Investment Summary

Copley Equity Partners Invests In ATA

On September 18, 2024, private equity firm Copley Equity Partners invested in business services company ATA

Investment Highlights
  • This is Copley Equity Partners’ 6th transaction in the Business Services sector.
  • This is Copley Equity Partners’ 24th transaction in the United States.
  • This is Copley Equity Partners’ 1st transaction in Tennessee.

Investment Summary

Date 2024-09-18
Target ATA
Sector Business Services
Investor(s) Copley Equity Partners
Deal Type Growth Capital

Target

ATA

Jackson, Tennessee, United States
ATA is a provider of tax, accounting and consulting services to small and midsize businesses across a wide range of industries as well as government entities, not-for-profit organizations and high-net-worth individuals. In addition, ATA supports clients through a broad portfolio of ancillary services including managed IT services, IT consulting, cybersecurity, transaction advisory, wealth management, and benefits consulting. ATA is based in Jackson, Tennessee.

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Investor(S) 1

DESCRIPTION

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.


DEAL STATS #
Overall 26 of 27
Sector: Business Services M&A 6 of 6
Type: Growth Capital M&A Deals 20 of 21
State: Tennessee M&A 1 of 1
Country: United States M&A 24 of 25
Year: 2024 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-08-01 Maxima Power Group

Denver, Colorado, United States

Maxima Power Group is a comprehensive power, energy, and automation solutions provider, specializing in large power electrical maintenance, repair, and engineering services. Maxima Power Group is based in Denver, Colorado.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-03-03 Herzig Engineering

Kansas City, Missouri, United States

Herzig Engineering is an electrical services company that offers arc flash studies, infrared inspections, training and other safety-related services. Herzig Engineering was formed in 2000 and is based in Kansas City, Missouri.

Buy -