in partnership with Qatar Investment Authority. BASF holds a 40% stake in Surventis. The Surventis corporate brand was unveiled today. The identity reflects a business built on superior science, a constant drive to innovate, and the momentum to act as a newly independent company, shaping the industry through technological leadership and close collaboration with its partners. The company’s new website is now live at www.surventiscoatings.com.

With a new name and brand identity, Surventis will continue to develop, produce, and market coatings and surface treatment solutions for industrial, automotive, and refinish customers worldwide. Its portfolio spans well-known brands such as Chemetall®, Glasurit®, and R-M®, delivering high-performance and sustainable solutions.

Built on deep expertise and decades of trusted relationships, Surventis serves more than 42,000 customers across over 140 countries from a network of more than 30 production and development sites, anchored by its headquarters in Muenster, Germany, which hosts the world's largest integrated paint manufacturing site.

Positioned to become the leading coatings technology company

As a standalone company, Surventis will operate with greater speed, agility, and focus. Carlyle will support the business through targeted investments in its global capabilities and local operations, drawing on its track record in carving out and building standalone industrial companies. Surventis will strategically focus on entrepreneurship, performance, and growth – helping customers succeed in today’s demanding and fast-evolving markets.

“Today marks an exciting new chapter for Surventis and for all of our employees around the world,” said Jens Luehring, Chief Executive Officer of Surventis. “I want to thank the entire team whose dedication and hard work have brought us to this milestone. We are building on more than 130 years of coatings expertise and some of the most trusted brands in the industry as we begin our journey as an independent company. Our customers will benefit from a faster, more focused partner, with our full attention on the surfaces they make and sell. Their success is our success. We are already a leader in this industry, and our ambition is clear: to become the leading coatings technology company.”

“As an independent company, Surventis is exceptionally well-positioned to accelerate innovation, deepen customer partnerships, and capture global growth opportunities. We are looking forward to supporting Jens, and the Surventis management team in their next chapter,” said Tanaka Maswoswe, Partner at Carlyle.

Surventis will continue to operate with the same products, technologies, brands and technical teams that customers rely on today. The portfolio across all three businesses remains unchanged, ensuring continuity in reliability, quality and service.

Experienced Management Team

Surventis will be led by its Executive Committee, headed by Chief Executive Officer Jens Luehring. Joining the Executive Committee are Chief Financial Officer Michael Pontzen and Chief Transformation Officer Ewout van Jarwaarde. Together with Nils Lessmann, Executive Vice President Operations Mobility/Refinish, and the leaders of the company’s three business units – Frank Naber, Executive Vice President Surface Treatment, Patrick Zhao, Executive Vice President Mobility Coatings, and Steve Arndt, Executive Vice President Refinish Coatings – they form an experienced and complementary Executive Committee, combining fresh external perspective with strong business continuity.

  About Surventis (formerly BASF Coatings)

For more than 130 years, Surventis’ science and passion have gone into preparing, protecting and sealing metals and plastics across industries, finishing new vehicles with vibrant colors, and repairing them with an exact shade match. Through brands including Chemetall®, Glasurit®, and R-M®, Surventis works side by side with more than 42,000 customers in over 140 countries, finding answers to their most complex surface challenges. The company employs around 10,700 people, generated sales of about €3.9 billion in 2025, and is headquartered in Muenster, Germany. Surventis is owned by funds managed by Carlyle, with BASF holding a 40 percent stake. For more information, visit www.surventiscoatings.com.

Surventis launches as an independent global leader in automotive coatings and surface treatment

Surventis launches as an independent global leader in automotive coatings and surface treatment Surventis, formerly BASF Coatings, today launched as an independent company

CHICAGO--(BUSINESS WIRE)--Compliance Group (CG), a trusted leader in quality, validation, compliance, and digital transformation services for regulated industries, reveals iQuality, an AI-native quality and compliance platform designed to help life sciences organizations scale expert judgment, strengthen compliance oversight, and accelerate operational excellence.

Most regulated organizations face three disconnected problems—and no single system was built to solve all of them:

Outdated, inconsistent documents that create audit risk and slow every team down Manual, SME-dependent validation that takes months and still doesn’t achieve true CSA compliance Reactive quality management that captures events but can’t prevent them iQuality solves all three—on a single AI-native solution built by the team behind the FDA’s guidance.

