Copley Equity Partners

Copley Equity Partners is a private equity firm based in Quincy, Massachusetts, founded in 2012. The firm focuses on investing in established small and lower middle-market businesses with significant growth potential. Copley operates with a fully committed capital base sourced from a family office, allowing for a patient and flexible investment approach aimed at long-term value creation. Unlike many firms, Copley maintains a limited number of portfolio companies, which enables it to provide a high level of support to each business. This dedicated strategy is designed to foster growth and maximize the potential of its investments across a diverse range of industries.

Stefano Belfiore

Vice President, Head of Capital Markets

Ellie Bennett

Senior Associate

Frank Cosolito

Associate

Matthew Difrancesco

Vice President

Matthew DiFrancesco

Vice President

Al Downs

Associate

Connor Fox

Associate

Michael Guptill

Associate

Nadya Koltov

CFO

Sam Lampert

Senior Associate

Samuel Lampert

Senior Associate

Natalie Madden

Associate

Roberto Mastrigli

Operating Partner

Andrew Miller

Co-Founder and Managing Director

Bret Pastor

Associate

Jan Prokop

Principal

Jan Prokop

Principal

Greg Sonzogni

Operating Partner

Jared Strauss

Associate

Sean Sullivan

Principal

Kremer Suttman

Vice President

Peter Trovato

Co-Founder and Managing Director

Dan Turk

Senior Associate

31 past transactions

Herzig Engineering

Private Equity Round in 2025
Herzig Engineering is a specialized electrical engineering firm that focuses on ensuring workplace safety in the electrical and energy sectors. The company provides critical services such as arc flash hazard analysis, infrared inspections, hazardous area audits, and electrical safety audits. Additionally, they offer expert training to empower clients to maintain safe work environments and comply with relevant safety regulations.

OBR Cooling Towers

Private Equity Round in 2024
OBR Cooling Towers is an engineering firm specializing in the design, manufacture, and maintenance of cooling towers for various industries. They offer comprehensive services, including annual maintenance packages that encompass cleaning, preventative upkeep, inspections, and detailed service reporting, ensuring optimal performance and longevity of clients' cooling systems across the United States.

upper crust food service

Private Equity Round in 2023
Upper Crust Food Service specializes in catering and food services for fraternities and sororities, managing the daily operations of kitchen logistics. The company is responsible for hiring and training staff, sourcing ingredients from vendors, and maintaining cleanliness in food service areas. Additionally, Upper Crust provides meal plans for special events and camps, offering a variety of menu options to meet diverse needs. Their commitment to delivering quality meals at straightforward pricing ensures a reliable service for their clients. Customers can reach Upper Crust Food Service through various channels, including phone, mail, and online applications.

Triton Environmental Consultants

Private Equity Round in 2023
Triton Environmental Consultants is a Vancouver-based firm specializing in environmental consulting services. The company offers a range of services, including feasibility and constraints analysis, environmental assessments, permitting, and compliance monitoring. Triton is experienced in conducting aquatic, terrestrial, and marine assessments, and provides expertise in water quality management, habitat offsetting, and compensation planning. Additionally, the firm addresses environmental management, remediation, reclamation, air quality, and environmental noise concerns. Triton serves various sectors, including power, oil, gas, mining, transportation, municipal development, and agriculture, ensuring that projects comply with environmental regulations and sustainability standards.

Hawkeye Biomedical

Private Equity Round in 2023
Hawkeye Biomedical is a specialized medical equipment servicing company that focuses on the repair and calibration of histology equipment. They offer comprehensive services, including preventative maintenance agreements and restoration services, for a wide range of equipment such as tissue processors, microtomes, cryostats, embedding centers, and cover slipper systems.

