How do you pitch Charlesbank Capital Partners?

The most effective path to Charlesbank Capital Partners is a warm introduction from a founder in their portfolio or a trusted co-investor. Use AngelSearch Signal to map your intro paths.

What is Charlesbank Capital Partners's typical check size?

Charlesbank Capital Partners typically writes checks between $5B and $50B.

What industries does Charlesbank Capital Partners focus on?

Charlesbank Capital Partners invests in Fintech.

Charlesbank Capital Partners

Private EquityModerate

Charlesbank Capital Partners is a private equity firm

Boston, United StatesFounded 2017charlesbank.com

Investments

Exits

$8B

AUM

142.9%

Exit Rate

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Investment Thesis & Strategy

Charlesbank Capital Partners, a private equity firm, invests in various stages of fintech companies. They seek to partner with established businesses with strong growth potential.

Investment Activity

Deals per year over the last 8 years

2014

2015

2016

2017

2018

2019

2020

2021

Portfolio Companies

Selected investments from their portfolio of 7 companies

Apex Group

Fintech · Growth, 2021

Active

Brightly Software

SaaS · Growth, 2021

Active

Serta Simmons Bedding

Consumer · Growth, 2018

Active

Vascular Health Sciences

Healthcare · Growth, 2018

Active

Atrium

Healthcare · Growth, 2017

Active

Curo Financial Technologies

Fintech · Growth, 2017

Active

PrimeRevenue

Fintech · Growth, 2015

Active

Ensono

Enterprise · Growth, 2015

Active

Foundation Building Materials

Other · Growth, 2015

Active

Cenveo

Other · Growth, 2014

Active

Lakeshore Learning Materials

Consumer · Growth, 2014

Active

National Veterinary Associates

Healthcare · Growth, 2014

Active

Notable Exits

CompanyTypeYearValue / Acquirer

Sirius Computer SolutionsAcquisition2022—

Encompass HealthIPO2018—

Apex Parks GroupAcquisition2017—

CenveoAcquisition2014—

Catalent Pharma SolutionsIPO2014—

Bright Horizons Family SolutionsIPO2013—

Houghton Mifflin HarcourtIPO2013—

D&M HoldingsAcquisition2011—

American Tire DistributorsAcquisition2010—

CimpressIPO2005—

Frequently Asked Questions

Charlesbank Capital Partners focuses on Series B, Series C+ stage investments.

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