2025 was a year of strong execution and measurable progress. We added new investments to the portfolio, achieved record liquidity and continued to build our organization through thoughtful hiring and promotions. Across the portfolio, companies advanced both operationally and strategically, supported by close collaboration across the firm. We are grateful to our team and management partners for their work throughout the year.
The Year at a Glance
28
Years since inception
$22.5 Billion
Total assets under management
39
Team hires
Private Equity Investment Activity
New Investments
In 2025, we continued to invest capital through four highly thematic new platforms and two follow-on investments.
Access Medical Clinic
Rural health platform delivering primary, urgent and specialty care to underserved populations across eight states
Healthcare | Jonesboro, AR
CENTEGIX
A leading provider of innovative safety and emergency response solutions for a range of end-markets
Technology | Atlanta, GA
Velocity One
A holding company of three leading manufacturers of highly engineered components for the aerospace and defense industries
Industrials | Fairfield, NJ
Youth Sports Platform
A recent investment in a business managing premier venues and operating elite competitions and other events in youth sports
Business & Сompetitions | Westfield, IN
Add-On Acquisitions
In 2025, our portfolio companies completed more than 235 add-on acquisitions, expanding capabilities and strengthening platforms. The examples below highlight a small selection of add-ons with meaningful strategic impact.
Hover over tiles to view acquisitions.
Capital Markets Activity
2025 marked a record year of capital markets execution, with $21 Billion of debt financings completed across 34 portfolio companies and new investments. Highlights include:
Liquidity Events
We have driven material realizations across our Flagship portfolio, returning $2.4 Billion across eight portfolio companies in 2025, and reflecting a variety of exit and monetization strategies.
Hover over tiles for company description.
Partial Sale
Aug 2025
Lido Advisors
Lido Advisors is a full-service, independent RIA that brings an innovative family office approach to grow and safeguard its clients’ wealth and legacies.
Recapitalization
Aug 2025
MDVIP
MDVIP is the largest provider of membership-based healthcare, or concierge medicine, in the United States.
Recapitalizations
Aug & Nov 2025
Action Behavior Centers
ABC provides personalized therapy for children with autism, with the goal of expanding their potential and improving their quality of life.
Recapitalization
Oct 2025
EverDriven
EverDriven is an asset-lite provider of alternative transportation services to the K-12 end-market, with a focus on high-needs student populations.
Recapitalization
Nov 2025
American Residential Services
ARS is a leading provider of heating, air conditioning and plumbing services.
Recapitalization
Dec 2025
Accordion
Accordion is a financial and technology consulting firm serving as the Office of the CFO for private equity portfolio companies.
Full Sale
Dec 2025
Park Place Technologies
Park Place is a global data center and networking optimization firm, helping clients optimize data center budgets, productivity, performance and sustainability.
Full Sale
Dec 2025
StoneCastle
StoneCastle Partners operates a leading provider of insured deposit solutions that manages more than $20 billion of client cash balances across its network of partners.
Note: Liquidity total includes Flagship fund family as well as the ABC continuation vehicle; we expect toribute proceeds from StoneCastle sale process (closed December 2025) over the course of 2026.
Credit Investment Activity
New Investments
Our Credit platform continues to deliver flexible capital solutions to high-quality, resilient businesses and our sponsor partners. Our approach benefits from deep integration with the firm’s private equity platform and a robust middle-market opportunity set, enabling disciplined underwriting and attractive risk-adjusted returns. Below is a representative selection of portfolio transactions completed during 2025:
Club Car Wash
Investment: Delayed Draw Term Loan
Business & Consumer Services | 
CoAdvantage
Investment: Incremental First Lien Term Loan
Business & Consumer Services | 
Osmose Utilities
Investment: First Lien Term Loan
Industrials | 
Perfect Game
Investment: Delayed Draw and First Lien Term Loan
Business & Consumer Services | 
Plaskolite
Investment: First Lien Term Loan
Industrials | 
TodayTix
Investment: Revolver and First Lien Term Loan
Business & Consumer Services | Value Creation
Portfolio Talent
At Charlesbank, we believe that the caliber of our portfolio leadership teams is a critical determinant of investment success. Our Portfolio Talent function, part of the Portfolio Resources Group (PRG), partners with CEOs and management teams to ensure that the right people are in the right roles, aligned to the company’s value creation plan. We work alongside management teams from diligence through exit to accelerate performance, strengthen organizations and scale leadership for growth.
9
New investment diligence processes to analyze talent and organization
4
Strong Start processes with new companies to align talent to value creation plans
34
Senior executive searches supported by PRG
Turning AI Into Operating Improvements
PRG works alongside our portfolio companies to navigate AI thoughtfully, focusing on where we can have practical and measurable impact. From faster, higher-quality software development to better customer engagement, stronger sales support and more efficient back-office functions, we help companies test, learn and scale AI solutions that drive growth or improve efficiency.
Accelerated Software Development
Customer Experience Transformation
Content Generation and Sales Enablement
Support Functions Efficiencies
Firm Updates
Team Highlights
Our people are the foundation of the firm. This year, we continued to invest in the team through new hires, promotions and opportunities to connect in person.
39
30
Awards and Recognition
We are proud to have been acknowledged by these industry organizations over the past year.
Media Highlights
Listen to industry insights and updates from Charlesbank professionals.
Giving Back
We are pleased to continue the firm’s tradition of giving back, regularly volunteering and serving on boards at organizations focused on providing opportunities to young people and expanding access to education and healthcare.
102
Different non-profits received matching donations from Charlesbank in 2025
34
Non-profit board seats held by our team
3
2025 service events held across Boston and New York offices
Looking Ahead
In 2026, we remain focused on what defines Charlesbank: being a thoughtful, collaborative partner to founders, CEOs and management teams, and bringing deep experience to the work of building enduring value. We are proud of what we accomplished in 2025 and look forward to continuing this work together.
