Portfolio Resources

Accelerating value creation, fostering positive impact

The Portfolio Resources Group (PRG) partners with management to drive value creation as quickly and steeply as possible. This talented team, embedded in the firm’s culture and workflow, provides deep expertise across a wide array of business functions and capabilities.

Our People

Our Portfolio Resources Group is a high-caliber, experienced team of operating and investment executives with diverse skills and backgrounds that span all aspects of an enterprise. These professionals work in-house and are fully integrated into the Charlesbank strategy and culture.

Our Model

Our Portfolio Resource Group (PRG), Senior Advisors and Capital Markets Group partner with portfolio management teams, bringing deep sector and industry experience, specialized resources and tested processes to help companies define and achieve the right value creation approach.

Our Executive Network

Charlesbank’s extensive community of executive-level leaders and subject-matter experts are brought in to work with us on specific projects, from diligence to strategy work, and often serve as board members.

Select Engagements

BOX Partners

Synergy Realization

“

PRG helped us define a bottoms-up roadmap and begin realizing synergies within 90 days.”

Neil Thomas, BOX Partners CEO

BOX Partners needed to rapidly conduct a transformational integration. Partnering with the combined teams, PRG helped develop and implement that integration plan to unlock the operational and growth synergies of the investment.

The integration effort spanned several dimensions—organizational and leadership team design, product and procurement optimization, pricing synchronization, warehouse network conversions and optimization, IT re-platforming and integrated commercial planning.

BOX Investment Page

Park Place Technologies

Topline Growth

“

PRG provided us with the added firepower to rapidly develop the right model, enabling the next phase of our growth after a large and complex acquisition.”

Chris Adams, Park Place CEO

Following a major acquisition and complex integration, Park Place’s rapid growth and significant product expansion required a new sales approach to fully tap its potential.

Management engaged PRG to help comprehensively refine its sales model via customer segmentation, team restructure, territory redesign, incentive changes, productivity management tools and a revised sales process. Additionally, PRG helped develop the business plan that accelerated the new product offerings into a meaningful driver of new bookings growth and improved customer retention.

Park Place Investment Page

Symplr

Equity Value Accelerator

“

PRG helped us determine how to best expand reach and relevance with customers and ensure those offerings reach the market.”

BJ Schaknowski, Symplr CEO

Cross-selling to meet the multiple needs of its customers represented a major growth opportunity for Symplr. Management engaged PRG in developing a new set of product bundles to shift its mix toward larger—and stickier—solutions.

PRG partnered with the product and sales teams to design these new offerings, leveraging a combination of historical purchase propensity, customer interviews and the team’s expertise. To support the launch, PRG helped define the go-to-market plan, from pricing to sales and marketing.

Symplr Investment Page

Tecomet

Strategic Plan Refresh

“

PRG helped us identify and focus on the key levers that will grow our business for the next five years.”

Andreas Weller, Tecomet CEO

Emerging from post-COVID supply chain and inflation disruption, Tecomet's new leadership needed a refined strategy. PRG partnered with the CEO and management team to shape a unified vision, mission and strategy to capture market share. Bolstered by a “strategic fact pack” encompassing customer insights, product analysis, profit drivers and potential, this strategy guided alignment on "where to play" and "how to win."

Tecomet Investment Page

World Insurance Associates

Strong Start

“

Charlesbank PRG was a terrific partner to us early on and consistently.”

Rich Eknoian, World CEO

In the first few weeks following Charlesbank’s investment, World engaged PRG in a “Strong Start” program to accelerate optimization of critical areas, including Brand, IT and Talent. This included a new brand identity that positioned World beyond insurance, development of a fully integrated, data-enabled operating platform, an organizational strategy, and recruiting for the C-suite.

Early wins from “Strong Start” helped World go on to be one of the fastest-growing insurance brokerages in the U.S.

World Investment Page

Case Studies are for informational purposes only and intended for management teams and owners considering partnering with the Firm. They should not be relied upon for investment decision-making. Information regarding the Firm’s investment products are not provided on the website and are only offered privately. Case Studies are not to be considered a complete list of all investments made or currently held by the Firm. They may contain opinions of former and present portfolio company executives and are intended to be viewed by portfolio company executives or owners looking to partner with the Firm. Such executives are not compensated by the Firm directly for such statements; however, all of such persons had or continue to have economic relationships with the Firm, including potential incentive awards for performance. It should not be assumed that the portfolio companies discussed in these case studies were profitable or that future portfolio companies or experiences will be comparable.