Copley Equity Partners Invests in FMG Leading
May 26, 2022
Copley Equity Partners has made an investment in FMG Leading, a San Diego-based advisory firm specializing in human capital strategy, leadership alignment, and organizational performance. Terms were not disclosed; the capital will support FMG's talent investments and growth across industry verticals, with Copley joining FMG's board to help scale the business.
- Buyers
- Copley Equity Partners
- Targets
- FMG Leading
- Industry
- Consulting
- Location
- California, United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
Copley Equity Partners Invests in Gregory FCA
January 6, 2020
Marketing & Advertising
Boston-based private investment firm Copley Equity Partners made a minority growth capital investment in Gregory FCA, a top-50 U.S. public relations firm headquartered on Philadelphia’s Main Line. The founders remain majority owners and the capital will be used to hire talent, expand service offerings and deepen the firm’s vertical penetration across financial services, technology and healthcare.
-
Copley Equity Partners Makes Minority Investment in Liberty Commercial Finance
August 10, 2020
Financial Services
Copley Equity Partners made a significant minority growth investment in Liberty Commercial Finance to support the company's expansion of direct funding capabilities and syndicated originations. The capital, alongside a new senior credit facility, is intended to accelerate Liberty's growth and enhance its equipment lease and finance operations.
-
Copley Equity Partners Invests in Spend Matters
December 9, 2021
Data & Analytics
Copley Equity Partners has made a growth investment in Spend Matters, a Chicago-based tech-enabled data platform that provides procurement technology benchmarking and the TechMatch SaaS application. Spend Matters founder and CEO Jason Busch remains a substantial equity holder and will continue to lead the company; proceeds will be used to scale procurement offerings and expand into adjacent technology markets such as accounts payable, B2B payments, and supply chain analytics.
-
Long Ridge Equity Partners Leads Growth Investment in RFG Advisory
August 2, 2023
Wealth Management
Long Ridge Equity Partners led a growth capital investment in RFG Advisory, a turn-key platform for independent financial advisors that supports more than 100 advisors and oversees over $4 billion in assets. The investment will fund enhancements to RFG’s technology and go-to-market capabilities and support executive team expansion; Andrew Cedar and Doug Nelson will join the Board of Managers.
-
Copley Equity Partners and Management Invest in LJB Inc.
July 26, 2022
Engineering Services
Copley Equity Partners partnered with LJB Inc.'s management team to acquire an equity interest in the engineering services firm LJB Inc.; terms were not disclosed. The investment will support LJB's organic growth and pursue accretive M&A to expand geographies and service offerings.
-
Copley Equity Partners Completes Majority Investment in North Star Leasing
March 31, 2021
Financial Services
Copley Equity Partners has completed a majority investment in North Star Leasing, a Burlington, Vermont-based provider of equipment financing solutions. North Star Leasing CEO Daniel Feeney will remain in place; financial terms were not disclosed and Copley will be represented on the board to support the company's aggressive growth and consolidation strategy in the micro-ticket leasing market.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.