Private Equity Firm Financial Services

Charlesbank Capital Partners

Boston, Massachusetts, United States

Middle-market private investment firm based in Boston and New York, investing thematically across business and consumer services, healthcare, industrials, and technology and technology infrastructure. Partners with management teams and provides private equity and credit strategies.

Focus Areas
Private equity, Credit strategies

Tracked deals

72

72 tracked deals across 2018-2026.

Recent pace

10

10 tracked deals announced in the last 12 months.

Deal mix

Growth capital

28 growth capital · 20 addon · 18 buyout

Charlesbank Capital Partners Acquisition Volume by Year

Last 9 years

Acquisition volume by year Annual acquisition counts for the last 9 years for Charlesbank Capital Partners. 1 2018 5 2019 8 2020 13 2021 9 2022 7 2023 15 2024 9 2025 ~8 est. 5 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 72 tracked deals for Charlesbank Capital Partners.

  • Tecomet and Orchid Orthopedic Solutions Complete Merger to Create Scaled Global Manufacturing Platform
    May 15, 2026
    Buyer
    Tecomet, Orchid Orthopedic Solutions, Charlesbank, Nordic
    Target
    Tecomet, Orchid Orthopedic Solutions
    Industry
    Medical Devices
    Location
    United States
    Type
    Buyout

    Charlesbank-backed Tecomet and Nordic-backed Orchid Orthopedic Solutions have completed their merger to create a scaled global manufacturing platform serving medical device customers. The combination brings together manufacturing capabilities across orthopedic and related medtech end markets.

  • Grain Management and Charlesbank to Invest in Spectrotel and Merge Spectrotel with AireSpring
    April 23, 2026
    Buyer
    Grain Management, LLC, Charlesbank Capital Partners
    Target
    Spectrotel Holding, LLC, AireSpring
    Industry
    IT Services
    Location
    New Jersey, United States
    Type
    Addon

    Grain Management will reinvest in Spectrotel, with Charlesbank Capital Partners leading a new strategic investment, to scale the managed network services platform. Spectrotel is also set to merge with AireSpring to create a larger, globally capable managed network services and connectivity provider with expanded infrastructure and managed services capabilities.

  • Bridgepointe Technologies Raises Strategic Growth Investment Led by Charlesbank Capital Partners and Carlyle AlpInvest
    April 9, 2026
    Buyer
    Charlesbank Capital Partners, Carlyle AlpInvest
    Target
    Bridgepointe Technologies
    Industry
    IT Services
    Location
    California, United States
    Type
    Growth capital

    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 Growth Investment in Overbay Capital Partners
    March 14, 2026
    Buyer
    Charlesbank Capital Partners
    Target
    Overbay Capital Partners
    Industry
    Financial Services
    Location
    Ontario, Canada
    Type
    Growth capital

    Overbay Capital Partners entered into a definitive agreement for a strategic growth investment from funds managed by Charlesbank Capital Partners. The partnership is intended to support Overbay’s continued growth by adding investment and investor relations talent and expanding its technology and data infrastructure, with Overbay leadership retaining control and independence of investment activities.

  • Velocity One Acquires Falls Filtration Technologies
    February 1, 2026
    Buyer
    Velocity One, Charlesbank Capital Partners
    Target
    Falls Filtration Technologies, Inc.
    Industry
    Aerospace & Defense
    Location
    Ohio, United States
    Type
    Addon

    Velocity One, an aerospace and defense platform backed by Charlesbank Capital Partners, acquired Falls Filtration Technologies, Inc. Falls Filtration is a Stow, Ohio-headquartered designer and manufacturer of air and liquid filtration products used in aerospace, defense, and industrial applications.

  • Charlesbank Technology Opportunities Fund II Makes Growth Investment in HBox
    December 17, 2025
    Buyer
    Charlesbank Technology Opportunities Fund II (Charlesbank Capital Partners)
    Target
    HBox
    Industry
    Healthcare Services
    Location
    Massachusetts, United States
    Type
    Growth capital

    HBox, a virtual care platform for specialty practices, received a growth investment from Charlesbank’s Technology Opportunities Fund II to accelerate expansion of its virtual care capabilities and scale its remote monitoring and patient-engagement offerings. The transaction closed on December 17, 2025 and will support HBox’s efforts to broaden specialty coverage (cardiology, pulmonology, nephrology) and strengthen its position as a virtual clinic partner for independent specialty practices.

