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Charlesbank Capital Partners

Full company profile

uuid00002zb

Namestring
Charlesbank Capital Partners
Legal namestring
Charlesbank Capital Partners
Websiteurl
http://charlesbank.com
Company typeenum
Private
Founded yearint
1998
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersBoston, United States
HQ citystring
Boston
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
middle-market private equity, control-oriented investments, growth capital, credit investment strategies, portfolio management services
Industry2 codes
1Business Services (B2B) Growth Equity
CodeFSANACADPrimaryYes
2Middle-Market Lending
CodeFSANADAIPrimaryNo
NAICS code2 codes
  • All Other Financial Investment Activities52399
  • Miscellaneous Financial Investment Activities523999
SIC code1 code
  • Investment Advice6282
Product category
Middle-Market Private Equity
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Private Equity Management Fees and Carried Interest
TypeSubscription Recurring
Description

Charlesbank generates revenue through management fees charged on committed capital across its Flagship Private Equity and Credit strategies, as well as carried interest (performance fees) from successful portfolio company exits. The firm has $23.4B in total assets under management as of December 31, 2025.

charlesbank.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Charlesbank Capital Partners is a middle-market private equity firm that provides growth capital, strategic guidance, and operational resources to high-quality companies through two complementary strategies: Flagship Private Equity and Credit. The firm invests across four primary sectors—Business & Consumer Services, Healthcare, Industrial, and Technology & Technology Infrastructure—focusing on control-oriented investments, growth capital, platform acquisitions, and add-on acquisitions. Revenue is generated through management fees on committed capital from institutional limited partners and carried interest from successful portfolio company exits, with $23.4B in total assets under management as of December 2025.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Charlesbank Capital Partners is a private equity firm offering two complementary investment strategies: Flagship Private Equity and Credit. The firm focuses on middle-market companies across four core sectors: Business & Consumer Services, Healthcare, Industrial, and Technology & Technology Infrastructure. Rather than a unified product platform, Charlesbank provides investment capital, strategic guidance, and operational support to portfolio companies, with sector teams offering collaborative expertise in areas including white-collar outsourced services, wealth management, insurance distribution, multi-site consumer services, healthcare services, aerospace & defense, engineered products, data center infrastructure, and IT services.

Product and service3 records
1Flagship Private Equity
2Credit Strategy
3Technology Opportunities Fund (Spun Out as Eterna Growth Partners)
Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Eterna Growth Partners
Strategic tierSpinoutTypeStrategic or Co-development Partner
Description

Eterna Growth Partners completed its spinout from Charlesbank Capital Partners in February 2026, becoming an independent middle-market technology private equity firm. The new firm manages $2.3 billion in total committed capital across two private equity funds with 19 portfolio companies. The six-person leadership team transitions from Charlesbank's Technology Opportunities Fund strategy.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
1Audax Group
TypeDirect peer
Description

Middle-market private equity firm with a control-buyout strategy spanning business services, healthcare, industrial, and technology — closely overlapping Charlesbank's four-vertical focus and target company size.

2TA Associates
TypeDirect peer
Description

Middle-market growth equity firm investing across business services, healthcare, technology, and consumer — directly comparable on mandate, geography (Boston HQ), and stage of investment.

3GTCR
TypeDirect peer
Description

Chicago-based private equity firm focused on control investments in growth companies across Business & Consumer Services, Healthcare, Technology, and Financial Services — directly comparable sector mix.

4New Mountain Capital
TypeDirect peer
Description

Middle-market private equity firm with deep healthcare, business services, and technology expertise — overlapping sector specialization and lower-middle-market target company sizes.

5Welsh, Carson, Anderson & Stowe
TypeDirect peer
Description

Sector-focused middle-market PE firm with concentrated healthcare and technology investing — comparable target verticals and control-buyout approach to Charlesbank.

6Court Square Capital Partners
TypeDirect peer
Description

Middle-market private equity firm investing across business services, healthcare, industrial, and tech-enabled services — closely aligned mandate and platform-build orientation.

7Bain Capital
TypeBroad incumbent
Description

Large multi-strategy private investment firm with overlapping healthcare, industrial, and tech investing — comparable on strategy overlap but materially larger AUM and broader mandate.

