Skip to Main Content

Portfolio

Results

September 16, 2022

Accordion

Accordion is a financial and technology consulting firm serving the Office of the CFO for private equity portfolio companies. Accordion’s consultants work alongside more than 200 leading fund sponsors and their portfolio management teams across every stage of the investment… Read More


Titan Cloud Software is the nation’s leading software platform providing environmental and operational solutions for convenience stores (“c-stores”), fuel carriers and service providers. Founded in 2012, Titan provides industry-leading solutions for environmental compliance, fuel analytics and facility management, so that… Read More


February 25, 2022

Solve Advisors

Solve Advisors (“Solve” or the “Company) is a global industry leader of pre-trade price transparency data in fixed income markets. Solve leverages machine learning and natural language processing-based parsing software to transform large volumes of undigestible, unstructured bid-ask data (emails,… Read More


January 26, 2022

Bridgepointe Technologies

Bridgepointe Technologies is a leading IT channel platform selling recurring technology services to enterprise customers. Bridgepointe serves as a vendor- and technology-agnostic advisor helping enterprises purchase the right technology and services to meet their needs. Bridgepointe is highly diversified with… Read More


January 5, 2022

Box Partners

BOX Partners (“BOX” or the “Company”) is a leading technology-enabled supplier of packaging, shipping, industrial supplies and related products for the e-commerce and distribution markets. Family-owned since its 1989 inception, the Company has grown to one of the country’s largest… Read More


December 22, 2021

Mediaocean

Mediaocean (or the “Company”) is a leading software platform serving advertising agencies and brands with a suite of software products for ad campaign management, execution and delivery. Its platform serves as the system-of-record for ad spend and has a full… Read More


December 3, 2021

Empire

Founded in 1959 and headquartered outside Chicago, Empire Today (“Empire” or the “Company”) is the largest direct-to-consumer (“DTC”) provider of replacement hard surface flooring and carpet, serving over 70 of the largest US metropolitan areas. Featuring a wide selection of… Read More


November 1, 2021

MDVIP

Founded in 2000, MDVIP (or the “Company”) is the largest provider of membership-based healthcare, or concierge medicine, in the United States. The Company manages a network of approximately 1,100 primary care physicians serving 362,000 patient members across 44 states. MDVIP… Read More


September 14, 2021

symplr

symplr (or the “Company”) is the leader in enterprise healthcare operations software and services. For more than 30 years and with deployments in nine out of every 10 US hospitals, symplr has been committed to improving healthcare operations through its… Read More


June 24, 2021

Lido Advisors

Lido Advisors is a full-service, independent Registered Investment Advisor (“RIA”) that brings an innovative family office investment approach to grow and safeguard its clients’ wealth and legacies. Lido’s clients include high-net-worth and ultra-high-net-worth individuals, family offices, corporate executives, non-profit organizations… Read More


May 24, 2021

Ivanti

Ivanti is a leading global provider of enterprise IT software. The company provides solutions that automate IT and security operations, enabling customers to discover, manage, secure and service their IT infrastructure from cloud environments to edge devices. Ivanti’s software is… Read More


May 5, 2021

City Brewing

City Brewing is a strategic partner to leading beverage manufacturers, providing brewing, filtration, blending and packaging services at its three breweries in Pennsylvania, Tennessee and Wisconsin. The company specializes in hard seltzer and other flavored malt beverages (FMB), as well… Read More


February 2, 2021

MB2 Dental

Founded in 2007, MB2 Dental (“MB2” or the “Company”) is a leading dental partnership organization (“DPO”) with affiliated practices across more than 30 states. Since its 2007 inception, MB2 has partnered with over 250 doctor owners operating more than 275… Read More


January 18, 2021

Healthcare Fraud Shield

Healthcare Fraud Shield (“HCFS”) is a leading provider of Fraud, Waste and Abuse (“FWA”) detection software to healthcare payers.  Founded in 2011, the company is one of the fastest growing providers of FWA solutions in the healthcare industry.  HCFS offers… Read More


