Charlesbank

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

$974M

Capital Invested

25

Investment Professionals

Figures as of 6/30/2024. Capital raised excludes General Partner and executive fund commitments. Investment team includes Advisory Directors, who are consultants, not employees.

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.