Technology Opportunities
Charlesbank's dedicated technology strategy provides a specialized platform geared toward lower middle-market investing. Our deep experience in our sub-sectors and long history working together have helped us differentiate our relative value approach, build our thematic sourcing engine and often become the partner of choice for management teams. Leveraging Charlesbank’s firmwide platform, we bring operational resources and deep sector knowledge to help companies accelerate growth, spur innovation and drive significant equity value creation.
Raised Across Technology Opportunities Funds
Capital Invested
Investment Professionals
Figures as of 6/30/25. Capital raised excludes General Partner and executive fund commitments.
Focus
Partnering with management teams, we seek to invest behind proven business models with clear product market fit in the lower middle-market technology landscape.
Fundamental Attributes
Our target businesses operate in one of our six core subsectors 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
Target Sectors
We are hyperspecialized in the following sub-sectors, where our team has extensive experience:
- Application software
- Cloud computing
- Cybersecurity
- Financial technology
- Healthcare IT
- Infrastructure software
Primarily control-oriented
$50M-$400M typical enterprise value
Significant North American market opportunity
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Jacob Adolphe
Associate![Photo of Caleb Barlow]()
Caleb Barlow
Advisory Director![Photo of Rafael Baron]()
Rafael Baron
Head of Tech Business Development![Photo of Darren Battistoni]()
Darren Battistoni
Managing Director and Co-Head, Technology Opportunities![Photo of Jonathan Bujak]()
Jonathan Bujak
Vice President![Photo of Anumita Das]()
Anumita Das
Senior Vice President![Photo of Mayur Desai]()
Mayur Desai
Managing Director![Photo of William Eisenbeis]()
William Eisenbeis
Advisory Director![Photo of Brett Garrett]()
Brett Garrett
Advisory Director![]()
Emily Hurren
Associate![Photo of Bhuvan Jain]()
Bhuvan Jain
Managing Director![Photo of Alistair Kapadia]()
Alistair Kapadia
Senior Associate![]()
Chloe Katz
Analyst![Photo of Dhruva Kaul]()
Dhruva Kaul
Principal![Photo of Ryan Lee]()
Ryan Lee
Vice President![]()
Jay Lee
Associate![]()
Nihar Makineni
Associate![Photo of Hiren Mankodi]()
Hiren Mankodi
Managing Director and Co-Head, Technology Opportunities![Photo of Matthew Mastrianni]()
Matthew Mastrianni
Vice President![]()
Thomas Mayleben
Associate![]()
Brian Pierce
Advisory Director![]()
James Porter
Associate![Photo of Zorian Rotenberg]()
Zorian Rotenberg
Advisory Director![Photo of Richard Schweiker]()
Richard Schweiker
Vice President![]()
Brian Seabrooks
Associate![]()
Brad Shelsy
Advisory Director![]()
Corbin Short
Associate![Photo of Jack Stone]()
Jack Stone
Vice President![]()
David Walley
Analyst![Photo of Flannery Zhou]()
Flannery Zhou
Senior Vice President![Photo of Michael Zirngibl]()
Michael Zirngibl
Principal
![Aptean Logo]()
Aptean
Vertical-focused ERP solution provider
Current
![Captura logo]()
Captura
Software for high-volume photography
Current
![Clerri]()
Clerri
Technology-driven dental membership plans
![Cyberbit logo]()
Cyberbit
Cloud-based cybersecurity training and simulation
Current
![DoiT International logo]()
DoiT International
Cloud technology and services
Current
- Case Study
![Fortra logo]()
Fortra
Infrastructure and cybersecurity management solutions
Current
![Healthcare Fraud Shield logo]()
Healthcare Fraud Shield
FWA solutions for health insurers
Current
![]()
IMPLAN
Economic impact analysis software
![Ivanti logo]()
Ivanti
IT infrastructure automation solutions
Current
![Maltego logo]()
Maltego
Graphical link analysis software platform
Current
![Mediaocean logo]()
Mediaocean
Software for ad agencies and brands
Current
- Case Study
![PakEnergy logo]()
PakEnergy
Oil & gas accounting solutions
Current
![Q6 Cyber]()
Q6 Cyber
Fraud and cyber threat intelligence for financial institutions
![]()
Quorum Cyber
Global MDR Provider
![]()
Searchlight Cyber
Dark web intelligence
![SOLVE Logo]()
SOLVE
Fixed income market data & analytics
Current
![Titan Cloud]()
Titan Cloud
Industrial IoT Software
Current
