Copeley Capital
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Case study

With one of our portfolio companies, we faced the following situation upon acquisition:

  • Strong market and product positions
  • Outstanding returns on capital
  • Owner desired transaction to begin succession plan, professionalize business, accelerate growth and achieve partial liquidity
  • Challenges:
    1. Dependence on one individual – limited infrastructure
    2. New market opportunity but no sales infrastructure or strategy
    3. Limited systems, reporting, and customer feedback
How Copeley helped overcome these challenges
1. Building the team by hiring
  • COO from Illinois Tool Works (who is now CEO)
  • CFO from Dover Industries
  • VP of Engineering from General Motors
  • Three regional sales managers
 2. Restructuring the “go to market” strategy
  • Brought in house
  • Overhauled market coverage
  • Overhauled representative network
3. Launching waste industry initiative
  • Engaged well respected and experienced veterans in the waste industry to make introductions into leading waste players
  • Hired two dedicated sales managers
 4. Implementing new systems and reporting
  • Converted to accrual accounting
  • Developed end market tracking procedures
  • Overhauled bill of materials and inventory management


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