Charlesbank Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Charlesbank Capital Partners has acquired 5 companies. It has also invested in 6 others.

Charlesbank Capital Partners’ most common sectors for investment aredistribution (9%) and information technology (7%) . The Firm’s most common investment types include secondary buyout (31%) and buyout (lbo, mbo, mbi) (20%). In total, Charlesbank Capital Partners has invested in 25 US states and 5 different countries. Its largest (disclosed) acquisition occurred in 2011 when it acquired BJ s Wholesale Club for $2.8B.

In the last 3 years, Charlesbank Capital Partners has exited 4 companies. The Firm’s most common exit type is trade sale (36%). Charlesbank Capital Partners’ largest (disclosed) exit occurred in 2015 when it sold Montpelier Re Holdings for $1.8B.

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M&A Summary

  • M&A Total Activity121
    • M&A Buy Activity73
    • M&A Sell Activity48
  • Total Sectors Invested 32
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 56
  • M&A Advisors 23

Charlesbank Capital Partners

200 Clarendon Street, 54th Floor,
Boston, Massachusetts 02116
United States
(617) 619-5400
www.charlesbank.com

Charlesbank Capital Partners is a private equity firm focused on investing in companies at various stages of development, including private and public companies, distressed situations, as well as later stage high growth businesses. Charlesbank typically invests $50 to $150 million per deal, in companies valued between $150 million and $1.5 billion. Industries of interest include consumer products, distribution, energy, financial services, food, education, health-care products and services, manufacturing, media and communications, and retail. Charlesbank Capital Partners is based in Boston, Massachusetts with an additional office in New York City.


Investment Criteria

Sectors of Interest: Agriculture, Apparel/Textiles, Automotive, Beverages, Building Materials, Business Services, Communications, Consumer Products, Distribution, Education, Electrical Equipment, Energy Services and Equipment, Engineering, Financial Services, Food, Franchising, Healthcare Services, Insurance, Leisure, Machinery, Manufacturing, Media, Medical Products, Oil/Gas Exploration, Packaging, Restaurants, Retail, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 50 150
Enterprise Value 150 1,500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.2/yr) # 57 5 2 2 5 2 73
vol $7.3B $150M $7.5B
Sell (2.0/yr) # 38 6 - - 3 1 48
vol $6.3B $548M $1.5B $1.0B $9.3B
  121