8Insight Partners
TypeEmerging player
Description

Large technology-focused growth investor; notable as comparable for the technology opportunities strategy that Charlesbank spun out to Eterna Growth Partners in 2026.

9Huron Capital
TypeDirect peer
Description

Lower-middle-market private equity firm focusing on business services, healthcare, and industrial — directly comparable sub-$25B AUM band and target company profile.

10Flexpoint Ford
TypeDirect peer
Description

Middle-market private equity firm investing in business services, healthcare services, and financial services — comparable target size and control-buyout mandate.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries15 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A23 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment46 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Charlesbank Capital Partners

Middle-Market Private Equitycharlesbank.com

Charlesbank Capital Partners firmographics

Firmographics
Name
Charlesbank Capital Partners
Legal name
Charlesbank Capital Partners
Website
http://charlesbank.com
Company type
Private
Founded year
1998
Operating status
Operating
Headcount range
51–100 employees
Ownership category
akta.pro rank

Charlesbank Capital Partners industry classification

Industry
Product category
Middle-Market Private Equity
NAICS
All Other Financial Investment Activities (52399), Miscellaneous Financial Investment Activities (523999)
SIC
Investment Advice (6282)
akta.pro primary industry
Business Services (B2B) Growth Equity (FSANACAD)
akta.pro secondary industry
Middle-Market Lending (FSANADAI)

Keywords

  • Middle-market private equity
  • Control-oriented investments
  • Growth capital
  • Credit investment strategies
  • Portfolio management services

Where Charlesbank Capital Partners is headquartered

Location

Headquarters

HQ city
Boston
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Charlesbank Capital Partners business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Private Equity Management Fees and Carried Interest: Charlesbank generates revenue through management fees charged on committed capital across its Flagship Private Equity and Credit strategies, as well as carried interest (performance fees) from successful portfolio company exits. The firm has $23.4B in total assets under management as of December 31, 2025.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Charlesbank Capital Partners product offering

Product offering

Core offering

Charlesbank Capital Partners is a middle-market private equity firm that provides growth capital, strategic guidance, and operational resources to high-quality companies through two complementary strategies: Flagship Private Equity and Credit. The firm invests across four primary sectors—Business & Consumer Services, Healthcare, Industrial, and Technology & Technology Infrastructure—focusing on control-oriented investments, growth capital, platform acquisitions, and add-on acquisitions. Revenue is generated through management fees on committed capital from institutional limited partners and carried interest from successful portfolio company exits, with $23.4B in total assets under management as of December 2025.

Product overview

Charlesbank Capital Partners is a private equity firm offering two complementary investment strategies: Flagship Private Equity and Credit. The firm focuses on middle-market companies across four core sectors: Business & Consumer Services, Healthcare, Industrial, and Technology & Technology Infrastructure. Rather than a unified product platform, Charlesbank provides investment capital, strategic guidance, and operational support to portfolio companies, with sector teams offering collaborative expertise in areas including white-collar outsourced services, wealth management, insurance distribution, multi-site consumer services, healthcare services, aerospace & defense, engineered products, data center infrastructure, and IT services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Flagship Private Equity
  • Credit Strategy
  • Technology Opportunities Fund (Spun Out as Eterna Growth Partners)

Companies that use Charlesbank Capital Partners

Customer profile

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Charlesbank Capital Partners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Charlesbank Capital Partners partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Eterna Growth PartnersspinoutStrategic or Co-development PartnerEterna Growth Partners completed its spinout from Charlesbank Capital Partners in February 2026, becoming an independent middle-market technology private equity firm. The new firm manages $2.3 billion in total committed capital across two private equity funds with 19 portfolio companies. The six-person leadership team transitions from Charlesbank's Technology Opportunities Fund strategy.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Charlesbank Capital Partners competitors and assessment

