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

Michael Eisenson

Founding Partner

Spencer Friske

Vice President

Jesse Ge

Principal

Justin Hall

Associate

Sandor Hau

Managing Director

Matthew 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

33 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, LLC is a prominent shop-at-home company that specializes in providing installed flooring products and window treatments to residential and business customers across the United States. Founded in 1959 and based in Northlake, Illinois, the company offers a diverse range of flooring options, including carpet, hardwood, laminate, luxury vinyl, tile, and vinyl. With a focus on convenience, Empire Today serves consumers in 68 markets, including major metropolitan areas, through its network of sales representatives who facilitate in-home consultations. Formerly known as Empire Home Services, LLC, Empire Today has established itself as one of the largest specialty flooring providers in America.

Symplr

Private Equity Round in 2021
Symplr is a provider of governance, risk, and compliance solutions specifically designed for healthcare organizations. The company offers a comprehensive suite of software products that assist facilities with workforce management, performance management, vendor and provider credentialing, patient safety, and risk management. By delivering these tools and services, Symplr aims to help healthcare providers improve operational efficiency, reduce compliance costs, and enhance the quality of patient care. Their solutions enable organizations to navigate complex regulatory environments while maintaining streamlined processes and a focus on patient safety.

Lido Advisors

Private Equity Round in 2021
Lido Advisors, LLC is an employee-owned investment management firm based in Beverly Hills, California, with additional offices across various states, including Texas, Florida, and New York. Established in 1999, the firm specializes in providing wealth management and philanthropy advisory services primarily to high-net-worth and ultra-high-net-worth individuals, families, and charitable organizations. Lido Advisors offers a range of investment management services, including alternative investment strategies, portfolio management, and volatility management, aimed at achieving long-term growth and stable cash flow for its clients. The firm also serves pooled investment vehicles, corporations, insurance companies, and ERISA pooled plans, focusing on public equity and fixed income markets.

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
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.

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 cloud-based software solutions for cybersecurity training and simulation, aimed at preparing employees to effectively respond to simulated cyber attacks. The company’s platform allows cybersecurity teams to engage in realistic training scenarios by utilizing actual security tools and real-world networks. This immersive experience includes a virtual Security Operations Center (SOC), enabling participants to practice responses to various cyber threats, such as ransomware attacks. Additionally, Cyberbit offers a range of simulation exercises tailored for practitioners, managers, and students, enhancing their skills in a controlled environment. Founded in 2015 and headquartered in Ra'anana, Israel, Cyberbit also has offices in locations including Plano, Texas; London; Munich; Singapore; and New Delhi.

News America Marketing

Acquisition in 2020
News America Marketing is a prominent marketing services company in the United States, specializing in a comprehensive range of advertising solutions. It offers a diverse portfolio that includes in-store marketing, home-delivered promotions, and online media services. By providing a single-source solution, the company aims to streamline marketing efforts for its clients, enabling them to effectively reach consumers across various channels. News America Marketing is recognized for its innovative approaches to engage shoppers and enhance brand visibility in an increasingly competitive marketplace.

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, LP is a managed information technology advisory service provider that specializes in supporting large enterprises with their mission-critical IT infrastructure. Founded in 1947 and based in Downers Grove, Illinois, the company offers a comprehensive range of services, including mainframe and midrange solutions, infrastructure services, and cloud services such as public and dedicated Infrastructure as a Service (IaaS). Ensono also features an IT management platform called Ensono M.O. With nearly 2,000 associates globally, the company focuses on helping IT leaders leverage hybrid IT environments to optimize operations and achieve strategic business outcomes. Recognized for its expertise in major cloud platforms, Ensono has received accolades as a partner in Microsoft Datacenter Transformation and has been acknowledged for its capabilities in AWS and Azure.

DoiT

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 Software, LLC, founded in 1986 and based in Abilene, Texas, specializes in developing financial and accounting software solutions tailored for the oil and gas industry. The company offers a comprehensive range of software packages that include modules for general ledgers, accounts payable and receivable, joint interest billings, revenue distribution, and payroll, among others. WolfePak also provides additional services such as software conversion, technical support, training, and managed IT solutions. With a customer base spanning 43 states and various sectors, WolfePak has enabled thousands of companies to transition from outdated systems to its integrated platform, enhancing their accounting and reporting capabilities. The company serves exploration and production operators, midstream purchasers, investors, and service providers, catering to the specific needs of the energy sector while also accommodating clients from other industries.

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 is a leading contract manufacturer specializing in the production of baked goods and snacks. Established in 2009 and headquartered in Downers Grove, Illinois, with additional operations in the Netherlands and a production facility in Boise, Idaho, Hearthside supports a diverse range of products including nutrition and energy bars, cookies, crackers, pretzels, and various snack components. With a total of 24 production facilities, including three in Europe, Hearthside is recognized as the largest private bakery and contract manufacturer in the food industry. The company is committed to delivering high-quality products while providing customized packaging solutions, thereby ensuring product integrity and dependability for its clients. By combining innovation and scale, Hearthside aims to meet the evolving needs of its customers and maintain a competitive edge in the rapidly changing food manufacturing landscape.

Galls

Acquisition in 2018
Galls, LLC is a distributor of public safety equipment and apparel, catering to industry professionals worldwide since its founding in 1902. The company offers a wide array of products including uniforms, duty gear, body armor, tactical equipment, medical supplies, and communications gear. It serves various markets such as law enforcement, military, fire, and emergency medical services. Galls develops its own branded products and ensures accessibility through multiple channels, including catalogs, online ordering, retail locations, and service centers. With a commitment to quality, Galls has become a trusted source for essential gear, supplying over one million professionals annually. Headquartered in Lexington, Kentucky, Galls is recognized for its extensive selection and reliability in meeting the demanding needs of public safety personnel.

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 managed data services provider based in London, United Kingdom, catering primarily to mid-sized enterprises and mid-market corporate clients across various sectors, including finance, legal, manufacturing, and retail. The company offers a comprehensive portfolio of integrated services, including private and hybrid cloud solutions, application hosting, virtual desktop infrastructure, and cloud managed services. Additionally, it provides data center services like colocation and managed hosting, along with connectivity options such as direct Internet access and enterprise MPLS. Six Degrees Group also specializes in voice services, offering features like SIP trunking and mobile call recording. Its solutions encompass disaster recovery, business continuity, information security, and compliance, aimed at supporting businesses in their digital transformation. Established in 2010, the company emphasizes exceptional customer service through its professional and technical support offerings.

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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