Established as an independent firm in 1998, Charlesbank has generated a strong track record across a variety of economic cycles. With more than $15 billion in cumulative capital raised, the firm has deep knowledge of the middle market and significant experience sourcing, executing, managing and successfully exiting private equity and opportunistic credit investments.

In 2019, Charlesbank launched its dedicated technology strategy, demonstrating its increased commitment to the sector. The firm subsequently closed its inaugural Technology Opportunities Fund, providing a specialized platform geared toward lower middle-market technology investing. As technology continues to touch every end-market and transform traditional industries, our team is well-positioned to invest across the technology landscape, partnering with founders and management teams to drive change and grow their businesses.

In keeping with the strategy of the firm’s flagship funds, the Technology Opportunities group emphasizes strong risk management in pursuit of consistent equity value creation. The team engages with skilled management teams to identify and develop opportunities for business growth, investing across a variety of transaction types and levels of the capital structure.

We typically invest in companies with valuations up to $300 million. Our target businesses operate in growing segments of technology and have:

• Well-established products and business models
• Predictable financial profiles with recurring/reoccurring revenue
• Attractive and sustainable unit economics
• Strong and defensible competitive positions
• Proven core executive teams
• Multiple levers to accelerate value creation