Fundraising Fox

Charlesbank Capital Partners

Private equity

Toronto · 106 people tracked

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Investment thesis

Charles Bank identifies middle-market private equity opportunities through sector expertise and pattern recognition, prioritizing alignment with talented management teams. The firm employs a data-driven, research-intensive approach to unlock company potential and accelerate value creation by translating complexity into strategic clarity and growth opportunities.

Invests inSector AgnosticCanadaGlobalToronto

Source: firm website, verified Aug 25, 2026.

HQ
Toronto, MA, CA
Instruments
Equity
Founded
1998
AUM
$21.1B
Tracked investments
76

Team · 106 people

from the firm's website
Brandon White· Managing Partner and Co-Head, Flagship
Mark Rosen· Founding Partner
Michael Thonis· Founding Partner
Sandor Hau· Managing Partner and President, Credit
Tim Palmer· Founding Partner
Andrew Janower· Managing Director
Carolyn Wintner· Managing Director and Head of Capital Markets
David Katz· Managing Director
Jared Pomerance· Managing Director
Jesse Ge· Managing Director
John Keeney· Managing Director, Investor Relations
Joshua Klevens· Managing Director and Chief Operating Officer
Kevin Whelan· Managing Director and Chief Financial Officer
Michael McGuire· Managing Director
Michael Treisman· Managing Director and General Counsel
Pedro Vaz· Managing Director
William Reilly· Managing Director
Matthew Maloney· Principal
Mutian Rui· Principal
Shaun Wong· Principal and Head of Credit Business Development
Timothy Schnabel· Principal, Investor Relations
Adit Goel· Analyst
Alan Gu· Senior Associate
Alex Wang· Vice President, Portfolio Resources
Anders Ode· Associate
Andrew Jackman· Vice President
Brandon Lapensohn· Vice President, Capital Markets
Casey O'Brien· Deputy General Counsel
Dakota Plesa· Vice President
Dan Trunzo· Vice President
Daniel Wegiel· Operating Partner
Danielle Lachman· Advisory Director
Drew Riley· Analyst
Elizabeth Noyes· Operating Partner, Talent
Fay Huo· Senior Associate
Gene Ko· Senior Advisor
Giacomo Sonnino· Advisory Director
Henry Reynolds· Senior Associate
Holden Kenedy· Associate
Hunter Grist· Associate
Jack Nolan· Director, Strategy & Operations
Jack Smith· Associate
Jack Tobin· Analyst, Investor Relations
Jared Markel· Associate
Jenna Macrae· Analyst
John Marando· Associate
Josh Jaspers· Vice President
Karan Talreja· Vice President
Kim Pham· Senior Associate, Tax
Lara Valt· Associate
Lauren Walsh· Chief Compliance Officer and Regulatory Counsel
Lewin Xue· Vice President
Lilly Schlamp· Analyst
Marcy Shinder· Advisory Director, Responsible Investment Lead
Matthew Jacobs· Associate
Matthew Klingman· Vice President, Finance
Maura Turner· Head of Marketing & Communications
Michael Lanham· Vice President, Portfolio Resources
Michelle He· Associate
Molly Manuel· Vice President, Capital Markets
Nicholas Lee· Analyst
Nicolas Xu· Senior Associate
Nicole King· Vice President
Reese Moorman· Analyst
Ryan Tam· Analyst, Investor Relations
Ryan Yang· Analyst
Samay Gandhi· Analyst
Shannon E. Murphy· Senior Associate, Human Resources
Shivani Tejuja· Advisory Director
Spencer Ryals· Vice President, Portfolio Resources
Stephanie Lee· Vice President
Susan Zhang· Associate
William Karlson· Vice President, Portfolio Resources
William Peck· Analyst, Capital Markets

What they invest in

from 28 of 76 portfolio companies

Enterprise Software ×7Healthtech ×7Fintech ×6Cloud Computing ×4E-commerce ×4Retail Tech ×4SaaS ×4AI & Machine Learning ×3

HQs:United States×12

Investments · 76 tracked

founders shown can be your intro path
Universal Technical Instituteuti.eduNYSE: UTI

Universal Technical Institute (UTI) is a technical trade school offering hands-on vocational training programs designed to prepare students for careers as technicians in fields like automotive and other skilled trades.

