Copeley Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

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

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

Join Mergr to view Copeley Capital’s full profile and discover more small private equity firm investors 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

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 operating earnings between $2 to $10 million. 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 2 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.2/yr) # 1 - 1 - - - 2
  7

Most Recent M&A

Company Date Value Type
Leonard Group, Inc. 2021-03-04 - Secondary Sale
Mount Airy, North Carolina · www.leonardusa.com
Leonard Group, Inc. 2015-08-19 - Buyout (LBO, MBO, MBI)
Mount Airy, North Carolina · www.leonardusa.com
Roll-Rite LLC 2011-10-13 - Secondary Sale
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%) -
  Georgia - - 1 (20%) -
  Wisconsin - - 1 (20%) -
  Michigan - - 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
 1

M&A Connections

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

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2003

Specialist/Generalist

Generalist

Leadership

Lane Faison

Founder & Managing Partner

Lindsay Lewellen

Principal

John Scott

Operating Partner

FAQ

When was Copeley Capital founded?

Copeley Capital was founded in 2003.

What type of investor is Copeley Capital?

Copeley Capital is a private equity firm.

Where is Copeley Capital headquartered?

Copeley Capital is headquartered in Charlotte, North Carolina.

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