Charlesbank Capital Partners

Charlesbank Capital Partners was established in 1998 when its founders, who previously managed the private equity portfolio for the Harvard University endowment as the Harvard Private Capital Group, launched the firm as an independent entity. Based in Boston and New York, the firm has grown from its flagship middle-market buyout roots to include dedicated strategies for credit and technology-focused investments.

The firm currently manages approximately $23 billion in total assets. Its investment framework is organized across three primary pillars: flagship middle-market private equity, lower-middle-market technology private equity, and middle-market opportunistic credit. The firm completed significant fundraisings in the early 2020s, including a $4.1 billion flagship fund and specialized funds for credit and technology.

Charlesbank focuses on several core sectors including business and consumer services, healthcare, industrials, and technology infrastructure. Since its inception, the firm has utilized its deep sector expertise to partner with companies in the middle market, employing strategies such as leveraged buyouts, recapitalizations, and growth capital investments.