
Charlesbank Capital Partners
Description
Charlesbank Capital Partners is a prominent private equity firm based in Boston, Massachusetts, with a strong focus on middle-market companies. Established in 1998, the firm primarily engages in management buyouts and growth capital investments, partnering with management teams to drive long-term value creation. Their investment philosophy centers on identifying well-positioned businesses with strong fundamentals and significant growth potential across various sectors.
The firm's investment strategy is sector-agnostic but has a demonstrated track record in areas such as business services, consumer, industrial, healthcare, and technology. Charlesbank seeks to acquire controlling stakes in companies, providing not only capital but also strategic guidance and operational expertise to help portfolio companies achieve their full potential. They manage a substantial amount of capital, with over $15 billion under management, reflecting their significant presence in the private equity landscape.
Charlesbank's typical equity investments range from $50 million to $500 million per transaction, targeting companies with enterprise values generally between $150 million and $1.5 billion. This substantial check size allows them to execute complex transactions and support significant growth initiatives for established businesses. Beyond equity, Charlesbank also employs a credit opportunities strategy, further diversifying their capital deployment capabilities. Their approach emphasizes deep due diligence and a collaborative partnership model with the management teams of their portfolio companies, aiming to foster sustainable growth and operational improvements.
Investor Profile
Charlesbank Capital Partners has backed more than 32 startups, with 3 new investments in the last 12 months alone. The firm has led 22 rounds, about 69% of its total and boasts 11 exits across its portfolio.
Investment Focus Highlights
- Concentrates on Private Equity, Series A, Post Ipo Equity rounds (top funding stages).
- Majority of deals are located in United States, United Kingdom, Israel.
- Strong thematic focus on Information Technology, Financial Services, Cyber Security.
- Led 3 rounds in the past year.
- Typical check size: $50M – $500M.
Stage Focus
- Private Equity (78%)
- Series A (6%)
- Post Ipo Equity (3%)
- Secondary Market (3%)
- Series D (3%)
- Series Unknown (3%)
- Series E (3%)
Country Focus
- United States (88%)
- United Kingdom (9%)
- Israel (3%)
Industry Focus
- Information Technology
- Financial Services
- Cyber Security
- Software
- Consulting
- Finance
- Health Care
- It Management
- Biotechnology
- Advice
Frequently Asked Questions
Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.