EdTech

WayfairNYSE: W
Kaney Aerospace, Inc.kaney.com✓ verified

Kaney Aerospace designs electromechanical actuation, motion control, and electric power and control systems for the aerospace and medical industries, including autopilot and fly-by-wire smart-servos with embedded DO-178 Level A software.

Defense TechHardwareMedical DevicesRockford, US

Rise Growth Partnersrisegrowth.com✓ verified

Rise Growth Partners is a growth capital firm that invests in and partners with wealth management firms, providing capital along with operational, M&A, and growth expertise to help them scale.

Fintech

Joe DuranTony Ling(Managing Partner and Head of Investments and M&A)Brian Shenson(Chief Operating Officer)Jennifer Geoghegan(Chief Marketing Officer)

Access Medical Clinic
Accordion

Financial consulting and analytics

Action Behavior Centers
American Residential Services
American Tire Distributors
Animal Health Internationalanimalhealthinternational.comin

Animal Health International is an all-species, all-channel distributor of animal health products, supplying pharmaceuticals, technologies, and cattle management software to livestock producers, veterinarians, and ag retailers.

AgTechE-commerceHealthtech

Co-investorsLeonard Green

Aprio
Aptean

Vertical-focused ERP solution provider

Aurora Organic Dairy
Bankruptcy Management Solutions

Irvine, US

Cory Clemmons(Chief technology officer of the Issuer.)Steve Moore(Chief executive officer and president of the Issuer.)Rod Ennico(Chief financial officer and secretary of the Issuer.)

BoardBasil Palmeri(Director)Andrew Schultz(Director)John O'Hare(Director)

Bell Automotive
Bell Sports
Blacksmith Brands
BOX Partners

Packaging and shipping supplies

Bridgepointe Technologiesbridgepointetechnologies.com

Bridgepointe Technologies is a technology advisory and consulting firm that helps IT leaders buy, implement, and manage technology and customer experience investments.

Cloud ComputingEnterprise Software

Scott Evars(Co-founder)Brian Miller(Co-founder)

Bridges Consumer Healthcarebridgeschc.com

Bridges Consumer Healthcare markets consumer health products, including the KT brand of kinesiology tape and a KT Pain Relief line of wearable pain relief patches and topical menthol and lidocaine creams.

ConsumerHealthtechWellness & Fitness

Catlin

Property and casualty insurance

Cedar Creek

Wholesale building materials distribution

Centegix
CIFC
Citadel Plastics
CSI Leasingcsileasing.com

CSI Leasing provides equipment leasing and lifecycle management services for IT and technology assets, helping organizations acquire, extend, restructure, and dispose of equipment across its lease term.

Circular EconomyEnterprise SoftwareFintech

Del Taco
Ensonoensono.com

Ensono provides managed IT and modernization services—covering mainframe, multi-cloud, and data center operations—using AI, automation, and AIOps to improve reliability, performance, and cost for enterprises.

AI & Machine LearningCloud ComputingEnterprise Software

Everdriveneverdriven.com

EverDriven provides alternative student transportation for school districts, serving students whose needs fall outside traditional bus routes, including those with disabilities, unstable housing, or specialized schedules.

EdTechLogistics & Supply ChainMobility & Transportation

Co-investorsPalladium

Front Row Group
FULLBEAUTY Brandsfbbrands.com

FULLBEAUTY Brands is a retailer of plus-size apparel for women and big & tall men, offering clothing through a family of brands.

ConsumerDirect to ConsumerE-commerce

Gallsgalls.com

Galls is a supplier of uniforms, tactical gear, body armor, duty gear, and communication equipment for U.S. public safety professionals, including law enforcement, firefighters, EMS, military, corrections, and security personnel.

