Charlesbank Capital Partners Makes Growth Investment in Bridgepointe Technologies

Bridgepointe Technologies Raises Strategic Growth Investment Led by Charlesbank Capital Partners and Carlyle AlpInvest

April 9, 2026

IT Services

Bridgepointe Technologies, a technology advisory and enablement services platform, announced a strategic growth investment led by Charlesbank Capital Partners with Carlyle AlpInvest investing alongside. The transaction values Bridgepointe at over $1 billion and provides capital to accelerate growth, pursue strategic acquisitions, and invest in technology, data capabilities, and its go-to-market organization.

Charlesbank Capital Partners Makes Strategic Minority Growth Investment in Overbay Capital Partners

March 14, 2026

Financial Services

Overbay Capital Partners entered into a definitive agreement for a strategic growth investment from funds managed by Charlesbank Capital Partners. The partnership is expected to close in mid-2026, subject to customary closing conditions and regulatory approval, and is designed to help Overbay add investment and investor relations talent while expanding its technology and data infrastructure.

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.

Charlesbank Capital Partners Makes Strategic Growth Investment in Searchlight Cyber

January 18, 2024

Cybersecurity

Charlesbank Capital Partners has made a strategic growth investment in Searchlight Cyber, a Portsmouth-based dark web intelligence and threat intelligence software company. The founders and existing investor Astra Capital Management remain invested; proceeds will be used to accelerate R&D, expand go-to-market capabilities and support organic growth and acquisitions. Financial terms were not disclosed.

Charlesbank Capital Partners Makes Majority Growth Investment in Petra Funds Group

October 19, 2023

Financial Services

Charlesbank Capital Partners has agreed to make a majority growth investment in Petra Funds Group, a fund administrator serving private investment firms. The Petra founders and management will remain significant shareholders, and the investment will support Petra's scaling of services, technology enablement, and talent recruitment to expand its fund administration and middle/back-office offerings.

Bridgepointe Technologies Acquires Cannon Group

October 5, 2022

IT Services

Bridgepointe Technologies has acquired Cannon Group, a provider of technology lifecycle management, telecom/expense management, strategic sourcing and transition management services. The acquisition (an add-on to Bridgepointe, a portfolio company of Charlesbank Capital Partners) expands Bridgepointe's capabilities and geographic coverage in the Mid-Atlantic and Midwest and adds roughly a 46–50 person professional services team.