Copley Equity Partners

Portfolio

Team

Andy Miller

Co-Founder & Managing Director

Andy co-founded Copley in 2012 and heads Copley’s Denver office. Andy is also the Co-CIO and Co-Founder of Fox Rock Capital, a single family office and Copley’s affiliate company. Prior to Copley, Andy worked for Summit Partners, a private equity and venture capital firm, in Boston and Palo Alto.

Andy received an MBA from Harvard Business School where he graduated with Second Year Honors and has a degree in Economics, cum laude, from Dartmouth College. Andy currently sits on the Finance and Investment Committee of the Denver Scholarship Foundation.

Experience

Peter Trovato

Co-Founder & Managing Director

Peter co-founded Copley in 2012 and heads Copley’s Boston office. Peter is also a Co-Founder and Managing Member of Fox Rock Capital, a single family office based in Boston and Copley’s affiliate company. Prior to Copley, Peter worked at Summit Partners, a global private equity and venture capital firm. At Summit, Peter was primarily focused on making $5-$50 million growth equity investments and assisting in portfolio company development. Before Summit, Peter founded and served as the Executive Director of the Massachusetts Soldiers Legacy Fund, a charitable trust established for the children of fallen US Service members. Peter also played professional ice hockey for several teams throughout the United States.

Peter received an MBA from Harvard Business School and graduated magna cum laude from the University of Massachusetts-Amherst with a BA in Political Science and a BA in Journalism.

Experience

Rob Hale

Co-Founder and Entrepreneur in Residence

Boston

Rob Hale is President and CEO of Granite Telecommunications and a co-founder of Copley Equity Partners. Rob currently serves on Copley’s investment committee and also serves as an entrepreneur in residence to assist the development of Copley’s portfolio companies. Rob founded Granite in 2002 and has grown the company into one of the largest privately held telecommunications services companies in the U.S., with revenues exceeding $1 billion. Rob is the founder and board chair of Fox Rock Capital, a single family office based in Boston, founding owner of FoxRock Properties, a commercial real estate firm, and is co-owner of the NBA’s Boston Celtics and Boston Cannons of the MLL.

Rob lives in the Boston area with his wife and three children. He serves on the Board of Trustees for Boston Children’s Hospital, Brigham & Women’s Hospital, the South Shore YMCA, and the Massachusetts Soldiers Legacy Fund.

Experience

Peter G. Lawrence

General Counsel

Pete joined Copley in 2019 and currently serves as its General Counsel. Prior to joining Copley, Pete practiced law at several prominent law firms in Chicago, most recently as a partner with Perkins Coie LLP. Pete has over 20 years of experience advising clients regarding complex mergers, acquisitions and capital raising transactions. In his practice Pete focused on private equity and venture capital transactions, including leveraged buyouts, early-stage investments, growth equity investments and the formation of private equity funds and other pooled investment vehicles. Pete’s experience spans numerous industries and market segments, including manufacturing, technology, health care, education, financial services, consumer retail, energy, mining, forestry, distribution, logistic services, hospitality and lodging.

Pete earned his JD, summa cum laude, from the University of Illinois College of Law in 1997, where he graduated as a member of the Order of the Coif. While in law school, Pete participated in Law Review and Moot Court and graduated as a Harno Fellow. Pete earned his BA, cum laude, from the University of Notre Dame in 1994, where he double majored in history and computer applications. Pete is a member of the Phi Alpha Theta Honor Society (history) and the Computer Applications Honor Society. Pete is licensed to practice law in the State of Illinois.

Experience

Greg Sonzogni

Vice President

Greg Sonzogni joined Copley in 2020. In his role as Vice President of the Portfolio Growth Group, Greg is responsible for assisting Copley’s portfolio companies across the Western Region improve operations and achieve/exceed their growth and profitability targets by bringing a wealth of experience from a wide variety of industries and functions.

Prior to Copley, Greg worked for five years as the Chief Operating Officer for TGG Accounting, which provides outsourced accounting, finance and consulting services to small and mid-sized businesses. Greg was responsible for the sales, marketing and general operations of the firm, while also consulting with select clients. Before that, he was a Sr. General Manager at The Active Network (formerly NYSE:ACTV) responsible for running multiple business units, including Marketing Services, Commerce and its Incubator business unit. Greg was part of the executive team that completed the sale of the company to Vista Private Equity in 2013 at a valuation in excess of $1B.

Greg started his career at Deloitte & Touche in Los Angeles working in both the audit and tax practices. He worked as a financial analyst (Disney) and investment banking associate (PaineWebber, now UBS) before joining Promote It International, an out-of-home marketing services agency. In his role as EVP, he helped grow that business to a size that led to the eventual acquisition by The Active Network in 2006.

Greg received an MBA from the University of Virginia’s Darden School of Business in 2000. He performed his undergraduate work at the University of Arizona, where he earned a B.S. in Accounting and Finance. He also has a CPA from the state of California.

Experience

Privacy Policy

Last Updated on 11/3/2016. This privacy policy is effective immediately.

