Credit investing that leverages Charlesbank’s extensive industry knowledge, broad network and deep expertise
Charlesbank was established as an independent firm in 1998, generating a strong track record across several business cycles. Across both private equity and credit, we have raised cumulative capital totaling more than $15 billion.
In 2016, the firm launched its credit strategy, designed to benefit from the angles and opportunities arising from Charlesbank’s long-term private equity platform. We believe our experience, network and integrated approach allow our credit team to develop differentiated perspectives on investment opportunities.
Systematic and Repeatable
We follow a repeatable investment process based on Charlesbank’s disciplined philosophy
Our Advantaged Approach
As with our private equity platform, our approach to credit investing focuses on rigorous due diligence and underwriting high-quality businesses where we have a distinct edge. We seek opportunities that offer:
defensible business models
stable cash generation
strong downside protection
We invest across the capital structure and have the flexibility to create unique, flexible solutions for companies if necessary.
Criteria at a Glance
$25 million – $150 million
TYPICAL INVESTMENT SIZE
WITH PROVEN OPERATORS AND STABLE CASH FLOW
THAT ALIGN WITH PRIVATE EQUITY EXPERTISE
Our Experienced Team
Based in Charlesbank’s New York office, the credit strategy is led by a seasoned team with deep experience in public and private credit. Over multiple business cycles, these professionals have a record of successful sourcing, diligence and investment management.
Fully integrated into the private equity platform, this collaborative group creates a competitive edge as we underwrite opportunities for both strategies. The credit team generates valuable insights at the company, industry and market levels to enhance the private equity process, while leveraging Charlesbank’s broad network and deep expertise to develop differentiated perspectives on the most attractive credit investments. This cross-platform collaboration builds on Charlesbank’s fundamentals-driven approach and strong team-based culture.