Middle market private equity firm

Charlesbank Capital Partners

  • HeadquartersBoston, MA S1
  • Founded1998 S2
  • Websitecharlesbank.com
  • Last verifiedOctober 20, 2026

At a glance

Assets under management$24.7B (as of Jun 2026) S1
Deal typesPlatform, Add-on, Minority, Growth S4
SectorsProperty Management & HOA, IT Services & MSP, HVAC, Plumbing & Electrical, Healthcare Services, Dental, Accounting & Professional Services, Insurance Brokerage, Wealth Management, Industrial & Manufacturing, Software & SaaS, Distribution

What Charlesbank Capital Partners buys

Charlesbank Capital Partners began in 1998 as a spin-out from Harvard University's endowment and works from offices in Boston and New York. It reports $24.7 billion of total assets across its private equity and credit strategies as of June 30, 2026, and lists its current private equity fund at about $4.1 billion. The private equity team is split into four sector groups: business and consumer services, healthcare, industrials and technology. Its holdings include an HOA management platform (Ventura Community Partners), a managed network services provider (Spectrotel), an accounting firm (Aprio), an insurance broker (World Insurance Associates), a dental partnership group (MB2 Dental) and an HVAC and plumbing company (American Residential Services).

Charlesbank aims for companies worth $150 million to $3 billion. It usually takes control but will accept a significant minority stake, and it names founder-led companies, first institutional money and growth financings among the deals it likes. A smaller owner is most likely to meet Charlesbank through one of its platforms, which grow by acquisition, or through Rise Growth Partners, which takes minority stakes in wealth advisory firms.

Recent deals

Announced in the 24 months before October 20, 2026.

DateCompanyTypeSectorSource
Oct 2026Wood Smith Henning & BermanInvestment in a new management services company that runs the non-legal side of a national trial law firmGrowthAccounting & Professional ServicesSource
Sep 2026Spectrotel and AireSpringMerger closed, creating a managed network services provider with Charlesbank as lead backer and the AireSpring founders as minority ownersPlatformIT Services & MSPSource
Jul 2026Overbay Capital PartnersGrowth investment in a Toronto secondaries fund manager closed after regulatory approvalGrowthSource
May 2026Orchid Orthopedic SolutionsMerger with Tecomet closed, forming a larger contract manufacturer for medical device and defense customersAdd-onIndustrial & ManufacturingSource
Apr 2026LearfieldTPG agreed to buy the college sports media company; Charlesbank stays on as a minority investorInvestmentSource
Apr 2026Bridgepointe TechnologiesFollow-on growth investment with Carlyle AlpInvest valuing the IT advisory platform at over $1 billionGrowthIT Services & MSPSource
Mar 2026Cyndeo Wealth PartnersRise Growth Partners took a minority stake in a Florida advisory firm with about $3.1 billion of client assetsMinorityWealth ManagementSource
Feb 2026Kaney AerospaceRockford, Illinois maker of actuation and power systems added to Velocity OneAdd-onIndustrial & ManufacturingSource
Jan 2026Park Place TechnologiesData center maintenance provider completed its merger with Service Express; Charlesbank now lists it as realizedExitIT Services & MSPSource
Aug 2025CENTEGIXGrowth investment in an Atlanta maker of wearable emergency alert and response technology for schools and workplacesGrowthSource
Aug 2025Lido AdvisorsHPS joined Charlesbank as an investor in the Los Angeles wealth advisory firmInvestmentWealth ManagementSource
Jul 2025Smart Squaresymplr bought AMN Healthcare's staff scheduling softwareAdd-onSoftware & SaaSSource
Mar 2025EMCORETake-private of the navigation systems maker, combined with two other businesses to form Velocity OnePlatformIndustrial & ManufacturingSource
Feb 2025Grimes & CompanyRise Growth Partners took a minority stake in a family-owned wealth manager with about $5.7 billion under managementMinorityWealth ManagementSource
Jan 2025LogilityAptean agreed to buy the publicly traded supply chain software company for cashAdd-onSoftware & SaaSSource
Jan 2025KT TapeKinesiology tape brand added to Bridges Consumer HealthcareAdd-onConsumer & FoodSource
2025Access Medical ClinicRural healthcare clinic platform based in Jonesboro, Arkansas; listed as a 2025 investmentPlatformHealthcare ServicesSource
Nov 2024CCMCInvestment in a community association manager founded in 1973, with a new parent company formed to grow the platform, now Ventura Community PartnersPlatformProperty Management & HOASource
Nov 2024MB2 DentalWarburg Pincus joined in a recapitalization of the dental partnership group; Charlesbank kept its stakeInvestmentDentalSource

Portfolio by sector

From the firm's portfolio page S5.

