Carlyle Scores Opportunity Fund

© 2026 GlobalCapital, Derivia Intelligence Limited, company number 15235970, 4 Bouverie Street, London, EC4Y 8AX. Part of the Delinian group. All rights reserved.

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement | Event Participant Terms & Conditions | Cookies

Carlyle Scores Opportunity Fund

Goldman Sachs has priced the notes for The Carlyle Group's $300 million Carlyle Loan Opportunity Fund I, a CLO that will contain par, stressed and distressed loan assets. A banker said the deal will not close until next month, but the notes have been placed. He added that there was the potential to upsize the CLO, but due to the strength of the underlying markets, there was concern over how strong the portfolio would be if more collateral had to be purchased. Michael Zupon, managing director and head of Carlyle's high-yield group, did not return calls.

The focus for the fund is on the leveraged loan market and is designed for Carlyle to buy loans in the 85-95 range (LMW, 6/9). A banker said the $193 million triple-A tranche is priced at LIBOR plus 55 basis points. There have been some par loan deals pricing at LIBOR plus 53 basis points recently, evidence of a tightening in the pricing of the liabilities, he added.

How It's Priced
Rating Tranche Size Pricing
Aaa/AAA $193 million LIB+55
Aaa/AAA $21.5 million LIB+80
A1/A+ $25.5 million LIB+160
Baa2/BBB $25.5 million LIB+160
Equity $34.5 million .
Gift this article