Charlesbank Capital Partners

Charlesbank Equity Fund IX, managed by Charlesbank Capital Partners, is a private equity fund focused on investing in mature middle-market companies across various sectors. The fund aims to deploy between $50 million and $250 million per investment, partnering with skilled management teams to drive growth and operational improvements. Its investment strategy includes management-led buyouts, growth capital, and opportunistic credit investments, primarily targeting industries such as consumer products, industrial services, technology, media, telecommunications, and business services. Charlesbank actively seeks opportunities in the United States, as well as in Europe and emerging markets. The firm typically holds investments for five to seven years, with exit strategies including initial public offerings, strategic sales, and sales to other private equity firms. Founded in 1998 and based in Boston with an office in New York, Charlesbank Capital Partners manages approximately $2 billion in assets.

Drew V. Appleman

Vice President

Aaron Barasz

Principal

Samuel Bartlett

Managing Director

Darren Battistoni

Managing Director

Joshua Beer

Managing Director

Samuel Bekenstein

Senior Vice President

Joseph Braun

Associate

J. Ryan Carroll

Managing Director

Michael Choe

CEO and Managing Director

Danielle M. Cosentino

Senior Vice President

Kim G. Davis

Founding Partner

Mayur M. Desai

Managing Director

Neal Dignum

Principal

Bert Duarte

Managing Director

William Eisenbeis

Advisory Director, Tech Opportunities

Spencer Friske

Vice President

Jesse Ge

Principal

Justin Hall

Associate

Sandor Hau

Managing Director

Matthew J. Jacobson

Managing Director

Bhuvan Jain

Principal

Andrew Janower

Managing Director

David Katz

Managing Director

Dhruva Kaul

Principal

Edward Kimotho

Principal

Joshua A. Klevens

Managing Director and COO

Lilly Krahmer

Analyst

Hiren Mankodi

Managing Director

Michael J. McGuire

Principal

Matthew Midera

Principal

William C. Newberry

Vice President

Jared S. Pomerance

Principal

William Reilly

Principal

Caitlin E. Riederer

Senior Vice President

Nicholas K. Rolfes

Senior Vice President

Mutian Rui

Senior Vice President

Kevin Schohl

Associate

Giacomo Sonnino

Advisory Director

Caelin K. Tran

Vice President

Pedro N. Vaz

Managing Director

Daniel A. Wegiel

Operating Partner

Kevin Whelan

Managing Director and CFO

Brandon White

Managing Director

Carolyn Wintner

Managing Director and Head of Capital Markets

Lewin Xue

Vice President

32 past transactions

Bridgepointe Technologies

Private Equity Round in 2022
Bridgepointe Technologies is an IT strategy firm based in San Mateo, California, founded in 2002 by Scott Evars and Brian Miller. The company specializes in assisting midmarket and enterprise clients in navigating their technology requirements by acting as a strategic partner and advocate. Bridgepointe offers a range of services, including unified communications as a service, data center solutions, cloud services, and both internet and private networking. By providing these services, the firm aims to guide businesses in selecting and implementing the appropriate technology and infrastructure to effectively meet their operational needs.

Empire Today

Acquisition in 2021
Empire Today is the in-home sales flooring company and one of the largest specialty flooring providers in America. Empire Today currently sells to consumers looking for “Flooring Made Easy” in 68 markets, including the 30 largest markets in the United States.

Symplr

Private Equity Round in 2021
symplr is a provider of healthcare Governance, Risk, and Compliance solutions and services. We help organizations execute a strategy that ensures high quality patient care, streamlined processes and a healthy bottom line by providing the technology, support, and resources needed to successfully navigate workforce management, credentialing, privileging, and compliance.

Lido Advisors

Private Equity Round in 2021
Lido Advisors, LLC is an employee-owned investment management firm that specializes in providing wealth management and philanthropic advisory services primarily to high-net-worth individuals. Established in 2001, the firm is headquartered in Beverly Hills, California, and operates multiple offices across the United States, including locations in Dallas, Los Angeles, San Diego, and New York, among others. Lido Advisors caters to a diverse client base that includes individuals, pooled investment vehicles, charitable organizations, insurance companies, corporations, and ERISA pooled plans. The firm invests in public equity and fixed income markets, focusing on tailored strategies to meet the specific financial goals of its clients.

Eat Just

Venture Round in 2021
Eat Just, Inc. is a San Francisco-based company focused on developing innovative food products aimed at creating a healthier and more sustainable food system. Founded in 2011, the company offers a range of plant-based items, including scrambled eggs, flavored mayonnaise, various dressings, cookie doughs, and meat alternatives. With a strong emphasis on research and culinary expertise, Eat Just combines scientific discovery with culinary innovation, resulting in products that are both delicious and accessible. The company's flagship product, JUST Egg, has received numerous accolades, including recognition as one of Popular Science's "100 Greatest Innovations." Eat Just has been acknowledged for its innovative contributions to the food industry by various organizations, including Fast Company and the World Economic Forum.