Tech One Biomedical

Private Equity Round in 2023
Tech One Biomedical is a service provider specializing in the repair and maintenance of histopathology lab equipment. The company caters to laboratories, hospitals, and manufacturers by offering comprehensive services for a range of equipment, including tissue processors, slide stainers, coverslippers, cryostats, and microtomes. In addition to repair services, Tech One Biomedical supplies various products such as microtome handles, alignment tools, cryostat chucks, and cassette baskets. Their focus is on delivering reliable equipment solutions with warranties at competitive prices, ensuring that clients have access to the necessary tools for effective histology and pathology work.

LJB

Acquisition in 2022
LJB is a civil engineering corporation dedicated to enhancing the quality of life for clients and communities. The company offers a range of services, including civil and structural engineering, transportation engineering, fall protection engineering, and environmental consulting. It also specializes in traffic safety consulting, geospatial services, and water resources management. LJB serves various sectors, including commercial, industrial, manufacturing, government, education, and healthcare, utilizing a combination of creativity and detailed analytical skills to address the diverse needs of its clients. Through its commitment to innovation and quality, LJB aims to foster improvements in community infrastructure and overall well-being.

The Roof Depot

Private Equity Round in 2022
The Roof Depot is a construction company that provides roofing and repair services.

Cartessa Aesthetics

Venture Round in 2022
Cartessa Aesthetics is a company that specializes in sourcing and distributing advanced aesthetic medical devices tailored for plastic surgeons, dermatologists, physicians, and medical spas. The firm focuses on providing innovative technology that enhances skin care treatments and dermatological care, allowing healthcare professionals to effectively address patient needs. By supplying state-of-the-art devices, Cartessa Aesthetics enables its clients to improve skin fitness and reduce the signs of aging, thereby enhancing the overall patient experience in aesthetic medicine.

FMG Leading

Private Equity Round in 2022
FMG Leading, founded in 1984 and based in San Diego, California, is a management consulting and advisory firm specializing in healthcare. The firm partners with senior executives, boards, and investors to tackle human capital challenges such as executive alignment, organizational culture, and employee engagement. FMG Leading's team of experienced advisors supports clients through various stages of change, focusing on customized strategies that enhance leadership quality, reduce talent turnover, and improve execution and accountability. The firm serves a diverse range of stakeholders within the healthcare ecosystem, including providers, payors, pharmaceutical companies, technology firms, research institutions, and healthcare-focused investment entities. By emphasizing the human side of high performance, FMG Leading aims to accelerate growth and build enterprise value for its clients.

AuctionIQ

Private Equity Round in 2022
AuctionIQ specializes in telecommunications and IT services through the application of its tools and business processes.

Capital Premium Financing

Private Equity Round in 2022
Capital Premium Financing is a financial services company that specializes in insurance premium financing. It offers lending solutions designed to assist commercial enterprises in managing their insurance premium payments. By providing financing for various types of insurance premiums, the company enables businesses to fulfill their financial obligations effectively while preserving their liquidity. This service is particularly beneficial for businesses looking to maintain cash flow and allocate funds to other operational needs.

College Chefs

Private Equity Round in 2022
College Chefs is a food and beverage company that focuses on catering services for colleges, specifically targeting fraternity and sorority houses as well as summer camps. The company offers a range of meals and diet plans prepared by trained chefs, ensuring that college students receive healthy and nutritionally balanced meals. By tailoring its services to the unique needs of its clients, College Chefs aims to enhance the dining experience within the college environment.

Perkins Biomedical Services

Acquisition in 2021
Perkins Biomedical Services specializes in the service, repair, and preventative maintenance of histology and pathology equipment for clinical laboratory environments. The company provides trained technicians who focus on a range of medical equipment, including cryostats, microtomes, embedding stations, and autopsy equipment. By tailoring their services to meet the specific needs of their clients, Perkins Biomedical Services ensures that laboratories can maintain optimal operational efficiency and compliance with industry standards.

