Charlesbank Capital Partners β Full Portfolio
77 tracked investments Β· listed companies and verified rows first
Universal Technical Institute is a post-secondary career education provider founded in 1965, offering training and support services for in-demand automotive, diesel, collision repair, and manufacturing careers.
EdTechPhoenix, US
Kaney is a vertically integrated manufacturing and engineering company providing lifecycle solutions for aerospace and medical device applications.
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 DuraninTony Ling(Managing Partner and Head of Investments and M&A)inBrian Shenson(Chief Operating Officer)inJennifer Geoghegan(Chief Marketing Officer)in
Salus GRC provides governance, risk, and compliance consulting services, including regulatory compliance and cybersecurity support, for investment advisers and financial firms.
AI & Machine LearningCybersecurityEnterprise SoftwareFintechSaaS
Bill MulliganinChris LombardyinAlan BinderinPete Wilsonin
BoardRoger Carlile(Non Executive Chairman of the Board)
Financial consulting and analytics
Animal Health International is an all-species, all-channel distributor of animal health products, technology, and equipment serving producers, veterinarians, and retailers throughout the United States.
AgTechE-commerceHealthtechCalifornia, US
Co-investorsLeonard Green
Aptean develops industry-specific enterprise software for mid-sized to large and complex businesses, including ERP, transportation management, product lifecycle management, enterprise asset management, warehouse management, and manufacturing execution systems.
Advanced ManufacturingEnterprise SoftwareSaaS
Co-investorsOak Investment PartnersTA Associates
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
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 financing and lifecycle management solutions to organizations globally, helping them acquire and manage technology and other assets.
B2B MarketplacesCircular EconomyCleantechEnterprise SoftwareFintechSt. Louis, US
Steve Hamilton(Executive Chairman)in
Co-investorsTokyo Century
Ensono provides technology infrastructure and systems management services for enterprises, helping clients manage and protect critical systems while advancing responsible business practices including ethical AI governance and sustainability.
AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise SoftwareNot stated
Venkatraman Jin
EverDriven provides specialized student transportation services to school districts nationwide, focusing on children with unique transportation needs and vulnerable student populations.
EdTechImpact & Social GoodLogistics & Supply ChainMobility & TransportationOrange County, US
Co-investorsPalladium
FULLBEAUTY Brands operates a portfolio of fashion and lifestyle brands serving plus-size women and men (sizes 12+) through owned direct-to-consumer and marketplace channels.
ConsumerDirect to ConsumerE-commerceRetail TechIndianapolis, US
GALLS supplies uniforms, equipment, and tactical gear to law enforcement, military, fire, EMS, corrections, and security personnel.
Defense TechE-commerceRetail Tech
Co-investorsAea Investors
Services to mechanical industries
IT infrastructure automation solutions
Lido Advisors is a wealth advisory firm providing financial planning, investment management, family office, and mergers-and-acquisitions services to individuals and families.
Enterprise SoftwareFintechLos Angeles, US
Greg Kushner(Founder, Chairman)Jason Ozur(Founding Partner, Chief Executive Officer)inAlyssa Weinberger(Founding Partner, Chief People Officer, President, Family Office Advisory)inJeffrey Westheimer(Founding Partner, Senior Managing Director)inBrian Haloossim(President)inBlair Buick(Chief Strategy Officer)in
MB2 Dental is a dental partnership organization (DPO) that partners with general dentists and specialists, providing shared services, capital access, and practice management support while letting dentists retain ownership and autonomy.
Digital HealthHealthtechMedical DevicesDallas, US
Dr. Chris Steven Villanueva(Founder & CEO)Chris Steven Villanueva DMD(Founder)inDr. V(Founder and CEO)
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
Bret Jorgensenin
Co-investorsLeonard Green
Co-investorsVestar Capital Partners
MyEyeDr. is an optometry practice network providing vision care services across the United States.
ConsumerHealthtechMedical DevicesRetail TechWellness & Fitness
Sue Downes(Founder)in
Co-investorsShumway Capital
Co-investorsIrving Place
Neptune Retail Solutions operates North America's largest digital incentives network, delivering thousands of personalized coupons, rebates, and cash back offers to millions of shoppers through direct integrations with major retailers and mobile apps.
AdTechE-commerceMarketing TechRetail Tech
Park Place Technologies operates in the hardware, supply chain, and IT infrastructure space, managing global server, storage, and network hardware business.
Cloud ComputingEnterprise SoftwareHardwareIoTCleveland, US
Co-investorsBCIWarburg PincusBlackstoneBlue Owl Capital
Food industry packaging solutions
Perspective provides AI agents embedded in products that conduct user research interviews, collect feedback, and surface insights for product teams to inform roadmap decisions.
AI & Machine LearningEnterprise SoftwareSaaS
Guy Nirpaz(Founder)in
Co-investorsArray Ventures Management LlcHoneystone VenturesTrinity Capital
Petra Funds Group provides vendor management and outsourced services support for asset managers, leveraging deep industry relationships and expertise from professionals with private equity and credit management backgrounds.
Enterprise SoftwareFintechSaaSHouston, US
Stephen Coats(Co-Founder and Managing Partner)inPaul Winters(Managing Partner, Boston)in
Aptean provides AI-powered enterprise software including ERP, supply chain, logistics, and asset management solutions tailored to specific industries.
AI & Machine LearningEnterprise SoftwareSaaS
Co-investorsOak Investment PartnersInsight PartnersTA Associates
PLASKOLITE is a global manufacturer of engineering thermoplastics that produces plastic sheet materials for industrial, commercial, and specialty applications.
Advanced ManufacturingCircular EconomyCleantechNew MaterialsColumbus, US
Donald G. Dunnin
Co-investorsStellus Capital Management
Integrated managed data services
Audio systems and vehicle security
Symplr provides an operations platform that consolidates workforce, provider, quality, and financial management workflows for healthcare systems.
Digital HealthEnterprise SoftwareHealthtechSaaS
Co-investorsFrancisco PartnersRex Health Ventures
Tecomet provides design and prototyping services to help companies develop and validate new product concepts, with capabilities spanning from early-stage design through full-scale manufacturing.
Advanced ManufacturingDeep TechHardwareHealthtechMedical Devices
Co-investorsGenstar
Trojan Battery manufactures deep-cycle battery products, including lithium-ion, AGM (absorbent glass mat), and flooded lead-acid batteries.
Advanced ManufacturingCircular EconomyCleantechEnergyHardware
Athletic and achievement brands
Aerospace and defense solutions
Co-investorsAea Investors
World is a diversified financial services organization and one of the largest independent insurance brokerages in the United States, operating three business lines: retail insurance, wholesale insurance, and wealth management and retirement plan services.
Construction TechEnterprise SoftwareFintechInsurTechIselin, US
Rich(Executive Chairman)
WorldStrides organizes educational travel experiences for K-12 and university students, combining classroom learning with immersive international programs across 40+ countries.
ConsumerEdTechTravel & Hospitality
Phil Wendel
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
Rows marked βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.