When was Copley Equity Partners founded?

Copley Equity Partners was founded in 2012.

Where is Copley Equity Partners' headquarters located?

Copley Equity Partners' headquarters is located in Quincy (United States).

How many companies has Copley Equity Partners invested in?

Copley Equity Partners has invested in 32 companies, including Cartessa Aesthetics & Stericycle.

Which companies has Copley Equity Partners invested in lately?

Herzig Engineering & OBR Cooling Towers are the latest investments by Copley Equity Partners.

Copley Equity Partners - 2026 Investor Profile, Portfolio, Team & Exits

Q: How big is Copley Equity Partners' investment team?

Copley Equity Partners has a team of 27.

Copley Equity Partners is a private equity firm founded in 2012. It is primarily based in Quincy, United States. As of May 2026, Copley Equity Partners has a portfolio of 32 companies, comprising 32 funding rounds and 4 acquisitions. In the last 12 months, it has participated in 1 acquisition. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Healthcare to Business Services. Most recently it acquired stakes in Vital Delivery Solutions on Dec 18, 2025.

Overall Copley Equity Partners portfolio has seen 6 acquisitions, namely Stericycle, Dunkin' Brands and Liberty Commercial Finance. A lot of funds co-invest with Copley Equity Partners, with names like PennantPark sharing a substantial percentage of its portfolio.

Copley Equity Partners has a team of 27 people, including 2 partners.

Key Metrics

Founded Year

2012

Location

Quincy, United States

Portfolio Companies

Cartessa Aesthetics, Stericycle & 30 more

Portfolio Sectors

Healthcare, Business Services

Portfolio Locations

United States, Canada

Acquisition Deals

Vital Delivery Solutions, Spend Matters & 2 more

Investment Deals

Cartessa Aesthetics, Stericycle & 30 more

View Copley Equity Partners's full profile

Copley Equity Partners has a portfolio of 32 companies. They have invested in a total of 32 companies. Their most recent investment was in Herzig Engineering (PE round) on Mar 03, 2025. Here are the most recent investments by Copley Equity Partners:

Date	Company	Round	Amount	Co-Investors
Mar 03, 2025	Herzig Engineering	PE	4008	-
Jun 24, 2024	OBR Cooling Towers	Unattributed	7316	-
Jun 28, 2023	Upper Crust Food Service	PE	6673	-
Jan 26, 2023	Triton Environmental	PE	2249	-

View all investments by Copley Equity Partners

Copley Equity Partners has acquired 4 companies. Their most recent acquisition was of Vital Delivery Solutions on Dec 18, 2025. Here are the most recent acquisitions by Copley Equity Partners:

Acquisition Date	Company	Short Description	Total Funding	Founded Year
Dec 18, 2025	Vital Delivery Solutions	Provider of courier services	-	1987
May 16, 2025	Spend Matters	Data-driven procurement, finance, and supply chain content and research provider	-	2004
May 18, 2020	Tourmaline Partners	Investment management firm	-	2010
Mar 31, 2021	North Star Leasing Company	Flexible equipment financing solutions provider, helping businesses grow and thrive	-	1979

Here is the portfolio snapshot of Copley Equity Partners:

Investments by Year

The maximum number of investments were made in 2022

Acquisitions by Year

The maximum number of acquisitions were made in 2025

Portfolio by Location

Companies are primarily in United States and Canada

Portfolio by Sector

Companies are primarily in Healthcare

Copley Equity Partners has a team of 27 members including 2 Partners and 7 Principals located in United States. Copley Equity Partners' team does not sit on the board of any company as of now.

Here is a list of top team members in Copley Equity Partners:

Name	Designation	Location	Board Memberships	Contact Details
Rob Hale	Partner	Boston	-	-
Greg Sonzogni	Partner	Denver	-	1 Phone number
Sean Sullivan	Principal	Boston	-	1 Phone number
Matthew Difrancesco	Principal	Boston	-	1 Phone number
Kremer Suttman	Principal	Denver	-	-
Ellie Bennett	Principal	Boston	-	1 Phone number
Jan Prokop	Principal	Boulder	-	1 Phone number
Noemie Delfassy	Principal	Los Angeles	-	1 Phone number
Elfi Chacon	Principal	Denver	-	1 Phone number
Stefano Belfiore	Associate	Boston	-	-
Sam Lampert	Associate	New York	-	1 Phone number

View team details of Copley Equity Partners

Over the past 14 years, 3 investors have co-invested in Copley Equity Partners's portfolio companies.

Top Co-investors of Copley Equity Partners: 3 investors entered a company along with Copley Equity Partners. These include investors like PennantPark (1 company).

View the list of Co-Investors of Copley Equity Partners

•

Herzig Engineering, a Leading Provider of Electrical Safety Services, Announces Investment from Copley Equity PartnersBusiness Wire•Mar 03, 2025•Copley Equity Partners, Herzig Engineering

•

Energy/Power Copley Equity Partners invests in electrical services firm HerzigPE Hub•Mar 03, 2025•Copley Equity Partners, Herzig Engineering

•

Copley Equity Partners Invests in OBR Cooling Towers to Support Future Growth InitiativesYahoo•Jun 25, 2024•Copley Equity Partners, OBR Cooling Towers

•

Dayton company acquires out-of-state firmDayton247Now•Apr 24, 2024•LJB, Copley Equity Partners, Gorrill Palmer

•

Dayton company acquires out-of-state firmDayton247Now•Jan 09, 2024•LJB, Copley Equity Partners, Bridge & Stream Engineering

•