Spend Matters

Venture Round in 2021
Spend Matters is an online platform that specializes in providing information and analysis on supply management and procurement. Launched in 2010 by Azul Partners, Inc., the platform attracts over 20,000 visitors each month and offers a blend of in-depth insights, procurement news, and event coverage. Spend Matters publishes a variety of articles covering topics such as supply market intelligence, strategic sourcing, e-sourcing, and category management, making it a valuable resource for professionals seeking to stay informed about the latest trends and developments in the procurement sector. Through its digital and print media, Spend Matters aims to deliver comprehensive vendor insights and technology research, enhancing the expertise of its readers in the field of procurement.

Magna IV Engineering

Acquisition in 2021
Magna IV Engineering is a NETA accredited provider specializing in power and automation solutions, focusing on electrical engineering and technical field services. The company designs, commissions, maintains, and repairs power and control systems across various applications where electricity is utilized. By offering services such as electrical safety features, commissioning, maintenance, and repair, Magna IV Engineering ensures that its clients' systems operate safely and reliably, supporting the electrical networks of diverse business enterprises.

AeroMed Group

Private Equity Round in 2021
AeroMed Group is an investment company focused on managing and developing small businesses within the aerospace and defense sectors. The company seeks to partner with experienced entrepreneurs to cultivate organizations that prioritize customer needs, drive performance, and maintain sustainability. AeroMed Group emphasizes the integration of new technologies and innovative practices to enhance operational effectiveness and competitiveness in the industry.

Maxima Power Group

Private Equity Round in 2021
Maxima Power Group specializes in large power electrical maintenance, repair, and engineering services and power and automation solutions.

Conductive Containers

Private Equity Round in 2021
Conductive Containers is a manufacturer and supplier of electrostatic discharge (ESD) packaging products, catering to the electronics, medical, and industrial markets. The company specializes in designing and producing custom ESD safe plastics and conductive boxes, as well as complete packaging assemblies. Conductive Containers offers a comprehensive range of products, including components for material handling, mailers, shipping solutions, and thermoforming. By addressing the specific challenges that clients face in the movement of circuit components throughout manufacturing, handling, and shipping processes, Conductive Containers provides essential solutions that ensure the safe and efficient transport of sensitive electronic items.

Liberty Commercial Finance

Private Equity Round in 2020
Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.

Tourmaline Partners

Acquisition in 2020
Tourmaline Partners, LLC is a global institutional equity trading firm that specializes in providing outsourced trading solutions and brokerage services to hedge funds and asset managers of varying sizes. Established in 2011 and headquartered in Stamford, Connecticut, with additional offices in London and Sydney, the firm focuses on matching clients' trading needs with expert execution and trading advisory services. Its diverse clientele includes hedge funds, family offices, pension funds, endowments, and funds of funds, catering to both newly launched and established firms. Tourmaline Partners aims to enhance the trading capabilities of its clients through its dedicated services and global reach.

Gregory FCA

Private Equity Round in 2020
Gregory FCA Communications Inc., founded in 1991 and based in Ardmore, Pennsylvania, is a full-service public relations firm serving various markets including financial services, technology, healthcare, consumer products, real estate, and banking. The company offers a range of services such as media relations, social media management, content marketing, investor relations, and financial communications. With a staff of 70 professionals from backgrounds in journalism, finance, communications, and public relations, Gregory FCA creates and executes campaigns for both private and publicly traded companies, aiming to build brands, drive revenue growth, and enhance shareholder value through increased visibility.

Dunkin Brands Group

Private Equity Round in 2019
With more than 18,000 points of distribution in nearly 60 countries worldwide, Dunkin' Brands Group, Inc. (Nasdaq: DNKN) is one of the world's leading franchisors of quick service restaurants (QSR) serving hot and cold coffee and baked goods, as well as hard-serve ice cream. At the end of 2013, Dunkin' Brands' nearly 100 percent franchised business model included nearly 11,000 Dunkin' Donuts restaurants and 7,300 Baskin-Robbins restaurants. For the full-year 2013, the company had franchisee-reported sales of approximately $9.3 billion. Dunkin' Brands Group, Inc. is headquartered in Canton, Mass.

