Charlesbank Invests in Solve Advisors to Accelerate Product Innovation and Global Expansion

Solve Advisors Acquires Advantage Data and Best Credit Data

March 1, 2022

Data & Analytics

Solve Advisors has acquired two credit and municipal bond data and analytics providers, Advantage Data and Best Credit Data, and will integrate their products, operations and teams into its SolveQuotes platform. The deals follow an investment in Solve by affiliates of Charlesbank Capital Partners and are intended to expand Solve's credit data, proprietary analytics and fixed-income pricing capabilities.

Charlesbank Invests $70M in Cyberbit Ltd.

May 19, 2020

Cybersecurity

Charlesbank Technology Opportunities Fund (managed by Charlesbank Capital Partners) invested $70 million in Cyberbit Ltd. in a combination of primary growth capital and a secondary purchase of shares from Elbit Systems Ltd.; existing investor Claridge Israel also participated. The funding will be used to accelerate development of Cyberbit's cyber range platform and expand global sales and marketing to meet rising demand for realistic cybersecurity training.

Charlesbank Capital Partners Makes Growth Investment in Bridgepointe Technologies

January 11, 2022

IT Services

Charlesbank Capital Partners has made a strategic growth investment in Bridgepointe Technologies, a San Mateo-based IT strategy and advisory firm. Bridgepointe raised more than $100 million in total proceeds to fund partner recruitment and enablement, service and brand expansion, key hires, and future acquisitions.

Charlesbank Invests >$100M in DoiT International

November 4, 2019

Cloud & SaaS

Charlesbank Technology Opportunities Fund (managed by Charlesbank Capital Partners), together with affiliated investors, invested more than $100 million in DoiT International as a growth equity investment. The capital will be used to accelerate development of DoiT's multi-cloud optimization software platform, scale its global cloud architect team, expand presence in North America and Europe, and support strategic acquisitions.

Charlesbank Makes Majority Investment in ImageQuix

October 11, 2022

Cloud & SaaS

Charlesbank Technology Opportunities Fund, managed by Charlesbank Capital Partners, made a majority investment in ImageQuix, a Raleigh-based provider of workflow and e-commerce software for the high-volume photography industry. ASG (the prior sponsor) will exit or reduce its stake while ImageQuix CEO Alex Kovacevic and management remain shareholders; the capital will be used to accelerate organic growth and pursue M&A.

Charlesbank Capital Partners Commits $250M to Rise Growth Partners

February 1, 2024

Wealth Management

Charlesbank Capital Partners has committed $250 million to Rise Growth Partners to provide growth capital that Rise will use to acquire minority stakes in high-growth registered investment advisors (RIAs). Rise, based in Austin, will leverage the capital and its operating team to provide strategic guidance and accelerate partner RIAs' organic growth and M&A activity.