The Carlyle Group Inc. Stock Price, News & Analysis

Carlyle (NASDAQ: CG) has announced an agreement to acquire a majority stake in Adastra Group SE, a global IT consultancy specializing in AI, data, and cloud transformations. Founded in 2000 and headquartered in Prague and Toronto, Adastra employs over 2,000 professionals across North America, Europe, and Asia.

The investment will be jointly provided by Carlyle Europe Technology Partners V and Carlyle Asia Partners Growth II. The acquisition aims to support Adastra's growth in data, cloud, and AI offerings through organic investments and targeted M&A. The deal is subject to regulatory approvals in multiple jurisdictions.

SS&C Technologies (Nasdaq: SSNC) has announced a definitive agreement to acquire Calastone, the largest global funds network, from Carlyle for £766 million (US $1.03 billion). Calastone connects over 4,500 financial organizations across 57 markets, with the deal expected to close in Q4 2025.

The acquisition will integrate Calastone's 250+ employees into SS&C Global Investor & Distribution Solutions. The strategic combination aims to create a unified, real-time operating platform, enhancing fund distribution and operational efficiency. SS&C expects the acquisition to be accretive within 12 months and will finance it through a combination of debt and cash on hand.

Trucordia has secured a significant $1.3 billion strategic investment from Carlyle's Global Credit platform, valuing the company at $5.7 billion. The transaction, expected to close in June 2025, aims to reduce Trucordia's leverage and streamline governance by repurchasing units from minority investors. As a top 20 U.S. insurance brokerage, Trucordia offers commercial and personal lines, life, and employee benefits insurance solutions. The investment will strengthen the company's financial structure and provide flexibility for strategic growth. The deal was led by Carlyle's Credit Opportunities team, part of their Global Credit platform which manages $199 billion in assets. J.P. Morgan served as advisor and placement agent, while Orrick, Herrington & Sutcliffe LLP and Latham & Watkins LLP provided legal counsel to Trucordia and Carlyle respectively.

bluebird bio has been acquired by Carlyle and SK Capital, transitioning from a public to private company. The acquisition brings significant primary capital to support the scaling of bluebird's commercial gene therapy treatments for sickle cell disease, β-thalassemia, and cerebral adrenoleukodystrophy. New CEO David Meek, along with a refreshed management team, will lead the company's transformation from scientific innovator to commercial leader. The company plans to focus on expanding manufacturing infrastructure, improving patient access, streamlining treatment processes, and strengthening payer partnerships. The strategic backing from Carlyle and SK Capital aims to help meet growing demand and drive operational excellence.

Carlyle and SK Capital Partners have announced the successful completion of their tender offer for bluebird bio (NASDAQ: BLUE). The offer, which expired on May 29, 2025, resulted in approximately 59.8% of bluebird's outstanding shares (5,868,196 shares) being validly tendered. Shareholders had the option to receive either $3.00 per share plus a contingent value right (CVR) worth $6.84 if bluebird achieves $600 million in net sales before December 31, 2027, or a flat $5.00 per share in cash. With all conditions satisfied, the acquisition is expected to close on June 2, 2025, through a merger under Delaware law Section 251(h), requiring no additional shareholder vote.

Resonetics has acquired the nitinol gun drilling operations and related assets from Medical Component Specialists' (MCS) New Boston, NH facility. The acquisition strengthens Resonetics' U.S.-based nitinol strategy and enhances their supply chain resilience. Gun drilling, a specialized machining process creating precision holes in bars, is fundamental for producing high-performance nitinol tubing used in medical devices.

This move follows Resonetics' recent investments in melt capacity, raw materials, and the acquisition of former Memry Corp. and SAES Smart Materials, establishing the industry's most comprehensive nitinol portfolio. The company aims to improve material availability, reduce lead times, and maintain its position as an open-source supplier to medical device OEMs and contract manufacturers.

Carlyle and SK Capital Partners have amended their agreement to acquire bluebird bio (NASDAQ: BLUE). Under the updated terms, stockholders can now choose between two options: (1) the original offer of $3.00 per share plus a CVR worth $6.84 tied to sales milestones, or (2) a new alternative of $5.00 per share with no CVR.

Important updates require stockholders who previously tendered shares to re-tender their shares with a new election. The tender offer expires on May 29, 2025. The board unanimously recommends stockholders to tender their shares, warning that without majority participation, bluebird risks defaulting on Hercules Capital loans, potentially leading to bankruptcy where shareholders might receive nothing.

bluebird bio (NASDAQ: BLUE) has amended its merger agreement with Carlyle (NASDAQ: CG) and SK Capital Partners. Under the new terms, stockholders can choose between two options: (1) the original offer of $3.00 per share plus a CVR of $6.84 payable upon achieving net sales milestone, or (2) $5.00 per share in cash with no CVR. The board unanimously recommends stockholders to tender their shares, warning that without majority support, the company risks defaulting on loans with Hercules Capital, potentially leading to bankruptcy. The tender offer deadline has been extended to May 29, 2025. As of May 13, approximately 2,281,724 shares have been tendered. All regulatory approvals have been received, and the transaction is expected to close promptly after successful completion of the tender offer.

Suntera Global, a Jersey-based provider of fund, corporate, and private wealth services, has secured a major investment from Valeas Capital Partners, which will acquire a majority stake in the company. This follows a recent financing package from Carlyle (NASDAQ: CG) announced on April 22, 2025. Suntera, founded in 1980, employs over 500 people across nine jurisdictions and provides administration, accounting, and governance services. Under previous ownership by Palatine Private Equity since 2019, Suntera achieved remarkable growth, tripling its revenues through organic growth and seven acquisitions. The transaction, expected to close in H2 2025, will provide Suntera with significant new equity capital to support global expansion, digital transformation, and strategic acquisitions, including planned growth in the United States.