Most Recent M&A

Company Date Value Type
Sound United LLC 2022-02-15 1.0B USD Add-on Acquisition
Vista, California · www.soundunited.com
Solve Advisors, Inc. 2022-02-08 - Growth Capital
Rockville Centre, New York · www.solveadvisors.com
Bridgepointe Technologies 2022-01-11 - Growth Capital
San Mateo, California · www.bpt3.net
BOX Partners LLC 2021-12-14 - Buyout (LBO, MBO, MBI)
Elgin, Illinois · www.boxpartners.com
MDVIP LLC 2021-08-19 - Secondary Buyout
Boca Raton, Florida · www.mdvip.com
Empire Today LLC 2021-08-19 - Secondary Buyout
Northlake, Illinois · www.empiretoday.com
Vestcom, Inc. 2021-07-28 1.5B USD Add-on Acquisition
Little Rock, Arkansas · www.vestcom.com
Lido Advisors LLC 2021-05-24 - Growth Capital
Los Angeles, California · www.lidoadvisors.com
HDT Global, Inc. 2021-05-18 - Secondary Buyout
Solon, Ohio · www.hdtglobal.com
Ensono 2021-04-14 - Secondary Buyout
Downers Grove, Illinois · www.ensono.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
HelpSystems LLC 2018-04-04 Alert Logic, Inc. 2022-03-09 16
Eden Prairie, Minnesota · www.helpsystems.com Houston, Texas · www.alertlogic.com
HelpSystems LLC 2018-04-04 Tripwire, Inc. 2022-02-09 15
Eden Prairie, Minnesota · www.helpsystems.com Portland, Oregon · www.tripwire.com
Park Place Technologies, Inc. 2015-11-30 Congruity360 - Storfirst 2022-02-01 18
Cleveland, Ohio · www.parkplacetechnologies.com Pembroke, Massachusetts
Aptean, Inc. 2012-08-07 JET ERP Betriebsgesellschaft mbH 2022-01-12 37
Atlanta, Georgia · www.aptean.com Vienna, Austria · www.datasystems.at
symplr 2018-10-23 Midas Health Analytics Solutions 2022-01-04 11
Houston, Texas · www.symplr.com Florham Park, New Jersey
Hearthside Food Solutions LLC 2018-04-17 Weston Foods (Canada), Inc. - Baking Division Assets 2021-11-15 2
Downers Grove, Illinois · www.hearthsidefoods.com Toronto, Ontario
Aptean, Inc. 2012-08-07 Objective International NV 2021-11-03 36
Atlanta, Georgia · www.aptean.com Wichelen, Belgium · www.objt.com
HelpSystems LLC 2018-04-04 Digital Guardian, Inc. 2021-10-27 14
Eden Prairie, Minnesota · www.helpsystems.com Waltham, Massachusetts · www.digitalguardian.com
HelpSystems LLC 2018-04-04 PhishLabs, Inc. 2021-10-19 13
Eden Prairie, Minnesota · www.helpsystems.com Charleston, South Carolina · www.phishlabs.com
Park Place Technologies, Inc. 2015-11-30 Congruity360 - Hardware Maintenance and Data Migration Assets 2021-09-15 17
Cleveland, Ohio · www.parkplacetechnologies.com Pembroke, Massachusetts

