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Charlesbank Capital Partners

North America, Massachusetts, United States, Boston

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
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Charlesbank Capital Partners frequently co-invest with?

Tailwater Capital
North America, Texas, United States, Dallas
Co-Investments: 1
HGGC
North America, California, United States, Palo Alto
Co-Investments: 2
Goldman Sachs Asset Management
North America, New York, United States, New York
Co-Investments: 1
EIG Global Energy Partners(EIG)
North America, District of Columbia, United States, Washington
Co-Investments: 1
Claridge Israel
Asia, Tel Aviv, Israel, Herzliya
Co-Investments: 1
SR One
North America, Massachusetts, United States, Cambridge
Co-Investments: 2
Delphi Ventures
North America, California, United States, San Mateo
Co-Investments: 2
Clearlake Capital Group
North America, California, United States, Santa Monica
Co-Investments: 3
IA
North America, New York, United States, New York
Co-Investments: 2
TA Associates
North America, Massachusetts, United States, Boston
Co-Investments: 4

Which angels does Charlesbank Capital Partners often collaborate with?

SA
North America, California, United States, Santa Monica
Shared Deals: 1
TD
North America, Missouri, United States, Kansas City
Shared Deals: 1
RY
North America, California, United States
Shared Deals: 1
MC
North America, California, United States, Los Angeles
Shared Deals: 1

What are some of recent deals done by Charlesbank Capital Partners?

CCMC

Scottsdale, Arizona, United States

CCMC is a management consulting company that offers lifestyle services, district management, and commercial management services.

ConsultingInformation TechnologyLegal
Private EquityNov 18, 2024
Front Row Group

New York, New York, United States

Front Row Group focuses on consumer brands, beauty, health, and wellbeing.

Marketing
Private EquitySep 3, 2024
Cyberbit

Newburyport, Massachusetts, United States

Cyberbit is the world leading operational cyber readiness platform, providing cyber ranges, cyber labs and crisis simulation.

Cyber Security
Private EquityAug 19, 2024
Aprio

Atlanta, Georgia, United States

Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.

AccountingFinancial Services
Private EquityJul 11, 2024
Aptean

Indianapolis, Indiana, United States

Aptean provides enterprise software solutions to the process manufacturing, distribution, and financial services industries.

Developer PlatformEnterprise Resource Planning (ERP)Enterprise SoftwareSoftware
Private EquityJul 1, 2024
Quorum Cyber

Edinburgh, Edinburgh, City of, United Kingdom

Quorum Cyber is a new breed of cyber services and data intelligence.

Cyber SecurityInformation Technology
Private EquityJun 5, 2024
Perspective Financial Group Ltd

Chorley, Lancashire, United Kingdom

Perspective Financial Group is a national financial planning and wealth management group with 15 offices and 180 staff.

ConsultingFinancial ServicesLegalRetirementWealth Management
Private EquityFeb 6, 2024
Rise Growth Partners

Austin, Texas, United States

Rise Growth Partners is a synergistic financial partner firm that offers operational, development, and compliance consulting services.

AdviceFinanceFinancial Services
Private EquityJan 30, 2024
Amount Raised: $250,000,000
Searchlight Cyber

Portsmouth, Hampshire, United Kingdom

Illuminate threats, prevent attacks. Pre-empt and prevent cyberattacks with actionable dark web intelligence from Searchlight Cyber.

Cyber SecurityInformation TechnologyInternet
Private EquityJan 18, 2024
Petra Funds Group

New York, New York, United States

Petra Funds Group provides fund administration, compliance, and ESG services for private equity, venture funds, and private debt funds.

FinanceFinancial ServicesFunding Platform
Private EquityOct 19, 2023