Carlyle Group L.P. Contracts & Agreements

122 Contracts & Agreements
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Filed
Form of Global Restricted Stock Unit Agreement for Strategic Equity Performance Vesting RSUs for Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2021
Form of Global Restricted Stock Unit Agreement for Time-Based Awards to Non-Employee Directors
Stock Agreements
Carlyle Group L.P.
2024
The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Bonus & Incentive Agreements
Carlyle Group L.P.
2024
Form of Global Restricted Stock Unit Agreement for 2024 Time-Based Awards
Stock Agreements
Carlyle Group L.P.
2024
Form of Global Restricted Stock Unit Agreement for 2024 Bonus Deferral Awards
Bonus & Incentive Agreements
Carlyle Group L.P.
2024
Form of Global Performance-Based Restricted Stock Unit Agreement for 2024 Stock Price Appreciation PSU
Bonus & Incentive Agreements
Carlyle Group L.P.
2024
Form of Global Restricted Stock Unit Agreement for Time-Based Awards to Non-Employee Directors
Stock Agreements
Carlyle Group L.P.
2023
The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Bonus & Incentive Agreements
Carlyle Group L.P.
2023
Employment Agreement of Harvey M. Schwartz, dated as of February 5, 2023
Employment Agreements
Carlyle Group L.P.
2023
Form of Global Restricted Stock Unit Agreement for Time-Based Awards
Stock Agreements
Carlyle Group L.P.
2023
Form of Global Restricted Stock Unit Agreement for 2023 One-Time Time-Based Awards
Stock Agreements
Carlyle Group L.P.
2023
Form of Global Restricted Stock Unit Agreement for 2023 Performance Restricted Stock Unit Awards for Other Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
2023
Employment Agreement of Bruce M. Larson, dated as of August 5, 2019
Employment Agreements
Carlyle Group L.P.
2023
Letter Agreement of Peter Clare, dated as of December 15, 2022
Carlyle Group L.P.
Capital Markets
2023
Separation Agreement, dated August 7, 2022, between Kewsong Lee and The Carlyle Group Employee Co., L.L.C
Separation Agreements
Carlyle Group L.P.
2022
Form of Global Restricted Stock Unit Agreement for 2022 Time-Based Grants
Stock Agreements
Carlyle Group L.P.
Capital Markets
NY
2022
Form of Global Restricted Stock Unit Agreement for Performance RSUs for Other Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2022
Form of Global Restricted Stock Unit Agreement for Stock Price Target Award for Chief Executive Officer
Stock Agreements
Carlyle Group L.P.
2022
Underwriting Agreement dated June 4, 2021 among Carlyle Finance L.L.C., the Guarantors party thereto and Wells Fargo Securities, LLC, as sole Underwriter
Underwriting Agreements
Carlyle Group L.P.
Capital Markets
NY
2021
Second Supplemental Indenture dated as of June 8, 2021 among Carlyle Finance L.L.C., the Guarantors named therein and The Bank of New York Mellon Trust Company, N.A., as trustee
Indenture Agreements
Carlyle Group L.P.
2021
The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Bonus & Incentive Agreements
Carlyle Group L.P.
2021
Underwriting Agreement dated May 4, 2021 among Carlyle Finance L.L.C. the Guarantors party thereto and Morgan Stanley & Co. LLC, BofA Securities, Inc., Citigroup Global Markets...
Underwriting Agreements
Carlyle Group L.P.
2021
Subordinated Indenture dated as of May 11, 2021 among Carlyle Finance L.L.C., the Guarantors named therein and The Bank of New York Mellon Trust Company, N.A., as trustee
Indenture Agreements
Carlyle Group L.P.
Capital Markets
NY
2021
First Supplemental Indenture dated as of May 11, 2021 among Carlyle Finance L.L.C., the Guarantors named therein and The Bank of New York Mellon Trust Company, N.A., as trustee
Indenture Agreements
Carlyle Group L.P.
Capital Markets
NY
2021
Form of Global Restricted Stock Unit Agreement for Performance Vesting RSUs for Other Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
2021
Form of Global Restricted Stock Unit Agreement for Strategic Equity Time Vesting RSUs for Other Executive Officers
Stock Agreements
Carlyle Group L.P.
Capital Markets
NY
2021
Non-Exclusive Aircraft Lease Agreement, dated as of December 22, 2020, between Westwind Acquisition Company, L.L.C. as Lessor and Carlyle Investment Management L.L.C. as Lessee
Lease Agreements
Carlyle Group L.P.
Capital Markets
VA
2021
Form of Global Restricted Stock Unit Agreement
Stock Agreements
Carlyle Group L.P.