Introduction

At Copley Equity Partners (the “Company” or “We”), we respect your privacy and are committed to protecting it through our compliance with this policy.

This policy describes the types of information we may collect from you or that you may provide when you visit this website (our “Website”) and our practices for collecting, using, maintaining, protecting and disclosing that information.

This policy applies to information we collect:

On this Website.
In e-mail, text and other electronic messages between you and this Website.
Through mobile and desktop applications you download from this Website, which provide dedicated non-browser-based interaction between you and this Website.
When you interact with our advertising and applications on third-party websites and services, if those applications or advertising include links to this policy.

It does not apply to information collected by:

us offline or through any other means, including on any other website operated by Company or any third party (including our affiliates and subsidiaries); or
any third party (including our affiliates and subsidiaries), including through any application or content (including advertising) that may link to or be accessible from or on the Website.

Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, your choice is not to use our Website. By accessing or using this Website, you agree to this privacy policy. This policy may change from time to time. Your continued use of this Website after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Children Under the Age of 13

Our Website is not intended for children under 13 years of age. No one under age 13 may provide any personal information to or on the Website. We do not knowingly collect personal information from children under 13. If you are under 13, do not use or provide any information on this Website or on or through any of its features/register on the Website, make any purchases through the Website, use any of the interactive or public comment features of this Website or provide any information about yourself to us, including your name, address, telephone number, e-mail address or any screen name or user name you may use. If we learn we have collected or received personal information from a child under 13 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 13, please contact us via our contact us link.

Information We Collect About You and How We Collect It

We collect several types of information from and about users of our Website, including information:

by which you may be personally identified, such as name, postal address, e-mail address, telephone number or ANY OTHER INFORMATION THE WEBSITE COLLECTS THAT IS DEFINED AS PERSONAL OR PERSONALLY IDENTIFIABLE INFORMATION UNDER AN APPLICABLE LAW (“personal information”);
that is about you but individually does not identify you, and/or
about your internet connection, the equipment you use to access our Website and usage details.

We collect this information:

Directly from you when you provide it to us.
Automatically as you navigate through the site. Information collected automatically may include usage details, IP addresses and information collected through cookies, web beacons and other tracking technologies.
From third parties, for example, our business partners.

Information You Provide to Us.

The information we collect on or through our Website may include:

Information that you provide by filling in forms on our Website. This includes information provided at the time of registering to use our Website, subscribing to our service, posting material or requesting further services. We may also ask you for information when you report a problem with our Website.
Records and copies of your correspondence (including e-mail addresses), if you contact us.
Your responses to surveys that we might ask you to complete for research purposes.
Details of transactions you carry out through our Website and of the fulfillment of your orders. You may be required to provide financial information before placing an order through our Website.
Your search queries on the Website.

You also may provide information to be published or displayed (hereinafter, “posted”) on public areas of the Website, or transmitted to other users of the Website or third parties (collectively, “User Contributions”). Your User Contributions are posted on and transmitted to others at your own risk. Although we limit access to certain pages/you may set certain privacy settings for such information by logging into your account profile, please be aware that no security measures are perfect or impenetrable. Additionally, we cannot control the actions of other users of the Website with whom you may choose to share your User Contributions. Therefore, we cannot and do not guarantee that your User Contributions will not be viewed by unauthorized persons.

Information We Collect Through Automatic Data Collection Technologies.

As you navigate through and interact with our Website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions and patterns, including:

Details of your visits to our Website, including traffic data, location data, and other communication data and the resources that you access and use on the Website.
Information about your computer and internet connection, including your IP address, operating system and browser type.

We also may use these technologies to collect information about your online activities over time and across third-party websites or other online services (behavioral tracking). The information we collect automatically is statistical data and does not include personal information, but we may maintain it or associate it with personal information we collect in other ways or receive from third parties. It helps us to improve our Website and to deliver a better and more personalized service, including by enabling us to:

Estimate our audience size and usage patterns.
Store information about your preferences, allowing us to customize our Website according to your individual interests.
Speed up your searches.
Recognize you when you return to our Website.

The technologies we use for this automatic data collection may include:

Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.
Flash Cookies. Certain features of our Website may use local stored objects (or Flash cookies) to collect and store information about your preferences and navigation to, from and on our Website. Flash cookies are not managed by the same browser settings as are used for browser cookies.
Web Beacons. Pages of our the Website may contain small electronic files known as web beacons (also referred to as clear gifs. pixel tags and single-pixel gifs) that permit the Company, for example, to count users who have visited those pages or opened an e-mail and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).

We do not collect personal Information automatically, but we may tie this information to personal information about you that we collect from other sources or you provide to us.

Third-party Use of Cookies and Other Tracking Technologies.

Some content or applications, including advertisements, on the Website are served by third-parties, including advertisers, ad networks and servers, content providers and application providers. These third parties may use cookies alone or in conjunction with web beacons or other tracking technologies to collect information about you when you use our website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based (behavioral) advertising or other targeted content.

We do not control these third parties’ tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly.

