Charlesbank Equity Fund II

Charlesbank Equity Fund II, managed by Charlesbank Capital Partners, is a private equity fund based in Boston, Massachusetts. The fund primarily targets investments in mature middle-market companies across various sectors, including commercial transportation, financial services, manufacturing, and industrials. It seeks to partner with experienced management teams to facilitate growth through management-led buyouts, geographical expansion, and industry consolidation. Typically, the fund invests between $20 million and $150 million per transaction in companies with enterprise values ranging from $50 million to $1.5 billion. Charlesbank Equity Fund II generally takes both majority and minority stakes, aiming for a holding period of five to seven years before exiting through initial public offerings, strategic sales, or sales to other private equity firms. The firm emphasizes investments in North America while also considering opportunities in Europe, particularly in emerging markets.

Kirsten Ahearn

Director, Communications and Investor Relations

Samuel P. Bartlett

Managing Director

Darren C. Battistoni

Managing Director

Joshua Beer

Managing Director

Samuel Bekenstein

Associate

J. Ryan Carroll

Managing Director

Michael Choe

Managing Director and CEO

Danielle M. Cosentino

VP

Kim G. Davis

Managing Director and Co-Chairman

Mayur M. Desai

Managing Director

Neal Dignum

Vice President

Bert Duarte

Principal

Michael R. Eisenson

Co-Chairman

John Fiyod

Chief Financial Officer

John Flannery

Advisory Director

Spencer Friske

Associate

Jesse Ge

SVP

Kyle Guinivan

Associate

Sandor Hau

Managing Director

Matthew J. Jacobson

Managing Director

Bhuvan Jain

Principal

Andrew Janower

Managing Director

Neil Kalvelage

Operating Partner

David Katz

Managing Director

Dhruva Kaul

SVP

Edward Kimotho

SVP

Joshua A. Klevens

Managing Director & Chief Operating Officer

Lawrence T. Li

Associate

Hiren Mankodi

Managing Director

Michael J. McGuire

SVP

Daniel R. Mcbee

SVP

Matthew S. Midera

Principal

Paddy Nopany

Senior Associate

Tim Palmer

Managing Director and Chief Operating Officer

Jason Pike

Managing Director

William Reilly

Associate

Caitlin E. Riederer

Associate

Nicholas K. Rolfes

Senior Vice President

Bastian Rose

Senior Associate

Mark A. Rosen

Co-founder and Senior Advisor

Mutian Rui

Associate

Alex Saal

Associate

Jason Shepard

Compliance Associate

Bernadine E. Soriano

Associate

Alex Tancredi

Associate

Zachary Taylor

Associate

Maura M. Turner

Vice President of Communications and Investor Relations

Pedro N. Vaz

Managing Director

Alexander Weiss

Senior Vice President

Brandon White

Managing Director

Shaun Wong

Principal

Michael J. Zirngibl

SVP

31 past transactions

Palladius

Series A in 2022
Palladius is an innovative real estate investment management organization focused on investing capital on behalf of institutional investors.

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, Inc. is an employee owned investment manager. The firm also provides financial planning services to its clients. It provides its services to high net-worth individuals, trusts, and family offices. The firm manages separate client focused portfolios. Lido Advisors is based in Beverly Hills, California.

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.

Ivanti

Private Equity Round in 2021
Ivanti is headquartered in Utah just outside Salt Lake City, in an area of the United States that the New York Times recently called ‘the next Silicon Valley.' Ivanti has 36 offices in 23 countries. Employing more than 1,600 people, Ivanti focuses on enabling organizations to gain control of service delivery, simplify service management processes, acquire real-time visibility across their services and infrastructure, and orchestrate the interactions of people, process, and technology for optimum service performance. At Ivanti, They take Their products and Their customers very seriously, but ourselves not so much.

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
You can always count on exceptional service from ARS/Rescue RooterARS® / Rescue Rooter® provides cooling, heating, and plumbing services with a knowledgeable team of trained specialists who have the professional experience to do any job right – the first time.

Aptean

Private Equity Round in 2020
Aptean (formerly Made2Manage) provides industry-focused mission critical enterprise software solutions. The company builds solutions to support business functions such as manufacturing, sales and marketing, service and support, supply chain, and finance and administration. Its products are focused on various applications: customer relationship management, enterprise resource planning, -manufacturing execution, supply chain management, complaints management, business intelligence, data integration and monitoring, and power management.

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.

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 Corporation, a home furnishing company, engages in the design, manufacture, and sale of mattresses. The company also operates a mattresses showroom in Greenville. It offers its products through a network of dealers primarily in the United States, as well as internationally. Park Place Corporation was formerly known as Orderest, Inc. and changed its name to Park Place Corporation in 1994. The company was founded in 1931 and is based in Greenville, South Carolina with an additional location in Denver, Pennsylvania.

The Rockport Company

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
You can always count on exceptional service from ARS/Rescue RooterARS® / Rescue Rooter® provides cooling, heating, and plumbing services with a knowledgeable team of trained specialists who have the professional experience to do any job right – the first time.

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 Biosciences

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 Biosciences

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.