Charlesbank Capital Partners
Private equityToronto · 106 people tracked
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.
Source: firm website, verified Aug 25, 2026.
Team · 106 people
from the firm's websiteWhat they invest in
from 28 of 76 portfolio companiesEnterprise 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 pathUniversal 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
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 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)
Financial consulting and analytics
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
Vertical-focused ERP solution provider
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)
Packaging and shipping supplies
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 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
Property and casualty insurance
Wholesale building materials distribution
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
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
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
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
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
Services to mechanical industries
IT infrastructure automation solutions
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 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
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
Co-investorsVestar Capital Partners
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
Co-investorsIrving Place
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
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
Food industry packaging solutions
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
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
Plaskolite manufactures thermoplastic sheet products, including polycarbonate, acrylic, PETG, ABS, PVC, mirror, and olefin sheet, as well as PMMA polymers.
Advanced ManufacturingCircular EconomyNew Materials
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
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
Co-investorsStellus Capital Management
Integrated managed data services
Audio systems and vehicle security
symplr provides a cloud-based SaaS platform for healthcare operations, covering workforce management, provider credentialing and data management, quality analytics, compliance, and spend/contract management.
Digital HealthHealthtechSaaS
Co-investorsFrancisco PartnersRex Health Ventures
Trojan Battery makes deep-cycle batteries, including lithium battery systems for golf carts, commercial fleets, and larger passenger vehicles.
CleantechEnergyHardware
Athletic and achievement brands
Aerospace and defense solutions
Co-investorsAea Investors
World Insurance is a financial services organization providing risk management, employee benefits, and retirement and wealth management services to businesses and individuals.
FintechInsurTech
WorldStrides organizes educational travel programs for K-12 students, sports teams, performance ensembles, and higher education students, including study abroad, internships, and research trips.
EdTechTravel & Hospitality
Zayo provides network infrastructure and services, with 2024 investments focused on network expansion and service excellence.
Cloud ComputingData & InfrastructureEnterprise SoftwareBoulder, US
Dan Caruso(Founder)in
Co-investorsBattery VenturesCaruso VenturesColumbia CapitalNorth Atlantic CapitalOak Investment Partners
Exits · 2
IPOs and acquisitions across the tracked portfolioUniversal Technical InstituteNYSE: UTIWayfairNYSE: W
Portfolio news
latest coverage across their companiesZayo Group · zayo.com · Apr 24, 2026
Fund performance · per public LP disclosures · 15
as of Sep 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Charlesbank Credit Opp III Co-InvestmentLPs: New York City Board of Education Retirement System | 2024 | — | 52.2% | 1.15x | 0.21x |
| Charlesbank Credit Opportunities Fund III, Limited PartnershipLPs: New York City Board of Education Retirement System, Maryland State Retirement and Pension System | 2024 | — | 25.3% | 1.16x | 0.38x |
| Charlesbank Technology Opportunities Fund IILPs: Ventura County Employees' Retirement Association, Tulare County Employees' Retirement Association | 2023 | — | — | 1.09x | 0.00x |
| Charlesbank Capital XLPs: Employees' Retirement System of Rhode Island | 2021 | — | 17.1% | 1.38x | 0.22x |
| Charlesbank Capital X OverageLPs: Employees' Retirement System of Rhode Island | 2021 | — | 17.3% | 1.43x | 0.71x |
| Charlesbank Equity Fund X LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, Employees' Retirement System of Rhode Island +2 more | 2021 | — | 18.8% | 1.48x | 0.30x |
| Charlesbank Equity Fund IX LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, Surdna Foundation Inc | 2018 | — | 13.7% | 1.60x | 0.63x |
| Charlesbank Equity Fund IX Overage Program LPLPs: Florida State Board of Administration | 2018 | — | 7.5% | 1.29x | 0.76x |
| Charlesbank Equity Fund VIII LPLPs: Florida State Board of Administration, Sobrato Family Foundation, Surdna Foundation Inc | 2015 | — | 12.9% | 1.57x | 1.10x |
| Charl.,..hank Equity Fund VII, L.P.LPs: The Regents of the University of California | 2009 | — | 2.4% | — | 1.02x |
| Charlesbank Equity Fund VII LPLPs: Florida State Board of Administration, The Regents of the University of California, Surdna Foundation Inc | 2009 | — | 24.4% | 2.46x | 2.46x |
| Charlcsbank Equity Fund VI, L P.LPs: The Regents of the University of California | 2005 | — | 10.3% | — | 1.18x |
| Charlesbank Equity Fund VI, L.P.LPs: The Regents of the University of California | 2005 | — | 8.7% | 1.41x | 1.36x |
| Charlesbank Fund IX Overage Allocation ProgramLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration | 2004 | — | 19.4% | 1.39x | 0.47x |
| CHARLESBANK CREDIT OPP IIILPs: New York City Board of Education Retirement System | — | — | — | 0.73x | — |
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
Co-investors · 7
General Catalyst is a venture capital firm operating as a partnership focused on company building and accelerating the growth of the businesses it backs.
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.
Coatue Management is a technology-focused investment firm that invests in innovation across both public and private markets with responsible risk management.
Spark Capital is a venture capital firm that partners with founders, known for early investments including leading Twitter's Series B in 2008.
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.
Stellar Capital invests in founders building software, internet, and technology companies.
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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