FLAGSHIP CREDIT TECH INVESTOR LOGIN Charlesbank ABOUT TEAM PORTFOLIO CONTACT Technology Opportunities An increased commitment to the middle-market technology sector allows the firm to invest across the size spectrum OUR STORY Established as an independent firm in 1998, Charlesbank has generated a strong track record across a variety of economic cycles. With more than $15 billion in cumulative capital raised, the firm has deep knowledge of the middle market and significant experience sourcing, executing, managing and successfully exiting private equity and opportunistic credit investments. In 2019, Charlesbank launched its dedicated technology strategy, demonstrating its increased commitment to the sector. The firm subsequently closed its inaugural Technology Opportunities Fund, providing a specialized platform geared toward lower middle-market technology investing. As technology continues to touch every end-market and transform traditional industries, our team is well-positioned to invest across the technology landscape, partnering with founders and management teams to drive change and grow their businesses. INVESTMENT PROCESS Disciplined, repeatable and thematic We adhere to Charlesbank’s disciplined and repeatable investment model – while emphasizing the development of themes in target technology sectors FOCUS In keeping with the strategy of the firm’s flagship funds, the Technology Opportunities group emphasizes strong risk management in pursuit of consistent equity value creation. The team engages with skilled management teams to identify and develop opportunities for business growth, investing across a variety of transaction types and levels of the capital structure. We typically invest in companies with valuations up to $300 million. Our target businesses operate in growing segments of technology and have: Well-established products and business models Predictable financial profiles with recurring/reoccurring revenue Attractive and sustainable unit economics Strong and defensible competitive positions Proven core executive teams Multiple levers to accelerate value creation KEY TECH SECTORS Enterprise software Cybersecurity Infrastructure Software Cloud Computing Financial Technology Healthcare IT Internet and E-commerce Technology-enabled Services Data and Analytics Industrial Technology DOWNLOAD TECH OVERVIEW CRITERIA AT A GLANCE defensible business model WITH ESTABLISHED PRODUCTS $50 million – $300 million TYPICAL ENTERPRISE VALUE predictable financial profile WITH ATTRACTIVE UNIT ECONOMICS OUR EXPERIENCED TEAM Based in Charlesbank’s Boston office, the Technology Opportunities strategy is led by an experienced, cohesive team with a history of strong investment activity in middle-market technology companies. Focused solely on this segment, our seasoned professionals bring a deep understanding of the technology ecosystem, strong proficiency with technical concepts, and a history of active and regular engagement with investee companies to help unlock growth and achieve scale. Fully integrated into the Charlesbank platform, we can leverage the firm’s broader resources, industry experience and relationships to develop a distinct advantage as we pursue the most attractive opportunities. TECH OPPORTUNITIES TEAM Hiren V. Mankodi Managing Director Darren C. Battistoni Managing Director Mayur M. Desai Managing Director Bhuvan V. Jain Principal Dhruva C. Kaul Senior Vice President Michael J. Zirngibl Senior Vice President Flannery S. Zhou Vice President Chase J. Ciotti Associate Tanay S. Nandgaonkar Associate Richard S. Schweiker Associate William Eisenbeis Advisory Director, Tech Opportunities Ericka E. Kearns Executive Assistant, Tech Opportunities TECH OPPORTUNITIES PORTFOLIO VIEW ALL CHARLESBANK TECHNOLOGY INVESTMENTS CONTACT US Boston 200 Clarendon Street 54th Floor Boston, MA 02116 P +1 (617) 619-5400 MAP IT Proven investors in the middle market Home Terms of Use Investor Login Firm Overview