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Charlesbank Capital Partners

Boston, Massachusetts, United Stateswww.charlesbank.com1expert edge

Middle-market PE firm with $22B+ in assets under management, investing $50-250M per deal in management-led buyouts and growth capital for service-based and technology companies.

Why interesting to a deal team

PE firm that made first institutional investment in Aprio when Richard Kopelman was leading firm expansion, demonstrating PE-backed growth strategy.

Experts connected to this company

RK

Richard Kopelman

Chief Executive Officer

Aprio Advisory Group

BankerAtlanta

As CEO who took Aprio through its first PE raise and 45+ tuck-in mergers, Kopelman is a direct read on accounting roll-up economics and PE-firm dynamics.

Sources

Strongest evidenceStructured data2 public sourcesHow the grades work