FLAGSHIP CREDIT TECH INVESTOR LOGIN Charlesbank ABOUT TEAM CONTACT OUR STORY Charlesbank was established as an independent firm in 1998, generating a strong track record across several business cycles. Across both private equity and credit, we have raised cumulative capital totaling more than $15 billion. In 2016, the firm launched its credit strategy, designed to benefit from the angles and opportunities arising from Charlesbank’s long-term private equity platform. We believe our experience, network and integrated approach allow our credit team to develop differentiated perspectives on investment opportunities. OUR ADVANTAGED APPROACH As with our private equity platform, our approach to credit investing focuses on rigorous due diligence and underwriting high-quality businesses where we have a distinct edge. We seek opportunities that offer: defensible business models stable cash generation strong downside protection We invest across the capital structure and have the flexibility to create unique, flexible solutions for companies if necessary. CRITERIA AT A GLANCE $50 million – $250 million TYPICAL INVESTMENT SIZE strong businesses WITH PROVEN OPERATORS AND STABLE CASH FLOW diverse sectors THAT ALIGN WITH PRIVATE EQUITY EXPERTISE DOWNLOAD CREDIT OVERVIEW OUR EXPERIENCED TEAM Based in Charlesbank’s New York office, the credit strategy is led by a seasoned team with deep experience in public and private credit. Over multiple business cycles, these professionals have a record of successful sourcing, diligence and investment management. Fully integrated into the private equity platform, this collaborative group creates a competitive edge as we underwrite opportunities for both strategies. The credit team generates valuable insights at the company, industry and market levels to enhance the private equity process, while leveraging Charlesbank’s broad network and deep expertise to develop differentiated perspectives on the most attractive credit investments. This cross-platform collaboration builds on Charlesbank’s fundamentals-driven approach and strong team-based culture. CREDIT OPPORTUNITIES TEAM Sandor M. Hau Managing Director Matthew J. Jacobson Managing Director Carolyn S. Wintner Managing Director and Head of Capital Markets Matthew S. Midera Principal Shaun Wong Principal William J. Reilly Senior Vice President Matthew J. Maloney Associate Jimmy Park Associate Lewin Xue Vice President Brian Deinstadt Associate, Credit Operations Brandon J. Lapensohn Associate, Capital Markets Apphia N. Merino Executive Assistant, Credit CONTACT US New York 70 East 55th Street 20th Floor, Heron Tower New York, NY 10022 P +1 (212) 903-1880 F +1 (212) 903-1890 MAP IT Proven investors in the middle market Home Terms of Use Investor Login Firm Overview