Compliance Group leveraged its deep expertise in Computer Software Assurance (CSA) practices, QMS transformation, and responsible AI governance to build iQuality. The solution transforms documents, validation records, and quality processes into actionable compliance intelligence.

The platform continuously monitors risk, evaluates the impacts of change, and delivers regulatory-ready insights, enabling organizations to reduce validation effort, improve inspection readiness, accelerate time to value, and shift from reactive compliance management to continuous, intelligent quality oversight.

"AI is transforming how regulated organizations approach quality, validation, and compliance. However, innovation alone is not enough; organizations need AI solutions that are transparent, scalable, ethical, well-governed, trustworthy, reliable, and built to withstand regulatory scrutiny.” said Sarat Bhamidipati, CEO of Compliance Group, “iQuality reflects our vision for the next generation of compliance for Life Sciences: an AI-native platform that combines intelligent automation with regulatory rigor, enabling teams to work more efficiently, manage risk proactively, and make faster, more confident decisions."

A Modular Platform Designed for Regulated Life Sciences

iQuality is comprised of three integrated solution areas that can be adopted independently or as part of a unified quality ecosystem:

DX – Document Xcellence

A 21 CFR Part 11-ready document management system that combines AI-assisted document authoring, electronic signatures, lifecycle management, SOP governance, and change impact analysis. DX helps organizations reduce document cycle times while improving consistency, traceability, and compliance readiness.

VX – Validation Xcellence

An AI-powered validation lifecycle management solution aligned with Computer Software Assurance (CSA) principles. VX streamlines validation activities through automated generation of validation artifacts, risk-based testing frameworks, traceability management, and intelligent review capabilities designed to reduce validation effort and accelerate execution.

QX – Quality Xcellence

A comprehensive quality management solution that combines CAPA management, deviations, change control, risk management, and predictive quality intelligence into a single platform. QX enables organizations to move toward continuous quality oversight with closed-loop issue detection and resolution.

The Intelligence Layer Behind iQuality

At the core, iQuality is powered by CLAiRE, Compliance Group’s Agentic AI Harness for Regulated Industries that delivers evidence-backed, traceable, and governance-driven intelligence across quality and compliance workflows. Operating under an ISO/IEC 42001-certified AI Management System, CLAiRE is designed to support the transparency, explainability, and oversight expected in regulated life sciences environments.

Key capabilities include:

AI-powered validation documentation generation Continuous Audit Trail Review (ATR) for data integrity oversight Automated quality and validation document reviews Integrated compliance assessments across GxP, 21 CFR Part 11, SOX, and cybersecurity frameworks Continuous monitoring for proactive deviation detection AI-powered migration and verification of regulated data iQuality is available as a standalone solution or as Agents for ATR (Audit Trial Review), APQR Generation, Compliance Monitoring, Risk & FMEA Analysis, Data Migration Intelligence, and CAPA Intelligence, which can extend the capabilities of your existing QMS.

Together, these capabilities help organizations improve operational efficiency while maintaining the traceability, governance, and audit readiness required in highly regulated environments.

Built on a Foundation of Trust and Governance

iQuality is developed by Compliance Group, drawing upon more than 25 years of quality and compliance expertise, experience across 60+ regulated organizations, and a knowledge base spanning hundreds of GxP systems and thousands of global projects.

The platform is supported by a robust governance and security framework, including:

ISO/IEC 42001:2023 Certified AI Management System SOC 2 Type II Compliance ISO/IEC 27001:2022 Certification This foundation ensures that AI-driven outcomes are governed, traceable, and aligned with the expectations of regulators, auditors, and quality leaders.

About Compliance Group

Compliance Group (CG) is a global provider of quality, validation, regulatory compliance, digital transformation, specialized resourcing, managed services, and AI-enabled solutions for life sciences organizations. Guided by the mission to “Accelerate Innovation in Life Sciences,” CG helps organizations modernize compliance, streamline validation, and adopt emerging technologies with confidence. By combining deep industry expertise with innovative technology, CG enables regulated companies to strengthen quality, improve operational performance, and navigate an increasingly complex regulatory landscape.

