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Simpson Thacher Represents The Carlyle Group in Purchase of a Majority Interest in Claren Road Asset Management

03.13.14

Simpson Thacher is representing The Carlyle Group in the purchase of a 55 percent stake in Claren Road, a long-short credit hedge fund with $4.5 billion in assets under management, in exchange for cash, an ownership interest in Carlyle and performance-based contingent payments. The transaction is expected to close by year end. 

Carlyle’s global credit alternatives business comprises an array of structured credit, mezzanine and distressed products - 34 funds with $14.7 billion in assets managed by 54 investment professionals in New York and London as of September 30, 2010. Carlyle’s total assets stood at $97.7 billion as of September 30, 2010.  The Carlyle Group is a global alternative asset manager with $97.7 billion of assets under management committed to 78 funds as of September 30, 2010. Since 1987, the firm has invested $64.7 billion of equity in 1015 transactions. 

The Simpson Thacher team for the transaction includes: Gary I. Horowitz, Edward J. Chung, Ryan M. Gavin, Thomas Lamprecht, Markus Lotz, David S. Shapiro (M&A); Thomas H. Bell, Daniel Lavon-Krein, Parker B. Kelsey (Funds); Joshua F. Bonnie (Capital Markets and Securities), John J. Creed, Sean M. Austin (Tax); Mary B. Touchstone (Banking and Credit); Alvin H. Brown, Tyler Andersen (Executive Compensation and Benefits), and Michael C. Naughton (HSR).