Credit Opportunities
Charlesbank Credit’s strategy is designed to benefit from the insights, angles and opportunities generated from the firm's 26-year private equity platform. We believe our experience, network and integrated approach set us apart – giving us more information to underwrite our investments and allowing us to invest with clarity in misunderstood situations. Our proven strategy enables us to provide flexible credit solutions to suit the dynamic needs of high-quality middle-market businesses across different market environments.
Credit Total Assets
Realized Investments
Investment Professionals
Figures as of 9/30/24. Credit Total Assets reflects the total of (1) the fair market value (FMV) of investments held by the funds, including all related vehicles; (2) uncalled committed capital for each fund or related investment vehicle; (3) the FMV of investments held by third-party investors in Charlesbank-sponsored co-investment vehicles, including uncalled committed capital for such vehicles; and, (4) uncalled committed leverage available to the Charlesbank Credit funds. Investment team includes Capital Markets.
Focus
We employ rigorous, private equity-style due diligence and underwrite high-quality businesses where we have a distinct edge.
Transaction Types
We invest in originated and secondary debt across a range of transactions:
- Buyouts and acquisitions
- Growth capital
- Refinancings
- Minority recaps
- Liquidity bridges
- Rescue financings
Structures
We provide flexible capital solutions to middle-market companies:
- First lien
- Second lien
- Unitranche
- Mezzanine
- Preferred
$50M-$250M typical investment size
Strong businesses with stable and recurring cash flows
Sectors that align with private equity expertise
Adam Bechler
Senior AssociateTimothy Coudriet
AssociateBrian Deinstadt
Senior Associate, Credit OperationsJavi Fernandez
AssociateJulia Frangioni
Associate, Capital MarketsColby Fugere
Senior Manager, Credit OperationsMichael Galardi
Vice PresidentSandor Hau
Managing Director & President, CreditMatthew J. Jacobson
Managing DirectorLilly Krahmer
AssociateBrandon Lapensohn
Vice President, Capital MarketsDrew Librot
AssociateMatthew Maloney
Vice PresidentMolly Manuel
Associate, Capital MarketsBenjamin Mensah
AnalystWilliam Reilly
PrincipalCarolyn Wintner
Managing Director and Head of Capital MarketsShaun Wong
Principal & Head of Credit Business DevelopmentLewin Xue
Vice President
Club Car Wash
Membership-based car wash
Current
Ensono
IT outsourcing
Current
Learfield
Collegiate sports marketing
Optiv
Cybersecurity services & solutions
Current
Pinnacle Fitness Clubs
Exaltare: Planet Fitness club franchisee
Current
TwentyEighty
Corporate workforce learning
Realized
Voyant
Manufacturer of personal care products
Realized
Wealth Enhancement Group
Wealth Management
Current
Zep
Maintenance and cleaning solutions
Current