Family Office Investment 
Symposium 2023

Founded in 1998, Charlesbank Capital Partners is an established private investment firm with more than $15 billion of cumulative capital raised since inception. The team has a long history of working together, a deep specialization in the middle market and experience investing over multiple business cycles. Known for its consistent, disciplined approach, Charlesbank invests primarily in North America, focusing on core sectors to back talented management teams. In addition to its Flagship private equity funds, the firm has dedicated credit and technology strategies; the three groups collaborate closely, leveraging Charlesbank’s brand and collective insights, resources and networks. Charlesbank is guided by its mission to deliver superior risk-adjusted returns through a best-in-class team and culture and by its core values of Team, Impact, Excellence and Respect. The firm has more than 100 staff members and offices in Boston and New York.