Charlesbank Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Charlesbank Capital Partners has acquired 12 companies. It has also invested in 8 others.

Charlesbank Capital Partners’ most common sectors for investment areinformation technology (9%) and distribution (7%) . The Firm’s most common investment types include secondary buyout (35%) and buyout (lbo, mbo, mbi) (17%). In total, Charlesbank Capital Partners has invested in 26 US states and 6 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 6 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 Activity139
    • M&A Buy Activity89
    • M&A Sell Activity50
  • Total Sectors Invested 32
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 56
  • M&A Advisors 31

Charlesbank Capital Partners

Charlesbank Capital Partners LLC

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 $3 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 3,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.8/yr) # 65 4 7 6 2 5 89
vol $7.5B $7.5B
Sell (1.2/yr) # 44 - 3 1 1 1 50
vol $6.9B $1.5B $1.0B $9.3B
  139

Most Recent M&A

Company Date Value Type
American Residential Services LLC 2024-09-13 - Trade Sale
Memphis, Tennessee · www.ars.com
Front Row Group 2024-09-03 - Secondary Buyout
New York, New York · www.frontrowgroup.com
Aprio LLC 2024-07-11 - Growth Capital
Atlanta, Georgia · www.aprio.com
Quorum Cyber Security Ltd. 2024-06-05 - Secondary Buyout
Edinburgh, United Kingdom · www.quorumcyber.com
EverDriven LLC 2024-03-05 - Secondary Buyout
Greenwood Village, Colorado · www.everdriven.com
Perspective Financial Group Ltd. 2024-02-06 - Secondary Buyout
Chorley, United Kingdom · www.pfgl.co.uk
Rockport Co. LLC 2023-06-15 - Bankruptcy
Canton, Massachusetts · www.rockport.com
Salus GRC 2023-05-10 - Growth Capital
New York, New York · www.salusgrc.com
Maltego Technologies GmbH 2023-04-26 - Secondary Buyout
Munich, Germany · www.maltego.com
ImageQuix LLC 2022-10-11 - Divestiture
Raleigh, North Carolina · www.imagequix.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Park Place Technologies, Inc. 2015-11-30 Unitech - Multivendor Maintenance Services 2024-04-30 21
Cleveland, Ohio · www.parkplacetechnologies.com , Brazil
Hearthside Food Solutions LLC 2018-04-17 Hearthside Food Solutions - ready-to-cook & ready-to-heat Manufacturing Assets 2024-04-04 1
Downers Grove, Illinois · www.hearthsidefoods.com Jacksonville, Florida
Aptean, Inc. 2012-08-07 Momentis 2024-02-14 48
Alpharetta, Georgia · www.aptean.com Montreal, Quebec · www.momentis.com
Park Place Technologies, Inc. 2015-11-30 NorthSmart Third Party Maintenance Services 2024-01-23 20
Cleveland, Ohio · www.parkplacetechnologies.com Atlanta, Georgia
Aptean, Inc. 2012-08-07 Groupe Mistral 2022-12-01 47
Alpharetta, Georgia · www.aptean.com Clermont-Ferrand, France · www.mistral.fr
Aptean, Inc. 2012-08-07 Merlin Business Software Ltd. 2022-10-24 46
Alpharetta, Georgia · www.aptean.com Chesterfield, United Kingdom · www.merlinbusinesssoftware.com
Fortra LLC 2018-04-04 Alert Logic, Inc. 2022-03-09 16
Eden Prairie, Minnesota · www.fortra.com Houston, Texas · www.alertlogic.com
Fortra LLC 2018-04-04 Tripwire, Inc. 2022-02-09 15
Eden Prairie, Minnesota · www.fortra.com Portland, Oregon · www.tripwire.com
Park Place Technologies, Inc. 2015-11-30 Congruity360 - Storfirst 2022-02-01 19
Cleveland, Ohio · www.parkplacetechnologies.com Pembroke, Massachusetts
Aptean, Inc. 2012-08-07 JET ERP Betriebsgesellschaft mbH 2022-01-12 45
Alpharetta, Georgia · www.aptean.com Vienna, Austria · www.datasystems.at

