Long-term Partner for Enduring Value

Copley has designed our team, committed capital base, and investment process to exclusively work with and help grow businesses operating in the lower-middle market. We invest in successful private companies that have been built by great management teams and entrepreneurs. Our capital, experience, and commitment help companies continue to achieve and create long-term value.

About Us

Established in 2012, Copley makes investments in privately held, lower-middle market companies. Copley invests out of an evergreen, single family office, capital base. Our Founding team is responsible for all funding, and investment decisions, allowing for flexibility in transaction structure, ownership, sector, and exit time horizon. Our patient, family-office, capital base allows us to be agnostic to the standard private equity and venture capital funding cycle and focus on helping our portfolio companies build enduring businesses.

Our Focus

Our unique capital base allows us to invest in companies that do not fit the venture capital template and are typically “too small” for traditional middle-market private equity firms.

Lower Middle Market Companies in North America

  • Private companies generating $2 to $25 million in earnings or free-cash flow
  • Typically founder owned and operated with strong management
  • A stable revenue base often with recurring characteristics
  • Industry agnostic; we invest across a broad range of sectors

Copley Investment Characteristics

  • Investing $5 to $75 million in equity per transaction
  • Comfortable in both majority and minority equity positions
  • Growth capital, owner liquidity, acquisition financing, debt retirement

Growth Support

Post investment, our role is to help management teams on key strategic initiatives and business development opportunities.

Growth Initiatives

  • Salesforce and Marketing Development Salesforce and Marketing Development
  • Acquisition Sourcing Acquisition Sourcing
  • Geographic Expansion Geographic Expansion
  • Pricing Strategy and Optimization Pricing Strategy and Optimization
  • Strategic Partnerships Strategic Partnerships

Talent Development

  • Board of Directors Recruiting Board of Directors Recruiting
  • Executive Team Development Executive Team Development
  • Compensation and Incentive Programs Compensation and Incentive Programs
  • Advisory Board Development Advisory Board Development
  • Corporate Governance Structuring Corporate Governance Structuring

Best Practices

  • Financial Systems and Cash Flow Forecasting Financial Systems and Cash Flow Forecasting
  • Key Performance Metrics and Benchmarking Key Performance Metrics and Benchmarking
  • Supply Chain Optimization Supply Chain Optimization
  • Control Systems Implementation Control Systems Implementation
  • Technology Review and Benchmarking Technology Review and Benchmarking

Capital Markets

  • Accessing Debt Capital Markets Accessing Debt Capital Markets
  • Balance Sheet Optimization Balance Sheet Optimization
  • Exit Guidance and Transaction Review Exit Guidance and Transaction Review
  • Acquisition Structuring Acquisition Structuring
  • Banking Relationships Banking Relationships

Portfolio

  • Triton Environmental Consultants logo
  • AuctionIQ logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Capital Premium Financing logo
  • LJB Inc. logo
  • Bridge & Stream Engineering logo
  • Cartessa Aesthetics logo
  • Avantik logo
  • Perkins Biomedical Services logo
  • Tech One Biomedical logo
  • Southeast Pathology logo
  • Southern Biomedical logo
  • Hawkeye Biomedical logo
  • Maxima Power Group logo
  • Tourmaline logo
  • FMG Leading logo
  • Liberty Commercial Finance logo
  • Conductive Containers logo
  • Roof Depot logo
  • Spend Matters logo
  • Leadpoint Business Services logo
  • Hospital Couriers Corporation logo
  • Madwire logo
  • North Star Leasing Company logo
  • Oxus Environmental logo
  • Dunkin’ logo
  • ClearCost Health logo
  • Granite-Epik logo
  • Gregory FCA logo
  • CEP Investment Digital Product Management logo
  • The Feet logo
  • Boston Cannons logo

Founded in 1989, Triton Environmental Consultants provides environmental consulting services to major infrastructure projects throughout Canada. Triton offers environmental assessments, fisheries and wildlife work and on-going compliance monitoring across a variety of end markets for blue-chip clients.

 

Triton Environmental Consultants

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  • Location Vancouver, Canada
  • Invested 2023
  • Status Current

AuctionIQ (AIQ) is a tech enabled business services company focused on driving increased efficiency and profitability for its customers.

AuctionIQ

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  • Location Salt Lake City, UT
  • Invested 2022
  • Status Current

Established in Columbia, MO in 2010, Upper Crust Food Service serves fraternity houses, sorority houses, and summer camps. With a focus on great food and personal service, the company feeds tens of thousands of meals weekly to students and campers across the country.

Upper Crust Food Service

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  • Location Columbia, MO
  • Invested 2021
  • Status Current

Started in Champaign, IL in 2008, College Chefs founder Kevin Gadus created College Chefs to provide him an opportunity to harness his passion and creativity for cooking. College Chefs employs professional chefs that provide rockstar service to premier fraternity and sorority chapters across the country.