2021
Form of Global Restricted Stock Unit Agreement for Performance RSUs for Other Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
2020
Form of Global Restricted Stock Unit Agreement for Outperformance RSUs for Co-Chief Executive Officers Granted in February 2020
Stock Agreements
Carlyle Group L.P.
Capital Markets
NY
2020
Second Supplemental Indenture dated as of January 1, 2020 among Carlyle Holdings Finance L.L.C., The Carlyle Group Inc., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle...
Indenture Agreements
Carlyle Group L.P.
Capital Markets
2020
Third Supplemental Indenture dated as of January 1, 2020 among Carlyle Holdings II Finance L.L.C., The Carlyle Group Inc., Carlyle Holdings I L.P., Carlyle Holdings II L.P.,...
Indenture Agreements
Carlyle Group L.P.
2020
Second Supplemental Indenture dated as of January 1, 2020 among Carlyle Finance L.L.C., The Carlyle Group Inc., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings...
Indenture Agreements
Carlyle Group L.P.
Capital Markets
2020
Second Supplemental Indenture dated as of January 1, 2020 among Carlyle Finance Subsidiary L.L.C., The Carlyle Group Inc., Carlyle Holdings I L.P., Carlyle Holdings II L.P.,...
Indenture Agreements
Carlyle Group L.P.
2020
Description of Capital Stock
Stock Agreements
Carlyle Group L.P.
2020
Form of Indemnification Agreement
Indemnification Agreements
Carlyle Group L.P.
2020
Form of Global Deferred Restricted Common Unit Agreement
Carlyle Group L.P.
Capital Markets
NY
2020
Stockholder Agreement by and between the Corporation and William E. Conway, Jr., dated as of January 1, 2020
Carlyle Group L.P.
Capital Markets
DE
2020
Stockholder Agreement by and between the Corporation and Daniel A. DAniello, dated as of January 1, 2020
Carlyle Group L.P.
2020
Stockholder Agreement by and between the Corporation and David M. Rubenstein, dated as of January 1, 2020
Carlyle Group L.P.
Capital Markets
DE
2020
Indenture dated as of September 19, 2019 among Carlyle Finance Subsidiary L.L.C., The Carlyle Group L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III...
Indenture Agreements
Carlyle Group L.P.
Capital Markets
NY
2019
First Supplemental Indenture dated as of September 19, 2019 among Carlyle Finance Subsidiary L.L.C., The Carlyle Group L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P.,...
Indenture Agreements
Carlyle Group L.P.
Capital Markets
NY
2019
Form of Post-Conversion Stockholder Agreement
Carlyle Group L.P.
Capital Markets
DE
2019
Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Other Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2019
Form of Global Deferred Restricted Common Unit Agreement for Outperformance DRUs for Co-Chief Executive Officers
Carlyle Group L.P.
2019
Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Co-Chief Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
2019
Non-Exclusive Aircraft Lease Agreement dated as of December 11, 2018 by and between KZ Partners, Inc. as Lessor and Carlyle Investment Management L.L.C. as Lessee
Lease Agreements
Carlyle Group L.P.
2019
Indenture dated as of September 14, 2018 among Carlyle Finance L.L.C., The Carlyle Group L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III L.P. and The...
Indenture Agreements
Carlyle Group L.P.
2018
First Supplemental Indenture dated as of September 14, 2018 among Carlyle Finance L.L.C., The Carlyle Group L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle...
Indenture Agreements
Carlyle Group L.P.
2018
Amended and Restated Office Lease by and between Teachers Insurance and Annuity Association of America and Carlyle Investment Management L.L.C., dated as of June 14, 2018
Lease Agreements
Carlyle Group L.P.
2018
Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Other Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2018
Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Co-Chief Executive Officers
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2018
Amended and Restated Non-Exclusive Aircraft Lease Agreement dated as of April 12, 2018 by and between Kewsong Lee as Lessor and Carlyle Investment Management L.L.C. as Lessee
Lease Agreements
Carlyle Group L.P.
2018
Non-Exclusive Aircraft Lease Agreement dated as of September 29, 2017 by and between Kewsong Lee as Lessor and Carlyle Investment Management L.L.C. as Lessee
Lease Agreements
Carlyle Group L.P.
2018
Employment Agreement of Kewsong Lee, dated as of October 23, 2017
Employment Agreements
Carlyle Group L.P.
2018
Employment Agreement of Glenn A. Youngkin, dated as of October 23, 2017
Employment Agreements
Carlyle Group L.P.
2018
Form of Global Deferred Restricted Common Unit Agreement
Carlyle Group L.P.
Capital Markets
NY
2018
Form of 5.875% Series A Preferred Unit Certificate
Carlyle Group L.P.
2017
Second Amended and Restated Limited Partnership Agreement of Carlyle Holdings I L.P. dated September 13, 2017
Limited Partnership Agreements
Carlyle Group L.P.
