Carlyle Group has announced providing preferred equity financing to support CC Capital Partners in its acquisition of Insignia Financial Ltd, a major player in Australia’s retirement and wealth management sector.
The financing is made throug its Global Credit platform.
Insignia Financial, listed on the Australian Securities Exchange, oversees more than A$342 billion in funds under management and administration and serves around two million members.
The company offers a range of services including superannuation, wrap platforms, asset management, and financial advice.
In a statement, Carlyle said the financing will support Insignia’s ongoing transformation initiatives and long-term growth strategy across the retirement ecosystem.
The move comes as the company looks to strengthen its position in a competitive wealth management market.
“We’re pleased to support CC Capital in its acquisition of Insignia, a leading provider of investment and retirement solutions with a strong market position and compelling growth outlook,” said Gary Jacovino, Partner for Credit Opportunities at Carlyle.
Scott Hartley, chief executive officer of Insignia Financial, said the partnership represents a key step in the company’s next phase of growth, with ambitions to become the leading and most efficient diversified wealth management firm by 2030.
The transaction, according to the announcement, underscores the increasing role of structured capital solutions in large-scale financial services deals, as sponsors turn to private credit providers for flexible financing options beyond traditional bank lending.
Carlyle’s Credit Opportunities strategy focuses on delivering tailored, privately negotiated capital solutions across the capital structure, targeting sponsor-backed companies, founder-led businesses and special situations.
The firm said its Global Credit platform managed approximately $211 billion in assets as of December 31, 2025, while its total assets under management reached about $477 billion.
The deal reflects continued momentum in private capital deployment into wealth and retirement platforms, particularly as firms seek to scale operations and modernize offerings in response to shifting investor demand and demographic trends.