Carlyle Energy

Hi - some of you on this forum must be working in Carlyle. Was wondering whether anyone could provide additional context to one of the Co-heads of Carlyle International Energy Partners abruptly leaving after 5 months in November 2022? I saw that he was hired during the tenure of Kewsong Lee but seems to be un-related from hearsay. Not sure though whether Kewsong had a strong-say to bring the new Co-head on and after Kewsong got fired, then the Board will assess what/who is really required - or the new Co-head got spooked so resigned. The latter scenario wouldn't make sense though cause being Co-head is pretty much a coveted role.
Anyone have more color on this as it seems to be a pretty rare instance where you can brought on to a MF as co-head and part ways 5 months later...

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Correct. The old strategy of committing equity checks to management teams is drying out because folks are retiring out and new management teams are fewer and farther between because of the connotation associated with O&G. EnCap, NGP, & Quantum all have dry powder in their funds and/or raising new funds, and KKR/Apollo/Blackstone have their horse they are backing. Carlyle just doesn't have the boots on the ground relationships to fund the smaller management teams that then end up being the large ones in iterations 2 or 3. So they've backed some bad horses, lost a ton of money, and.........

 

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