College Chefs

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  • Location Champaign, IL
  • Invested 2022
  • Status Current

Started in 1988, Capital Premium Financing provides commercial insurance premium financing solutions for customers nationwide.

Capital Premium Financing

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  • Location Draper, UT
  • Invested 2022
  • Status Current

Founded in 1966, LJB Inc. is a leading provider of civil and structural engineering, fall protection engineering and consulting, transportation engineering and traffic safety consulting, geospatial and water resources services. Headquartered in Miamisburg, Ohio, with more than 200 employees, LJB, Inc. serves a wide variety of blue-chip clients across more than 40 states in end markets such as commercial, industrial, manufacturing, federal, state and local government, education, and healthcare.

LJB Inc.

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  • Location Miamisburg, OH
  • Invested 2022
  • Status Current

Founded in 2005, Bridge & Stream is known for utilizing leading technology to identify dependable solutions for flooding and drainage issues. Its team members are experts in two-dimensional (2D) hydraulic analyses, which are used to accurately identify design discharges and properly size drainage structures.

Bridge & Stream Engineering

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  • Location Denver, CO
  • Invested 2023
  • Status Current

Cartessa Aesthetics sources and provides leading aesthetic medical devices to dermatologists, plastic surgeons, cosmetic physicians, and medical spas.

Cartessa Aesthetics

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  • Location Melville, NY
  • Invested 2022
  • Status Current

Avantik

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  • Location Pine Brook, NJ
  • Invested 2023
  • Status Current

Founded in 2011, Perkins Biomedical Services is a leader in providing factory trained service, repair, and preventative maintenance on a variety of histology and pathology equipment to clinical laboratory environments throughout the Northeast.  The company additionally provides parts and equipment sales to various labs that they service.

Perkins Biomedical Services

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  • Location Concord, NH
  • Invested 2021
  • Status Exited

Established in 1997, Tech One is a leading provider of histology and pathology equipment repair and maintenance to labs, hospitals, and manufacturers across the Midwest and Mid Atlantic.

Tech One Biomedical

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  • Location Chicago, IL
  • Invested 2023
  • Status Exited

With over 20 years of experience, Southeast Pathology Instrument Service is the leading independent histology and pathology instrument service organization in the Southeast. Southeast Pathology offers factory trained service, repair, and preventative maintenance on a variety of histology and pathology equipment to hospitals, universities, independent laboratories, Moh’s clinics, and research institutions throughout the Southeast.  The company additionally provides parts and equipment sales to various labs that they service.

Southeast Pathology

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  • Location Charleston, SC
  • Invested 2022
  • Status Exited

Established in 1998, Southern Biomedical is the largest independent histology and pathology instrument service repair company in the South. Southern offers factory trained service, repair, and preventative maintenance on a variety of histology and pathology equipment to hospitals, independent laboratories, universities, Moh’s clinics, and research institutions throughout Florida and the surrounding states.

Southern Biomedical

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  • Location Tampa, FL
  • Invested 2022
  • Status Exited

Founded in 2001, Hawkeye Biomedical is a leader in histology equipment service, maintenance, and repair across Nebraska, Iowa, and Missouri.

Hawkeye Biomedical

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  • Location Omaha, NE
  • Invested 2023
  • Status Exited

Maxima Power Group provides NETA-certified technical field services and electrical engineering for power & control systems across a variety of end markets.

Maxima Power Group

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  • Location Tipp City, OH & Edmonton, AB
  • Invested 2021
  • Status Current

Tourmaline Partners is one of the world’s leading outsourced trading solutions firms, providing tailor-made services to hedge funds and asset managers of all sizes, pairing clients’ trading needs with expertise. Through continuous investment in technology and human capital, a singular focus on trading, and non-competitive relationships with 400+ global brokers, Tourmaline provides clients with access to unparalleled liquidity, market intelligence and customized workflows for defining, measuring and achieving best execution.

Tourmaline

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  • Location Stamford, CT
  • Invested 2020
  • Status Current

FMG Leading is a national professional services firm focused on partnering with its customers to drive value at the intersection of enterprise strategy and human capital performance.

FMG Leading

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  • Location San Diego, CA
  • Invested 2022
  • Status Current

Liberty Commercial Finance is a leading independent equipment lease and finance company that provides highly competitive equipment financing and superior customer service for even the most challenging, complex organizations.  Established in 2017, Liberty has already become a top 5 independent lease company by leveraging the team’s decades of deep transaction experience.

Liberty Commercial Finance

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  • Location Tustin, CA
  • Invested 2020
  • Status Exited

Founded in 1978, Conductive Containers (“CCI”) is a leading manufacturer of electrostatic discharge (ESD) packaging products for the electronics, medical, defense, and industrial markets. CCI created the first conductive corrugated packaging product (Corstat) and has since expanded its product offering to include a full range of custom and semi-custom ESD products; these products include fluted plastics, foams, injection molded products, and thermoformed plastics.

