Latest updates for Charlesbank Capital Partners

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Recent items include:

  • HarbourView Equity Partners hires Cambridge Associates alum as managing director
  • Prime Capital: Private Equity-Backed But Advisor-Controlled
  • Cross-border firm launches with $2.3 billion in combined assets from four partners

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pehub.com /1 month ago

HarbourView Equity Partners hires Cambridge Associates alum as managing director

HarbourView Equity Partners is a multi-strategy investment firm focused on music, sports, media and entertainment, with approximately $3.88 billion in regulatory assets under manag...

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wealthmanagement.com /1 week ago

Prime Capital: Private Equity-Backed But Advisor-Controlled

Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.

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wealthprofessional.ca /3 days ago

Cross-border firm launches with $2.3 billion in combined assets from four partners

Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families

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wealthmanagement.com /1 week ago

Indivisible Partners Adds $1.1B Baltimore Team From RBC Wealth Management

The six-person Rosenwald Private Wealth team, led by Beth Rosenwald, joins John Thiel’s advisor-owned growth partnership.

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qchron.com /1 week ago

Lightview Capital and Thorn Run Partners Announce Partnership to Fuel Further Growth

WASHINGTON, Oct. 16, 2026 /PRNewswire/ -- Lightview Capital announced a strategic growth investment in Thorn Run Partners (TRP), a Top 10 ranked national, bipartisan government rel...

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roi-nj.com /2 weeks ago

Summit-based Energy Capital Partners closes $834M commitment for Next Wave Energy Partners

Energy Capital Partners, an investment firm involved in energy transition infrastructure and part of Bridgepoint Group, announced Oct. 5 the successful closing of a single-asset co...

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qchron.com /2 weeks ago

BC Partners Credit Announces Initial Investment in LIV Golf, Marking the Next Step Toward a Financially Strong, Team-Foc...

NEW YORK, Oct. 5, 2026 /PRNewswire/ -- BC Partners Credit, the credit arm of BC Partners, today announced an initial committed investment in LIV Golf by funds advised on its platfo...

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wealthmanagement.com /1 month ago

Captrust Adds $1.2B in Double Deal for Long Island Firms

The Raleigh-based firm adds Compass Advisors and Long Island Wealth Management, bringing seven professionals and combined retirement and wealth advisory capabilities.

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wealthmanagement.com /1 week ago

VestGen Receives Growth Capital From Private Credit Firms

The money from Willow Tree Credit Partners and nFleXion Capital Partners will fund VestGen’s mergers and acquisitions activity.

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wealthmanagement.com /4 weeks ago

Q&A: Charlesbank's David Katz on Building RIA Institutions

The private equity firm's managing director believes the next chapter for wealth management platforms will be about building cohesive units, rather than aggregating assets.

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webwire.com /3 days ago

CapitalOS Raises $21.9M Series A for Money Orchestration Layer for B2B Platforms

CapitalOS, a money orchestration layer for B2B platforms, today announced $21.9M in Series A funding led by LGVP, along with WEX Venture Capital, Group11, Great North Ventures, Nig...

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pehub.com /1 month ago

Hudson Hill closes CV for InXpress; Warburg Pincus, Berkshire Partners to sell Consolidated Precision Products to GE Aer...

Exploring Hudson Hill Capital’s single-asset continuation vehicle for InXpress, an international and domestic parcel and freight services provider; Warburg Pincus and Berkshire Par...

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qchron.com /3 days ago

GOVERNOR BRYAN ANNOUNCED 3RD WALL STREET FINANCIAL DISTRICT HUB INITIATIVE. 3RD WALL STREET ANNOUNCES STRATEGIC ALLIANCE...

SEDI-CASE, Global Asset Management Group (GAMG), Alexander Hamilton Opportunity Zone Fund, and TriFactor Capital Markets Network Deploy Cross-Border Public Capital Marketplace

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pehub.com /1 week ago

PACT Capital Partners strikes minority stake deal with Sterling Investment Partners

The middle-market firm makes control investments in business services and distribution platforms and has completed around 300 deals worth more than $35b billion aggregate. The post...

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wealthmanagement.com /1 week ago

VestGen Receives Growth Capital From Private Credit Firm

The money from Willow Tree Credit Partners will fund VestGen’s mergers and acquisitions activity.

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seekingalpha.com /2 weeks ago

Palmer Square Capital: High-Yield Opportunity With A Discount To NAV

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pehub.com /1 month ago

Mill Point Capital names Littlejohn veteran Michael Kaplan managing partner

Mill Point Capital is a lower-middle-market private equity firm focused on control investments in business services, industrials and IT services companies across North America. The...

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seniorhousingnews.com /1 month ago

With New Capital Partner, Senior Living Residences Looks to Grow Beyond 24-Community Footprint 

With a new capital partner behind it, Senior Living Residences is gearing up for growth. Earlier this year, health care private equity firm RiverGlade Capital backed the Braintree,...

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pehub.com /1 month ago

Warburg Pincus, Berkshire Partners agree to $11.75bn exit of CPP to GE Aerospace

Consolidated Precision Products, a Cleveland, Ohio-based castings manufacturer with about 6,600 employees across more than 20 facilities, has supplied GE Aerospace for more than 15...

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pehub.com /3 days ago

Siris launches services-focused October Capital under co-founder Frank Baker

The West Palm Beach-based firm will invest in services businesses that help enterprises adopt, integrate and scale new technologies. The post Siris launches services-focused Octobe...

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prweb.com /3 weeks ago

Z2 Capital Partners Announces Final Close of Inaugural Fund with $300 Million of Total Capital

STAMFORD, Conn., Sept. 28, 2026 /PRNewswire-PRWeb/ -- Z2 Capital Partners ("Z2"), a lower middle market private capital provider, is pleased to announce the final closing of Z2 SBI...

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pehub.com /1 month ago

LLR Partners takes stake in energy management platform EnergyCAP

EnergyCAP serves more than 750 organizations across government, education, healthcare and commercial sectors, helping them manage more than $50bn in annual utility bill value. The...

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seekingalpha.com /4 days ago

Trinity Capital commits $20M to respiratory care firm ABM

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pehub.com /4 days ago

Morgan Stanley Capital Partners scoops up The Rapid Group; Brightstar bets on automated warehouse trends with Material H...

Morgan Stanley Capital Partners acquires The Rapid Group and PE Hub catches up with Eric Kanter, a managing director and head of industrial services at MSCP; Brightstar Capital Par...

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Sources covering Charlesbank Capital Partners

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wealthprofessional.ca

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seekingalpha.com

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seekingalpha.com

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seniorhousingnews.com

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pehub.com

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