Charlesbank Capital Partners LLC

Charlesbank Capital Partners LLC is a middle-market private equity firm operating across three complementary strategies — flagship middle-market private equity, lower middle-market technology private equity, and middle-market opportunistic credit — with a focus on businesses in North America. The firm concentrates on four core sectors: business and consumer services, healthcare, industrials, and technology and technology infrastructure, committing $50 million to $250 million of equity per transaction in companies valued between $150 million and $3 billion. Transaction types include management-led buyouts, growth capital financings, recapitalizations, and credit investments, with the firm applying a flexible structuring approach suited to complex or difficult-to-underwrite situations. Charlesbank traces its origins to the Harvard Private Capital Group, which managed the private equity investment portfolio for the Harvard University endowment before spinning out as an independent firm in 1998; the firm added a credit investment strategy in 2016 and a technology opportunities strategy in 2019. Charlesbank applies a data-driven, thematic, sector-specialized approach to deal sourcing, partnering closely with management teams to drive operational improvement, organic growth, and strategic acquisitions. The firm manages approximately $20 billion to $23 billion in total assets across its strategies. Founded in 1998, the firm is headquartered in Boston, Massachusetts, United States, with an additional office in New York, New York.