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 7 (19%) - 8 (9%) 190M (3%)
Distribution 3 (8%) - 6 (7%) -
Financial Services 2 (5%) - 6 (7%) -
Software 6 (16%) - 6 (7%) -
Healthcare Services 3 (8%) - 5 (6%) -
Internet Software and Services 5 (14%) - 5 (6%) -
Retail - - 4 (4%) 5.9B (78%)
Energy Services and Equipment - - 4 (4%) 220M (3%)
Consumer Products - - 4 (4%) 215M (3%)
Business Services 3 (8%) - 4 (4%) -
Insurance 1 (3%) - 3 (3%) 532M (7%)
Consumer Services 2 (5%) - 3 (3%) -
Marketing 2 (5%) - 3 (3%) -
Medical Products 1 (3%) - 3 (3%) -
Restaurants - - 3 (3%) -
Communications - - 2 (2%) -
Education - - 2 (2%) -
Manufacturing - - 2 (2%) -
Plastics - - 2 (2%) -
Transportation 1 (3%) - 2 (2%) -
Electronics - - 1 (1%) 305M (4%)
Apparel/Textiles - - 1 (1%) 150M (2%)
Automotive - - 1 (1%) -
Beverages - - 1 (1%) -
Building Materials - - 1 (1%) -
Defense - - 1 (1%) -
Electrical Equipment - - 1 (1%) -
Food 1 (3%) - 1 (1%) -
Machinery - - 1 (1%) -
Marine - - 1 (1%) -
Media - - 1 (1%) -
Packaging - - 1 (1%) -
Total 37 - 89 $7.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 31 (84%) - 78 (88%) 4.4B (59%)
  New York 5 (14%) - 10 (11%) 525M (7%)
  Illinois 3 (8%) - 8 (9%) 405M (5%)
  California 3 (8%) - 8 (9%) 305M (4%)
  Texas 4 (11%) - 7 (8%) 220M (3%)
  Massachusetts 1 (3%) - 7 (8%) 3.0B (39%)
  Tennessee 2 (5%) - 5 (6%) -
  Ohio 1 (3%) - 4 (4%) -
  Colorado 1 (3%) - 3 (3%) -
  North Carolina 1 (3%) - 3 (3%) -
  Georgia 2 (5%) - 2 (2%) -
  Virginia 1 (3%) - 2 (2%) -
  Missouri 1 (3%) - 2 (2%) -
  Kentucky 1 (3%) - 2 (2%) -
  Florida 1 (3%) - 2 (2%) -
  Oklahoma - - 2 (2%) -
  Connecticut 1 (3%) - 1 (1%) -
  Utah 1 (3%) - 1 (1%) -
  New Jersey 1 (3%) - 1 (1%) -
  Minnesota 1 (3%) - 1 (1%) -
  Arkansas - - 1 (1%) -
  Arizona - - 1 (1%) -
  Wisconsin - - 1 (1%) -
  Pennsylvania - - 1 (1%) -
  Nebraska - - 1 (1%) -
  Michigan - - 1 (1%) -
  Delaware - - 1 (1%) -
United Kingdom 4 (11%) - 4 (4%) -
Canada - - 3 (3%) 2.6B (34%)
  Ontario - - 1 (1%) 2.6B (34%)
  New Brunswick - - 1 (1%) -
  British Columbia - - 1 (1%) -
Bermuda - - 2 (2%) 532M (7%)
Germany 1 (3%) - 1 (1%) -
Netherlands 1 (3%) - 1 (1%) -
Domestic 31 (84%) - 78 (88%) 4.4B (59%)
Cross-border 6 (16%) - 11 (12%) 3.1B (41%)
Total 37 - 89 $7.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 19 (51%) - 31 (35%) -
Buyout (LBO, MBO, MBI) 2 (5%) - 15 (17%) 747M (10%)
Stake Purchase 1 (3%) - 11 (12%) 2.6B (34%)
Growth Capital 10 (27%) - 11 (12%) -
Divestiture 2 (5%) - 9 (10%) 935M (12%)
Consolidation 3 (8%) - 3 (3%) -
Going Private - - 2 (2%) 3.1B (41%)
Special Situations/Distressed - - 2 (2%) 150M (2%)
PIPE - - 2 (2%) -
Recapitalization - - 2 (2%) -
Venture - - 1 (1%) -
Total 37 - 89 $7.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 15 (30%) 2.3B (24%)
Trade Sale 12 (24%) 655M (7%)
Trade Sale - Public Company 9 (18%) 4.6B (49%)
IPO 7 (14%) -
Merger 2 (4%) 1.8B (20%)
Bankruptcy 2 (4%) -
Recapitalization 1 (2%) -
Stake Sale 1 (2%) -
Unknown 1 (2%) -
Total 50 $9.3B

Top M&A Advisors

Financial Deals
Jefferies
 4
RBC Capital Markets
 3
William Blair
 3
Legal Deals
Goodwin Procter
 16
Ropes & Gray
 8
PwC Law
 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)
36%
32 (36%)
Strategic(s)
8%
7 (8%)
Exited to
Investor(s)
34%
17 (34%)
Strategic(s)
38%
19 (38%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

6.0B USD

Established

1998

Specialist/Generalist

Generalist

Leadership

Michael Thonis

Co-Founder & Senior Advisor

Mark Rosen

Founder & Senior Advisor

Tim Palmer

Founder & Senior Advisor

Michael Eisenson

Founding Partner

Kim Davis

Founding Partner & Managing Director

FAQ

When was Charlesbank Capital Partners founded?

Charlesbank Capital Partners was founded in 1998.

What type of investor is Charlesbank Capital Partners?

Charlesbank Capital Partners is a private equity firm.

Where is Charlesbank Capital Partners headquartered?

Charlesbank Capital Partners is headquartered in Boston, Massachusetts.

How much capital does Charlesbank Capital Partners have under management?

Charlesbank Capital Partners has 6.0B USD under management.

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