Quorum Cyber is a UK-based managed detection and response (MDR) provider aligned exclusively with the Microsoft security ecosystem. Serving global enterprise customers, Quorum offers a diverse suite of AI-enabled technology services to help companies monitor and defend against cyber threats,… Read More
Perspective Financial Group is a leading UK independent financial adviser (IFA) firm with approximately £8.0 billion in Assets Under Advice1. The Company provides comprehensive financial planning services, as well as investment management services through its Cambridge affiliate. Perspective has achieved… Read More
Kleer-Membersy is a leading provider of technology-driven dental membership plans formed through the acquisition and merger of Kleer and Membersy, the industry’s two largest providers of dental membership and subscription management software. The Company’s platforms provide software, support and compliance… Read More
EverDriven Technologies is an asset-lite provider of alternative transportation services to the K-12 end-market, with a focus on high-needs student populations such as special education, homeless and foster students. The company’s technology platform facilitates more than 2 million rides annually,… Read More
Rise Growth Partners is a synergistic partner for growth-oriented registered investment advisors (RIAs). Rise aims to acquire meaningful minority stakes in a select group of RIAs and provide strategic support, hands-on operational guidance, recruiting assistance and acquisition expertise to enable… Read More
Searchlight Cyber is a global dark web intelligence company, primarily serving enterprise cybersecurity professionals, managed security service providers, and government and law enforcement agencies across Europe and North America. Searchlight’s user-friendly platform provides mission-critical dark web intelligence to meet a… Read More
Petra Funds Group is a leading fund administrator for private investment firms, providing comprehensive fund administration and related middle and back-office services to private equity and private debt managers totaling more than $110 billion of AUM. Founded by executives with… Read More
Salus GRC is a tech-enabled governance, risk and compliance (“GRC”) consulting firm to private fund managers and other financial services firms. Offerings include regulatory registration and filing services, compliance program development and ongoing support, regulatory exam assistance, compliance training and… Read More
Maltego (or the “Company”) is a graphical link analysis software platform used by investigators for cybersecurity threat intelligence, law enforcement, and trust & safety use cases. Institutions such as the FBI and INTERPOL, many financial organizations, and half of the… Read More
ImageQuix (or the “Company”) is a leading provider of workflow and ecommerce software for high-volume photography studios, primarily serving schools for their annual picture days, sports photos and senior portraits. Its platform is the core operational software used by these… 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
Action Behavior Centers (“ABC”) provides personalized therapy for children with autism, with the goal of expanding their potential and improving their quality of life. Founded as a single center in Austin, TX, in 2016, ABC currently employs approximately 1100 graduate-level… Read More
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
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, instant messages,… Read More
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
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
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
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
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
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
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
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
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
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
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
Bridges Consumer Healthcare was established in partnership with industry veterans to build a market-leading consumer healthcare platform. At its formation in 2019, Bridges acquired the North American rights to ThermaCare® HeatWraps from GlaxoSmithKline. ThermaCare is a portfolio of clinically proven… Read More
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
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
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
Fortra (formerly, 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,… Read More
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
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
Park Place Technologies is a global data center and networking optimization firm, helping clients optimize data center budgets, productivity, performance, and sustainability. From procurement to decommissioning, the company’s comprehensive portfolio of services and products helps IT teams optimize IT lifecycle… Read More
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
Founded in 1971, Reef sells beach-inspired footwear to department stores, surfing-focused retailers, sporting goods stores, and through its owned e-commerce site. Focused on an active lifestyle, it sells millions of flip flops, sandals and shoes annually worldwide.
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
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
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
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
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
Polyconcept is the world’s largest specialty distributor of customized and personalized goods. Operating in a many-to-many distribution model, Polyconcept sources a broad assortment of merchandise from manufacturers and leading brands, and provides high-value customization, design and order management services to… Read More
RGL is a leading supplier of technical products required for production in Canadian oil sands and other heavy oil reservoirs.
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
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
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
Sightpath Medical is a leading US provider of mobile cataract and refractive surgical equipment and services. The company serves hundreds of surgeons and facilities in both rural and urban communities nationwide.
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
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
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
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
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
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
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
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