Healthcare Fraud Shield

Private Equity Round in 2021
Healthcare Fraud Shield, a provider of dynamic fraud, waste and abuse detection software solutions that have dominated the complex financial services industry over the past fifteen years. Our new suite of products introduce several new technology applications to the healthcare industry that will revolutionize cost reduction opportunities. Pioneers of anti-fraud solutions in the financial space combined with healthcare fraud industry experts, Healthcare Fraud Shield satisfies a long-standing demand in healthcare for a new pre-payment solution with its paradigm shifting product – PreShield. In combination, Healthcare Fraud Shield utilizes the same ground breaking new technology to deliver PostShield – the most prolific post-pay system in existence today. Finally, we anchor both of these cutting edge platforms with the most forward thinking fully integrated case management system called CaseShield. Utilized on a standalone basis or together, these solutions will guarantee a dramatic reduction in customer's healthcare costs as well as large improvements in overall ROI.

American Residential Services

Private Equity Round in 2020
American Residential Services LLC, operating as ARS/Rescue Rooter, is a provider of heating, air conditioning, and plumbing services for residential and light commercial clients across the United States. Established in 1975 and headquartered in Memphis, Tennessee, the company offers a comprehensive range of services including air conditioning repair, installation, and maintenance, as well as heating and furnace services. Additionally, ARS/Rescue Rooter provides plumbing installation and repair, drain cleaning, and sewer line services. The company also specializes in indoor air quality solutions, duct cleaning, and attic insulation services. With a team of trained specialists, ARS/Rescue Rooter is committed to delivering reliable and efficient service, ensuring that clients receive the necessary support for their HVAC and plumbing needs.

Cyberbit

Venture Round in 2020
Cyberbit Ltd. specializes in developing cloud-based software solutions for cybersecurity training and simulation, enabling users to effectively prepare for and respond to real-world cyber threats. Founded in 2015 and headquartered in Ra'anana, Israel, with additional offices in various global locations, the company offers a comprehensive cyber range that immerses cybersecurity professionals and students in simulated security operations centers. This platform allows users to engage with real-world networks and security tools, create customized training scenarios, and practice defending against cyber attacks such as ransomware. Cyberbit's software evaluates performance through an automated instructor, ensuring that trainees can enhance their skills before facing actual cyber incidents. The company's offerings also include on-premise solutions for cybersecurity training and simulation exercises tailored for practitioners, managers, and students.

News America Marketing

Acquisition in 2020
News America Marketing is the nation's leading single-source marketing services company, with a broad portfolio of in-store, home-delivered and online media.

World Insurance Associates

Acquisition in 2020
World Insurance Associates LLC is an insurance brokerage firm based in Tinton Falls, New Jersey, providing a wide range of insurance, risk management, and benefit consulting services to individuals and businesses across the United States. Founded in 2011, the company offers various property and casualty coverages, including personal auto, homeowners, commercial auto, general liability, and worker's compensation, among others. It specializes in serving diverse sectors such as transportation, hospitality, construction, self-storage facilities, manufacturers, and law firms. By delivering comprehensive and cost-effective insurance solutions, World Insurance Associates aims to meet the unique needs of its clients throughout the country.

Ensono

Acquisition in 2020
Ensono helps IT leaders be the catalyst for change by harnessing the power of hybrid IT to transform their businesses. Our broad services portfolio from mainframe to cloud, powered by an intelligent governance platform, is designed to help our clients operate for today and optimize for tomorrow. We are award-winning certified experts in AWS and Azure and recognized as Microsoft Datacenter Transformation Partner of the Year. Ensono has nearly 2,000 associates around the world and is headquartered in greater Chicago. Visit us at www.ensono.com.

DoiT International

Series A in 2019
DoiT International provides technical support and consulting services to build and operate distributed systems. It offers services in the areas of cloud consulting and engineering, cloud cost optimization, data and machine intelligence, geolocation, Kubernetes, data analytics, productivity, and other services. The company uses Google Cloud, AWS, and Microsoft Azure to deliver its services. It serves digital media, fintech, gaming, and technology industries. DoiT International was founded in 2009 and is based in Tel Aviv-Yafo, Israel.

