Technology Opportunities

Charlesbank's dedicated technology strategy provides a specialized platform geared toward lower middle-market investing. Our deep experience in our sub-sectors and long history working together have helped us differentiate our relative value approach, build our thematic sourcing engine and often become the partner of choice for management teams. Leveraging Charlesbank’s firmwide platform, we bring operational resources and deep sector knowledge to help companies accelerate growth, spur innovation and drive significant equity value creation.

~$2.2B

Raised Across Technology Opportunities Funds

$1B

Capital Invested

23

Investment Professionals

Figures as of 9/30/2024. Capital raised excludes General Partner and executive fund commitments.

Focus

Partnering with management teams, we seek to invest behind proven business models with clear product market fit in the lower middle-market technology landscape.

Fundamental Attributes

Our target businesses operate in one of our six core subsectors and have:

  • Well-established products and business models
  • Predictable financial profiles with recurring/reoccurring revenue
  • Attractive and sustainable unit economics
  • Strong and defensible competitive positions
  • Proven core executive teams
  • Multiple levers to accelerate value creation

Target Sectors

We are hyperspecialized in the following sub-sectors, where our team has extensive experience:

  • Application software
  • Cloud computing
  • Cybersecurity
  • Financial technology
  • Healthcare IT
  • Infrastructure software
Criteria at a Glance

Primarily control-oriented

$50M-$400M typical enterprise value

Significant North American market opportunity

Technology Opportunities Team
Technology Opportunities Portfolio