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About Charlesbank Credit

Credit investing that leverages Charlesbank’s extensive industry knowledge, broad network and deep expertise

Our Story

Charlesbank was established as an independent firm in 1998, generating a strong track record across several business cycles. Today we manage more than $5 billion in assets across both private equity and credit.

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.

Investment Process

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

strong
businesses

WITH PROVEN OPERATORS AND STABLE CASH FLOW

diverse
sectors

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.

Meet the Credit Team
Contact Us

New York


70 East 55th Street
20th Floor, Heron Tower
New York, NY 10022


P+1 (212) 903-1880

F +1 (212) 903-1890