Charlesbank Capital Partners, a leading middle-market private investment firm, has announced a leadership transition designed to support the firm’s further growth and continuity for the firm’s investors, portfolio companies and employees.

Charlesbank will be led by Co-Managing Partners Brandon White and Sandor Hau. Brandon will continue to lead Private Equity along with David Katz, who has been promoted to Co-Head of Private Equity. Sandor will continue as Head of Credit. The Executive Committee – which previously included Brandon White, Sandor Hau and Chief Operating Officer Josh Klevens – will expand to include Managing Directors David Katz, Pedro Vaz and Carolyn Wintner. This committee will continue to oversee firmwide management, maintaining the collaborative leadership model that has guided Charlesbank since its founding, while broadening representation to include the next generation of leaders.

After nearly 30 years with Charlesbank and leading the firm for the last 12 years as President and then CEO, Michael Choe will be transitioning to Managing Partner Emeritus. In this capacity, he will remain a member of the firm’s Private Equity and Credit Investment Committees.

“The future of Charlesbank is exceptionally bright. The promotion of David Katz and the Executive Committee additions allow us to continue to deliver for our portfolio companies and investors,” said Brandon White. “We are grateful for Mike’s contributions and are confident Charlesbank will build on its history of success with the evolution of our senior leadership team. The changes announced today reflect the depth of our organization and reinforce the strong legacy of our partnership culture,” added Sandor Hau.

“It has been a privilege to serve as Charlesbank’s CEO, and I am proud of what we have accomplished. The depth of our team, capabilities and capital base give me confidence in the firm’s ongoing success,” said Michael Choe.

The firm’s investment strategy, Investment Committee processes, portfolio company oversight and client service model will remain consistent. Charlesbank continues to execute its investment strategy with the same sector leadership and research-based investment process that have defined the firm for nearly three decades.

About Charlesbank Capital Partners

Founded in 1998, Charlesbank Capital Partners is a leading middle-market private investment firm with approximately $21.5 billion of assets under management as of March 31, 2026. Drawing on nearly three decades of experience and sector insights, the firm takes a thematic approach to investing across its target sectors: Business & Consumer Services, Healthcare, Industrial, and Technology. Charlesbank partners with talented management teams to help businesses unlock value and accelerate growth, with a focus on long-term value creation. The firm provides flexible capital through complementary private equity and credit strategies. Charlesbank has offices in Boston and New York. For more information, visit charlesbank.com or follow Charlesbank on LinkedIn.

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