INVESTMENT PROCESS
Disciplined, repeatable and thematic
We adhere to Charlesbank’s disciplined and repeatable investment model – while emphasizing the development of themes in target technology sectors
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.
We adhere to Charlesbank’s disciplined and repeatable investment model – while emphasizing the development of themes in target technology sectors
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:
WITH ESTABLISHED
PRODUCTS
TYPICAL
ENTERPRISE VALUE
WITH ATTRACTIVE
UNIT ECONOMICS
Based in Charlesbank’s Boston office, the Technology Opportunities strategy is led by an experienced, cohesive team with a history of strong investment activity in middle-market technology companies. Focused solely on this segment, our seasoned professionals bring a deep understanding of the technology ecosystem, strong proficiency with technical concepts, and a history of active and regular engagement with investee companies to help unlock growth and achieve scale. Fully integrated into the Charlesbank platform, we can leverage the firm’s broader resources, industry experience and relationships to develop a distinct advantage as we pursue the most attractive opportunities.
Maltego
Graphical link analysis software platform
Status: Active
Year of Investment: 2023
ImageQuix
Software for high-volume photography
Status: Active
Year of Investment: 2022
Titan
Industrial IoT Software
Status: Active
Year of Investment: 2022
Mediaocean
Software for ad agencies and brands
Status: Active
Year of Investment: 2021
SOLVE
Fixed income market data & analytics
Status: Active
Year of Investment: 2021
Ivanti
IT solutions provider
Status: Active
Year of Investment: 2021
Healthcare Fraud Shield
Fraud, waste and abuse solution for health insurers
Status: Active
Year of Investment: 2020
Aptean
Enterprise business software
Status: Active
Year of Investment: 2020
Cyberbit
Cloud-based cybersecurity training and simulation
Status: Active
Year of Investment: 2020
Fortra
Infrastructure management software for IT departments
Status: Active
Year of Investment: 2019
PakEnergy
Oil & gas accounting solutions
Status: Active
Year of Investment: 2019
DoiT International
Public cloud operations software and expertise
Status: Active
Year of Investment: 2019