December 2, 2020

Bridges Consumer Healthcare

Bridges Consumer Healthcare (“Bridges”) was formed in partnership with consumer healthcare veterans Robert Long and Blair Ramey to build a market-leading consumer healthcare platform. In conjunction with its formation, Bridges acquired the North American rights to ThermaCare® HeatWraps (“ThermaCare”) from… Read More


August 26, 2020

Aptean

Aptean is a leading global provider of mission-critical, industry-specific enterprise resource planning (“ERP”) software that allows its customers to digitize administrative functions and drive efficiency in their operations. Aptean predominantly serves small- to medium-sized businesses in the process and discrete… Read More


June 2, 2020

Cyberbit

Cyberbit is a leading global provider of cyber range training and simulation platforms for cybersecurity professionals. Cyberbit’s software creates the environment of a virtual security operations center (called a cyber range) that cybersecurity professionals use to train against hyper-realistic simulated… Read More


Neptune Retail Solutions (fka, News America Marketing, or NAM) is a leading provider of shopper marketing services across the US and Canada, serving many of the world’s most well-known brands. The company has two primary segments in the US: InStore… Read More


April 15, 2020

Wayfair

Wayfair is the largest pure-play ecommerce company addressing the $300 billion furniture and home goods market in the United States. Through technology and innovation, Wayfair strives to offer the ultimate home goods shopping experience, with excellent customer service, attractive pricing… Read More


Founded in 2012, World Insurance Associates offers comprehensive insurance coverage, risk management strategies, and benefits consulting services for businesses and individuals. Focused on property and casualty lines, the company has built centers of excellence in specialized industries such as transportation,… Read More


March 29, 2020

Eat Just


December 10, 2019

HelpSystems

HelpSystems is a leading provider of security and compliance, systems and network management, and business intelligence solutions.  The company serves more than 17,000 organizations globally, providing their IT departments with software and services that encrypt and secure data, monitor and… Read More


November 25, 2019

DoiT International

DoiT International is a leading provider of proprietary public cloud optimization and operations software and public cloud expertise. The company provides support for public cloud workloads with complex requirements such as multi-cloud Kubernetes deployments, real-time data and analytics, and machine… Read More


November 7, 2019

PakEnergy

PakEnergy (formerly WolfePak) is a leading provider of enterprise resource planning (ERP) and accounting software to the oil and gas industry, including oil and gas operators, midstream companies and mineral rights investors. The company’s mission-critical products are tailored to the… Read More


September 24, 2019

Park Place

Park Place is a global data center and networking optimization firm. As a leading, global third-party maintenance (“TPM”) provider, it offers post-warranty data center equipment maintenance services through recurring contracts. The company has expertise across all major OEMs and capabilities… Read More


September 18, 2019

MyEyeDr.

MyEyeDr. is the leading optometry platform in North America, and the company’s affiliated practices provide vision care services including eye exams, prescription eye glasses and contact lenses. MyEyeDr. is an acquirer of choice, known for combining healthcare and eyewear best… Read More


August 15, 2018

Rockport

Founded in 1971, Rockport is a leading global designer, distributor, and retailer of men’s and women’s footwear, primarily under the namesake Rockport brand. An innovator in its industry, Rockport is known for combining the comfort of athletic shoes with the… Read More


Hearthside Food Solutions is the industry’s largest food contract manufacturer and the largest private bakery in the US. Founded in 2009, it offers diverse production capabilities including bars, cookies, crackers, granola, snack components and other baked goods. Hearthside specializes in… Read More


February 6, 2018

Galls

Galls is the leading distributor of uniforms and equipment to public safety agencies, serving law enforcement, fire, EMS, private security, corrections, federal, military and postal professionals. The company specializes in providing customized, mission-critical uniforms, safety equipment and related gear through… Read More


