Copley Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Copley Equity Partners has acquired 3 companies. It has also invested in 12 others.

Copley Equity Partners’ most common sectors for investment arebusiness services (22%) and information technology (16%) . The Firm’s most common investment types include growth capital (79%) and buyout (lbo, mbo, mbi) (11%). In total, Copley Equity Partners has invested in 15 US states and 2 different countries.

In the last 3 years, Copley Equity Partners has exited 2 companies. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity19
    • M&A Sell Activity2
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 4
  • M&A Advisors 3

Copley Equity Partners LLC

150 Newport Avenue Extension 3rd Floor,
Quincy, Massachusetts 02171
United States
(617) 249-5097
www.copleyequity.com
info@copleyequity.com

Copley Equity Partners is a private investment firm that invests in established small and lower middle-market businesses with significant growth prospects. The Firm is sector agnostic and generally looks to provide capital for shareholder liquidity, acquisition, and growth needs. Copley Equity Partners was established in 2012 and is headquartered in Quincy, Massachusetts.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Digital Media, Engineering, Environmental, Information Technology, Internet Software and Services, Marketing, Media, Medical Products, Packaging, Software, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Acquisition Financing, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA 2 25
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.4/yr) # 2 2 1 3 5 6 19
Sell (0.4/yr) # - - - - 1 1 2
  21

Most Recent M&A

Company Date Value Type
Liberty Commercial Finance 2022-06-28 - Add-on Acquisition
Tustin, California · www.libertycommercial.com
Cartessa Aesthetics LLC 2022-06-27 - Growth Capital
Melville, New York · www.cartessaaesthetics.com
FMG Leading LLC 2022-05-26 - Growth Capital
San Diego, California · www.fmgleading.com
AuctionIQ 2022-04-19 - Growth Capital
Salt Lake City, Utah · www.aiq.co
Capital Premium Financing 2022-03-01 - Growth Capital
Draper, Utah · www.capitalpremium.net
Southeast Pathology Instrument Service 2022-01-01 - Growth Capital
Charleston, South Carolina · www.southeastpathology.com
The Roof Depot, Inc. 2022-01-01 - Growth Capital
Alpharetta, Georgia · www.roofdepot.com
Perkins Biomedical Services 2021-12-09 - Buyout (LBO, MBO, MBI)
Bow, New Hampshire · www.perkinsbiomed.com
Spend Matters LLC 2021-12-09 - Growth Capital
Chicago, Illinois · www.spendmatters.com
Conductive Containers, Inc. 2021-10-29 - Recapitalization
New Hope, Minnesota · www.corstat.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (18%) - 4 (21%) -
Information Technology 3 (18%) - 3 (16%) -
Aerospace 2 (12%) - 2 (11%) -
Financial Services 1 (6%) - 2 (11%) -
Medical Products 2 (12%) - 2 (11%) -
Building Materials 1 (6%) - 1 (5%) -
Internet Software and Services 1 (6%) - 1 (5%) -
Life Science 1 (6%) - 1 (5%) -
Media 1 (6%) - 1 (5%) -
Packaging 1 (6%) - 1 (5%) -
Staffing 1 (6%) - 1 (5%) -
Total 17 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) - 18 (95%) -
  California 2 (12%) - 3 (16%) -
  Utah 2 (12%) - 2 (11%) -
  Colorado 1 (6%) - 1 (5%) -
  Arizona 1 (6%) - 1 (5%) -
  South Carolina 1 (6%) - 1 (5%) -
  Pennsylvania 1 (6%) - 1 (5%) -
  Ohio 1 (6%) - 1 (5%) -
  North Carolina 1 (6%) - 1 (5%) -
  New York 1 (6%) - 1 (5%) -
  New Hampshire 1 (6%) - 1 (5%) -
  Minnesota 1 (6%) - 1 (5%) -
  Illinois 1 (6%) - 1 (5%) -
  Georgia 1 (6%) - 1 (5%) -
  Connecticut 1 (6%) - 1 (5%) -
  Vermont - - 1 (5%) -
Canada 1 (6%) - 1 (5%) -
  Ontario 1 (6%) - 1 (5%) -
Total 17 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 13 (76%) - 15 (79%) -
Buyout (LBO, MBO, MBI) 2 (12%) - 2 (11%) -
Acquisition Financing 1 (6%) - 1 (5%) -
Recapitalization 1 (6%) - 1 (5%) -
Total 17 - 19 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

Top M&A Advisors

Financial Deals
Ernst & Young Capital Advisors LLC
 2
Legal Deals
Perkins Coie LLP
 2
Davis Graham & Stubbs LLP
 1

M&A Connections

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

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2012

Specialist/Generalist

Generalist

Leadership

Andrew Miller

Co-founder & Managing Director

Peter Trovato

Founding Partner

Rob Hale

Founding Partner

Nadya Koltov

Chief Financial Officer

Peter Lawrence

General Counsel

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