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2018年3月1日
凯雷投资集团投资CFGI, Provider of High-End Complex Accounting and Financial Consulting to Corporate CFOs, 曹和控制器
The One Carlyle Network Will Support CFGI’s Expansion Into New Geographies and Product Lines
纽约，纽约 – Global alternative asset manager The Carlyle Group (NASDAQ: CG) today announced it has invested in Boston-based CFGI, a national provider of high-end technical accounting and finance advisory services to the office of the Chief Financial Officer. CFGI currently serves more than 500 national and international clients, 在波士顿设有办事处, 纽约, 费城和旧金山. Equity for the investment came from Carlyle Global 金融服务 Partners III (CGFSP III) and CFGI management. CGFSP III is Carlyle’s third dedicated financial services fund and this transaction represents the fund’s first investment.
CFGI Co-CEOs Nick Nardone and Shane Caiazzo 说, “CFGI was founded 17 years ago to serve CFOs as an independent advisor to help with their most complex accounting and transaction-based needs. Our success has resulted from a world-class team of former Big 4 accountants that brings the technical accounting, operational and capital market skills needed across all phases of a company’s lifecycle. We are proud to partner with Carlyle and excited for the elevated relationships and resources that we expect to come with the Carlyle global network and the ability to leverage this platform. Our focus for the firm is to aggressively work each and every day to become the go-to partner for all CFOs, 曹, 和全国各地的控制员.”
约翰Redett, Carlyle Managing Director and Co-head of the Global 金融服务 team, 说, “The Partners of CFGI have built a world-class accounting and finance consultancy firm that is a trusted partner to CFOs of the Fortune 1000 and private companies. Increasingly complex regulation is driving demand for the type of independent technical expertise, CFGI提供的建议和资源. We look forward to supporting CFGI’s continued expansion into new geographies and product lines, while seeking to leverage the One Carlyle global network.”
CFGI offers a comprehensive suite of services and supports a diverse client base. Service offerings include: technical accounting consultation, IT风险管理和萨班斯奥克斯利法案, 临时高级财务和会计职位, 企业所得税, 独立估值. Clients occupy a range of industry sectors, including: biotech & 生命科学、科技 & 软件、医药 & healthcare, media, consumer services, energy, retail, entertainment, insurance, banking & 金融服务及工业 & 制造业.
Representative projects for CFGI include: IPO readiness; carve-outs & divestitures; purchase accounting & transaction support; implementation of new accounting standards; revenue recognition & lease accounting; external audit readiness & support; system implementation, interim accounting and finance management solutions; financial planning & analysis; Sarbanes Oxley implementations & support; IT & risk advisory; corporate income tax reporting & consulting; corporate income tax compliance; enterprise-wide valuations and portfolio valuations.
以前的 financial services investments made by the Carlyle Global 金融服务 Partners team include: Duff & Phelps, TCW Group, Edgewood Partners Insurance Center (EPIC), Sandler O’Neill & Partners, BenefitMall, DBRS, JenCap Holdings, BankUnited and Bank of Butterfield, amongst others.
沃奇特尔，利普顿，罗森 & Katz served as Carlyle’s legal advisor, and Duff & Phelps served as Carlyle’s financial, accounting and tax advisors. 罗伯特W. 贝尔德 & Co. 还有斯蒂菲尔，尼古拉斯 & Company, Incorporated served as financial advisors to CFGI, and Nelson Mullins Riley & Scarborough LLP和Kirkland & Ellis LLP担任CFGI的法律顾问.
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关于CFGI
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI与您的内部员工一起工作, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. 要了解更多信息，请访问cfgidev.wpengine.com.
关于凯雷集团
The Carlyle Group (NASDAQ: CG) is a global alternative asset manager with $195 billion of assets under management across 317 investment vehicles as of December 31, 2017. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, 其中很多是公共养老金. Carlyle invests across four segments – Corporate 私人股本, 真正的资产, Global Credit and Investment 电子游戏网站 – in Africa, 亚洲, 澳大利亚, 欧洲, 中东, 北美和南美. Carlyle has expertise in various industries, including: aerospace, defense & 政府服务、消费者 & retail, energy, financial services, healthcare, industrial, real estate, technology & 商业服务、电讯 & 媒体与交通. The Carlyle Group employs more than 1,600 people in 31 offices across six continents.
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联系人:
凯雷集团的伊丽莎白·吉尔
+1-202-729-5385
伊丽莎白.gill@凯雷(carlyle).com
CFGI
Shane Caiazzo
scaiazzo@annengfanglei.com