WolfePak Software

Acquisition in 2019
WolfePak is an oil & gas accounting solutions company that opened its doors in Abilene, TX in 1986. Today, WolfePak has customers in 43 states and around the world, including businesses in other industries. Thousands of companies have converted their data to their platform since 1986, moving from outmoded legacy systems, QuickBooks and complex proprietary systems that no longer support their growth.WolfePak Software provides fully integrated accounting and reporting to growing companies in oil & gas, with standard packages for operators, investors, first purchasers and service companies.

Fortra

Private Equity Round in 2019
Fortra, formerly known as HelpSystems, is a software company that specializes in IT infrastructure solutions, focusing on systems and network management, security, and business intelligence. The company offers a diverse range of products designed to enhance operational efficiency and security for organizations worldwide. Key offerings include automation software like Robot and AutoMate, data access solutions such as SEQUEL, and security products like PowerTech and Powertech Antivirus tailored for IBM systems. Additionally, Fortra provides tools for job scheduling, network monitoring, and managed file transfer, among others. The company's solutions facilitate the integration of disparate applications, streamline IT processes, and enhance data security and compliance. Founded in 1982 and based in Eden Prairie, Minnesota, Fortra serves over 9,000 organizations globally, helping them to automate tasks, secure their data, and ensure smooth operational workflows.

Park Place

Acquisition in 2019
Park Place Technologies, LLC is a provider of third-party hardware maintenance and support services for IT data centers, specializing in storage, server, and networking maintenance. The company offers a range of services, including hardware monitoring, data center relocation, hardware disposal, and upgrades. Its proprietary platform, ParkView, enables efficient monitoring, ticket creation, and fault detection for various hardware components. Park Place serves a diverse clientele, including government entities, educational institutions, healthcare organizations, cloud service providers, and IT companies. Founded in 1991 and headquartered in Cleveland, Ohio, the company has expanded its presence to multiple locations globally, including the United Kingdom, Canada, and several countries across Europe, Asia, and South America.

The Rockport Group

Acquisition in 2018
The Rockport Company, LLC manufactures and retails men and women shoes. The company offers its products online. It offers boots, slip-ons, oxford and lace-ups, and sandals for men; and boots, booties, slip-ons, heels, flats, and wedges for women. The Rockport Company, LLC was founded in 1971 and is based in Newton, Massachusetts.

Hearthside Food Solutions

Acquisition in 2018
Hearthside Food Solutions LLC provides contract manufacturing services for baked goods and bars. The company offers snacks, such as rye chips, pretzels, squiggles, garlic chips, crisps, flakes, coated popcorn, croutons, and extruded specialty shapes; cookies and crackers; nutrition and energy bars; and granolas and cereals. It also provides customized packaging solutions. The company was founded in 2009 and is based in Downers Grove, Illinois with additional office in Leerdam, the Netherlands. It has a production facility in Boise, Idaho. Hearthside Food Solutions LLC is a former subsidiary of Roskam Baking Company.

Galls

Acquisition in 2018
Galls is your reliable source for quality, in-stock public safety equipment and apparel. Like you, we're quick, efficient, and effective. We understand that the demanding needs of your profession drive your purchasing decisions, so we demand the quality gear you require to do your job. Each year, over one million men and women trust us to supply their essential gear and supplies. With over 45 years in the industry, it's easy to see why. Simply put, we are THE Authority in Public Safety. With our award-winning catalog, convenient online ordering, dedicated sales reps, retail and service centers, we're always here right when you need us. Because when you're on call, you don't have time to shop.

Tecomet

Acquisition in 2017
Tecomet is a contract manufacturing and engineering company located in Wilmington, Massachusetts, specializing in advanced metal fabrication technologies. With over 45 years of experience, Tecomet provides precision-engineered components and assemblies primarily for the medical, aerospace, and defense sectors, focusing on orthopedic, trauma, and spinal implants. The company's offerings include net shape forging, precision machining, photochemical etching, surface texturing, vacuum brazing, and both laser and electron beam welding. Tecomet's proprietary technology enhances product and process development, allowing for the preservation of original datum surfaces and the creation of intricate patterns, which are essential for both small implants and complex geometries. The company is certified in ISO13485, ISO9001, and AS9100, ensuring high standards in quality and manufacturing processes.

Polyconcept

Acquisition in 2016
Polyconcept Holding B.V. supplies promotional products. It also supplies lifestyle and gift products to companies ranging from small enterprises to global corporations through a network of advertising specialty distributors. Polyconcept Holding B.V. was formerly known as Polyflame International B.V. and changed its name to Polyconcept Holding B.V. in December 1994. The company was founded in 1973 and is based in Roelofarendsveen, the Netherlands with additional offices in USA, Europe, Hong Kong, Canada, and China.