For more information about iQuality or to request a demo, visit https://www.complianceg.com/iquality/

The firm continues to rake in capital but posted a first-quarter loss as distributable earnings slumped.

NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (together with its consolidated subsidiaries, “we,” “us,” “our,” “CGBD” or the “Company”) (NASDAQ: CGBD) today announced its financial results for its first quarter ended March 31, 2026.

Carlyle Secured Lending (CGBD) cut its dividend by 12.5% due to higher losses and tighter coverage, aligning payouts with earnings. CGBD trades at a 27% discount to NAV and yields over 12%, but limited dividend coverage and macro uncertainty warrant caution. Management's aggressive share buybacks and improved non-accruals signal stabilization, yet further financial clarity is needed before turning bullish.

Investors need to pay close attention to CG stock based on the movements in the options market lately.

Carlyle Secured Lending trades near its 52-week low, offering a 12.8% yield and a 32% discount to NAV. CGBD's portfolio is 87% senior secured debt, with low non-accruals and strong sponsor backing supporting credit quality. Recent dividend cuts and lower earnings reflect floating-rate pressure, but management expects earnings improvement in late 2026 and 2027.

The 2026 Cannabis Wildcard: How Tax Reform Could Reset Stock ValuationsCarlyle Group NASDAQ: CG Chief Executive Officer Harvey Schwartz said the asset manager remains on track with its multiyear plan, citing stronger fee-related earnings, improved margins and a coming “super cycle” of fundraising across major flagship funds.

Speaking at an Autonomous fireside chat hosted by U.S. asset manager analyst Patrick Davitt, Schwartz described Carlyle as three years into what has become a six-year transformation. He said the first phase focused on setting strategic priorities, reshaping leadership, changing the operating structure and redesigning capital management.

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Analysts Are Bullish on These 3 Laser Tech CompaniesSchwartz said Carlyle increased fee-related earnings from the “low $800s” to $1.2 billion and improved margins by 1,000 basis points from what he characterized as a 37% margin when he joined. The company’s next three-year plan, announced in February, calls for fee-related earnings to rise from $1.2 billion to $1.9 billion, per-share earnings to move from “$4 and change” to “$6 and change,” and $200 billion of fundraising over three years.

“The targets we put out ... are realistic,” Schwartz said, adding that the plan does not assume acquisitions, incremental insurance flows or “random one-offs.”

Geopolitical Backdrop Seen as Supportive for Private Capital Constellation Brands: A Fallen Star or a Hidden Value Play?Schwartz rejected the idea that the current backdrop is “toxic” for levered assets, though he acknowledged heightened geopolitical complexity, stickier inflation and higher rates. He said Russia’s invasion of Ukraine marked a major shift in geopolitical risk and contributed to a world where national security now includes energy, defense and data.

Schwartz said this has increased global demand for private capital as governments seek growth while constrained by deficits. He said the environment favors firms with sector expertise in areas including aerospace, defense, healthcare, industrials and energy.

“The demand for private capital for the next foreseeable two cycles, call it 5-15 years, I think is enormous,” Schwartz said.

He added that Carlyle’s relative lack of exposure to areas such as software-focused private equity and direct lending, once viewed by some as a disadvantage, has become beneficial as investor focus has shifted toward “old economy” sectors.

Realizations and Private Equity Performance On realizations, Schwartz said Carlyle has “bucked the trend” in returning capital, citing activity in its U.S. buyout fund. He said the firm returned $6 billion in 2025 and close to $7 billion in the first quarter, including Medline as well as strategic sales and IPOs.

Schwartz pointed to large public offerings in Japan and India, StandardAero and Medline as examples of exit activity. He said Carlyle has outperformed the industry by 500 to 600 basis points on capital returned as a percentage of net asset value.

He acknowledged that a prior U.S. buyout vintage faced challenges tied to consumer exposure, which he said Carlyle has since shut down. He described the current U.S. buyout vintage as a first-quartile fund in one comparison and second-quartile against a broader peer set, with no currently challenged assets despite being about 70% invested.

