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Macquarie Reportedly Held Carlyle Takeover Talks That Collapsed After Turnaround

Investor confidence in Harvey Schwartz’s strategy made a tie-up less likely.

Overview

  • Semafor reports that Australia’s Macquarie Group discussed acquiring Carlyle Group, according to people familiar with the matter, and both firms declined to comment.
  • The reported talks ended this summer after Carlyle’s revival gained traction with investors under CEO Harvey Schwartz.
  • A combination was described as large enough to create a roughly $1 trillion asset manager that could surpass KKR and Ares by assets.
  • Carlyle’s shares have climbed more than 60% over the past year to a market value above $24 billion, while Macquarie is valued at about $86 billion.
  • Macquarie sold its public asset-management unit to Nomura for $1.8 billion in April, reflecting a push into private markets as industry consolidation accelerates with deals by BlackRock, Blue Owl, and Ares.