Carlyle : Announces A$600 Million Preferred Equity Financing to Support CC Capital’s Acquisition of Insignia Financial
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Published on 04/30/2026 at 08:05 am EDT
NEW YORK and SYDNEY - April 30, 2026 - Global investment firm Carlyle (NASDAQ: CG) today announced that its Global Credit platform has provided a preferred equity financing to support CC Capital's acquisition of Insignia Financial Ltd ("Insignia" or the "Company") (ASX: IFL), a leading diversified wealth management group, to advance the Company's ongoing transformation initiatives and long-term growth strategy across the retirement ecosystem.
Insignia is one of the largest for-profit wealth management platforms in Australia, overseeing more than A$342 billion in funds under management and administration and serving approximately two million members. The Company provides a comprehensive suite of services across superannuation, wrap platforms, asset management, and financial advice, supporting members, clients and advisors across the retirement landscape.
"We're pleased to support CC Capital in its acquisition of Insignia, a leading provider of investment and retirement solutions with a strong market position and compelling growth outlook," said Gary Jacovino, Partner, Credit Opportunities at Carlyle. "This transaction reflects our ability to deliver tailored capital solutions at scale to support our partner sponsors and management teams as they execute on their strategic priorities."
"This partnership marks an important milestone as we position Insignia for its next phase of growth," said Scott Hartley, Chief Executive Officer of Insignia Financial. "We're looking forward to continuing our progress towards our vision for Insignia to be the leading and most efficient diversified wealth management company by 2030."
Carlyle's Credit Opportunities strategy within the firm's Global Credit platform seeks to provide highly structured and privately negotiated solutions across the capital structure to family, founder, and management-owned businesses, sponsor-backed companies, and special situations, with a focus on long-term value creation. Carlyle's Global Credit platform has $211 billion in assets under management as of December 31, 2025.
About Carlyle
Carlyle (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 $477 billion of assets under management as of December 31, 2025, Carlyle's purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,500 people in 27 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
About Insignia Financial
With origins dating back to 1846, today Insignia Financial is a leading Australian wealth manager. Insignia Financial provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers.
Further information about Insignia Financial can be found at www.insigniafinancial.com.au
About CC Capital
CC Capital Partners is a private investment firm based in New York, NY that was founded in late 2015 with a focus on investing in and operating high-quality businesses for the long term. The firm evaluates investments anticipating a hold-period well beyond that of a typical private equity firm and funds its investments through a variety of permanent capital sources. CC Capital frequently partners with highly-seasoned executives, managers and owners seeking to create significant value post-acquisition. More information on CC Capital can be found at www.cc.capital.
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Disclaimer
The Carlyle Group Inc. published this content on April 30, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 30, 2026 at 12:04 UTC.