FLAGSHIP CREDIT TECH INVESTOR LOGIN Charlesbank ABOUT TEAM APPROACH PORTFOLIO NEWS CONTACT 1 2 3 4 5 6 7 8 FLAGSHIP & TECH OPPORTUNITIES PORTFOLIO SORT FULL LIST INDUSTRY STATUS BUSINESS SERVICES KEY TEAM MEMBERS: BUSINESS SERVICES CONSUMER KEY TEAM MEMBERS: CONSUMER HEALTHCARE KEY TEAM MEMBERS: HEALTHCARE INDUSTRIAL KEY TEAM MEMBERS: INDUSTRIAL TECHNOLOGY AND TECHNOLOGY INFRASTRUCTURE KEY TEAM MEMBERS: TECHNOLOGY AND TECHNOLOGY INFRASTRUCTURE Charlesbank invests in technology through both its Flagship vehicle and its Tech Opportunities fund. The firm has a deep team with extensive investment and sector experience, and the dual platforms offer flexibility to invest in a wide range of transactions across the technology landscape. The Grid View above provides a representative list of investments; for a complete list of Charlesbank investments, click "Full List" button on menu bar. VIEW CASE STUDIES Proven investors in the middle market Home Terms of Use Investor Login Firm Overview

FLAGSHIP CREDIT TECH INVESTOR LOGIN Charlesbank ABOUT TEAM APPROACH PORTFOLIO NEWS CONTACT 1 2 3 4 SNAPSHOT +$15 billion CUMULATIVE CAPITAL RAISED $3.75 billion 2021 FLAGSHIP FUND $150 million – $3 billion TYPICAL TEV Experienced private equity investors who value integrity, collaboration and excellence OUR TEAM OUR MISSION AND VALUES DOWNLOAD FIRM OVERVIEW VIEW PORTFOLIO RECENT NEWS October 18, 2021 Goldman Sachs Asset Management and Charlesbank Capital Partners Complete Acquisition of MDVIP Primary Care Network BOCA RATON, Fla. – October 14, 2021 – MDVIP, the national leader in personalized membership-based healthcare, today announced that the… Read More October 13, 2021 Symplr Completes Acquisition of Halo Health SANTA MONICA, CA and HOUSTON, TX – October 13, 2021 – symplr®, a leader in enterprise healthcare operations including governance,… Read More October 5, 2021 Ivanti Names Software Industry Veteran Jeff Abbott as New CEO Ivanti Names Software Industry Veteran Jeff Abbott as New CEO and Strengthens Board with New Appointments Appointments provide continuity for execution of… Read More READ NEWS CONTACT US Boston 200 Clarendon Street 54th Floor Boston, MA 02116 New York 70 East 55th Street Heron Tower, 20th Floor New York, NY 10022 Proven investors in the middle market Home Terms of Use Investor Login Firm Overview