Sam joined Charlesbank in 1999 from Bain & Company, where he worked in the private equity and general practice areas. Today he co-leads the Portfolio Resources Group alongside John Flannery.
Sam is a member of YPO. He lives in Winchester, MA, with his wife and two sons. He enjoys spending time in Stowe, VT, where they are avid hikers, mountain bikers and skiers.
Amherst College – BA in history, magna cum laude
American Tire Distributors
Wholesale tire distribution
Status: Realized
Year of Investment: 1999
Aurora Organic Dairy
Organic dairy
Status: Realized
Year of Investment: 2003
Blueknight Energy Partners
Midstream energy services
Status: Realized
Year of Investment: 2010
CIFC
Credit asset management
Status: Realized
Year of Investment: 2005
GrayWolf Industrial
Specialized mechanical services
Status: Realized
Year of Investment: 2007
HDT Global
Solutions for government and commercial clients
Status: Realized
Year of Investment: 2014
Papa Murphy’s
"Take and bake" pizza stores
Status: Realized
Year of Investment: 2004
Regency Gas Services
Energy - midstream pipeline
Status: Realized
Year of Investment: 2003
Southcross Energy
Energy - midstream pipeline
Status: Realized
Year of Investment: 2009
Universal Technical Institute
Automotive technician education
Status: Realized
Year of Investment: 2002