Middle Market Private Equity,
Experienced Partners for Growth
Our proven investment strategy focuses on the middle market, where we have a long history of helping companies unlock value and accelerate growth.
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.
Before establishing Charlesbank in 1998, we managed an investment portfolio directly for the Harvard University endowment, and we took our name from the nearby Charles River. Having an initial investor with such a long-term approach and a storied brand has informed the partnerships forged with all our investors and our approach as stewards of their capital. Across our three strategies, we invest with conservatism and integrity, aiming to leave all our constituents better off than when we began.