Charlesbank Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Charlesbank Capital Partners has acquired 10 companies. It has also invested in 7 others.

Charlesbank Capital Partners’ most common sectors for investment areinformation technology (9%) and financial services (7%) . The Firm’s most common investment types include secondary buyout (34%) and buyout (lbo, mbo, mbi) (18%). 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 5 companies. The Firm’s most common exit type is trade sale (35%). 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 Activity135
    • M&A Buy Activity86
    • M&A Sell Activity49
  • Total Sectors Invested 32
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 56
  • M&A Advisors 28

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 (4.2/yr) # 65 4 7 6 2 2 86
vol $7.5B $7.5B
Sell (1.0/yr) # 44 - 3 1 1 - 49
vol $6.9B $1.5B $1.0B $9.3B
  135

Most Recent M&A

Company Date Value Type
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
Accordion Partners LLC 2022-09-08 - Secondary Buyout
New York, New York · www.accordion.com
Titan Cloud Software 2022-09-08 - Growth Capital
Franklin, Tennessee · www.titancloud.com
Action Behavior Centers 2022-08-17 - Secondary Buyout
Austin, Texas · www.actionbehavior.com
Sound United LLC 2022-02-15 1.0B USD Trade Sale
Vista, California · www.soundunited.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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 46
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 45
Alpharetta, Georgia · www.aptean.com Clermont-Ferrand, France · www.mistral.fr
Aptean, Inc. 2012-08-07 Merlin Business Software Ltd. 2022-10-24 44
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 43
Alpharetta, Georgia · www.aptean.com Vienna, Austria · www.datasystems.at
Symplr Software Intermediate Holdings, Inc. 2018-10-23 Midas Health Analytics Solutions 2022-01-04 11
Houston, Texas · www.symplr.com Florham Park, New Jersey

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 6 (17%) - 7 (8%) 190M (3%)
Distribution 3 (9%) - 6 (7%) -
Financial Services 2 (6%) - 6 (7%) -
Software 6 (17%) - 6 (7%) -
Healthcare Services 3 (9%) - 5 (6%) -
Internet Software and Services 5 (14%) - 5 (6%) -
Retail - - 4 (5%) 5.9B (78%)
Energy Services and Equipment - - 4 (5%) 220M (3%)
Consumer Products - - 4 (5%) 215M (3%)
Insurance 1 (3%) - 3 (3%) 532M (7%)
Business Services 2 (6%) - 3 (3%) -
Consumer Services 3 (9%) - 3 (3%) -
Medical Products 1 (3%) - 3 (3%) -
Restaurants - - 3 (3%) -
Communications - - 2 (2%) -
Education - - 2 (2%) -
Manufacturing - - 2 (2%) -
Marketing 1 (3%) - 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 35 - 86 $7.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 30 (86%) - 76 (88%) 4.4B (59%)
  New York 4 (11%) - 9 (10%) 525M (7%)
  Illinois 3 (9%) - 8 (9%) 405M (5%)
  California 3 (9%) - 8 (9%) 305M (4%)
  Massachusetts 1 (3%) - 7 (8%) 3.0B (39%)
  Texas 4 (11%) - 6 (7%) 220M (3%)
  Tennessee 3 (9%) - 6 (7%) -
  Ohio 1 (3%) - 4 (5%) -
  North Carolina 1 (3%) - 3 (3%) -
  Colorado 1 (3%) - 3 (3%) -
  Virginia 1 (3%) - 2 (2%) -
  Missouri 1 (3%) - 2 (2%) -
  Kentucky 1 (3%) - 2 (2%) -
  Florida 1 (3%) - 2 (2%) -
  Oklahoma - - 2 (2%) -
  Utah 1 (3%) - 1 (1%) -
  New Jersey 1 (3%) - 1 (1%) -
  Minnesota 1 (3%) - 1 (1%) -
  Georgia 1 (3%) - 1 (1%) -
  Connecticut 1 (3%) - 1 (1%) -
  Wisconsin - - 1 (1%) -
  Pennsylvania - - 1 (1%) -
  Nebraska - - 1 (1%) -
  Michigan - - 1 (1%) -
  Delaware - - 1 (1%) -
  Arkansas - - 1 (1%) -
  Arizona - - 1 (1%) -
United Kingdom 3 (9%) - 3 (3%) -
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 30 (86%) - 76 (88%) 4.4B (59%)
Cross-border 5 (14%) - 10 (12%) 3.1B (41%)
Total 35 - 86 $7.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 18 (51%) - 29 (34%) -
Buyout (LBO, MBO, MBI) 2 (6%) - 15 (17%) 747M (10%)
Stake Purchase 1 (3%) - 11 (13%) 2.6B (34%)
Growth Capital 9 (26%) - 10 (12%) -
Divestiture 2 (6%) - 9 (10%) 935M (12%)
Consolidation 3 (9%) - 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 35 - 86 $7.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 15 (31%) 2.3B (24%)
Trade Sale 11 (22%) 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 49 $9.3B

Top M&A Advisors

Financial Deals
Jefferies
 4
William Blair
 3
Houlihan Lokey
 2
Legal Deals
Goodwin Procter
 16
Ropes & Gray
 7
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)
35%
30 (35%)
Strategic(s)
8%
7 (8%)
Exited to
Investor(s)
35%
17 (35%)
Strategic(s)
37%
18 (37%)

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

Kevin Whelan

CFO

Maura Turner

Head of Marketing & Communications

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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