Capital Markets
DE
2017
Second Amended and Restated Limited Partnership Agreement of Carlyle Holdings II L.P. dated September 13, 2017
Limited Partnership Agreements
Carlyle Group L.P.
Capital Markets
DE
2017
Second Amended and Restated Limited Partnership Agreement of Carlyle Holdings III L.P. dated September 13, 2017
Limited Partnership Agreements
Carlyle Group L.P.
2017
Amendment No. 2 to Exchange Agreement, dated as of September 13, 2017, among Carlyle Holdings I L.P., Carlyle Holdings II L.P. and Carlyle Holdings III L.P., related to the...
Exchange Agreements
Carlyle Group L.P.
Capital Markets
DE
2017
Underwriting Agreement, dated as of September 6, 2017, among The Carlyle Group L.P., Carlyle Group Management L.L.C., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle...
Underwriting Agreements
Carlyle Group L.P.
2017
The Carlyle Group L.P. 2012 Equity Incentive Plan Global Deferred Restricted Common Unit Agreement Participant: Date of Grant:Number of DRUs:
Bonus & Incentive Agreements
Carlyle Group L.P.
2017
AMENDMENT NO. 1 TO EXCHANGE AGREEMENT
Exchange Agreements
Carlyle Group L.P.
Capital Markets
DE
2016
AMENDMENT NO. 3
Carlyle Group L.P.
2016
THE CARLYLE GROUP L.P. 2012 EQUITY INCENTIVE PLAN FORM OF GLOBAL DEFERRED RESTRICTED COMMON UNIT AGREEMENT
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2016
AMENDMENT NO. 2
Carlyle Group L.P.
2015
THE CARLYLE GROUP L.P. 2012 EQUITY INCENTIVE PLAN FORM OF GLOBAL DEFERRED RESTRICTED COMMON UNIT AGREEMENT
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2015
EMPLOYMENT AGREEMENT
Employment Agreements
Carlyle Group L.P.
Capital Markets
NY
2015
EMPLOYMENT AGREEMENT
Employment Agreements
Carlyle Group L.P.
2015
KEY EXECUTIVE INCENTIVE PROGRAM
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
2015
SECOND SUPPLEMENTAL INDENTURE Dated as of March 10, 2014 Supplementing that Certain INDENTURE Dated as ofMarch 28, 2013 Among CARLYLE HOLDINGS IIFINANCE L.L.C., THE GUARANTOR...
Indenture Agreements
Carlyle Group L.P.
Capital Markets
NY
2014
AMENDMENT NO. 1 TO NON-EXCLUSIVE AIRCRAFT LEASE AGREEMENT
Lease Agreements
Carlyle Group L.P.
2014
AMENDMENT NO. 1 TO NON-EXCLUSIVE AIRCRAFT LEASE AGREEMENT
Lease Agreements
Carlyle Group L.P.
Capital Markets
2014
AMENDMENT NO. 1 TO NON-EXCLUSIVE AIRCRAFT LEASE AGREEMENT
Lease Agreements
Carlyle Group L.P.
Capital Markets
2014
THE CARLYLE GROUP L.P. 2012 EQUITY INCENTIVE PLAN GLOBAL DEFERRED RESTRICTED COMMON UNIT AGREEMENT
Bonus & Incentive Agreements
Carlyle Group L.P.
Capital Markets
NY
2014
EMPLOYMENT AGREEMENT
Employment Agreements
Carlyle Group L.P.
Capital Markets
NY
2014
EMPLOYMENT AGREEMENT
Employment Agreements
Carlyle Group L.P.
2014
AMENDMENT NO. 1
Carlyle Group L.P.
2013
INDENTURE Dated as of March 28, 2013 Among CARLYLE HOLDINGS II FINANCE L.L.C., THE GUARANTORS NAMED HEREIN and THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., as Trustee TABLE OF...
Indenture Agreements
Carlyle Group L.P.
2013
FIRST SUPPLEMENTAL INDENTURE Dated as of March 28, 2013 Supplementing that Certain INDENTURE Dated as of March 28, 2013 Among CARLYLEHOLDINGS II FINANCE L.L.C., THE GUARANTOR...
Indenture Agreements
Carlyle Group L.P.
2013
THE CARLYLE GROUP L.P. 2012EQUITY INCENTIVE PLAN GLOBAL DEFERREDRESTRICTED COMMON UNIT AGREEMENT
Bonus & Incentive Agreements
Carlyle Group L.P.
2013
INDENTURE Dated as of January 18, 2013 Among CARLYLE HOLDINGS FINANCE L.L.C., THE GUARANTORS NAMED HEREIN and THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., as Trustee TABLE OF...