E-commerceRetail Tech

Co-investorsAea Investors

GrayWolf

Services to mechanical industries

GSI
HDT Global
Ivanti

IT infrastructure automation solutions

Lido Advisorslidoadvisors.com

Lido Advisors is a registered investment advisory firm providing wealth management, investment management, tax strategy, financial planning, and trust and estate services to entrepreneurs, executives, and families.

Fintech

Mb2 Dentalmb2dental.comin

MB2 Dental is a dental partnership organization (DPO) that partners with dentists to provide business support while letting them retain control over their practices.

HealthtechMedical Devices

Dr. Chris Steven Villanueva(Founder & CEO)Chris Steven Villanueva DMD(Founder)in

Co-investorsWarburg Pincus

MDVIPmdvip.comin𝕏

MDVIP operates a nationwide network of affiliated primary care physicians who maintain smaller patient panels (about 600 patients) in exchange for an annual membership fee, offering members longer visits, after-hours access, and an annual wellness program with advanced screenings.

Digital HealthHealthtechWellness & Fitness

Co-investorsLeonard Green

Montpelier RE

Co-investorsVestar Capital Partners

Myeyedrmyeyedr.com

MyEyeDr. operates a network of local optometry practices offering comprehensive eye exams, prescription eyewear, and eye health services for patients of all ages.

ConsumerHealthtechRetail Tech

Co-investorsShumway Capital

National Surgical Hospitals

Co-investorsIrving Place

Neptune Retail Solutionsneptuneretailsolutions.com

Neptune Retail Solutions provides an integrated retail marketing platform combining in-store media, digital incentives, and near-store digital out-of-home networks to help brands drive retail sales.

AdTechMarketing TechRetail Tech

OnCore Manufacturing
Overbay Capital Partners
Papa Murphy's
Park Place Technologiesparkplacetechnologies.comin𝕏

Park Place Technologies provides IT infrastructure management services including hardware maintenance, software support, and data center monitoring for enterprise clients.

Cloud ComputingEnterprise SoftwareIoT

Co-investorsBCIWarburg Pincus

Peacock Foods

Food industry packaging solutions

Perspectivegetperspective.aiin𝕏Feb 2024

Perspective offers an AI concierge that replaces static forms with adaptive conversations, interpreting natural language and follow-up questions to capture both contextual understanding and schema-aligned structured data.

AI & Machine LearningEnterprise SoftwareSaaS

Co-investorsHoneystone Ventures

Perspective Financial Group
Petra Funds Grouppetrafundsgroup.com

Petra Funds Group provides fund administration and related back-office services—including fund accounting and reporting, credit operations, regulatory compliance, management company support, ESG programs, and outsourced CFO/fund launch services—for private equity, private credit, and venture fund managers.

Enterprise SoftwareFintechSaaS

Plaskoliteplaskolite.com

Plaskolite manufactures thermoplastic sheet products, including polycarbonate, acrylic, PETG, ABS, PVC, mirror, and olefin sheet, as well as PMMA polymers.

Advanced ManufacturingCircular EconomyNew Materials

Polyconcept

Distributor of custom-branded products

Co-investorsAea Investors

Princeton Review

Test preparation and college counseling

Co-investorsOlympus Partners

QC Supplyqcsupply.com

QC Supply is an online retailer of equipment and supplies for farming, livestock, and agriculture, including ventilation fans, barn curtain systems, biosecurity products, horticulture gear, and poultry equipment.

AgTechE-commerceRetail Tech

REEF
Salus GRCsalusgrc.com

Salus GRC provides governance, risk, and compliance (GRC) consulting led by veteran experts—former CCOs, attorneys, ex-regulators, and technologists—paired with an AI-powered platform to prepare firms for regulator and stakeholder scrutiny.

