# Charlesbank Capital

> Charlesbank Capital Partners invests in established middle-market businesses through private equity and credit. Founded in 1998 by former Harvard Private Capital Group principals, the Boston and New York firm combines sector research with operating support across services, healthcare, industrials and technology.

- **Founded:** 1998
- **Headquarters:** Boston, United States
- **Founders:** Michael Eisenson (Co-founder; Founding Partner), Kim Davis (Co-founder; Founding Partner), Tim Palmer (Co-founder; Founding Partner), Mark Rosen (Co-founder; Founding Partner), Michael Thonis (Co-founder; Founding Partner)
- **Products:** Private Equity, Credit, Portfolio Resources Group
- **Notable:** Fund X reached its $3.75 billion hard cap in less than six months in 2021., Credit Opportunities Fund III closed at $1.5 billion against a $1.25 billion target in 2024, using the release’s definition including committed leverage., The firm reports more than 90 platform-company investments and more than 220 credit investments since inception.

## Products & services

- **Private Equity** — Primarily control investments, with flexibility for significant minority positions, targeting companies valued at $150 million to $3 billion. Sector teams cover business and consumer services, healthcare, industrials and technology.
- **Credit** — Originated and secondary credit investments, typically $50 million to $250 million, supporting acquisitions, growth, refinancings and other capital needs; structures include first lien, second lien, unitranche, mezzanine and preferred capital.
- **Portfolio Resources Group** — Operating support for portfolio management teams in talent, pricing, go-to-market, acquisitions, AI and execution; supports the Strong Start approach.

## Achievements

- Fund X reached its $3.75 billion hard cap in less than six months in 2021.
- Credit Opportunities Fund III closed at $1.5 billion against a $1.25 billion target in 2024, using the release’s definition including committed leverage.
- The firm reports more than 90 platform-company investments and more than 220 credit investments since inception.

## Latest updates

- **2026-10** — Announced investment in WSHB Support Services on October 19; financial terms were not disclosed.
- **2026-09** — Spectrotel and AireSpring announced completion of their merger on September 30.
- **2026-08** — Announced Brandon White and Sandor Hau as Co-Managing Partners; David Katz became Co-Head of Private Equity and Michael Choe transitioned to Managing Partner Emeritus.
- **2026-02** — Technology Opportunities team and funds completed spinout as Eterna Growth Partners, carrying $2.3 billion of committed capital across two funds.

## Links

- Website: https://www.charlesbank.com/
- LinkedIn: https://www.linkedin.com/company/charlesbank-capital-partners/

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Profile page: https://yespress.io/charlesbank-capital
Published by YesPress — https://yespress.io
Last updated: 2026-10-25