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.
Raised Across Technology Opportunities Funds
Capital Invested
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
Primarily control-oriented
$50M-$400M typical enterprise value
Significant North American market opportunity
Jacob Adolphe
AssociateCaleb Barlow
Advisory DirectorRafael Baron
Head of Tech Business DevelopmentDarren Battistoni
Managing Director & Co-Head of Technology OpportunitiesJonathan Bujak
Senior AssociateAnumita Das
Vice PresidentMayur Desai
Managing DirectorWilliam Eisenbeis
Advisory DirectorBrett Garrett
Advisory DirectorAhmad Hasanian
AssociateAndrew Herbst
AssociateBhuvan Jain
PrincipalAlistair Kapadia
AssociateDhruva Kaul
PrincipalEricka Kearns
Executive Assistant & Technology Business Development SpecialistRyan Lee
Vice PresidentNihar Makineni
AssociateHiren Mankodi
Managing Director & Co-Head of Technology OpportunitiesMatthew Mastrianni
Senior AssociateBrian Pierce
Advisory DirectorZorian Rotenberg
Advisory DirectorRichard Schweiker
Vice PresidentBrian Seabrooks
AssociateBrad Shelsy
Advisory DirectorCorbin Short
AssociateJack Stone
Senior AssociateMauricio Velasco
Vice PresidentDavid Walley
AnalystFlannery Zhou
Senior Vice PresidentKenneth Ziegler
Advisory DirectorMichael Zirngibl
Principal
Aptean
Vertical-focused ERP solution provider
Current
Cyberbit
Cloud-based cybersecurity training and simulation
Current
- Case Study
DoiT International
Cloud technology and services
Current
- Case Study
Fortra
Infrastructure and cybersecurity management solutions
Current
Healthcare Fraud Shield
FWA solutions for health insurers
Current
ImageQuix
Software for high-volume photography
Current
Ivanti
IT infrastructure automation solutions
Current
Kleer-Membersy
Technology-driven dental membership plans
Maltego
Graphical link analysis software platform
Current
Mediaocean
Software for ad agencies and brands
Current
- Case Study
PakEnergy
Oil & gas accounting solutions
Current
Quorum Cyber
Global MDR Provider
Searchlight Cyber
Dark web intelligence
SOLVE
Fixed income market data & analytics
Current
Titan Cloud
Industrial IoT Software
Current