Investment Summary |
|
|---|---|
| Date | 2025-03-03 |
| Target | Herzig Engineering |
| Sector | Engineering |
| Investor(s) | Copley Equity Partners |
| Deal Type | Growth Capital |
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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 | 27 of 28 |
| Sector: Engineering M&A | 2 of 2 |
| Type: Growth Capital M&A Deals | 21 of 21 |
| State: Missouri M&A | 2 of 2 |
| Country: United States M&A | 25 of 26 |
| Year: 2025 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-18 |
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. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-16 |
Spend Matters
Chicago, Illinois, United States Spend Matters is a proprietary tech-enabled data platform that drives and optimizes strategic technology procurement decisions across the global procurement, finance, and supply chain technology ecosystem. Serving private and public sector organizations, consultants, private equity, and services and solution providers, Spend Matters drives strategic technology purchasing decisions and superior marketing, product, sales, and investment outcomes for clients. Spend Matters was formed in 2004 and is based in Chicago, Illinois. |
Sell | - |