May 1, 2017

Tecomet

Tecomet is a leading provider of high-precision manufacturing solutions for orthopedic implants, as well as critical components for the cardiovascular, medical imaging and aerospace markets. Its core capabilities include forging, casting, precision machining, photochemical etching, welding and finishing. Tecomet has… Read More


December 16, 2016

QC Supply

QC Supply is a leading specialty distributor and solutions provider to swine and poultry markets, as well as to other production and companion animal businesses and professionals. The company offers a broad selection of brand name and proprietary products and… Read More


December 15, 2016

Vestcom

Vestcom is the leading provider of technology-enabled shelf-edge media solutions to the retail and consumer products industry. The company offers an array of solutions including customized shelf-edge labels, branding and promotional content labels, and shelf-edge strips with product information. For… Read More


August 24, 2016

Polyconcept

Polyconcept is the leading value-added supplier in the promotional products industry. Sourcing products from hundreds of manufacturers, the company then customizes them on behalf of its 35,000 reseller customers and ships the products to end-consumers (typically businesses) around the world…. Read More


May 20, 2016

Voyant Beauty


April 19, 2016

RGL Reservoir Management

RGL is a leading supplier of technical products required for production in Canadian oil sands and other heavy oil reservoirs.


January 12, 2016

Zoots


ADI


January 1, 2016

Ascensus


November 1, 2015

Plaskolite

Plaskolite is the largest manufacturer of acrylic and other plastic sheet (ABS, PETG and polycarbonate) in the United States. Its customized products are used in a wide variety of end products including windows, doors, lighting, signs, point-of-purchase displays and bath products. Plaskolite… Read More


August 3, 2015

Six Degrees

Founded in 2011, Six Degrees (6DG) is a telecommunications service provider with a converged offering of IT solutions for the UK mid-market. With 17 acquisitions to date, Six Degrees has an industry-leading portfolio of assets and capabilities, including cutting-edge data… Read More


July 31, 2015

Ensono

Ensono (formerly Acxiom IT) provides complex managed hosting and cloud infrastructure services to mid-sized enterprises. The company specializes in supporting mission-critical workloads and helping clients manage and migrate between all systems. Ensono’s integrated array of solutions includes the hosting of… Read More


December 22, 2014

Varsity Brands

Varsity Brands is a portfolio of three brands – BSN Sports, Herff Jones and Varsity Spirit – whose products and programs celebrate academic and athletic achievement. With the largest “K through College” sales force in the United States, Varsity’s more… Read More


September 1, 2014

HDT Global

HDT Global is a leading provider of highly engineered solutions for branches of the US military, international governments and commercial customers. Founded in 1937, HDT holds a portfolio of products aimed at creating and controlling environmental conditions to protect and… Read More


American Residential Services is a leading provider of heating and air conditioning (HVAC) and plumbing services nationwide. ARS primarily serves homeowners in need of emergency repair and replacement services for heating, air conditioning, energy efficiency, plumbing, drain cleaning and sewer… Read More


August 15, 2013

Zenith Products

Zenith Products creates innovative bathroom storage and organization products for the retail market. Products include medicine cabinets, shower caddies, shower rods and accessories. The company was formerly a division of publicly traded Masco Corporation. We exited the investment in 2014.


Founded in 2007, Zayo is a provider of bandwidth infrastructure and network neutral colocation and interconnection services. The company’s services allow its customers, which include telecom carriers, wireless service providers, media and content companies, and other bandwidth-intensive businesses, to transport… Read More


Founded in 1967, WorldStrides is the leading provider of supplemental educational and student travel courses in the US and abroad. At the time of our investment, the company offered programs to more than 200,000 middle and high-school students in all… Read More


Founded in 1965, Universal Technical Institute is the leading provider of automotive, diesel, motorcycle and marine technician-education services in North America. At the time of our exit in 2006, UTI offered its accredited degree and diploma programs at 10 undergraduate… Read More