How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal information:

To present our Website and its contents to you.
To provide you with information, products or services that you request from us.
To provide you with information about our services
To provide you with notices about your account/subscription, including expiration and renewal notices.
To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection.
To notify you about changes to our Website or any products or services we offer or provide though it.
To allow you to participate in interactive features on our Website.
In any other way we may describe when you provide the information.
To fulfill any purpose for which you provide it.
For any other purpose with your consent.

We may use the information we have collected from you to enable us to display advertisements to our advertisers’ target audiences. Even though we do not disclose your personal information for these purposes without your consent, if you click on or otherwise interact with an advertisement, the advertiser may assume that you meet its target criteria.

Disclosure of Your Information

We may disclose aggregated information about our users, and information that does not identify any individual, without restriction.

We may disclose personal information that we collect or you provide as described in this privacy policy:

To our subsidiaries and affiliates.
To contractors, service providers and other third parties we use to support our business and who are bound by contractual obligations to keep personal information confidential and use it only for the purposes for which we disclose it to them.
To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution or other sale or transfer of some or all of the Company’s assets, whether as a going concern or as part of bankruptcy, liquidation or similar proceeding, in which personal information held by the Company about our Website users is among the assets transferred.
To third parties to market their products or services to you if you have consented to these disclosures. We contractually require these third parties to keep personal information confidential and use it only for the purposes for which we disclose it to them.
To fulfill the purpose for which you provide it. For example, if you give us an e-mail address to use the “e-mail a friend” feature of our Website, we will transmit the contents of that e-mail and your e-mail address to the recipients.
For any other purpose disclosed by us when you provide the information.
With your consent.

We may also disclose your personal information:

To comply with any court order, law or legal process, including to respond to any government or regulatory request.
To enforce or apply our terms of use and other agreements, including for billing and collection purposes.
If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of the Company, our customers or others. This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction.

Choices About How We Use and Disclose Your Information

We strive to provide you with choices regarding the personal information you provide to us. We have created mechanisms to provide you with the following control over your information:

Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. To learn how you can manage your Flash cookie settings, visit the Flash player settings page on Adobe’s website. If you disable or refuse cookies, please note that some parts of this site may then be inaccessible or not function properly.
We do not control third parties’ collection or use of your information to serve interest-based advertising. However these third parties may provide you with ways to choose not to have your information collected or used in this way. You can opt out of receiving targeted ads from members of the Network Advertising Initiative (“NAI”) on the NAI’s website.

Accessing and Correcting Your Information

You may send us an e-mail via our contact link to request access to, correct or delete any personal information that you have provided to us. We cannot delete your personal information except by also deleting your user account. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.

If you delete your User Contributions from the Website, copies of your User Contributions may remain viewable in cached and archived pages, or might have been copied or stored by other Website users. Proper access and use of information provided on the Website, including User Contributions, is governed by our terms of use.

Your California Privacy Rights

California Civil Code Section § 1798.83 permits users of our Website that are California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please contact us via the Contact Us link.

Data Security

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration and disclosure

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.

Changes to Our Privacy Policy

It is our policy to post any changes we make to our privacy policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you by e-mail to the e-mail address specified in your account and/or through a notice on the Website home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable e-mail address for you, and for periodically visiting our Website and this privacy policy to check for any changes.

Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact via our Contact Us link.

Thank You for Visiting the Website.

Patient. Flexible. Decisive.

Lower Middle Market Companies in North America

Copley Investment Characteristics

Growth Initiatives

Talent Development

Best Practices

Capital Markets

Tourmaline

Oxus Environmental

Hospital Couriers Corporation

Madwire

North Star Leasing Company

Leadpoint Business Services

AeroMed Group

Dunkin’

Liberty Commercial Finance

Aethon Aerial Solutions

Flight Evolved

ClearCost Health

CEP Investment Digital Product Management

The Feet

Gregory FCA

Boston Cannons

Celtics

Fox Rock Capital

FoxRock Properties

Granite

Massachusetts Soldiers Legacy Fund

Andy Miller

Peter Trovato

Rob Hale

Matt Bryson

Peter G. Lawrence

Nadya Koltov

Jan Prokop

Greg Sonzogni

Sean Sullivan

Stefano Belfiore

Matthew DiFrancesco

Kremer Suttman

Dan Turk

Aiden Acquisto

Ellie Bennett

Mobeen Beria

Ryan Conway

Tarek Deida

Brian Dunlap

Wills Hutras

Patrick Lambert

Grant McArtor

David Ricciardelli

Zach Stein

Elfi Hermann

Meghan Walsh

Ryan Carroll

Michael Guptill

Jonah Kalsner Kershen

Jacob Matosky

Dhaivat Mehta

Dylan Spector

Andy Miller

Experience

Peter Trovato

Experience

Rob Hale

Experience

Matt Bryson

Experience

Peter G. Lawrence

Experience

Nadya Koltov

Jan Prokop

Experience

Greg Sonzogni

Experience

Sean Sullivan

Experience

Stefano Belfiore

Experience

Matthew DiFrancesco