Private Equity Firm Financial Services

Copley Equity Partners

Boston, Massachusetts, United States

Copley Equity Partners is a private investment firm based in Boston, MA, and Denver, CO. The firm invests in established small and lower middle-market businesses with significant growth prospects, using its fully committed capital base to support shareholder liquidity, acquisition financing, and growth equity.

Focus Areas
Private equity investing, Growth and buyout capital

Tracked deals

21

21 tracked deals across 2020-2026.

Recent pace

3

3 tracked deals announced in the last 12 months.

Deal mix

Growth capital

12 growth capital · 6 buyout · 2 addon

Copley Equity Partners Acquisition Volume by Year

Last 7 years

Acquisition volume by year Annual acquisition counts for the last 7 years for Copley Equity Partners. 4 2020 6 2021 4 2022 2 2023 2 2024 1 2025 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 21 tracked deals for Copley Equity Partners.

  • Buyer
    Herzig Engineering, Copley Equity Partners
    Target
    Canada Training Group (CTG)
    Location
    Saskatchewan, Canada
    Type
    Addon

    Herzig Engineering, backed by Copley Equity Partners, announced the acquisition of Canada Training Group (CTG), a Canadian provider of electrical safety training, electrical maintenance training, Arc Flash Studies, and Infrared Electrical Inspections. The companies will continue operating CTG under its established brand as “Canada Training Group – A Herzig Company,” expanding Herzig Engineering’s ability to serve customers across North America.

  • Buyer
    Herzig Engineering, Copley Equity Partners
    Target
    Martin Technical
    Type
    Addon

    Herzig Engineering, a national electrical safety and compliance firm backed by Copley Equity Partners, has acquired Martin Technical, a provider of lockout tagout, arc flash, infrared inspection and electrical reliability services. Financial terms were not disclosed; the deal will integrate Martin's employees into Herzig and expand Herzig's national coverage and service capabilities in electrical safety, reliability and training.

  • Buyer
    Copley Equity Partners
    Target
    Vital Delivery Solutions
    Type
    Buyout

    Copley Equity Partners has acquired Vital Delivery Solutions, a New England provider of healthcare logistics, same-day courier, and temperature-controlled warehousing services. Financial terms were not disclosed; VDS will continue operating under its brand with management in place while leveraging Copley’s resources to expand service offerings and geographic coverage.

  • Buyer
    Copley Equity Partners LLC
    Target
    OBR Cooling Towers, Inc.

    Copley Equity Partners made a strategic investment in OBR Cooling Towers, with OBR CEO Philip Poll and senior management retaining majority ownership and continuing to lead the business. The capital will support OBR's growth and acquisition strategy to expand its cooling tower repair, maintenance, and installation services across the U.S.

  • Buyer
    Gregory FCA, Copley Equity Partners
    Target
    BackBay Communications
    Type
    Buyout

    Gregory FCA has acquired BackBay Communications, a Boston- and London-based financial strategic communications agency, in a deal that expands Gregory's financial PR and content capabilities. The acquisition — Gregory's third with minority investor Copley Equity Partners — will keep BackBay operating under its trade name with founder Bill Haynes leading the 27-person team as EVP and Managing Director.

  • Buyer
    Copley Equity Partners
    Target
    Upper Crust Food Service

    Copley Equity Partners has made a significant minority investment in Upper Crust Food Service, a Columbia, Missouri–based contract food service provider focused on sorority and fraternity houses and summer camps. Terms were not disclosed; the capital will support growth following Upper Crust's recent merger with College Chefs and its service footprint of more than 400 locations.

  • Buyer
    Copley Equity Partners LLC
    Target
    Triton Environmental Consultants Ltd.
    Seller
    Existing shareholders of Triton Environmental Consultants
    Location
    British Columbia, Canada

    Copley Equity Partners made a minority growth investment in Triton Environmental Consultants, with existing shareholders retaining significant ownership and management control; financial terms were not disclosed. The capital will support Triton's continued growth across Canada, planned expansion into the United States, and inorganic growth through acquisitions.

  • Buyer
    Copley Equity Partners, LLC, LJB management
    Target
    LJB Inc.

    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.

  • Buyer
    Copley Equity Partners
    Target
    Roof Depot
    Industry
    Construction

    Copley Equity Partners, a Boston-based private investment firm, has made a growth capital investment in Roof Depot, a commercial and residential roofing services provider headquartered in Alpharetta, Georgia. The undisclosed investment will support Roof Depot's acceleration of growth, investment in operations and people, and pursuit of geographic expansion and opportunistic acquisitions.

  • Buyer
    Copley Equity Partners
    Target
    FMG Leading
    Industry
    Consulting

    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.

  • Buyer
    Copley Equity Partners
    Target
    AuctionIQ (AIQ)
    Industry
    Consulting

    Copley Equity Partners has made a growth equity investment in AuctionIQ (AIQ) to help the technology-enabled cost management and profitability improvement firm scale operations and expand its client base; terms were not disclosed. Jan Prokop of Copley will join AIQ’s board as the firm and founder Brad Buxton said the capital will be used to grow the team and broaden market reach.

  • Buyer
    Copley Equity Partners
    Target
    Spend Matters
    Industry
    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.

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