• Charlesbank to invest in growth of secondaries firm Overbay Capital Partners
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Charlesbank

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About Charlesbank

Charlesbank Capital Partners is a private equity firm focused on middle-market investments with a history of partnering with growth-oriented companies in Boston and New York. The firm emphasizes disciplined investment strategies, stewardship of capital, and long-standing relationships with investors. It operates across multiple sectors, including business and consumer services, healthcare, industrials, and technology, with complementary strategies in flagship private equity, credit, and technology opportunities. The firm traces its origins to a spin-out from Harvard University’s endowment and pursues value creation through operational improvements and strategic growth initiatives.

Recent News

No recent news for this company.

Recent Deals

Charlesbank to Invest in Growth of Secondaries Firm Overbay Capital Partners

March 13, 2026

Key Team Members

Sheldon Deng

Founding Partner

Zach Brand

Managing Director and Chief Financial Officer

Sarah Brown

Vice President, Portfolio Resources

Lilibeth Cannock

Vice President

John Flannery

Founding Partner

Key Facts

HQ Location

Boston, United States

Founded

1998

Employees

201 - 500

Status

Private

Website

https://charlesbank.com