Private Equity and M&A activity in

Charlotte

 

Charlotte is the second-largest banking center in the United States, anchored by Bank of America and a sprawling financial services ecosystem that has made the region a magnet for fintech relocations and banking talent, with companies like Wayflyer and SMBC recently establishing hubs in the city. The metro's private equity community, led by Ridgemont Equity Partners and Kian Capital has built a reputation for disciplined middle-market buyouts across business services, healthcare, and industrial growth sectors. Charlotte's status as a top-tier corporate headquarters destination, paired with the fastest population growth of any major U.S. metro, has fueled consistent founder-led business succession activity across the Carolinas. With strong job growth, a deep talent pipeline in compliance and risk management, and a steadily expanding buyer pool, Charlotte offers a compelling combination of financial sophistication and middle-market deal density.


Loading...
Private Equity
Investment Bank
Law Firm

Charlotte: Local PE, IB & M&A Law Firms

Private Equity Firms

Find local PE Firms

Investment Banks

Find local Investment Banks

M&A Law Firms

Find local Law Firms

Latest Private Equity Activity

PE Portfolio Acquisitions
Exits
Add-ons
Inv. Date Portfolio Company Private Equity Owner
2026-06 Armstrong Transport Group
Charlotte, North Carolina
United States
Quad-C Management
Charlotte, North Carolina
United States
2026-04 Hometown Soccer Holdings
Charlotte, North Carolina
United States
KKR & Co.
Charlotte, North Carolina
United States
2026-03 Crosslake Technologies
Charlotte, North Carolina
United States
Leonard Green & Partners
Charlotte, North Carolina
United States
2026-03 Whip Around
Charlotte, North Carolina
United States
Accel-KKR
Charlotte, North Carolina
United States
2026-03 Lionel Brands Group
Concord, North Carolina
United States
Plexus Capital
Concord, North Carolina
United States
2026-02 Resolvion
Charlotte, North Carolina
United States
Farragut Capital Partners
Charlotte, North Carolina
United States
2026-02 BASELoad
Rock Hill, South Carolina
United States
Main Street Capital Corporation
Rock Hill, South Carolina
United States
2026-02 BASELoad
Rock Hill, South Carolina
United States
Iron Creek Partners
Rock Hill, South Carolina
United States
2026-02 Aeromed Group
Charlotte, North Carolina
United States
Gemspring Capital
Charlotte, North Carolina
United States
2026-02 United Utility Services
Charlotte, North Carolina
United States
Sandbrook Capital
Charlotte, North Carolina
United States
2026-06 Foundation Repair Service
Charlotte, North Carolina
United States
AnchorPoint Foundations
Charlotte, North Carolina
United States
2026-05 Southern Engineering
Charlotte, North Carolina
United States
Certerra
Charlotte, North Carolina
United States
2026-03 Haz-Mat Environmental
Charlotte, North Carolina
United States
Miller Environmental Group
Charlotte, North Carolina
United States
2026-02 Queen City Closets
Charlotte, North Carolina
United States
Artisan Custom Closets
Charlotte, North Carolina
United States
2026-01 Armor Fire Services
Mount Holly, North Carolina
United States
Atlantis Fire Protection
Mount Holly, North Carolina
United States
2026-01 Caring.com
Charlotte, North Carolina
United States
SilverAssist
Charlotte, North Carolina
United States
2025-11 Pediatric Advanced Therapy
Mooresville, North Carolina
United States
JoyBridge Kids
Mooresville, North Carolina
United States
2025-10 Ekos
Charlotte, North Carolina
United States
Next Glass
Charlotte, North Carolina
United States
2025-10 Ekos
Charlotte, North Carolina
United States
Next Glass
Charlotte, North Carolina
United States
2025-09 AveriStar
Charlotte, North Carolina
United States
Clearspan
Charlotte, North Carolina
United States
2026-06 NSi Industries
Huntersville, North Carolina
United States
Sentinel Capital Partners
Huntersville, North Carolina
United States
2026-06 Glenn Industrial Group
Charlotte, North Carolina
United States
Envest Capital Partners
Charlotte, North Carolina
United States
2026-06 Armstrong Transport Group
Charlotte, North Carolina
United States
Carousel Capital
Charlotte, North Carolina
United States
2026-03 SPX FLOW
Charlotte, North Carolina
United States
Lone Star Funds
Charlotte, North Carolina
United States
2026-03 Haz-Mat Environmental Services
Charlotte, North Carolina
United States
ARC Industries
Charlotte, North Carolina
United States
2026-02 United Utility Services
Charlotte, North Carolina
United States
Bernhard Capital Partners
Charlotte, North Carolina
United States
2026-01 Caring.com
Charlotte, North Carolina
United States
Cove Hill Partners
Charlotte, North Carolina
United States
2025-12 Service Logic
Charlotte, North Carolina
United States
Leonard Green & Partners
Charlotte, North Carolina
United States
2025-11 Advantage Investigations
Kannapolis, North Carolina
United States
WSC & Company
Kannapolis, North Carolina
United States
2025-10 Specialty Products and Insulation
Charlotte, North Carolina
United States
Incline Equity Partners
Charlotte, North Carolina
United States

Latest News