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Technology Opportunities

An increased commitment to the middle-market technology sector allows the firm to invest across the size spectrum

Our Story

Established as an independent firm in 1998, Charlesbank has generated a strong track record across a variety of economic cycles. With more than $6 billion in assets under management, 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.

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

Focus

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
Key Tech Sectors
  • Enterprise software
  • Cybersecurity
  • Infrastructure Software
  • Cloud Computing
  • Financial Technology
  • Healthcare IT
  • Internet and E-commerce
  • Technology-enabled Services
  • Data and Analytics
  • Industrial Technology

Criteria at a Glance

defensible business model

WITH ESTABLISHED
PRODUCTS

$50 million – $300 million

TYPICAL
ENTERPRISE VALUE

predictable financial profile

WITH ATTRACTIVE
UNIT ECONOMICS

Our Experienced Team

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.

Tech Opportunities Team
Tech Opportunities Portfolio
Contact Us

Boston


200 Clarendon Street
54th Floor
Boston, MA 02116