Copley Equity Partners LLC — Full Portfolio

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

BSBob Spence(Chief Executive Officer & Founder)in

ATA is an accounting firm providing accounting, auditing, tax, and consulting services, including business valuation and retirement plan administration, to clients ranging from small family-owned businesses to publicly traded and international corporations.

Enterprise SoftwareFintech

Avantik provides integrated equipment, consumables, lab design services, and training for Mohs histology labs performing same-day surgical pathology.

HardwareHealthtechMedical DevicesPine Brook, US

MZMark Zacurin

Co-investorsWAWater Street Healthcare Partners

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)

Co-investorsCRCrestline Investors

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.

Corstat supplies ESD-safe packaging solutions for electronics, aerospace, defense, and optics industries.

Advanced ManufacturingHardwareNew Materials

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)inRHRob 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

AVAndrew Van Ogtrop(Executive Officer)inDavid Lavallee(Executive Officer, Director)in

BoardRobert Crowley(Director)

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 & EntertainmentArdmore, US

GMGreg Matusky(Founder)inPeter Trovato(Director)Joseph Anthony(Executive Officer, Director)

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

BHBob 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

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-investorsBLBlue Owl Capital

LJB is a professional services firm that works on challenging and unique projects across various client bases, supporting professional development and client innovation.

Construction TechDeep TechEnterprise Software

William D. LockwoodHarold JonesJBJohn Bealsin

Madwire is a technology company offering an all-in-one marketing and business management software platform for small businesses and franchises.

AdTechMarketing TechSaaSLoveland, 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-investorsCYCypress Growth CapitalMOMontage CapitalPAPartners for GrowthPAPartners 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

Dan Feeneyin

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

PPPeter Poll(Founder)PPPhil Poll(CEO)in

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

Tech One Biomedical, now part of Avantik, supplies consumables and equipment for histology, anatomic pathology, and Mohs dermatology laboratories.

HardwareHealthtechMedical Devices

MMMatt Mincer(Founder)in

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

Upper Crust Food Service provides food service management for organizations across the US, handling menu planning and operations for clients such as Greek houses, camps, K-12 schools, and higher education institutions.

ConsumerFoodTech

Adam Guy(Co-founder)Jack Dawson(Co-founder)in