Copley Equity Partners LLC
Family officeBoston · Growth
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.
What they invest in
from 28 of 56 portfolio companiesHealthtech ×9Advanced Manufacturing ×6Enterprise Software ×6Fintech ×5Hardware ×5Medical Devices ×5Construction Tech ×4SaaS ×4
HQs:United States×20Canada×1
Who they back
founder profiles across 8 portfolio companiesFounding team size:solo founder×42 founders×13 founders×24+ founders×1
Investments · 56 tracked
founders shown can be your intro path
Tourmaline Partners is an outsourced trading firm that provides trading execution and operational services to institutional buy-side clients across equities, derivatives, and listed products globally.
Enterprise SoftwareFintechSaaS
Aaron Hantman(Chief Executive Officer, Founder)inDaniel DiSpigna(Chief Operations Officer, Founder)Henry Higdon(Head of Global Equity Trading, Founder)in
Aeromed 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)in
Provider of tax, accounting, and consulting services to small and midsize businesses and other clients across the Southeast US.
Capital Premium Financing provides flexible payment plans and financing solutions for insurance premiums, helping businesses manage premium cost increases and maintain coverage without disrupting cash flow.
FintechInsurTechSaaSDraper, US
Cartessa Aesthetics sources and distributes aesthetic medical devices from leading global manufacturers to dermatologists, plastic surgeons, and medical spas in the U.S. and Canada.
HardwareHealthtechMedical DevicesWellness & Fitness
Gabe Lubin(Founder, Principal and Chairman)inA.J. Storrs(Chief Operating Officer)
Healthcare IT company providing cost transparency services via a SaaS model.
ClearCost Health builds price transparency and provider search tools for healthcare consumers and employees to compare costs and locate fair-price providers.
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.
Copley Coffee, the largest franchisee of Dunkin’ in Manhattan, operating 30 stores and a central manufacturing location.
A healthcare industry advisory and consulting firm that partners with organizations across their growth lifecycle and digital transformation initiatives.
Enterprise SoftwareHealthtech
FoxRock owns and operates a portfolio of commercial real estate properties across multiple asset classes, providing property management, leasing services, and capital development while emphasizing community building and tenant experience.
Construction TechPropTechBoston, US
Jason Ward(Co-founder & CEO)inRob Hale(Founding Owner)
Gameface Media publishes free branded photos of amateur athletes at running, triathlon, and obstacle events, giving marketers a channel for personalized content and engagement.
Marketing TechMedia & EntertainmentSports TechBoston, US
Andrew Van Ogtrop(Executive Officer)inDavid Lavallee(Executive Officer, Director)in
BoardRobert Crowley(Director)
Granite Telecommunications' acquisition of Epik enabling analog access with broadband redundancy.
Granite360 provides VoIP telephony and enterprise mobility solutions that integrate with existing business phone systems across the United States.
Cloud ComputingEnterprise 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 consulting, training, and Arc Flash studies to help companies comply with workplace safety regulations and protect workers from electrical hazards.
Advanced ManufacturingEnterprise SoftwareSaaSKansas City, US
Bob Herzig(Founder)in
Hospital Couriers provides specialized logistics and courier services for healthcare facilities, including hospitals, physician networks, blood banks, pharmaceutical companies, and laboratories, focusing on route optimization, regulatory compliance, and operational efficiency.
HealthtechLogistics & Supply Chain
Hospital Couriers provides specialized courier and logistics services to healthcare facilities, including acute-care centers, physician networks, blood banks, pharmacies, and laboratories.
HealthtechLogistics & Supply Chain
Manages and deploys high-performance work teams across waste & recycling, manufacturing, and logistics.
Leadpoint provides outsourced workforce solutions through dedicated full-time employee teams deployed onsite for clients, with embedded leadership handling HR and performance management.
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
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)inJoseph B. Kellogg(Manager and Founder)inEdward 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
Peoples Bank is a community bank headquartered in Marietta, Ohio, operating branches across the Midwest and Mid-Atlantic region with a focus on personalized financial services and community investment.
FintechBurlington, US
OBR Cooling Towers provides cooling tower services including custom engineering, inspections, repairs, corrosion protection, and new construction for clients in industries such as hospitals, universities, and data centers.
Advanced ManufacturingCleantechConstruction TechEnergyMidwest region, US
Peter Poll(Founder)Phil Poll(CEO)in
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 exterior construction services including new construction installations, roof replacements, repairs, and maintenance for homebuilders, general contractors, developers, and property managers across the United States.
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.
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 55 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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