Vice President, US Buyout - Tech (Menlo Park)

Basic information

Job Name:


Vice President, US Buyout - Tech (Menlo Park)


Location:


Menlo Park, CA


Line of Business:


Global Private Equity


Job Function:


Investment Professionals


Date:


Thursday, May 7, 2026


Position Summary

The Technology team is based in Washington, DC and Menlo Park and represents one of Carlyle's most active sector groups, having invested over $40 billion across 300+ transactions since inception, more than any other sector within the firm. The team focuses on three core subsectors: Software & Data, Tech-Enabled Services, and Hardware. Investments are made primarily through Carlyle's U.S. Buyout funds, with additional flexibility to deploy capital from the firm's transatlantic investment vehicles, providing significant capital resources and a global investment mandate. Typical equity check sizes range from $100 million to $2+ billion, with a focus on control-oriented investments. The team has recently completed several notable platform investments, including Exiger, YipitData, Abrigo, Jagex, and ZoomInfo, reflecting its emphasis on high-quality, scalable technology businesses.

This role will leverage AI technologies to streamline operations, enhance decision-making, and drive execution of key responsibilities with greater efficiency and impact. While AI is a powerful enabler, it does not replace strategic thinking; human insight and judgment will remain essential.

Responsibilities

• Lead the end-to-end evaluation and execution of leveraged buyout and growth equity transactions in the Tech sector, including deal structuring, diligence, and documentation.
• Oversee and mentor Associates and Senior Associates in preparing valuation models, transaction materials, and strategic analyses.
• Manage comprehensive diligence workstreams and coordinate with third-party advisors, legal counsel, and internal stakeholders.
• Present investment theses, diligence findings, and recommendations to the Investment Committee in a concise and compelling format.
• Lead negotiations of key transaction documents including stock purchase agreements, management equity terms, and financing agreements.
• Support development of operational value creation plans, including performance improvement, cost optimization, and growth initiatives.
• Collaborate with portfolio company management teams to evaluate M&A pipeline opportunities, develop inorganic growth strategies, and execute strategic add-ons.
• Monitor portfolio company performance, oversee regular reporting, and partner with management on strategic planning and board materials.
• Support firm-wide initiatives, knowledge sharing, and investment team processes with a mindset for continuous improvement.

Many of the responsibilities may be supported through the use of AI technologies, allowing greater focus on the following strategic areas:

• Identifying and developing new investment theses across evolving tech sub-sectors.
• Cultivating strategic relationships with industry executives, advisors, and potential deal sources.
• Driving differentiated value creation initiatives post-close that go beyond traditional levers.
• Deepening insight into regulatory and macroeconomic trends shaping the future of tech.

Qualifications

Education & Certificates

• MBA from a top-tier academic institution required, preferably with a concentration in finance, strategy, or economics.
• Demonstrated academic excellence and intellectual curiosity.

Professional Experience

• 3 to 6 years of progressive experience in private equity or investment banking, with at least 2 to 3 years directly supporting private equity transactions.
• Proven ability to collaboratively lead deals from sourcing through execution and portfolio management.
• Expertise in financial modeling, capital structuring, valuation techniques, and investment diligence.
• Experience interacting with and presenting to Investment Committees or equivalent governance bodies.
• Familiarity with Tech sector, preferred.
• Demonstrated ability to work collaboratively across functional teams, influence senior stakeholders, and operate in fast-paced, unstructured environments.
• Familiarity with applying AI technologies to accelerate investment research, market benchmarking, and deal screening.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia.


Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has deep expertise across industries, markets, and geographies.


At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.