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.

$3.8B

Credit Total Assets

85

Realized Investments

15

Investment Professionals

Figures as of 6/30/24. 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
Criteria at a Glance

$50M-$250M typical investment size

Strong businesses with stable and recurring cash flows

Sectors that align with private equity expertise

Credit Opportunities Team
Select Credit Investments