Buyout PE
Charlesbank Capital Partners
Charlesbank Capital Partners acquires controlling stakes in established, profitable businesses, from Boston, Massachusetts. It states a focus on business & professional services, healthcare & life sciences, industrials & manufacturing and software & internet.
Stated investment criteria
What Charlesbank Capital Partners says it buys
Read from Charlesbank Capital Partners’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Charlesbank Capital Partners to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Charlesbank Capital Partners is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $21bn |
| Employees | 162 |
| Private funds advised | 50 · $21bn gross |
| SEC adviser number | CRD 160256 |
Portfolio
Disclosed holdings
Companies Charlesbank Capital Partners lists on its own website. 5 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Ivanti | 2021 | 5 | — |
| Lido Advisors | 2021 | 5 | — |
| Symplr | 2021 | 5 | — |
| EverDriven | 2024 | 2 | — |
| Overbay Capital Partners | 2026 | 0 | — |
| ABC | — | — | — |
| Access Medical Clinic | — | — | — |
| Access Medical Clinic (current) | — | — | — |
| Accordion | — | — | — |
| Accordion Financial (current) | — | — | — |
| Action Behavior Centers (current) | — | — | — |
| American Residential Service | — | — | — |
| American Residential Services (current) | — | — | — |
| American Tire Distributor | — | — | — |
| Animal Health International | — | — | — |
| Aprio | — | — | — |
| Aprio (current) | — | — | — |
| Aptean | — | — | — |
| Aptean (current) | — | — | — |
| Aurora Organic Dairy | — | — | — |
| BOX Partners (current) | — | — | — |
| Bankruptcy Management Solutions | — | — | — |
| Bell Automotive | — | — | — |
| Bell Sports | — | — | — |
| Blacksmith Brands | — | — | — |
| Box Partners | — | — | — |
| Bridgepointe Technologies | — | — | — |
| Bridgepointe Technologies (current) | — | — | — |
| Bridges Consumer Healthcare | — | — | — |
| Bridges Consumer Healthcare (current) | — | — | — |
| CIFC | — | — | — |
| CSI Leasing | — | — | — |
| Catlin | — | — | — |
| Cedar Creek | — | — | — |
| Centegix | — | — | — |
| Centegix (current) | — | — | — |
| Citadel Plastics | — | — | — |
| Del Taco | — | — | — |
| Ensono | — | — | — |
| Front Row Group | — | — | — |
| FullBeauty Brands | — | — | — |
| Galls | — | — | — |
| GrayWolf Industrial | — | — | — |
| HDT | — | — | — |
| MB2 Dental | — | — | — |
| Montpelier RE | — | — | — |
| National Surgical Hospitals | — | — | — |
| Neptune Retail Solutions | — | — | — |
| OnCore Manufacturing | — | — | — |
| Papa Murphy's | — | — | — |
| Park Place | — | — | — |
| Peacock Foods | — | — | — |
| Perspective Financial Group | — | — | — |
| Petra Funds Group | — | — | — |
| Plaskolite | — | — | — |
| Polyconcept | — | — | — |
| Rise Growth Partners | — | — | — |
| Rockport | — | — | — |
| Salus Grc | — | — | — |
| Sound United | — | — | — |
| Stonecastle Partners | — | — | — |
| TPR | — | — | — |
| Technisource | — | — | — |
| Tecomet | — | — | — |
| Universal Technical Institute | — | — | — |
| Varsity Brand | — | — | — |
| Velocity One | — | — | — |
| Ventura Community Partners | — | — | — |
| Vestcom | — | — | — |
| Wayfair | — | — | — |
| Wearefine | — | — | — |
| Worldstrides | — | — | — |
Compiled from Charlesbank Capital Partners’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Recorded transactions
Buying and selling
Deals in which Charlesbank Capital Partners is named as buyer or seller in the transaction archive. 2 recorded exits, most recently in 2018. 2 recorded acquisitions.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| GrayWolf Industrial | Sold | DBM | 2018 | $135m |
| Rockport | Bought | — | 2018 | $150m |
| Cedar Creek | Sold | BlueLinx | 2018 | $413m |
| Ensono | Bought | LiveRamp | 2015 | $190m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Business & Professional Services
What companies have actually sold for in business & professional services, across 668 recorded transactions.
The full business & professional services picture - most active acquirers, recent transactions and every investor in the sector.
For owners
Own a business & professional services business?
The investors on this page acquire companies like yours. A confidential valuation costs nothing, commits you to nothing, and nobody is told you asked.
Request a confidential valuationFor investors
Is this Charlesbank Capital Partners?
Claim this profile to correct anything wrong and tell us what you are looking for. We will send matching opportunities as they arise.
Claim or correct this profileTargeted buyer search
Which hundred of these would actually buy your business?
A researched shortlist with a verified deal-team contact for each, and the reason it is on the list. Fixed fee, from $1,450 - or we make the approach for you and hand you the conversations.
Comparable investors
Similar mandates
Other buyout pe investors active in business & professional services.