Carlyle to invest $2 billion in Diversified Energy’s new US assets

Diversified Energy Co PLC on Monday hailed a deal with Carlyle Group Inc for an investment worth up to £2 billion.

The Washington, DC-based private equity firm will invest in proved developed producing - or PDP - oil and gas assets, recently acquired by the Birmingham, Alabama-based energy company in the US.

Diversified Energy follows an acquire-and-improve model, buying up existing long-life fuel projects and ‘optimising’ production for ‘consistent cash flow’, it says. Carlyle’s cash injection allows Diversified Energy to operate and service newly-acquired projects in the US.

Carlyle plans to securitise these assets over time. Diversified Energy said the deal will ‘unlock long-term, resilient financing for this critical segment of the nation’s energy infrastructure’.

‘This arrangement significantly enhances our ability to pursue and scale strategic acquisitions in what we believe is a highly compelling environment for PDP asset consolidation,’ noted Diversified Energy Chief Executive Rusty Hutson.

‘We continue to see a robust pipeline of opportunities and the growing need for operational scale and efficiency. With Carlyle’s support, we are well-positioned to capitalise on these trends.’

Akhil Bansal, head of Carlyle’s Asset-Backed Finance division, added: ‘Diversified is a leading operator of long-life energy assets and a pioneer in bringing PDP securitisations to institutional markets. We are excited to bring institutional capital to high-quality, cash-yielding energy assets that are core to US domestic energy production and energy security.’

Asset-Backed Finance is part of Carlyle’s Global Credit platform, which provides funding to partners focused on private fixed income and asset-backed investments. Since 2021, the division has paid out around $8 billion, and at March 31, its assets under management are estimated at $9 billion.

Diversified Energy shares were 1.6% lower at 1,089.99 pence on Tuesday morning in London. Carlyle traded up 0.4% at $47.40 in pre-market dealings in New York.

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