Single family office private equity firm investing evergreen capital
Copley Equity Partners
- HeadquartersBoston, MA S1
- Founded2012 S1
- Websitecopleyequity.com
- Last verifiedOctober 27, 2026
At a glance
| EBITDA range | $2M to $25M S1 |
|---|---|
| Check size | $5M to $75M S1 |
| Deal types | Platform, Add-on, Minority, Growth S1 |
| Geography | North America S1 |
| Sectors | Accounting & Professional Services, Environmental & Waste, Transportation & Logistics, Consumer & Food, Roofing, Industrial & Manufacturing |
What Copley Equity Partners buys
Copley Equity Partners is a Boston firm, with a second office in Denver, that has invested the evergreen capital of a single family office since 2012. Its founding team makes every funding and investment call, so it can take a majority or a minority stake, provide growth money, fund a partial cash-out for the owner, pay for acquisitions or retire debt, and it has no fund deadline forcing a sale. It does not limit itself to set industries; current holdings range from electrical safety and cooling tower services to campus food service, healthcare courier work, commercial roofing and professional services.
Copley looks for North American private companies earning $2 million to $25 million a year in profit or free cash flow, usually founded and still run by their owners, with steady and often recurring revenue. It invests $5 million to $75 million of equity per deal. Smaller businesses also come in as add-ons: in 2026 its platforms Herzig Engineering, OBR Cooling Towers, Triton Environmental Consultants and FMG Leading each bought at least one company.
Recent deals
Announced in the 24 months before October 27, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Sep 2026 | Brady InfraredFlorida infrared inspection company added to Herzig Engineering, its third add-on of 2026 | Add-on | Source | |
| Aug 2026 | BroadBranch AdvisorsMarket intelligence and strategy advisory firm added to FMG Leading; the deal closed July 31, 2026 | Add-on | Accounting & Professional Services | Source |
| Jul 2026 | Arletta Environmental ConsultingWestern Canada environmental and asset retirement consultant added to Triton Environmental Consultants | Add-on | Environmental & Waste | Source |
| Jun 2026 | Canada Training GroupCanadian electrical safety training firm added to Herzig Engineering, giving it coverage in both countries | Add-on | Source | |
| May 2026 | AMC ServicesNortheast cooling tower service and repair company added to OBR Cooling Towers | Add-on | Source | |
| Feb 2026 | Martin TechnicalLockout tagout, arc flash and electrical reliability services firm added to Herzig Engineering | Add-on | Source | |
| Dec 2025 | Vital Delivery SolutionsVermont courier and logistics company serving hospitals, labs and pharmaceutical customers | Platform | Transportation & Logistics | Source |
| 2025 | Herzig EngineeringKansas City provider of arc flash studies, infrared scanning and electrical safety training | Platform | Source |
Portfolio by sector
From the firm's portfolio page S1.
Accounting & Professional Services
- ATA Advisory
- LJB Inc.
- FMG Leading
Consumer & Food
- Upper Crust Food Service
- College Chefs
- Copley Coffee (Dunkin' franchisee)
Distribution
- Cartessa Aesthetics
Environmental & Waste
- Triton Environmental Consultants
Healthcare Services
- Avantik
Industrial & Manufacturing
- Conductive Containers
Roofing
- Roof Depot
Software & SaaS
- ClearCost Health
Transportation & Logistics
- Vital Delivery Solutions
Other
- Herzig Engineering
- OBR Cooling Towers
- Gregory FCA
- Capital Premium Financing
- Tourmaline Partners
- Granite-Epik
Past investments: Perkins Biomedical Services, Maxima Power Group, Liberty Commercial Finance, Leadpoint Business Services, Hospital Couriers Corporation, Madwire, North Star Leasing Company, Oxus Environmental, Work & Co
Greymont’s take
How Copley Equity Partners fits a seller
Copley fits a founder with a profitable, steady business who wants a partner as much as a buyer. Because the money comes from one family and there is no fund life, it can take a minority stake and leave the owner in control, or buy a majority and hold for years. After closing, its portfolio growth team helps with sales and marketing, pricing, hiring and board building, finance systems and finding acquisitions, and several holdings have used that help to buy smaller rivals, such as Herzig Engineering's three add-ons in 2026.
Its holdings cover very different industries, from cooling tower repair to fraternity meal service, so fit depends more on the business than the sector. An owner should ask who from Copley would sit on the board and how Copley has handled past exits, since it lists more than a dozen former holdings, including Oxus Environmental, which went to Stericycle.
Questions owners ask
What size company does Copley Equity Partners invest in?
Copley targets North American private companies with $2 million to $25 million of annual earnings or free cash flow, and it invests $5 million to $75 million of equity in each deal.
Will Copley take a minority stake?
Yes. It says it is comfortable in both majority and minority positions, and it puts its money toward growth, partial liquidity for owners, acquisitions and paying down debt.
How long does Copley hold its investments?
It invests the evergreen capital of a single family office, so there is no fund term forcing a sale. Some current holdings go back years, such as ClearCost Health from 2012 and its Manhattan Dunkin' franchisee from 2019.
Does Copley invest in environmental services firms?
Yes. Its current holding Triton Environmental Consultants, based in Vancouver, provides environmental assessments and compliance monitoring and bought Arletta Environmental Consulting in July 2026. Copley also once owned Oxus Environmental, a regulated waste firm later acquired by Stericycle.
Sources
- S1Copley Equity Partners home page (about, focus, portfolio, team and office addresses) Accessed October 27, 2026
- S2Copley Equity Partners portfolio sitemap Accessed October 27, 2026
- S3Herzig Engineering Acquires Brady Infrared (September 10, 2026) Accessed October 27, 2026
- S4FMG Leading acquires BroadBranch Advisors (August 6, 2026) Accessed October 27, 2026
- S5Triton Environmental Consultants Acquires Arletta Environmental Consulting (July 28, 2026) Accessed October 27, 2026
- S6OBR Cooling Towers newsroom Accessed October 27, 2026
- S7Copley Equity Partners Completes Acquisition of Vital Delivery Solutions (Business Wire, December 17, 2025; not opened, see review flags) Accessed October 27, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Copley Equity Partners. Figures are as reported on the dates shown and may have changed. Request a correction