Company assessment

Direct peers

  • Audax Group: Middle-market private equity firm with a control-buyout strategy spanning business services, healthcare, industrial, and technology — closely overlapping Charlesbank's four-vertical focus and target company size.
  • TA Associates: Middle-market growth equity firm investing across business services, healthcare, technology, and consumer — directly comparable on mandate, geography (Boston HQ), and stage of investment.
  • GTCR: Chicago-based private equity firm focused on control investments in growth companies across Business & Consumer Services, Healthcare, Technology, and Financial Services — directly comparable sector mix.
  • New Mountain Capital: Middle-market private equity firm with deep healthcare, business services, and technology expertise — overlapping sector specialization and lower-middle-market target company sizes.
  • Welsh, Carson, Anderson & Stowe: Sector-focused middle-market PE firm with concentrated healthcare and technology investing — comparable target verticals and control-buyout approach to Charlesbank.
  • Court Square Capital Partners: Middle-market private equity firm investing across business services, healthcare, industrial, and tech-enabled services — closely aligned mandate and platform-build orientation.
  • Huron Capital: Lower-middle-market private equity firm focusing on business services, healthcare, and industrial — directly comparable sub-$25B AUM band and target company profile.
  • Flexpoint Ford: Middle-market private equity firm investing in business services, healthcare services, and financial services — comparable target size and control-buyout mandate.

Broad incumbents

  • Bain Capital: Large multi-strategy private investment firm with overlapping healthcare, industrial, and tech investing — comparable on strategy overlap but materially larger AUM and broader mandate.

Emerging players

  • Insight Partners: Large technology-focused growth investor; notable as comparable for the technology opportunities strategy that Charlesbank spun out to Eterna Growth Partners in 2026.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Charlesbank Capital Partners social profiles

Digital presence

Charlesbank Capital Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Charlesbank Capital Partners leadership team

Management profile

Number of profiles

Profiles13 records

Charlesbank Capital Partners subsidiaries and ownership

Company hierarchy

Subsidiaries15 records

Charlesbank Capital Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Charlesbank Capital Partners M&A and investment

M&A and investment

M&A23 records

Investments46 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Charlesbank Capital Partners

What does Charlesbank Capital Partners do?

Charlesbank Capital Partners is a middle-market private equity firm that provides growth capital, strategic guidance, and operational resources to high-quality companies through two complementary strategies: Flagship Private Equity and Credit. The firm invests across four primary sectors—Business & Consumer Services, Healthcare, Industrial, and Technology & Technology Infrastructure—focusing on control-oriented investments, growth capital, platform acquisitions, and add-on acquisitions. Revenue is generated through management fees on committed capital from institutional limited partners and carried interest from successful portfolio company exits, with $23.4B in total assets under management as of December 2025.

Is Charlesbank Capital Partners a public or private company?

Charlesbank Capital Partners is a private company. It is classified as management employee owned and is currently operating.

When was Charlesbank Capital Partners founded?

Charlesbank Capital Partners was founded in 1998. It employs 51 to 100 people.

Where is Charlesbank Capital Partners based?

Charlesbank Capital Partners is headquartered in Boston, United States, in the North America region.

How does Charlesbank Capital Partners make money?

One revenue line is on record: private Equity Management Fees and Carried Interest.

Who are Charlesbank Capital Partners's main competitors?

Direct peers on record are Audax Group, TA Associates, GTCR, New Mountain Capital, Welsh, Carson, Anderson & Stowe, Court Square Capital Partners, Huron Capital and Flexpoint Ford. Bain Capital is listed as a broad incumbent. Insight Partners is listed as an emerging player.

Does Charlesbank Capital Partners have an API?

No public API is recorded for Charlesbank Capital Partners.

What industry is Charlesbank Capital Partners in?

Charlesbank Capital Partners's product category is Middle-Market Private Equity. Its primary akta.pro industry code is FSANACAD, Business Services (B2B) Growth Equity, with a secondary code of FSANADAI, Middle-Market Lending. Its NAICS code is 52399 and its SIC code is 6282.

