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????凱雷投資集團（Carlyle Group）尚未上市，但普遍預計未來一、兩年必會邁出這一步。在此期間，凱雷已發布了反映公司業務寬度的系列年報的最新一期。這些報告披露的信息雖然不像IPO招股書那樣深度，但比其他大多數非上市公司仍要詳盡。 ????值得重點關注的一些數據： ????? 管理資產規模1,067億美元，截至2010年12月31日 ????? 2010年有70億美元用于新的私募股權/房地產投資 ????? 2010年私募股權/房地產業務通過32筆退出交易向投資者返還75億美元 ????? 2011年1季度私募股權/房地產業務向投資者返還64億美元 ????? 雇員990人，分布于19個國家/地區的30個辦事處 ????? 管理84支基金，代表75個國家/地區的1,350位投資者 ????凱雷在年報中也簡單提到了收購管理資產規模超過430億美元、荷蘭“基金的基金”(FOF)管理公司AlpInvest多數股股權的計劃。這項交易在一些私募股權圈子里有些爭議，因為AlpInvest投資了凱雷很多競爭對手管理的基金。 ????凱雷重申“AlpInvest在一切投資決策上將保留完全的自主權……[而且]還會與凱雷間建立一道防火墻，保護普通合伙人、基金或交易特定信息的安全?！钡珜τ谔囟ㄇ樾稳缧韬腺Y企業董事會(董事會成員將包括凱雷和AlpInvest的高管)關注，將如何處理仍無解釋…… |
????The Carlyle Group is not yet publicly-traded, but is widely expected to take the plunge within a year or two. In the meantime, it has released the latest in a series of annual reports, which describes the firm's breadth of operations. Not the sort of in-depth info we'd get in an IPO prospectus, but still much more than most other privately-held firms disclose. ????Some highlights: ????? $106.7 billion in assets under management (as of 12/31/10) ????? $7 billion deployed in 2010 for new private equity/real estate investments ????? $7.5 billion returned in 2010 to investors in private equity/real estate, via 32 exits ????? $6.4 billion returned in Q1 2011 to investors in private equity/real estate ????? 990 professionals working in 30 offices in 19 countries ????? 84 funds managed, representing 1,350 investors from 75 countries ????Carlyle's report also touched briefly on its plans to acquire a majority stake in AlpInvest, a Dutch fund-of-funds manager with more than $43 billion in assets under management. The deal has been controversial within some private equity circles, since AlpInvest is an investor in funds managed by many of Carlyle's rivals. ????Carlyle reiterated that "AlpInvest will retain complete discretion over all investment decisions... [and] will also maintain an information firewall with Carlyle to provide safeguards for general partner, fund or deal-specific information." Still no explanation of what happens if certain situations require attention of the joint venture's board of directors, which includes both Carlyle and AlpInvest executives... |
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