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Stonepeak Buys €1.5 Billion Aerospace Firm Forgital From Carlyle

An aircraft wing in flight surrounded by cloud. (Bloomberg Creative Photos/Bloomberg Creative)

(Bloomberg) -- Stonepeak agreed to acquire Forgital Group, an Italian manufacturer of forged components mainly for the aerospace sector, from Carlyle Group Inc. 

New York-based Stonepeak expects to close the deal in the second quarter of 2025 subject to regulatory approvals, according to a statement Monday, which confirmed an earlier Bloomberg News report. The investment firm beat out rival bidders including Cinven and was set to value the business at more than €1.5 billion ($1.6 billion), people with knowledge of the matter have said. 

Founded in 1873 in northeast Italy, Forgital makes seamless rolled rings in rectangular or profiled sections, as well as assembled fan modules for the aerospace, power generation and defense industries, its website shows. The company has production sites in Italy, France and the US.

Carlyle bought Forgital at a valuation of about €1 billion in 2019. The Italian firm was previously majority-owned by members of founding Spezzapria family, while Fondo Italiano d’Investimento, managed by Neuberger Berman, had a minority stake.

With fundraising in Europe slower than hoped for, Carlyle has overhauled its local leadership with the technology sector being favored over the consumer industry. Massimiliano Caraffa, who headed consumer, media and retail, is on the way out. De Benedetti, the architect of many luxury deals at Carlyle, has stepped down from a senior management role and now chairs the Italy business.

Stonepeak has about $70 billion in assets under management across so-called real assets, which includes infrastructure and real estate. The firm is led by Chief Executive Officer Michael Dorrell. 

JPMorgan Chase & Co. advised Carlyle on the sale. 

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