# Charles Bank Capital Partners
Firm at a glance
Charles Bank Capital Partners is a platform private equity firm founded in 1998 and headquartered in Boston, MA, with an additional office in New York, NY [S1].
What they buy
Charles Bank Capital Partners invests across four primary sectors: Business & Consumer Services, Healthcare, Industrials, and Technology & Technology Infrastructure [S1]. The firm manages approximately $24 billion in total assets as of March 31, 2026 [S1]. Based on publicly available information, Charles Bank appears to pursue platform investments in middle-market companies, though specific deal size parameters are not disclosed in public sources reviewed.
Portfolio
Specific portfolio company names were not available in the public sources reviewed as of March 31, 2026. The firm’s website indicates active investment activity across its four core sectors, but individual holdings are not listed publicly [S1].
Recent activity (last 24 months)
* Acquisition of Overbay Capital Partners in 2025 [S1]
Public transaction disclosures for this firm are limited; additional acquisitions may have occurred that are not reflected in publicly accessible sources as of the review date.
How this firm fits a seller
Charles Bank’s nearly three-decade track record and $24 billion asset base suggest the firm can support substantial platform acquisitions and subsequent growth initiatives [S1]. The firm’s multi-sector focus allows it to evaluate opportunities across diverse industries, which may appeal to sellers in Business Services, Healthcare, Industrials, or Technology sectors. With offices in both Boston and New York, Charles Bank maintains a presence in two major financial centers, potentially offering sellers access to a broad network of industry contacts and operational resources [S1].
Sources
[S1] https://www.charlesbank.com (as of 2026-03-31)
Frequently asked questions
Does Charles Bank Capital Partners buy Healthcare businesses?
Yes, Healthcare is one of four core sectors in which Charles Bank Capital Partners actively invests [S1]. The firm’s sector focus also includes Business & Consumer Services, Industrials, and Technology & Technology Infrastructure, indicating a diversified investment approach across multiple industries [S1].
What companies has Charles Bank Capital Partners acquired recently?
In 2025, Charles Bank Capital Partners acquired Overbay Capital Partners [S1]. Additional portfolio company names were not publicly disclosed in the sources reviewed as of March 31, 2026, though the firm’s substantial asset base suggests an active investment portfolio [S1].
Where is Charles Bank Capital Partners based and how big is the firm?
Charles Bank Capital Partners is headquartered in Boston, MA, with a second office in New York, NY [S1]. The firm manages approximately $24 billion in total assets as of March 31, 2026 [S1].
Is Charles Bank Capital Partners still actively acquiring?
Yes, the firm completed at least one acquisition in 2025 (Overbay Capital Partners), indicating ongoing investment activity [S1]. With $24 billion in assets under management as of early 2026, Charles Bank appears to maintain an active acquisition posture, though public disclosure of all transactions may be limited [S1].
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.