Founded in 1997, United Road Services is a leading provider of vehicle transport and logistics services in North America. The company operates a national network enabled by a sophisticated, patented logistics technology platform. Each year, coast to coast and across… Read More


A leading global manufacturer of deep-cycle batteries, Trojan Battery provides energy storage technology for end- market applications such as fleet golf, aerial work platforms, floor cleaning, renewable energy, backup power and transportation. Trojan’s products are sold in over 120 countries… Read More


TLC Vision is North America’s premier eye-care services company, providing eye doctors with tools and technologies needed to deliver high-quality patient care. In 2014 we merged one division, TLC Laser Eye Centers, with LASIK Vision Institute (LVI), creating the largest… Read More


Technisource (formerly IntelliMark) was originally a roll-up of 21 information technology temporary-staffing companies acquired between 1997 and 1999 by Edgewater Technology, a public company. The company, initially located in Little Rock, AR, had two primary lines of business: IT Resources… Read More


Founded in 2003, StoneCastle Partners is an asset manager focused on the community banking industry, with a strong track record in managing bank trust-preferred securitizations. The company intends to continue growing its core business by leveraging its origination network and… Read More


Southcross Energy is a midstream natural gas company engaged in the gathering, processing and pipeline transportation of natural gas, with a total of more than 2,700 miles of pipeline assets. The company also has three gas processing plants, two fractionators… Read More


Shoppers Drug Mart is the largest full-service drugstore chain in Canada. With almost 900 locations at the time of our exit, the company has long been one of the most trusted and recognized names in Canadian retailing. In 2001, Shoppers… Read More


Regency Gas Services was led by a team of industry executives assembled by Charlesbank. The company purchased and operated 2,900 miles of natural gas gathering, processing and pipeline assets in Colorado, Kansas, Louisiana, Oklahoma and Texas. Regency completed two acquisitions… Read More


The Princeton Review is a leading provider of test preparation courses and materials for prospective undergraduate and graduate students. Its test preparation services are offered online and in person by a network of more than 5,000 teachers and tutors. The… Read More


Papa Murphy’s is the leading franchisor and operator of take-and-bake pizza stores. During our hold period, we expanded Papa Murphy’s footprint to more than 30 states in the Northwest, West and Midwest, and in Canada. We sold our investment to… Read More


FULLBEAUTY Brands is a direct-to-consumer retailer for plus-size consumers, offering more than 10,000 products, 300,000 SKUs and 70 sizes through catalogs and an online marketplace. FULLBEAUTY includes women’s apparel lines (Woman Within, Roaman’s and Jessica London), as well as men’s… Read More


OnCore Manufacturing was a leading provider of high-complexity electronics manufacturing services that now operates as NEOTech. Serving blue-chip OEM customers in the defense, healthcare and industrial markets across North America, NEOTech focuses on the design and manufacture of electronic assemblies… Read More


August 14, 2013

National Surgical Hospitals

National Surgical Hospitals was formed to acquire, build and operate a chain of short-stay surgical hospitals specializing in orthopedic surgery, neurosurgery and other complex cases. Under our ownership, the chain grew to 15 surgical hospitals and nine ambulatory surgery centers…. Read More


Montpelier is a leading global provider of property catastrophe and specialty insurance and reinsurance focused on reinsuring losses resulting from earthquakes, hurricanes, windstorms, and other natural and man-made perils. Incorporated in 2001, Montpelier Re completed its initial public offering in… Read More


Founded in 1978, GrayWolf (formerly Horn Industrial) is a leading specialized mechanical contractor focused on the power, refinery and heavy industrial markets. The company offers fully outsourced and on-call maintenance services as well as installation services for environmental compliance projects,… Read More


Del Taco is the second-largest chain in the Mexican segment of the quick-service restaurant industry. At the time of our exit in 2015, the company’s network consisted of approximately 550 company-owned and franchised units in 16 states, with a concentration… Read More


