Copley Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Copley Equity Partners has acquired 2 companies. It has also invested in 12 others.

Copley Equity Partners’ most common sectors for investment arebusiness services (23%) and information technology (14%) . The Firm’s most common investment types include growth capital (82%) and buyout (lbo, mbo, mbi) (10%). In total, Copley Equity Partners has invested in 16 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 Activity24
    • M&A Buy Activity22
    • M&A Sell Activity2
  • Total Sectors Invested 13
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 5
  • 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, 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 - -
Target EBITDA 2 25
Investment Size 5 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.4/yr) # 5 3 5 6 2 1 22
Sell (0.4/yr) # - - 1 1 - - 2
  24

Most Recent M&A

Company Date Value Type
OBR Cooling Towers, Inc. 2024-06-24 - Growth Capital
Northwood, Ohio · www.obrcompanies.com
Upper Crust Food Service LLC 2023-06-28 - Growth Capital
Columbia, Missouri · www.uppercrustfoodservice.com
Triton Environmental Consultants, Ltd. 2023-01-26 - Growth Capital
Calgary, Alberta · www.triton-env.com
Liberty Commercial Finance 2022-06-28 - Trade Sale
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (20%) - 5 (23%) -
Information Technology 3 (15%) - 3 (14%) -
Aerospace 2 (10%) - 2 (9%) -
Financial Services 1 (5%) - 2 (9%) -
Medical Products 2 (10%) - 2 (9%) -
Building Materials 1 (5%) - 1 (5%) -
Environmental 1 (5%) - 1 (5%) -
Food 1 (5%) - 1 (5%) -
Internet Software and Services 1 (5%) - 1 (5%) -
Life Science 1 (5%) - 1 (5%) -
Media 1 (5%) - 1 (5%) -
Packaging 1 (5%) - 1 (5%) -
Staffing 1 (5%) - 1 (5%) -
Total 20 - 22 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (90%) - 20 (91%) -
  California 2 (10%) - 3 (14%) -
  Utah 2 (10%) - 2 (9%) -
  Ohio 2 (10%) - 2 (9%) -
  North Carolina 1 (5%) - 1 (5%) -
  New York 1 (5%) - 1 (5%) -
  New Hampshire 1 (5%) - 1 (5%) -
  Missouri 1 (5%) - 1 (5%) -
  Minnesota 1 (5%) - 1 (5%) -
  Illinois 1 (5%) - 1 (5%) -
  Georgia 1 (5%) - 1 (5%) -
  Connecticut 1 (5%) - 1 (5%) -
  Colorado 1 (5%) - 1 (5%) -
  Arizona 1 (5%) - 1 (5%) -
  South Carolina 1 (5%) - 1 (5%) -
  Pennsylvania 1 (5%) - 1 (5%) -
  Vermont - - 1 (5%) -
Canada 2 (10%) - 2 (9%) -
  Ontario 1 (5%) - 1 (5%) -
  Alberta 1 (5%) - 1 (5%) -
Total 20 - 22 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 16 (80%) - 18 (82%) -
Buyout (LBO, MBO, MBI) 2 (10%) - 2 (9%) -
Acquisition Financing 1 (5%) - 1 (5%) -
Recapitalization 1 (5%) - 1 (5%) -
Total 20 - 22 -

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
 2
Legal Deals
Perkins Coie
 2
Davis Graham & Stubbs
 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

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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