Responsibility

Responsible Investment

At Charlesbank, we are dedicated to building strong, resilient businesses that generate long-term value. We believe that responsible investment practices – including sound governance, strategic growth and sustainable business performance – support enduring success.

As stewards of capital, we emphasize disciplined decision-making, operational excellence and active collaboration with management teams. By fostering robust governance, transparency and accountability across our portfolio, we assist businesses in navigating complexity, driving innovation and maximizing long-term performance.

Responsible Investment Policy

Inclusivity

We believe that diverse perspectives, data-driven analysis and a culture of collaboration allow us to make the best decisions and support exceptional outcomes. At Charlesbank, we strive to attract, develop and empower top-tier talent, ensuring that our teams and portfolio companies benefit from a wide range of experiences, insights and backgrounds. In keeping with our firm values, we are committed to cultivating an inclusive environment where high-performing teams and individuals thrive, leading to better decision-making and stronger results.

We believe collaboration among team members who bring a range of perspectives and experience is key to our creativity and success. Fostering a diverse and inclusive workplace can help us generate broader insights, more innovative thinking and deeper discussions that make us better investors.

Community Engagement

As engaged investors, we believe in the power of leadership and responsible stewardship. Our professionals actively contribute time and resources to meaningful initiatives that strengthen communities and expand opportunities. Through strategic partnerships and firmwide engagement, we support organizations dedicated to education, health, economic mobility and long-term community impact.