This case is used in Darden's course elective, Corporate Financing, and is accompanied by a teaching note for instructors and Excel spreadsheet for students. The Carlyle Group IPO case explores the circumstances leading up to the firm's IPO in May 2012. Over the past 25 years, Carlyle had grown from a fledgling private equity firm to one of the world's largest and most diversified investment firms. Carlyle had prepared extensively for the roadshow; management anticipated some tough questions. Students are asked to evaluate the extent to which Carlyle is undervalued relative to its peers. The case provides information on how to evaluate the earnings received by the public shareholders and outlines several alternative approaches to value PPEs.
Article navigation
Case Study|
January 20 2017
The Carlyle Group: IPO of a Publicly Traded Private Equity Firm
This case was prepared by Susan Chaplinsky, Professor of Business Administration, Darden School of Business, and Felicia Marston, Professor of Commerce, McIntire School of Commerce. It was written as a basis for class discussion rather than to illustrate effective or ineffective handling of an administrative situation.
Online ISSN: 1111-111X
Print ISSN: 1111-111X
Copyright © 2013 by the University of Virginia Darden School Foundation, Charlottesville, VA. All rights reserved.
2013
University of Virginia Darden School Foundation
Licensed re-use rights only. To order copies, send an e-mail to sales@dardenbusinesspublishing.com. No part of this publication may be reproduced, stored in a retrieval system, used in a spreadsheet, or transmitted in any form or by any means—electronic, mechanical, photocopying, recording, or otherwise—without the permission of the Darden School Foundation.
Teaching Notes 1–27.
Connected Content
Teaching Notes:
The Carlyle Group: IPO of a Publicly Traded Private Equity Firm
See also
-
relatedCaseResource
Citation
Chaplinsky S, Marston FC (2017;), "The Carlyle Group: IPO of a Publicly Traded Private Equity Firm". Teaching Notes, Vol. ahead-of-print No. ahead-of-print.
Download citation file:
New and popular articles
Email alerts
Suggested Reading
The Carlyle Group: IPO of a Publicly Traded Private Equity Firm
Darden Business Publishing Cases (January,2017)
A real option approach for the valuation of switching output flexibility in residential property investment
Journal of Financial Management of Property and Construction (August,2018)
Groupon: let's make a deal?
Teaching Notes (January,2015)
Groupon: let's make a deal?
The CASE Journal (January,2015)
Comparison of the DCF and German income approach
Journal of Property Investment & Finance (December,2018)
Related Chapters
The Internal Complexity of Market Logics: Financial Sophistication and Price Determination
Institutional Logics in Action, Part B
Can SPACs Ensure M&A Success?
Advances in Mergers and Acquisitions
Democracy and Stock Market Development: The African Experience
Overlaps of Private Sector with Public Sector around the Globe
Recommended for you
These recommendations are informed by your reading behaviors and indicated interests.