Business & Consumer Services

  • Accordion
  • American Residential Services
  • Aprio
  • Bridges Consumer Healthcare
  • Front Row Group
  • Learfield
  • Lido Advisors
  • Neptune Retail Solutions
  • Overbay Capital Partners
  • Perspective Financial Group
  • Petra Funds Group
  • Polyconcept
  • REEF
  • Rise Growth Partners
  • Salus GRC
  • Ventura Community Partners
  • World Insurance Associates

Business & Consumer Services, Healthcare

  • MyEyeDr.

Healthcare

  • Access Medical Clinic
  • Action Behavior Centers
  • MB2 Dental
  • MDVIP

Healthcare, Industrials

  • Tecomet

Industrials

  • BOX Partners
  • Galls
  • Velocity One

Technology

  • Aptean
  • Bridgepointe Technologies
  • Centegix
  • EverDriven
  • Ivanti
  • Spectrotel
  • Symplr

Greymont’s take

How Charlesbank Capital Partners fits a seller

Charlesbank is a large buyer, so few owners will sell straight to the firm. The usual path is a sale to one of its platforms. Ventura Community Partners, formed in late 2024 around CCMC, partners with HOA management companies across the country and says it helps them keep their local identity while adding capital, technology and shared services. American Residential Services, World Insurance Associates, Aprio and MB2 Dental can play a similar role in HVAC, insurance brokerage, accounting and dental.

Many of these platforms have since taken in new investors, as MB2 did with Warburg Pincus and Lido did with HPS. An owner who takes equity in the buyer should ask how long Charlesbank expects to hold the platform, what the next sale could look like, and how much local control the business keeps after closing.

Questions owners ask

Does Charlesbank buy HOA or community association management companies?

Yes. In November 2024 it invested in CCMC, a community association manager founded in 1973, and formed a parent company now called Ventura Community Partners, which partners with HOA management firms across the US and serves more than 1,000 communities.

How large are the companies Charlesbank invests in?

Its private equity criteria call for enterprise values between $150 million and $3 billion. Smaller businesses usually meet Charlesbank as add-on acquisitions by companies it already owns.

Will Charlesbank take a minority stake?

Yes. It says it usually takes control but is open to significant minority investments, and its Rise Growth Partners platform has taken minority stakes in wealth managers such as Grimes & Company in 2025 and Cyndeo Wealth Partners in 2026.

Does Charlesbank invest in IT services companies?

Yes. Its technology team targets IT and cloud services and cyber services. Current holdings include Spectrotel, which merged with AireSpring in September 2026 to build a managed network services provider, and Bridgepointe Technologies, an IT advisory platform.

Sources

  1. S1Charlesbank Capital Partners home page Accessed October 20, 2026
  2. S2Charlesbank: Our Firm and Culture Accessed October 20, 2026
  3. S3Charlesbank: Our Approach Accessed October 20, 2026
  4. S4Charlesbank: Private Equity strategy and criteria Accessed October 20, 2026
  5. S5Charlesbank: Private Equity Investments Accessed October 20, 2026
  6. S6Charlesbank investment: Ventura Community Partners Accessed October 20, 2026
  7. S7CCMC Announces Strategic Investment from Charlesbank Capital Partners (November 18, 2024) Accessed October 20, 2026
  8. S8Charlesbank News and Insights Accessed October 20, 2026
  9. S9Spectrotel and AireSpring Announce Closing of Merger (September 30, 2026) Accessed October 20, 2026
  10. S10Charlesbank Capital Partners Closes Fund X at $3.75 Billion Hard Cap (February 3, 2021) Accessed October 20, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Charlesbank Capital Partners. Figures are as reported on the dates shown and may have changed. Request a correction

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