Copley Equity Partners LLC
Family officeBoston · Growth · 1 people tracked
Investment thesis
Copley focuses on investing in established private companies within the lower-middle market segment. The firm partners with proven management teams to deploy capital and leverage operational expertise to create sustainable long-term value across diverse industries.
Source: firm website, verified Aug 7, 2026.
Team · 1 people
from public directories
What they invest in
from 27 of 56 portfolio companiesHealthtech ×8Advanced Manufacturing ×6Fintech ×5Hardware ×5Medical Devices ×5Enterprise Software ×4Construction Tech ×3Logistics & Supply Chain ×3
HQs:United States×13Canada×1
Investments · 56 tracked
founders shown can be your intro pathAeromed Group is an aerospace and defense supply chain company that provides distribution, procurement, aftermarket services, and specialty products—including fasteners, MRO consumables, chemicals, and electronic materials—for military and commercial aviation platforms.
Advanced ManufacturingDefense TechLogistics & Supply Chain
Bob Spence(Chief Executive Officer & Founder)
Provider of tax, accounting, and consulting services to small and midsize businesses and other clients across the Southeast US.
Avantik provides histology, pathology, and Mohs laboratories with integrated systems combining equipment (new and rebuilt), consumables such as microtome blades, service and repair plans, and training.
HardwareHealthtechMedical Devices
Capital Premium Financing operates a platform for insurance premium financing and premium collection, letting insurance agents generate premium finance agreements and offer flexible monthly payment options to their insureds.
FintechInsurTechSaaSDraper, US
Cartessa Aesthetics distributes and markets aesthetic medical devices—including CO2 lasers, radiofrequency microneedling, IPL, and body-contouring systems—sourced from manufacturers worldwide.
HardwareMedical DevicesWellness & Fitness
Healthcare IT company providing cost transparency services via a SaaS model.
ClearCost Health provides a provider search and price transparency platform for health plans, letting members search tiered networks across specialties, facility types, and medical services and view out-of-pocket costs using MRF pricing and claims data.
Digital HealthHealthtechSaaS
Provides professional chefs serving fraternity and sorority chapters nationwide.
Manufacturer of electrostatic discharge (ESD) packaging products for electronics, medical, defense, and industrial markets.
Conductive Containers, Inc. and Crestline Plastics, Inc. design and manufacture electrostatic discharge (ESD) safe and specialty optics packaging to protect high-value, mission-critical components.
Advanced ManufacturingHardwareNew Materials
Copley Coffee, the largest franchisee of Dunkin’ in Manhattan, operating 30 stores and a central manufacturing location.
FMG Leading is an advisory firm that partners with CEOs and private equity investors to build healthcare companies, supporting them across diligence, onboarding, value creation, and exit.
Enterprise SoftwareHealthtech
FoxRock Properties is a commercial real estate firm that owns, operates, and develops properties across multiple asset classes, with a portfolio of over 5 million square feet.
Construction TechPropTech
Granite Telecommunications' acquisition of Epik enabling analog access with broadband redundancy.
Granite Net provides managed communications services for businesses, including internet, voice, and mobile data, supported by a U.S.-based 24/7 customer service center.
Enterprise SoftwareIoT
Gregory is a public relations agency that combines senior strategists and former journalists with proprietary AI tools (Lumina, Gregory Influence Engine, CrisisCalm) to deliver integrated media relations, content, digital, and crisis communications.
AI & Machine LearningMarketing TechMedia & Entertainment
Histology equipment service, maintenance, and repair across Nebraska, Iowa, and Missouri.
Herzig Engineering provides electrical safety services including arc flash studies, infrared thermography inspections, lockout/tagout programs, and NFPA 70E electrical safety training to help facilities comply with OSHA and NFPA guidelines.
Advanced ManufacturingEnterprise Software
Hospital Couriers provides healthcare logistics and medical courier services for hospital systems, designing custom supply chain solutions across intra-campus networks, satellite outreach, and partner locations.
HealthtechLogistics & Supply Chain
Hospital Couriers Corp provides custom-designed medical courier and logistics services for healthcare systems, covering intra-campus hospital networks, satellite outreach, and partner locations.
HealthtechLogistics & Supply Chain
Manages and deploys high-performance work teams across waste & recycling, manufacturing, and logistics.
Leadpoint is a labor solutions company that provides full-time staffing and workforce services for the waste, recycling, environmental, and manufacturing industries across the United States.