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Live signals
Wealth ManagementCharlesbank's Katz on Building RIA InstitutionsCharlesbank Capital Partners, a private equity firm, has invested in wealth management firms including Lido Advisors, Pensionmark, and Rise Growth Partners. The firm's thesis focuses on building cohesive institutions with proven organic growth and advisor productivity, and it is using AI to improve workflows. The bar for platform investments is higher, with firms needing to demonstrate durable value.AltAssetsCharlesbank hands leadership to White, Hau as long-time CEO Choe steps backCharlesbank Capital Partners named Brandon White and Sandor Hau as co-managing partners, with CEO Michael Choe stepping back after 12 years. White will lead private equity and Hau credit, while Choe becomes managing partner emeritus. The firm has over $22bn in assets under management.Above the LawA Tribute, A Tactic, Or An Appellate Issue?The article reports three separate legal developments: prosecutor Shanan Buckingham has worn rotating hair bows in Plymouth Superior Court during Lindsay Clancy's murder trial, a gesture the defense may use to argue the state relies on sympathy; Wood Smith Henning & Berman, a 500-plus-lawyer insurance-defense firm, signed a letter of intent to sell a stake to Charlesbank Capital Partners at roughly $700 million; and Pittsburgh attorney Paul Robinson was charged with tampering and hindering apprehension over cocaine evidence allegedly hidden in fraternity houses.ThemiddlemarketCharlesbank Capital Partners Names White and Hau Co-Managing PartnersCharlesbank Capital Partners appointed Brandon White and Sandor Hau as co-managing partners, while promoting David Katz to co-head of private equity. The firm also expanded its executive committee by adding managing directors Pedro Vaz and Carolyn Wintner to the leadership team.FinancialContent Business PageCharlesbank Announces Next Phase of Firm LeadershipCharlesbank Capital Partners announced a leadership transition appointing Brandon White and Sandor Hau as Co-Managing Partners, while Michael Choe transitions to Managing Partner Emeritus. The firm also promoted David Katz to Co-Head of Private Equity and expanded its Executive Committee with new Managing Directors to support future growth. These changes aim to ensure continuity and maintain the firm's collaborative leadership model as it oversees approximately $21.5 billion in assets.Above the LawThe First Big 'Yes' In Private Equity's Slow March Into LawThe reported $700 million deal between private equity firm Charlesbank and law firm Wood Smith Henning & Berman provides a significant entry point for the industry into legal services. This transaction is described as giving private equity a 'toehold' in the traditionally independent law firm sector.Above the LawPrivate Equity Found A Law Firm That Said YesWood Smith Henning & Berman has signed a letter of intent to sell a portion of its business to private equity firm Charlesbank Capital Partners in a deal valued at approximately $700 million. This transaction represents the largest private equity investment in an American law firm to date, utilizing a management services organization structure to separate ownership of back-office operations from legal practice control.Pulse 2.0Overbay Capital Partners Completes Strategic Investment From Charlesbank Capital PartnersOverbay Capital Partners announced it has completed a strategic growth investment from Charlesbank Capital Partners after receiving necessary regulatory approvals, with the transaction first revealed in March 2026. The investment provides Overbay with additional capital to support its expansion while allowing the firm's leadership team to retain control over all investment decisions, with financial terms undisclosed. Overbay, founded in 2016 and headquartered in Toronto, manages approximately $3 billion in assets under management and focuses on LP-led secondary transactions across private equity, growth equity, and venture capital.Private Capital JournalCharlesbank completes investment in Overbay Capital PartnersCharlesbank Capital Partners has completed its strategic growth investment in Overbay Capital Partners, with the transaction closing following receipt of regulatory approvals. Overbay, a Toronto-based secondaries private equity firm founded in 2016 with approximately US$3 billion in assets under management, retains control and independence while Charlesbank becomes a significant long-term shareholder. The investment will support Overbay's expansion of its investment, investor relations, and operations teams, as well as its technology and data infrastructure.FinancialContent Business PageOverbay Capital Partners Announces Completion of Strategic Investment from Charlesbank Capital PartnersOverbay Capital Partners has completed a strategic growth investment from funds managed by Charlesbank Capital Partners, with the transaction closing following receipt of regulatory approvals. Overbay, a Toronto-based secondaries private equity firm founded in 2016, manages approximately US$3 billion in assets and will leverage the investment to expand its investment, investor relations, and operations teams while deepening its technology and data infrastructure. The Overbay team remains significant long-term shareholders alongside Charlesbank and retains control and independence of all investment activities, with financial terms undisclosed.