Profile
Charlesbank Capital Partners is a private equity firm based in Boston, Massachusetts, founded in 1998. The team comprises approximately 165 members spread across its Boston and New York offices, reflecting a robust operational presence. The firm originated from managing investments for Harvard University's endowment, and this legacy has shaped its investment philosophy, focusing on integrity and long-term value creation.
Charlesbank specializes in middle-market investments, primarily focusing on sectors such as Business & Consumer Services, Healthcare, Industrials, and Technology & Technology Infrastructure. They operate with a flexible, growth-oriented strategy, targeting high-quality businesses with growth potential. The firm's approach is characterized by strategic insights and collaboration, supporting management teams to scale and enhance performance through operational improvements and strategic acquisitions.
Some of Charlesbank's notable investments include businesses in sectors like wealth management, e-commerce enablement, behavioral health, and cyber services. Their portfolio showcases a diverse range of companies, emphasizing strong customer relationships and scalable, recurring business models. The firm takes pride in its disciplined investment strategy and commitment to creating enduring business value.
Industry
Charlesbank Capital Partners Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Charlesbank Equity Fund VIII, LP
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Industrial
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$1800 M
|
July 2014
|
|
Charlesbank Equity Fund IX
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Industrial
|
Series B
Late Stage (Series C+)
|
North America
Europe
|
$5-10 m
|
$2800 M
|
October 2017
|
|
Charlesbank Equity Fund X, LP
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Industrial
|
Series B
Late Stage (Series C+)
|
North America
Europe
|
$5-10 m
|
$3800 M
|
February 2021
|
Contacts
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