Defense, Japan and Energy Highlighted as Key Themes Davitt asked about Carlyle’s newly announced military or defense investment platform. Schwartz said Carlyle has invested close to $40 billion across aerospace, defense and industrials over 40 years, or closer to $11 billion under a narrower definition. He described the firm as the only large player in the space and said the team’s historical returns have been “something like 4.5x” with high-20s to 30s internal rates of return.

Schwartz said the new platform is intended to capture smaller transactions that may not fit larger fund check sizes. He said the total addressable market is effectively “unlimited” as countries increase defense budgets globally.

In Japan, Schwartz said Carlyle has benefited from a 26-year presence and a dedicated local team. He cited policy and cultural shifts encouraging investment and private equity partnerships, as well as opportunities among listed companies trading below book value and businesses facing succession issues. He mentioned Carlyle’s acquisition of Kentucky Fried Chicken in Japan and the public listing of Orion Breweries as examples of recent activity.

Schwartz also highlighted energy as a long-term area of focus, saying Carlyle’s platform spans renewables, power and upstream energy. He said energy security and supply chain resilience are increasingly important global themes.

AlpInvest, Secondaries and Fundraising Innovation Schwartz emphasized Carlyle AlpInvest as more than a secondaries business, describing it across four verticals: secondaries, co-investments, primaries and solutions. He said its solutions business can provide liquidity options to general partners and limited partners and helped structure a $5 billion cornerstone investment for Carlyle’s next buyout fund before formal fundraising began.

He said the transaction used a “modest component” of Carlyle’s balance sheet and secured full fees, helping the firm get ahead of fundraising while allowing investment teams to focus on deploying and managing capital.

On secondaries, Schwartz said the business is likely to grow for the foreseeable future, particularly if software-related uncertainty delays exits and locks up private equity capital. He said Carlyle AlpInvest can serve as a “capital allocation solution provider” for investors looking to adjust portfolios.

Asked about accounting practices in secondaries, Schwartz said Carlyle follows GAAP accounting and generally aims to be conservative in valuing level-three assets.

Wealth, Insurance and FRE Outlook Schwartz said Carlyle remains committed to the wealth channel, though he cautioned that growth may not continue in a straight line. He said advisors and platforms are sophisticated and focused on matching alternative products to client needs. Carlyle’s CTAC wealth interval fund, he said, includes about 900 credits and is designed with diversification in mind.

He also pointed to retirement as a future growth area, citing Carlyle’s partnership with AllianceBernstein as an initial move. Schwartz said the firm’s three-year fundraising model includes wealth rising to 20% of total flows but excludes retirement and incremental insurance contributions.

On insurance, Schwartz said Carlyle did not build major block transaction assumptions into its three-year plan because such deals are difficult to predict. He said the block pipeline “looks pretty good” over the next several years, while stressing that Carlyle will not misprice risk just to gather assets.

Schwartz said he remains comfortable with Carlyle’s mid- to high-single-digit 2026 fee-related earnings guidance. He said momentum should become more visible in 2027 and 2028 as flagship funds return to market, including U.S. buyout, European technology, CCOF, Japan and AlpInvest funds.

“I feel good about the plan,” Schwartz said. “Again, the plan was structured in a way that we could galvanize everyone in the firm strategically around it.”

About Carlyle Group NASDAQ: CGThe Carlyle Group NASDAQ: CG is a global alternative asset manager that invests across a range of strategies including private equity, real assets (such as real estate and infrastructure), global credit, and investment solutions. Founded in 1987 and headquartered in Washington, DC, Carlyle raises and manages investment funds that acquire, operate and exit companies and assets on behalf of institutional and private investors. The firm is publicly traded on the Nasdaq exchange and operates as an asset manager and investment advisor rather than as an operating company.

Carlyle's core activities include sourcing and executing private equity buyouts and growth investments, originating and managing credit and financing solutions, and acquiring and operating real asset portfolios.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Carlyle Group is undervalued due to overstated private credit concerns, despite limited direct lending exposure. Management targets $200B in new assets and >$6/share earnings, but guidance is ambitious; even $185B in inflows would be strong. CG's balance sheet is robust with ~$5B net cash/investments, a secure 3.1% dividend yield, and ongoing buybacks.

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The Carlyle Group Inc. (CG) Presents at Morgan Stanley US Financials Conference 2026 Transcript