Our investment process

For most shareholders of smaller businesses, the decision to pursue a liquidity event is the most significant decision of their professional careers. As a financial partner, our aim is to understand the owners’ goals, pursue a transaction in an expedient and non-disruptive manner, and act as a conscientious steward of the business and its people.

Accordingly, our investment process is generally as follows:

Understand the owners’ goals
1. Enter a period of confidentiality to exchange information and establish communication
2. Discuss the economic and organizational goals of management and selling shareholders
3. Invest significant time (on our end) to thoroughly understand the company’s operations and market position
Pursue a transaction in a non-disruptive manner
1. Focus Copeley’s resources on conducting due diligence in a timely and efficient manner
2. Support management’s need to stay focused on “running the business” during the process
3. Engage financing sources and service providers to ensure successful closing
Act as responsible stewards of the business
1. Partner closely with management to capitalize on growth opportunities (see examples), create equity value and build the business responsibly
2. Nurture that which has made companies successful in the past
3. Remain involved in portfolio companies for four to eight years

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