Charlesbank is, above all, a disciplined investor. Over the years we have maintained a consistent focus on the middle market, returning superior investment results with carefully controlled risk.

Preservation of capital has always been a key objective, achieved through rigorous due diligence, thoughtful capital structuring, the addition of strong financial partners where appropriate, and the engagement of skilled management teams. We are highly experienced in identifying opportunities for creating value, and we bring resourcefulness and flexibility to structuring both controlling and meaningful minority equity investments.

We believe the cornerstone of any investment is its operating management. We do not invest merely in business plans, nor do we seek to operate businesses or assets. We look for proven operators and managers with the skills and personal commitment to make the enterprise succeed.