CSI Leasing is one of the largest independent IT leasing companies in the world. At the time of our exit in 2013, the St. Louis-based company operated more than 30 sales offices in the United States, Canada, Mexico, Brazil, Costa… Read More


Citadel Plastics is a leading provider of custom-material solutions including both thermoplastic and engineered composites products. Citadel’s end markets include automotive, electrical, construction, HVAC, home & garden, appliance and energy. Formed in 2007, the company was built through a series… Read More


CIFC is a specialized bank loan asset manager and an SEC-registered investment adviser. In 2011, the CIFC parent merged its asset management business with a public company, and we sold our CLO equity and shares in the new public company… Read More


Catlin is a specialty-lines commercial insurer and reinsurer headquartered in Bermuda with a network of underwriting platforms worldwide. The company began as a syndicate on Lloyds, went public in April 2004 and is currently traded on the London Stock Exchange… Read More


Founded in 1987, BMS is the leading national provider of bankruptcy case management solutions to Chapter 7 trustees. The company provides bankruptcy trustees and other fiduciary customers with proprietary software products, computer hardware and support services to assist in the… Read More


Bell Sports is a leading manufacturer and distributor of sports helmets and bicycle accessories worldwide. Founded in 1954, the company had US bicycle-helmet market share in excess of 60% at the time of Charlesbank’s investment. The company distributes its products… Read More


Bell Automotive is a leading designer, marketer and distributor of automotive convenience accessories such as cargo racks, drink holders and organizational products. We exited our position in 2002.


American Tire Distributors is a wholesale distributor of replacement tires for passenger cars and light-duty trucks, based in Charlotte, NC.  Founded in 1935, the company pursued an acquisition strategy to become one of the nation’s largest independent suppliers of tires… Read More


Aurora is a leading producer of organic milk. During our hold period, the company operated five large organic dairies in Colorado and Texas and a fluid milk-processing plant adjacent to one of its Colorado dairies. We sold the company in… Read More


Cedar Creek is a leading wholesale building materials distribution company that began as one yard in Tulsa, OK, in 1977. During our ownership, the company expanded its operations to more than 30 distribution facilities providing services in 29 states. With… Read More


Blueknight Energy Partners is a provider of midstream energy services. The company focuses on three main areas of operations: crude oil storage, crude oil gathering and transportation, and asphalt storage and processing services. Formed in 2007, the company is a… Read More


Sound United has a broad portfolio of high-performance home audio products, including speakers, surround sound systems, sound bars, wireless music systems, amplifiers, turntables and headphones. Its products are marketed under several well-known audio brands – Denon, Marantz, Polk Audio, Classé,… Read More


December 1, 2010

Peacock Foods

Peacock is a leading provider of outsourced supply chain management and packaging solutions to the food industry. Peacock’s full range of services includes primary and secondary packaging of ambient, refrigerated and frozen food products. In addition, the company provides customers… Read More


January 11, 2009

Blacksmith Brands

Blacksmith Brands marketed, sold and distributed over-the-counter drug and personal care products. At acquisition, its platform consisted of five over-the-counter consumer products brands: EFFERDENT® denture cleaner; EFFERGRIP® denture adhesive cream; LUDEN’S® throat drops; NASALCROM® nasal allergy relief spray; and PEDIACARE®… Read More


May 1, 2005

GSI

GSI is a leading global manufacturer and supplier of agricultural equipment to the grain, swine and poultry industries. Products include grain storage bins and related conditioning and handling equipment, as well as swine and poultry feed storage, feed delivery, confinement… Read More


January 6, 2005

Animal Health International

Founded in 1954, Animal Health International is a leading US marketer and distributor of animal health products. The company represents more than 1,000 manufacturers to serve a diverse market of livestock producers and owners, veterinarians and retail dealers across the… Read More