  • MB2 Dental Acquires A Beautiful Smile (Jacksonville, NC)
    October 15, 2025
    Buyer
    MB2 Dental, Charlesbank Capital Partners, Warburg Pincus
    Target
    A Beautiful Smile
    Seller
    Dr. Gina Mancini
    Industry
    Dental
    Location
    North Carolina, United States
    Type
    Addon

    MB2 Dental, a Dallas-based dental partnership organization and portfolio company of Charlesbank Capital Partners and Warburg Pincus, has partnered with A Beautiful Smile, a family dental practice led by Dr. Gina Mancini in Jacksonville, North Carolina. The transaction brings the single-location practice into MB2 Dental’s platform as an add-on to expand its network and local patient services.

  • Cyberbit Acquires RangeForce
    September 23, 2025
    Buyer
    Cyberbit, Charlesbank Capital Partners, Claridge Capital
    Target
    RangeForce
    Industry
    Cybersecurity
    Location
    Virginia, United States
    Type
    Buyout

    Cyberbit has acquired RangeForce, combining two leading cyber range and training platforms to create an AI-powered operational cyber readiness offering for enterprises and governments. The deal is backed by Cyberbit's financial sponsors, Charlesbank Capital Partners and Claridge, and RangeForce will operate as a wholly owned subsidiary of Cyberbit.

  • Community Management Holdings Acquires HOAMCO and Alamo Management Group
    August 20, 2025
    Buyer
    Community Management Holdings (CMH), Charlesbank Capital Partners
    Target
    HOAMCO, Alamo Management Group (AMG)
    Industry
    Real Estate
    Location
    United States
    Type
    Addon

    Community Management Holdings (CMH), a Charlesbank Capital Partners-backed platform, has acquired regional community management operators HOAMCO and Alamo Management Group (AMG). The add-on acquisitions expand CMH's footprint to serve roughly 1,000 communities and nearly 500,000 households, adding local leadership while integrating technology and scale.

  • Charlesbank Capital Partners Invests in CENTEGIX
    August 19, 2025
    Buyer
    Charlesbank Capital Partners
    Target
    CENTEGIX
    Seller
    Affiliates of Gauge Capital, Founding management team
    Industry
    Cloud & SaaS
    Location
    Georgia, United States
    Type
    Growth capital

    Charlesbank Capital Partners has made a growth investment in CENTEGIX, an Atlanta-based provider of workplace safety and emergency response technology. The capital will be used to accelerate CENTEGIX's platform development, go-to-market capabilities and geographic expansion across K–12, healthcare, government and commercial end-markets; affiliates of Gauge Capital and the founding management team rolled a portion of their equity.

  • Rise Growth Partners Makes Minority Investment in Grimes & Company
    February 19, 2025
    Buyer
    Rise Growth Partners, Charlesbank Capital Partners
    Target
    Grimes & Company, LLC
    Industry
    Financial Services
    Location
    Massachusetts, United States
    Type
    Growth capital

    Rise Growth Partners acquired a strategic minority stake in Grimes & Company, a family-owned wealth management firm with about $5.7 billion AUM that serves ~3,000 households. The investment — supported by a strategic commitment from Charlesbank Capital Partners to Rise — is intended to accelerate Grimes' geographic expansion, enhance its centralized planning capabilities and attract growth-focused advisor teams while preserving the firm's independence and culture.

  • Bridges Consumer Healthcare (Charlesbank-backed) Acquires KT Tape from Palladin
    January 16, 2025
    Buyer
    Bridges Consumer Healthcare LLC, Charlesbank Capital Partners
    Target
    KT Tape
    Seller
    Palladin Consumer Retail Partners
    Industry
    Consumer Products
    Location
    Utah, United States
    Type
    Addon

    Bridges Consumer Healthcare, a Charlesbank-backed consumer healthcare platform, has acquired KT Tape, the leading kinesiology tape and recovery products brand, from Palladin Consumer Retail Partners. The add-on expands Bridges' OTC pain-relief portfolio and positions KT Tape for additional investment in demand generation, product innovation and omnichannel distribution; terms were not disclosed.

Related Acquisition Pages

Healthcare Services Buyers & Acquisitions 10 tracked deals by Charlesbank Capital Partners. Cybersecurity Buyers & Acquisitions 8 tracked deals by Charlesbank Capital Partners. Cloud & SaaS Buyers & Acquisitions 7 tracked deals by Charlesbank Capital Partners. IT Services Buyers & Acquisitions 7 tracked deals by Charlesbank Capital Partners. Acquisitions in Texas 11 tracked deals by Charlesbank Capital Partners. Acquisitions in California 5 tracked deals by Charlesbank Capital Partners. Acquisitions in Georgia 4 tracked deals by Charlesbank Capital Partners. Acquisitions in New York 4 tracked deals by Charlesbank Capital Partners.

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