Advanced ManufacturingCircular EconomyHR Tech
Wingspire Equipment Finance (Liberty Commercial Finance) provides equipment financing and sale-leaseback structures ranging from $5 million to over $100 million for private equity-owned, middle market companies in capital-intensive industries.
Fintech
Co-investorsBlue Owl Capital
LJB Inc. is a North American engineering firm founded in 1966 that provides civil and structural engineering, geospatial services, and workplace safety services including fall protection.
Construction TechDeep Tech
Technology-enabled digital marketing firm providing business management and marketing software for SMBs and franchises.
Loveland, US
Jerry Kelly(Manager and Founder)Joseph B. Kelogg(Manager and Founder)Joseph E. Kellogg(Manager and Founder)Joseph B. Kellogg(Manager and Founder)Edward Mello(Manager)
BoardAndrew Miller(Manager)
Co-investorsMontage CapitalPartners for GrowthPartners for Growth (PFG)
Sunbelt Solomon supplies, designs, maintains, rents, repairs, recycles, and resells power-distribution equipment such as transformers, voltage regulators, reclosers, and switchgear.
Advanced ManufacturingCircular EconomyEnergy
Small and micro ticket leasing company based in Burlington, VT.
North Star Leasing provides equipment financing and leasing solutions for businesses, as well as partnering with vendors to help their customers obtain equipment.
Fintech
OBR provides cooling tower services including cleaning, preventative maintenance, rebuilds, structural repairs, and installation for all makes and models, along with a parts warehouse for OEM and after-market components and professional HVAC coil cleaning.
Advanced ManufacturingEnergy
Provider of regulated waste removal and compliance services; acquired by Stericycle, Inc.
Provides service, repair, and preventative maintenance on histology and pathology equipment in the Northeast.
Roof Depot provides roofing and siding installation services for new construction, including shingle, metal, TPO, and modified bitumen roofing, plus fiber cement, engineered wood, and vinyl siding.
Construction TechPropTech
Southeast Pathology provides pathology laboratory services and instruments, including technician support.
HardwareHealthtechMedical Devices
Southern Biomedical, now part of Avantik, supplies consumables and capital equipment for histology laboratories, including embedding products, reagents and stains, microscope slides, microtome blades, microtomes, cryostats, and slide stainers.
HealthtechMedical Devices
Co-investorsHavencrest Capital Management
Tech One Biomedical, now part of Avantik, supplies consumables and equipment for histology, anatomic pathology, and Mohs dermatology laboratories.
HardwareHealthtechMedical Devices
Medical courier based in Fort Collins, Colorado; acquired by Hospital Couriers Corporation.
Tourmaline provides outsourced and supplemental trading services to asset managers, handling trade execution and related operations.
Fintech
Triton Environmental Consultants provides environmental consulting services for development projects such as power projects, mines, and interprovincial pipelines, supporting clients from project inception through approval and completion.
CleantechClimate TechImpact & Social Good
Environmental consulting services for major infrastructure projects throughout Canada.
Upper Crust is a food service provider that manages dining programs and provides chefs, custom menus, and mobile ordering apps for Greek houses, K-12 schools, summer camps, and small to mid-size colleges.
FoodTech
Logistics and courier provider serving hospitals, health systems, laboratories, and pharmaceutical companies, based in Williston, VT.
Digital design agency designing and managing digital products and software for major brands.
Frequently asked questions
- How many investments has Copley Equity Partners LLC made?
- Copley Equity Partners LLC has 56 tracked investments.
- What stage does Copley Equity Partners LLC invest at?
- Copley Equity Partners LLC invests at the Growth stage.
- What is Copley Equity Partners LLC's typical check size?
- Copley Equity Partners LLC typically writes checks of $5M – $75M.
- What sectors does Copley Equity Partners LLC focus on?
- Copley Equity Partners LLC focuses on Sector Agnostic.
- Where is Copley Equity Partners LLC located?
- Copley Equity Partners LLC is headquartered in Boston, US.
- Does Copley Equity Partners LLC lead rounds?
- Yes, Copley Equity Partners LLC leads investment rounds.
- Who does Copley Equity Partners LLC co-invest with?
- Copley Equity Partners LLC most often shares deals with Havencrest Capital Management, Montage Capital, Partners for Growth, among 4 tracked co-investors.
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