Charlesbank Capital Partners focuses on middle-market private equity, helping companies unlock value and accelerate growth.

Charlesbank Capital Partners

Lido Advisors offers services in private wealth management and advisory, focusing on investment strategies, financial planning, tax, and estate concerns for high-net-worth individuals and entities. Self-described as one of the nation's fastest-growing private wealth management companies.

Lido Advisors

Motive Partners is a specialist private equity platform that combines investors, operators, and innovators to build, back, and buy technology companies that enable the financial economy. They invest across stages in technology-enabled financial and business services in North America and Europe.

Andy Stewart

Rob Heyvaert

Alberto Corvo

Andrew Tarver

Michael Hayford

Stephen Daffron

Etienne Castiaux

Frank Martire III

Alastair Lukies CBE

Motive Partners

Palatine is a private equity and growth credit firm that provides investment solutions.

Gary Tipper

Tony Dickin

Ed Fazakerley

Palatine

Metric
Company Name	Charlesbank Capital Partners	Lido Advisors	Motive Partners	Palatine
Symbol
MSH ID	COM:CHARLESBANK	COM:LIDOADVISORS	COM:MOTIVEPARTNERS	COM:PALATINEPE
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Technology	Financial Services & Finance
Industry	Private Equity	Private Wealth Management	Venture Capital and Private Equity	Investment Management
Country	US	US	US	GB
Stage			Private Equity
Employee Count			11	48
Website	charlesbank.com	lidoadvisors.com	motivepartners.com	palatinepe.com
LinkedIn			motive-partners
Founders

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Market Cap
Enterprise Value
Monthly Web Traffic				972
Web Traffic Growth				-0.74
Valuation
Raised Capital

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Revenue (LTM)
Revenue (NTM)
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Revenue 2026

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Revenue Growth (NTM)
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EBITDA Growth (LTM)
Net Income Growth (LTM)
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Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:CHARLESBANK

Charlesbank Capital Partners

Company Overview

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Financial Performance

Growth Metrics

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EV Multiple

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Rule of 40 (LTM)
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