Copeley Capital Management Inc Mergers and Acquisitions Summary

Private Equity Firm Profile

Copeley Capital Management Inc’s most common sectors for investment areretail (20%) and business services (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.

In the last 3 years, Copeley Capital Management Inc has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

Join Mergr to view Copeley Capital Management Inc’s full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity5
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4
  • M&A Advisors 2

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.2/yr) # 1 - - - - 1 2
  7

Most Recent M&A

Company Date Value Type
Leonard Buildings and Truck Accessories 2021-03-04 - Secondary Buyout
Mount Airy, North Carolina · www.leonardusa.com
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 (100%) - 1 (20%) -
Distribution - - 1 (20%) -
Energy Services and Equipment - - 1 (20%) -
Manufacturing - - 1 (20%) -
Retail - - 1 (20%) -
Total 1 - 5 -

Acquisitions By Geo

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

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (100%) - 5 (100%) -
Total 1 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (100%) -
Total 2 -

Top M&A Advisors

Financial Deals
Piper Sandler & Co.
1
Legal Deals
K&L Gates LLP
1

M&A Connections

Deals
Exited to
Investor(s)
100%
2 (100%)

 Subscribe to unlock this and 169,897
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.2K Private Equity Firms
  • 159K M&A Transactions
  • 166K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.3K M&A Advisors
    (Investment Banks and Law Firms)
  • 57K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.