Skip to Main Content


Year of Investment



Flagship and Tech Opportunities




Alpharetta, Georgia





Aptean is a leading global provider of mission-critical, industry-specific enterprise resource planning (“ERP”) software that allows its customers to digitize administrative functions and drive efficiency in their operations. Aptean predominantly serves small- to medium-sized businesses in the process and discrete manufacturing end-markets. With a portfolio of over 35 products, the company provides ERP solutions that are tailor-made for industries including food and beverage, apparel, specialized tooling and industrial machinery, pharmaceuticals and medical devices, and specialty chemicals. Products also include supply chain, compliance, payments, CRM, and PLM software offerings. Aptean serves over 10,000 customers in more than 80 countries across a wide range of industries. The company has established a strong M&A strategy, with 27 acquisitions signed or completed since our investment, and has developed a leadership position in food and beverage manufacturing, a segment that Charlesbank knows well. We expect to leverage our relationships in this vertical and our experience with software buy-and-build strategies to be a value-added partner to Aptean.

Charlesbank Investment

In August 2020, Charlesbank made a strategic growth investment in Aptean through our Flagship and Technology Opportunities Funds, as the investment fit the mandate of both funds. We joined existing investors TA Associates and Vista Equity Partners as institutional shareholders in the company, with equal representation on the board. In 2022, Aptean was recapitalized by new investor Insight Partners and existing investor TA Associates, enabling Vista to exit its shareholding entirely. Charlesbank retains significant ownership in the company. This transaction will enable Aptean to continue to accelerate its organic and inorganic growth initiatives.


TVN Reddy



Key Team Members
Additional Tech Portfolio Companies