Aethon Aerial

Venture Round in 2019
Aethon Aerial Solutions is an aerospace company based in Burlington that focuses on airborne inspection, asset management, and LiDAR mapping services. The firm specializes in providing aerial remote sensing and data analysis tailored for sectors such as energy, forestry, environment, and infrastructure utilities. Aethon Aerial designs advanced remote sensing payloads, aerial camera sensors, and drones equipped with proprietary technology. Utilizing fourth dimension analytics and light detection and ranging (LiDAR), the company enables utility providers to mitigate fire risks, enhance infrastructure performance, and improve safety, all while reducing maintenance costs.

Leadpoint

Private Equity Round in 2018
Leadpoint Business Services specializes in insourced workforce solutions, primarily serving the recycling, warehousing, and manufacturing sectors. Founded in 2000 and based in Phoenix, Arizona, the company focuses on optimizing workforce management to enhance productivity, safety, efficiency, and profitability. By providing high-performance work teams, onsite management, and operations and safety consulting, Leadpoint aids organizations in making informed decisions that streamline their operations. Its data-driven approach not only helps reduce employee turnover and training costs but also aims to minimize safety incidents, thereby improving overall performance for its clients across the nation.

North Star Leasing Company

Private Equity Round in 2018
North Star Leasing Company specializes in providing equipment financing solutions to various sectors, including automotive, construction, manufacturing, plumbing, heating, and general business. The company facilitates the acquisition of a diverse range of equipment, such as coffee and brewing apparatus, construction and landscaping tools, automotive machinery, pet care equipment, heating and cooling systems, electric vehicle charging stations, and sewer and kitchen installations. By offering tailored financing options, North Star Leasing aims to support the growth and expansion of its clients' business operations.

Gameface

Series C in 2015
Gameface Media, Inc., established in 2012 and headquartered in Boston, Massachusetts, specializes in providing free, high-resolution professional photos of amateur athletes participating in various sporting events. The company's primary service, offered through MarathonFoto, is the largest of its kind in the U.S., catering to endurance race participants. Gameface allows users to download, share, and print these photos, while also facilitating brand engagement by featuring sponsored logos. Additionally, the company publishes the Six Minute Mile newsletter, a popular and rapidly growing resource for endurance athletes, covering training, nutrition, and gear.

Hospital Couriers

Private Equity Round in 2015
Hospital Couriers Corporation (HCC) specializes in logistics and transportation solutions tailored for the healthcare industry. The company ensures the precise delivery of essential supplies, health records, lab specimens, patient-critical materials, and offers mail management services. HCC primarily serves acute-care facilities, physician networks, blood banks, pharmaceutical companies, laboratories, and clinics, playing a crucial role in maintaining the efficiency and accuracy of healthcare operations.

Madwire

Series A in 2014
Madwire is a digital marketing software company that focuses on helping small businesses grow through a comprehensive platform. Founded in 2009 and headquartered in Fort Collins, Colorado, Madwire offers a suite of tools that includes website development, payment processing, appointment booking, review monitoring, and business listing syndication. The platform also features advanced marketing solutions such as UXi Web Technology, Natural Listing Ads, Top Placement Ads, Retargeting Ads, Local Listing Ads, My Click-to-Calls, and a Conversion Rate Optimizer. By consolidating various marketing functions into one powerful platform, Madwire enables its clients to efficiently manage and enhance their online presence.

ClearCost Health

Series B in 2013
ClearCost Health is a developer of healthcare cost transparency software designed for self-insured companies. The company provides tools that enable transparent comparisons of healthcare prices from various medical care providers. Its Software-as-a-Service platform allows users to access detailed information on the underlying rates for Medicare providers, both in-network and out-of-network. Additionally, ClearCost Health offers resources for employees to gain insights into their healthcare benefits programs, facilitating informed decision-making regarding medical care and associated costs.
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