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Charlesbank Capital Partners
AddedFeb 13, 2024
UpdatedJun 28, 2026
Charlesbank Capital Partners

Charlesbank Capital Partners

Operating

Charlesbank Capital Partners: A private equity firm specializing in management-led buyouts, growth capital financing, and credit investing.

Location
Boston, MA, US
Founded
1998
Firm
Compare
Portfolio
Employees
Website

Charlesbank Capital Partners is a private equity investment firm that specializes in management-led buyouts and growth capital financing for middle-market companies. The firm typically invests between $50 million to $250 million per transaction in companies with enterprise values ranging from $150 million to $1.5 billion. Charlesbank's investment strategy spans a broad range of industries, transaction types, and levels of the capital structure, including a credit strategy introduced in 2016.

Notable portfolio companies include DoiT, Eat Just, Healthcare Fraud Shield, Learfield, Palladius, and Stone Castle Partners. The firm is led by key partners with extensive experience in private equity and a history of partnering with proven management teams to drive equity value growth. Charlesbank emphasizes a partnership-based approach and has a consistent track record of creating value in complex situations. Their unique value-add services include deep industry expertise and strategic guidance to help portfolio companies navigate and capitalize on complex opportunities.

Charlesbank Capital Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments7
Current Portfolio Count7
Total Portfolio Exits0

Top Investment Stages

Private Equity3 (42.9%)
Series A2 (28.6%)
Secondary Market1 (14.3%)
Series Unknown1 (14.3%)

Stage Mix

Private Equity 43%Series A 29%Secondary Market 14%Series Unknown 14%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Learfield logo

Learfield

Accordion logo

Accordion

Palladius logo

Palladius

Eat Just logo

Eat Just

Healthcare Fraud Shield logo

Healthcare Fraud Shield

DoiT logo

DoiT

Stone Castle Partners logo

Stone Castle Partners

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Charlesbank Capital Partners - Classification

Also Known As
  • Charlesbank Capital Partners, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified
Show 6 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end