M&A by Sector

Sector Current # Value All-time # Value
Distribution 4 (15%) - 6 (8%) -
Information Technology 4 (15%) - 5 (7%) 190M (3%)
Internet Software and Services 5 (19%) - 5 (7%) -
Retail - - 4 (5%) 5.9B (78%)
Energy Services and Equipment - - 4 (5%) 220M (3%)
Consumer Products - - 4 (5%) 215M (3%)
Financial Services 1 (4%) - 4 (5%) -
Insurance 1 (4%) - 3 (4%) 532M (7%)
Healthcare Services 2 (8%) - 3 (4%) -
Medical Products 1 (4%) - 3 (4%) -
Restaurants - - 3 (4%) -
Business Services 1 (4%) - 2 (3%) -
Communications - - 2 (3%) -
Consumer Services 2 (8%) - 2 (3%) -
Education - - 2 (3%) -
Manufacturing - - 2 (3%) -
Marketing 1 (4%) - 2 (3%) -
Plastics - - 2 (3%) -
Software 2 (8%) - 2 (3%) -
Electronics - - 1 (1%) 305M (4%)
Apparel/Textiles 1 (4%) 150M (100%) 1 (1%) 150M (2%)
Automotive - - 1 (1%) -
Beverages - - 1 (1%) -
Building Materials - - 1 (1%) -
Defense - - 1 (1%) -
Electrical Equipment - - 1 (1%) -
Food 1 (4%) - 1 (1%) -
Machinery - - 1 (1%) -
Marine - - 1 (1%) -
Media - - 1 (1%) -
Packaging - - 1 (1%) -
Transportation - - 1 (1%) -
Total 26 $150M 73 $7.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 24 (92%) 150M (100%) 66 (90%) 4.4B (59%)
  Illinois 3 (12%) - 8 (11%) 405M (5%)
  California 3 (12%) - 8 (11%) 305M (4%)
  New York 3 (12%) - 7 (10%) 525M (7%)
  Massachusetts 2 (8%) 150M (100%) 7 (10%) 3.0B (39%)
  Texas 2 (8%) - 4 (5%) 220M (3%)
  Tennessee 1 (4%) - 4 (5%) -
  Missouri 2 (8%) - 3 (4%) -
  Ohio 1 (4%) - 3 (4%) -
  Kentucky 1 (4%) - 2 (3%) -
  Florida 1 (4%) - 2 (3%) -
  Oklahoma - - 2 (3%) -
  North Carolina - - 2 (3%) -
  Colorado - - 2 (3%) -
  Utah 1 (4%) - 1 (1%) -
  New Jersey 1 (4%) - 1 (1%) -
  Nebraska 1 (4%) - 1 (1%) -
  Minnesota 1 (4%) - 1 (1%) -
  Georgia 1 (4%) - 1 (1%) -
  Wisconsin - - 1 (1%) -
  Virginia - - 1 (1%) -
  Pennsylvania - - 1 (1%) -
  Michigan - - 1 (1%) -
  Delaware - - 1 (1%) -
  Arkansas - - 1 (1%) -
  Arizona - - 1 (1%) -
Canada - - 3 (4%) 2.6B (34%)
  Ontario - - 1 (1%) 2.6B (34%)
  New Brunswick - - 1 (1%) -
  British Columbia - - 1 (1%) -
Bermuda - - 2 (3%) 532M (7%)
United Kingdom 1 (4%) - 1 (1%) -
Netherlands 1 (4%) - 1 (1%) -
Domestic 24 (92%) 150M (100%) 66 (90%) 4.4B (59%)
Cross-border 2 (8%) - 7 (10%) 3.1B (41%)
Total 26 $150M 73 $7.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 13 (50%) - 22 (30%) -
Buyout (LBO, MBO, MBI) 1 (4%) - 14 (19%) 747M (10%)
Stake Purchase 1 (4%) - 10 (14%) 2.6B (34%)
Divestiture 1 (4%) - 9 (12%) 935M (12%)
Growth Capital 6 (23%) - 7 (10%) -
Going Private - - 2 (3%) 3.1B (41%)
Special Situations/Distressed 2 (8%) 150M (100%) 2 (3%) 150M (2%)
Consolidation 2 (8%) - 2 (3%) -
PIPE - - 2 (3%) -
Recapitalization - - 2 (3%) -
Venture - - 1 (1%) -
Total 26 $150M 73 $7.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 15 (31%) 2.3B (24%)
Trade Sale 11 (23%) 655M (7%)
Trade Sale - Public Company 9 (19%) 4.6B (49%)
IPO 7 (15%) -
Merger 2 (4%) 1.8B (20%)
Bankruptcy 1 (2%) -
Recapitalization 1 (2%) -
Stake Sale 1 (2%) -
Unknown 1 (2%) -
Total 48 $9.3B

Top M&A Advisors

Financial Deals
Jefferies LLC
 4
Houlihan Lokey
 2
North Point Advisors LLC
 1
Legal Deals
Goodwin Procter LLP
 14
Ropes & Gray LLP
 4
PwC Law LLP
 2

Deal Values

buy # Total
> $1B 2 $5.4B
$100M to $1B 7 $2.1B
TOTAL $7.5B
Largest BJ's Wholesale Club, Inc.
$2.8B (2011-06-29)
sell # Total
> $1B 4 $5.8B
$100M to $1B 9 $3.5B
< $100M 1 $60M
TOTAL $9.3B
Largest Montpelier Re Holdings Ltd.
$1.8B (2015-03-31)

M&A Connections

Deals
Acquired from
Investor(s)
30%
22 (30%)
Strategic(s)
10%
7 (10%)
Exited to
Investor(s)
35%
17 (35%)
Strategic(s)
38%
18 (38%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

6.0B USD

Established

1998

Specialist/Generalist

Generalist

Leadership

Kim Davis

Founding Partner & Managing Director

Michael Eisenson

Founding Partner & Managing Director

Michael Choe

Managing Director & CEO

John Fiyod

CFO

Andrew Janower

Managing Director

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