Proven partners to middle market companies; experienced in a wide array of industries, transaction structures and levels of complexity

Finance

Charlesbank Capital Partners

Charlesbank Capital Partners' headquarters in Boston, MA, United States

Michael Choe

Carolyn Wintner

Michael Treisman

Özgür Genc

Nicholas Rolfes

Apphia Merino

Jane Mallei

Sierra Payne

Rita Shapiro

Elizabeth Noyes

Lewin Xue

Alexandra Gibbons

Pedro Vaz

David Katz

Joshua Beer

Bert Duarte

Darren Norfolk

Mutian Rui

Nicole Wei

Dan Trunzo

William Eisenbeis

Shira Goodman

Ericka Kearns

Karen Meister

Bianca Capone

Bernadine Soriano

Andrew Jackman

Kevin Whelan

Stephanie Lee Weng

Jake Lippe

Spencer Friske

Brian Pegno

Michael Galardi

Pauline Adams

Anumita Das

John Flannery

J. Ryan Carroll

Joshua Klevens

Brandon C. White

Samuel Bartlett

Darren Battistoni

Andrew S. Janower

Mark Rosen

Michael Thonis

Kim Davis

Michael Eisenson

The Investment and Analysis Team at Charlesbank Capital Partners is responsible for identifying, evaluating, and executing investment opportunities across a variety of industries and transaction structures. The team conducts thorough due diligence, financial modeling, and market analysis to support informed decision-making and optimize portfolio performance. They work closely with middle market companies to drive growth and value creation through strategic partnerships and tailored investment strategies.

Investment and Analysis Team

The Leadership Team at Charlesbank Capital Partners is responsible for setting the strategic direction and vision of the firm while overseeing all investment activities across private equity and credit opportunities. This team, composed of experienced professionals from diverse backgrounds, collaborates to evaluate potential transactions, manage portfolio resources, and ensure compliance with regulatory standards, thereby positioning the firm as a trusted partner to middle-market companies across various industries.

Leadership Team

The Advisory and Strategy team at Charlesbank Capital Partners specializes in providing expert guidance and strategic insights to middle-market companies. Leveraging their extensive industry experience and deep understanding of complex transaction structures, they help businesses navigate challenges and identify growth opportunities, with a focus on technology opportunities and broader operational strategies.

Advisory and Strategy

The Finance and Accounting team at Charlesbank Capital Partners manages financial reporting, treasury operations, and valuation assessments. They ensure accurate financial records, oversee accounts payable, and provide critical analysis for transaction structures to support the firm's investment decisions and middle market partnerships.

Finance and Accounting

The Executive Support Team at Charlesbank Capital Partners provides high-level administrative assistance to the firm's executives. This includes managing schedules, coordinating meetings, handling correspondence, and supporting investor relations activities to ensure seamless operations and enhanced productivity for the leadership in their endeavors within middle market companies across various industries.

Executive Support Team

The Administrative Team at Charlesbank Capital Partners ensures seamless office operations, facilitates investor relations, and provides essential support to staff and guests. Comprised of receptionists, an investor relations coordinator, and an office manager, they manage front desk duties, coordinate communications, and oversee office logistics to maintain efficiency and professionalism.

Administrative Team

Charlesbank Capital Partners

Org chart

Board & advisors

Teams

Investment and Analysis Team

Leadership Team

Advisory and Strategy

Finance and Accounting

Executive Support Team

Administrative Team

Offices

Charlesbank Capital Partners

Org chart

Board & advisors

Teams

Investment and Analysis Team

Leadership Team

Advisory and Strategy

Finance and Accounting

Executive Support Team

Administrative Team

Offices

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