Our Firm and Culture
We are an experienced private equity investment firm with a disciplined investment strategy, tenured team and long-standing commitment to the middle market.
Since our spin-out from Harvard University, Charlesbank has greatly expanded its investor base and broadened its focus to include credit and lower middle-market technology investments. We have a long history of working together, and over 26 years, we have retained our disciplined investment approach and dedication to the middle market. Importantly, we have also stayed true to our core values, forging a lasting culture that prizes collaboration, integrity and respect.
By the Numbers
| Firm | Then | Now |
|---|---|---|
Year | Then | Now |
Funds | Then | Now |
Active LPs | Then | Now |
Total Assets | Then | Now |
Strategies | Then | Now |
Team | Then | Now |
Figures as of 6/30/24. Total Assets reflects the total of (1) the fair market value (FMV) of investments held by the funds, including all related vehicles; (2) the FMV of investments held by entities included in the Fund IX Overage Program; (3) uncalled committed capital for each fund or related investment vehicle; (4) the FMV of investments held by third-party investors in Charlesbank-sponsored co-investment vehicles, including uncalled committed capital for such vehicles; and, (5) uncalled committed leverage available to the Charlesbank Credit funds.
Our mission, together with our values, is our roadmap for success as a firm.
To consistently deliver superior returns with carefully controlled risk through a best-in-class team and culture.
Our firm-wide values have been part of our culture since our founding, informing every aspect of how we manage the firm. It is incredibly important to us that our work reflects well on us all and that we prove ourselves deserving of the trust placed in us by our investors, management teams and colleagues. These four values guide us and ground us:
Teamwork
We are one team. Together we are better thinkers, decision-makers and problem-solvers than any one of us alone.
Impact
We partner to build sustainably better businesses across the middle market. As stewards of our investors’ capital, we act with integrity and dedication to further their long-term interests.
Excellence
We are data-driven and continuously strive to improve. Our individual drive, accountability and contributions are crucial for collective success.
Respect
We treat each other as we want to be treated. Empathy, caring and an appreciation for diversity bring out the best in each of us.
We are bound together by a common dedication to our firm, our responsibility to our limited partners and portfolio companies, and our “one team” culture. We care about each other as individuals and about conducting our work consistently with our values. As we grow, we focus on retaining that special DNA that makes us Charlesbank – ensuring that our relentless pursuit of excellence is always tempered with humility and good humor.