Southcross Energy

Post in 2015
Southcross Energy is an oil and energy company based in Dallas, Texas, specializing in natural gas and natural gas liquids (NGL) services. Founded in 2009, the company provides a range of services including the gathering, processing, treating, compression, and transportation of natural gas. Additionally, Southcross Energy offers NGL fractionation and transportation services, along with sourcing, purchasing, and selling natural gas and NGLs. With a focus on efficient energy solutions, Southcross Energy plays a vital role in the natural gas market.

Six Degrees Group

Acquisition in 2015
Six Degrees Group is a privately owned managed data services provider serving UK mid-market customers. The Group has a converged services portfolio including datacentre, connectivity, voice and cloud offerings that are designed to help companies meet the challenges of a connected, always-on world.

American Residential Services

Acquisition in 2014
American Residential Services LLC, operating as ARS/Rescue Rooter, is a provider of heating, air conditioning, and plumbing services for residential and light commercial clients across the United States. Established in 1975 and headquartered in Memphis, Tennessee, the company offers a comprehensive range of services including air conditioning repair, installation, and maintenance, as well as heating and furnace services. Additionally, ARS/Rescue Rooter provides plumbing installation and repair, drain cleaning, and sewer line services. The company also specializes in indoor air quality solutions, duct cleaning, and attic insulation services. With a team of trained specialists, ARS/Rescue Rooter is committed to delivering reliable and efficient service, ensuring that clients receive the necessary support for their HVAC and plumbing needs.

United Road Services

Acquisition in 2013
United Road is the premier auto transport company in North America. Each year, coast to coast and across the borders, United Road manages the transport of nearly 2 million cars. Their satisfied clients include all major global vehicle manufacturers, re-marketers, financial institutions, car auctions, car dealers, retail single units and personally owned vehicles. Across the city or across the country, United Road IS Driven to Deliver.

Directed Electronics

Acquisition in 2011
Directed is the largest designer and marketer in North America of consumer-branded vehicle security and remote start systems (sold under Viper®, Clifford®, Python®, Autostart® and other brand names). Directed markets its broad portfolio of products through many channels including leading national retailers and specialty chains throughout North America and around the world.

StoneCastle

Private Equity Round in 2007
Finally is an end-to-end Cloud Banking-as-a-Service company with a digitally-linked-network of 800+ banking institutions located throughout the U.S. It's end-to-end B2B2X technology platform allows brands, corporations and other financial companies to deliver banking services and tool to their customers and employees. Finally and its affiliates have over $11 billion of client funds in its banking cloud of over 800 financial institutions, and Finally accounts benefit from over $100+ million of FDIC insurance per customer deposit. In addition, Finally and its wholly owned subsidiary, StoneCastle, has nurtured close relationships with banks and banking regulators and frequently provides educational training to numerous state and federal banking regulators. We enable the future of financial services today for innovators, leading corporations and institutional investors. Our digitally-linked, proprietary bank network combined with our regulatory expertise allows us to create distinct platforms and products with massive scale capabilities. By democratizing financial services, we are putting companies and people at the center of their finances, always connected, wherever they go.

Walco International

Acquisition in 2005
Walco International distributes animal food and health products in North America. They provides pharmaceuticals, biologicals, feed additives, equipment, and instruments to commercial food animal producers, dairy operators, veterinarians, retail dealers, and retail customers.

Xenogen

Series E in 2000
Xenogen Biosciences Corporation specializes in providing animal production and phenotyping services tailored for biopharmaceutical companies and biomedical researchers. Based in Cranbury, New Jersey, the company focuses on creating bioluminescent animal models that facilitate the testing of drug effects on genes and proteins within biological systems. Its offerings include DNA microinjection, transgene integration analysis, and custom gene targeting programs, along with a variety of specialized mouse strains. The integration of biophotonic technologies allows for real-time, non-invasive monitoring of biological processes in living organisms, thereby enhancing the drug discovery and development process. Xenogen Biosciences, formerly known as Chrysalis DNX Transgenic Sciences, operates as a subsidiary of Taconic Farms, Inc.

Xenogen

Series D in 1999
Xenogen Biosciences Corporation specializes in providing animal production and phenotyping services tailored for biopharmaceutical companies and biomedical researchers. Based in Cranbury, New Jersey, the company focuses on creating bioluminescent animal models that facilitate the testing of drug effects on genes and proteins within biological systems. Its offerings include DNA microinjection, transgene integration analysis, and custom gene targeting programs, along with a variety of specialized mouse strains. The integration of biophotonic technologies allows for real-time, non-invasive monitoring of biological processes in living organisms, thereby enhancing the drug discovery and development process. Xenogen Biosciences, formerly known as Chrysalis DNX Transgenic Sciences, operates as a subsidiary of Taconic Farms, Inc.
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