Charlesbank Email Format

Financial Services
51-200 employees
Boston, MA, USA

Charlesbank is a middle-market private investment firm based in Boston and New York City, managing over $20 billion in assets across private equity and credit strategies.

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firstinitiallast@charlesbank.com

Company Overview

Industry
Financial Services
Founded
1998
Headquarters
Boston, MA, USA
Revenue
$100M+
FUNDING Stage
Private Equity
Key Executives
Michael Choe (Managing Partner, Chief Executive Officer and Co-Head, Flagship), Kevin Whelan (Managing Director and Chief Financial Officer), Joshua Klevens (Managing Director and Chief Operating Officer)

Tech Stack

Mimecast

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Key Executives

Chief Executive Officer

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Chief Finance Officer

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Chief Operating Officer

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Chief Technology Officer

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Chief Marketing Officer

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Chairman

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4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified

Frequently Asked Questions

What is the email format of Charlesbank?

Charlesbank uses the firstinitiallast format, so Jane Smith would be jsmith@charlesbank.com.

What core sectors does Charlesbank focus on for its Flagship private equity investments?

Charlesbank's Flagship strategy invests in four core sectors: Business and Consumer Services, Healthcare, Industrials, and Technology and Technology Infrastructure, targeting middle-market companies with enterprise values between $150 million and $3 billion.

How much in total assets does Charlesbank manage across its investment strategies?

Charlesbank manages approximately $23 billion in total assets across its three investment strategies: Flagship middle-market private equity, lower middle-market technology private equity through its Technology Opportunities platform, and middle-market opportunistic credit.

Who leads Charlesbank as its Chief Executive Officer?

Michael Choe serves as Managing Partner, Chief Executive Officer, and Co-Head of the Flagship strategy at Charlesbank. He has been CEO since 2017 and leads a team of 213 professionals based primarily in Boston and New York.

Can Clay help me find and verify contact details for professionals at Charlesbank?

Yes, Clay can help you look up and verify email addresses for Charlesbank professionals by applying the firstinitiallast pattern against charlesbank.com, making it straightforward to build accurate outreach lists for the firm's investment and operations teams.

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