PE  Copeley Capital

http://www.copeleycapital.com





     Office Locations:

112 South Tryon Street, Suite 850
Charlotte, NC 28284
Phone: 704-409-3070
Fax: 704-409-3075

 

Stages:

  • Middle Market


 

Industries:

  • Manufacturing & Industrial

  •  

    Description:

    Founded in 2003, Copeley Capital invests in change of control transactions involving companies that generate at least $2 million in EBITDA. Transaction types include recapitalizations of family-owned companies, owner/operator transitions, corporate divestitures, and growth capital. Transactions range from $5 to $40 million in total enterprise value. Copeley does not invest along industry lines but focuses on fundamentals, such as experienced management, longstanding customer relationships, a diverse customer base, a favorable competitive environment, and adequate barriers to entry.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Jamie Jonas Controller
    John G. Scott Operating Partner
    Lane E. Faison Co-Founder and Managing Partner
    Lindsay T. Lewellan Principal
    Sandra Lopez Office Manager

     

    Portfolio companies include:

     

    Recent News: