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Copley Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Copley Equity Partners has invested in 12 companies.

Copley Equity Partners’ most common sectors for investment arebusiness services (23%) and information technology (15%) . The Firm’s most common investment types include growth capital (78%) and buyout (lbo, mbo, mbi) (15%). In total, Copley Equity Partners has invested in 18 US states and 2 different countries.

In the last 3 years, Copley Equity Partners has exited 4 companies. The Firm’s most common exit type is trade sale (84%).

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M&A Summary

  • M&A Total Activity33
    • M&A Buy Activity27
    • M&A Sell Activity6
  • Total Sectors Invested 14
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 10
  • M&A Advisors 3

Copley Equity Partners

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 looks to invest $5 to $75 million in equity capital in profitable businesses generating up to $25 million of cash flow. Copley Equity Partners was established in 2012 and is headquartered in Quincy, Massachusetts.


Investment Criteria

Sectors of Interest: Aerospace, Building Materials, Business Services, Digital Media, Engineering, Environmental, Financial Services, Food, Information Technology, Internet Software and Services, Marketing, Media, Medical Products, Packaging, Software, Staffing, 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 - -
Target EBITDA 2 25
Investment Size 5 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (3.8/yr) # 8 7 6 3 2 1 27
Sell (1.2/yr) # - 2 1 1 1 1 6
  33

Most Recent M&A

Company Date Value Type
Spend Matters LLC 2025-05-16 - Trade Sale
Chicago, Illinois · www.spendmatters.com
Herzig Engineering 2025-03-03 - Growth Capital
Kansas City, Missouri · www.herzigengineering.com
Alexander Thompson Arnold PLLC 2024-09-18 - Growth Capital
Jackson, Tennessee · www.ata.net
Maxima Power Group 2024-08-01 - Trade Sale
Denver, Colorado · www.maximapowergroup.com
OBR Cooling Towers, Inc. 2024-06-24 - Growth Capital
Northwood, Ohio · www.obrcoolingtowers.com
Perkins Biomedical Services 2023-12-19 - Trade Sale
Bow, New Hampshire · www.perkinsbiomed.com
Upper Crust Food Service LLC 2023-06-28 - Growth Capital
Columbia, Missouri · www.uppercrustfoodservice.com
Belair Instrument Co. LLC 2023-02-15 - Growth Capital
Pine Brook, New Jersey · www.avantik-us.com
Triton Environmental Consultants Ltd. 2023-01-26 - Growth Capital
Vancouver, British Columbia · www.triton-env.com
LJB, Inc. 2022-07-26 - Growth Capital
Miamisburg, Ohio · www.ljbinc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (19%) - 6 (22%) -
Information Technology 3 (14%) - 4 (15%) -
Medical Products 2 (10%) - 3 (11%) -
Aerospace 2 (10%) - 2 (7%) -
Engineering 2 (10%) - 2 (7%) -
Financial Services 1 (5%) - 2 (7%) -
Building Materials 1 (5%) - 1 (4%) -
Communications 1 (5%) - 1 (4%) -
Environmental 1 (5%) - 1 (4%) -
Food 1 (5%) - 1 (4%) -
Media 1 (5%) - 1 (4%) -
Packaging 1 (5%) - 1 (4%) -
Staffing 1 (5%) - 1 (4%) -
Utilities - - 1 (4%) -
Total 21 - 27 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (90%) - 25 (93%) -
  Ohio 2 (10%) - 3 (11%) -
  California 2 (10%) - 3 (11%) -
  Utah 2 (10%) - 2 (7%) -
  Missouri 2 (10%) - 2 (7%) -
  Colorado 1 (5%) - 2 (7%) -
  Tennessee 1 (5%) - 1 (4%) -
  Pennsylvania 1 (5%) - 1 (4%) -
  North Carolina 1 (5%) - 1 (4%) -
  New York 1 (5%) - 1 (4%) -
  New Jersey 1 (5%) - 1 (4%) -
  Minnesota 1 (5%) - 1 (4%) -
  Massachusetts 1 (5%) - 1 (4%) -
  Georgia 1 (5%) - 1 (4%) -
  Connecticut 1 (5%) - 1 (4%) -
  Arizona 1 (5%) - 1 (4%) -
  Vermont - - 1 (4%) -
  New Hampshire - - 1 (4%) -
  Illinois - - 1 (4%) -
Canada 2 (10%) - 2 (7%) -
  Ontario 1 (5%) - 1 (4%) -
  British Columbia 1 (5%) - 1 (4%) -
Total 21 - 27 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 17 (81%) - 21 (78%) -
Buyout (LBO, MBO, MBI) 2 (10%) - 4 (15%) -
Acquisition Financing 1 (5%) - 1 (4%) -
Recapitalization 1 (5%) - 1 (4%) -
Total 21 - 27 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (50%) -
Trade Sale - Public Company 2 (33%) -
Merger 1 (17%) -
Total 6 -

Top M&A Advisors

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

M&A Connections

Deals
Exited to
Strategic(s)
100%
6 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2012

Specialist/Generalist

Generalist

Leadership

Rob Hale

Co-founder

Andrew Miller

Co-founder & Managing Director

Peter Trovato

Co-founder & Managing Director

Nadya Koltov

CFO

Stefano Belfiore

Vice President & Head of Capital Markets

FAQ

When was Copley Equity Partners founded?

Copley Equity Partners was founded in 2012.

What type of investor is Copley Equity Partners?

Copley Equity Partners is a private equity firm.

Where is Copley Equity Partners headquartered?

Copley Equity Partners is headquartered in Quincy, Massachusetts.

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