AI & Machine LearningFintechSaaS

Shoppers Drug Mart
Sightpath Medical

Co-investorsStellus Capital Management

Six Degrees

Integrated managed data services

Exits · 2

IPOs and acquisitions across the tracked portfolio

Universal Technical InstituteNYSE: UTIWayfairNYSE: W

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures · 15

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
Charlesbank Credit Opp III Co-InvestmentLPs: New York City Board of Education Retirement System202452.2%1.15x0.21x
Charlesbank Credit Opportunities Fund III, Limited PartnershipLPs: New York City Board of Education Retirement System, Maryland State Retirement and Pension System202425.3%1.16x0.38x
Charlesbank Technology Opportunities Fund IILPs: Ventura County Employees' Retirement Association, Tulare County Employees' Retirement Association20231.09x0.00x
Charlesbank Capital XLPs: Employees' Retirement System of Rhode Island202117.1%1.38x0.22x
Charlesbank Capital X OverageLPs: Employees' Retirement System of Rhode Island202117.3%1.43x0.71x
Charlesbank Equity Fund X LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, Employees' Retirement System of Rhode Island +2 more202118.8%1.48x0.30x
Charlesbank Equity Fund IX LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, Surdna Foundation Inc201813.7%1.60x0.63x
Charlesbank Equity Fund IX Overage Program LPLPs: Florida State Board of Administration20187.5%1.29x0.76x
Charlesbank Equity Fund VIII LPLPs: Florida State Board of Administration, Sobrato Family Foundation, Surdna Foundation Inc201512.9%1.57x1.10x
Charl.,..hank Equity Fund VII, L.P.LPs: The Regents of the University of California20092.4%1.02x
Charlesbank Equity Fund VII LPLPs: Florida State Board of Administration, The Regents of the University of California, Surdna Foundation Inc200924.4%2.46x2.46x
Charlcsbank Equity Fund VI, L P.LPs: The Regents of the University of California200510.3%1.18x
Charlesbank Equity Fund VI, L.P.LPs: The Regents of the University of California20058.7%1.41x1.36x
Charlesbank Fund IX Overage Allocation ProgramLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration200419.4%1.39x0.47x
CHARLESBANK CREDIT OPP IIILPs: New York City Board of Education Retirement System0.73x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Charlesbank Capital Partners made?
Charlesbank Capital Partners has 74 tracked investments.
What sectors does Charlesbank Capital Partners focus on?
Charlesbank Capital Partners focuses on Sector Agnostic.
Where is Charlesbank Capital Partners located?
Charlesbank Capital Partners is headquartered in Toronto, CA.
Who does Charlesbank Capital Partners co-invest with?
Charlesbank Capital Partners most often shares deals with Aea Investors, Leonard Green, Warburg Pincus, among 19 tracked co-investors.

Images

Charlesbank Capital Partners photoCharlesbank Capital Partners photo

Co-investors · 7

General Catalyst

General Catalyst is a venture capital firm operating as a partnership focused on company building and accelerating the growth of the businesses it backs.

$30M
FJ Labs

FJ Labs is a venture capital firm specializing in marketplaces and network-effect businesses, having built a large portfolio of marketplace startups with over 30 becoming unicorns.

$100K – $3M
Coatue Management

Coatue Management is a technology-focused investment firm that invests in innovation across both public and private markets with responsible risk management.

$1M – $20M
Spark Capital

Spark Capital is a venture capital firm that partners with founders, known for early investments including leading Twitter's Series B in 2008.

$500K – $25M
Flybridge Capital Partners

Flybridge Capital Partners is an early-stage venture capital firm that invests in entrepreneurs building companies with global reach. The firm focuses on supporting innovative ventures from their initial funding stages.

$250K – $10M
Stellar Capital

Stellar Capital invests in founders building software, internet, and technology companies.

Wollef Ventures

Wollef is a venture capital firm active in Latin America, known for partnering closely with founders and providing operational support and network access.

Firms observed investing alongside Charlesbank Capital Partners, from public investor directories. Shared companies are the overlap with Charlesbank Capital Partners's recorded portfolio.

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