Amit's Blog

Carlyle's Strategic Playbook in India: A Journey of Diversification and Value Creation The Carlyle Group, a global investment giant, has cemented its position as a highly successful private equity firm in India over the past two decades. With a significant and growing AUM in the region, Carlyle has strategically diversified its investments across key sectors including financial services, healthcare, technology services, and consumer. The firm's investment philosophy emphasizes active partnerships with management, leveraging its global network for operational enhancements and value creation. Its disciplined approach to exits, as recently demonstrated by the successful divestment from Indegene, underscores its ability to generate strong returns. Carlyle's adaptability to market dynamics and commitment to strategic growth opportunities have been pivotal to its enduring success in India's vibrant economic landscape. I. Firm Overview & Strategy The Carlyle Group, founded...

Blackstone's Impact: A Dive into its Indian Private Equity Journey Blackstone, the global alternative asset manager, has carved a formidable presence in India over the last two decades, evolving from a cautious entrant to the country's largest foreign investor. With an estimated AUM of $50 billion in India as of early 2025, and ambitious plans to double it to $100 billion, the firm's success is rooted in its adaptable investment philosophy, strategic operational enhancements, and astute exits. Initially challenged by market nuances, Blackstone refined its approach to focus on control deals in high-growth sectors like real estate, IT services, and infrastructure. Its ability to identify high-quality assets, infuse operational expertise, and leverage India's robust public markets for exits has consistently yielded strong returns, positioning it as a pivotal force in India's private equity landscape. I. Firm Overview & Strategy Blackstone, founded in 1985, st...