Indenture Agreements
Carlyle Group L.P.
2013
FIRST SUPPLEMENTAL INDENTURE Dated as of January 18, 2013 Supplementing that Certain INDENTURE Dated as of January 18, 2013 Among CARLYLE HOLDINGS FINANCE L.L.C., THE GUARANTOR...
Indenture Agreements
Carlyle Group L.P.
Capital Markets
NY
2013
OPERATING EXECUTIVE CONSULTING AGREEMENT
Consulting Agreements
Carlyle Group L.P.
2012
EXCHANGE AGREEMENT
Exchange Agreements
Carlyle Group L.P.
Capital Markets
CA
2012
TAX RECEIVABLE AGREEMENT dated as of May 2, 2012 Table of Contents
Carlyle Group L.P.
Capital Markets
DE
2012
AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT OF CARLYLE HOLDINGS I L.P. Dated as of May 2, 2012
Limited Partnership Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
AMENDED AND RESTATED LIMITEDPARTNERSHIP AGREEMENT OF CARLYLE HOLDINGS II L.P. Dated as of May 2, 2012
Limited Partnership Agreements
Carlyle Group L.P.
2012
AMENDED AND RESTATED LIMITEDPARTNERSHIP AGREEMENT OF CARLYLE HOLDINGS III L.P. Dated as of May 2, 2012
Limited Partnership Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
REGISTRATION RIGHTS AGREEMENT OF THE CARLYLE GROUP L.P. Dated as of May 8, 2012 Table of Contents
Registration Rights Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
Carlyle Group L.P.
2012
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
Carlyle Group L.P.
2012
THE CARLYLE GROUP L.P. UNDERWRITING AGREEMENT Common Units
Underwriting Agreements
Carlyle Group L.P.
2012
FORM OF
Carlyle Group L.P.
Capital Markets
DE
2012
FORM OF
Carlyle Group L.P.
Capital Markets
DE
2012
FORM OF
Carlyle Group L.P.
Capital Markets
DE
2012
FORM OF TAX RECEIVABLE AGREEMENT dated as of , 2012
Carlyle Group L.P.
2012
FORM OF EXCHANGE AGREEMENT
Exchange Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
FORM OF
Carlyle Group L.P.
Capital Markets
DE
2012
FORM OF REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
The Carlyle Group L.P. 2012 Equity Incentive Plan
Bonus & Incentive Agreements
Carlyle Group L.P.
2012
FORM OF REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
Form of The Carlyle Group L.P. 2012 Equity Incentive Plan
Bonus & Incentive Agreements
Carlyle Group L.P.
2012
The Carlyle Group L.P. 2012 Equity Incentive Plan
Bonus & Incentive Agreements
Carlyle Group L.P.
2012
no exercise by the underwriters of the option to purchase up to an additional common units from us; and
Purchase Agreements
Carlyle Group L.P.
2012
no exercise by the underwriters of the option to purchase up to an additional common units from us; and
Purchase Agreements
Carlyle Group L.P.
2012
no exercise by the underwriters of the option to purchase up to an additional common units from us; and
Purchase Agreements
Carlyle Group L.P.
Capital Markets
DC
2012
no exercise by the underwriters of the option to purchase up to an additional common units from us; and
Purchase Agreements
Carlyle Group L.P.
2012
AMENDED AND RESTATED EMPLOYMENT AGREEMENT
Employment Agreements
Carlyle Group L.P.
Capital Markets
NY
2012
TC GROUP, L.L.C., as Issuer and Guarantor
Carlyle Group L.P.
2012
AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT
Limited Partnership Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT
Limited Partnership Agreements
Carlyle Group L.P.
Capital Markets
DE
2012
U.S.$1,250,000,000
Carlyle Group L.P.
2012
U.S.$1,250,000,000
Carlyle Group L.P.
Capital Markets
NY
2012
FIRST AMENDMENT TO DEED OF LEASE
Lease Agreements
Carlyle Group L.P.
2012
NON-EXCLUSIVE AIRCRAFT LEASE AGREEMENT Dated as of the 27 day of June 2011, between FALSTAFF PARTNERS LLC as Lessor, and CARLYLE INVESTMENT MANAGEMENT L.L.C. as Lessee,
Lease Agreements
Carlyle Group L.P.
2012
NON-EXCLUSIVE AIRCRAFT LEASE AGREEMENT
Lease Agreements
Carlyle Group L.P.
Capital Markets
VA
2012
NON-EXCLUSIVE AIRCRAFT LEASE AGREEMENT
Lease Agreements
Carlyle Group L.P.
Capital Markets
VA
2012
DEED OF LEASE
Lease Agreements
Carlyle Group L.P.
2011
OFFICE LEASE
Lease Agreements
Carlyle Group L.P.
2011