Copeley Capital Management Inc Mergers and Acquisitions Summary

Private Equity Profile

Copeley Capital Management Inc’s most common sectors for investment are business services (20%) and distribution (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Copeley Capital Management Inc has invested in 4 US states.

The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Copeley Capital Management, Inc

112 South Tryon Street, Suite 850,
Charlotte, North Carolina 28284
United States,
(704)409-3070
www.copeleycapital.com
ifaison@copeleycapital.com

Copeley Capital Management Company, Inc. is a generalist private equity firm that invests in 'high-quality', privately-held companies. Types of investment situations that Copeley will consider include recapitalizations of family-owned companies, owner/operator transitions, corporate divestitures, and growth capital financings. The Firm looks for companies that have at least $2 million in operating earnings. Copeley Capital was formed in 2003 and is located in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Consumer Products, Distribution, Energy Services and Equipment, Environmental, Healthcare Services, Machinery, Manufacturing, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.0/yr) # 1 - - - - - 1
  6

Most Recent M&A

Company Date Value Type
Leonard Buildings and Truck Accessories 2015-08-19 - Buyout (LBO, MBO, MBI)
Mount Airy, North Carolina · www.leonardusa.com
Roll-Rite LLC 2011-10-13 - Secondary Buyout
Alger, Michigan · www.rollrite.com
Enveniam, Inc. 2011-01-01 - Buyout (LBO, MBO, MBI)
Roswell, Georgia · www.enveniam.com
EMS Management & Consultants, Inc. 2007-03-01 - Buyout (LBO, MBO, MBI)
Lewisville, North Carolina · www.emsbilling.com
Badger Land Car Wash Equipment & Supplies LLC 2005-09-01 - Buyout (LBO, MBO, MBI)
Oak Creek, Wisconsin · www.badgerlandcarwashequipment.com
Roll-Rite LLC 2004-10-01 - Buyout (LBO, MBO, MBI)
Alger, Michigan · www.rollrite.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 1 (20%) -
Distribution - - 1 (20%) -
Energy Services and Equipment - - 1 (20%) -
Manufacturing - - 1 (20%) -
Retail 1 (50%) - 1 (20%) -
Total 2 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 5 (100%) -
  North Carolina 2 (100%) - 2 (40%) -
  Wisconsin - - 1 (20%) -
  Michigan - - 1 (20%) -
  Georgia - - 1 (20%) -
Total 2 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (100%) - 5 (100%) -
Total 2 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

M&A Connections

Deals %
Exited to
PE Firm(s)
100%
2 100%

Investor Summary

Size

Small

Established

2003

Specialist/Generalist

Generalist

Leadership

Lane E. Faison

Founder & Managing Partner

Lindsay T. Lewellen

Principal

John G. Scott

Operating Partner

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