Conductive Containers

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  • Location New Hope, MN
  • Invested 2021
  • Status Current

Founded in 1998, Roof Depot provides commercial roof installation, replacement and repair services throughout the United States.

Roof Depot

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  • Location Alpharetta, GA
  • Invested 2022
  • Status Current

Spend Matters is a proprietary tech-enabled data platform that drives and optimizes the strategic technology procurement decisions across the global procurement, finance, and supply chain technology ecosystem.

Spend Matters

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  • Location Chicago, IL
  • Invested 2021
  • Status Current

Leadpoint Business Services manages and deploys high-performance work teams in a variety of industries including waste & recycling, manufacturing, and logistics.

Leadpoint Business Services

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  • Location Phoenix, AZ
  • Invested 2018
  • Status Current

HCC is a leading provider of logistics and transportation solutions to the healthcare industry, serving some of the largest health systems in the country.

Hospital Couriers Corporation

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  • Location Centennial, CO
  • Invested 2015
  • Status Exited

Madwire is a full-service, technology enabled, digital marketing firm. Madwire is based in Fort Collins, Colorado, and provides services to companies of all sizes on a subscription model. Madwire is a technology company that provides business management and marketing software and services for SMBs and franchises. Madwire’s brands — Marketing 360®, Websites 360®, SpaceCraft™ and Top Rated Local® — enable SMBs to do everything from building a website, to accepting payments, managing leads and customers, appointments, online reviews, social media, business listings, content marketing, multi-channel digital advertising campaigns and more.

Madwire

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  • Location Fort Collins, CO
  • Invested 2014
  • Status Current

North Star is a small and micro ticket leasing company based in Burlington VT. North Star has a 41 year track record leasing mission critical equipment to small and medium sized companies across all 50 states and of partnering with manufactures and distributors of capital equipment.

North Star Leasing Company

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  • Location Burlington, VT
  • Invested 2018
  • Status Exited

Oxus Environmental is a provider of regulated waste removal and compliance services. Oxus services thousands of healthcare facilities across the Northeast region. Oxus was acquired by Stericycle, Inc. (NASDAQ: SRCL)

Oxus Environmental

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  • Location Pittsfield, ME
  • Invested 2012
  • Status Exited

Copley Coffee (d/b/a Dunkin’ Brands) is the largest franchisee of Dunkin’ in Manhattan. Copley Coffee operates 30 Dunkin’ branded stores across Manhattan (eleven of which are co-brand Baskin’ Robbins) and a central manufacturing location (“CML”) in Brooklyn.

Dunkin’

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  • Location New York City, NY
  • Invested 2019
  • Status Current

ClearCost Health is a Healthcare IT company providing cost transparency services via a Software-as-a-Service model. The Company primarily works with self-insured companies providing their healthcare plan participants with cost and quality information prior to seeking care.

ClearCost Health

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  • Location San Francisco, CA
  • Invested 2012
  • Status Current

In 2021, Copley worked alongside Granite Telecommunications in the company’s acquisition of Epik. The acquisition enables Granite to offer a  seamless substitution of existing POTS lines used for life safety applications, elevator, point of sale, and voice circuits.   Importantly, the combination of Granite and Epik allows current and new Granite customers to have reliable analog access with broadband redundancy, dual SIMs and 24-hour battery backup capabilities.

Granite-Epik

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  • Location Quincy, MA
  • PortCo Acquisition 2021
  • Status Current

Gregory FCA is a full-service public relations and financial public relations firm who creates and deploys sophisticated national media relations, social media, content marketing, investor relations, and financial communications campaigns with a focus on financial services, cybersecurity, consumer and enterprise technology, and consumer products.

Gregory FCA

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  • Location Ardmore, PA
  • Invested 2019
  • Status Current

Copley invested in a fast growth digital design agency based in US. The company designs, develops and manages digital products and software for some of the world’s most respected brands and companies. The company focuses on front-end development (e.g. product strategy and design) and defining technical architecture and engineering.

CEP Investment Digital Product Management

  • Location East Coast, US
  • Invested 2020
  • Status Exited

The Feet, Inc. is a medical courier based in Fort Collins, Colorado, and was acquired by Hospital Couriers Corporation in 2016.

The Feet

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  • Location Fort Collins, CO
  • Invested 2016
  • Status Acquired

Professional Lacrosse Team

Boston Cannons

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  • Location Boston
  • Invested 2013
  • Status Exited

Celtics

Fox Rock Capital

FoxRock Properties

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Granite

Massachusetts Soldiers Legacy Fund

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Team

Photo of Andy Miller

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 is a member of the Board of Directors of the Denver Scholarship Foundation.

Experience

  • AuctionIQ logo
  • Hospital Couriers Corporation logo
  • Liberty Commercial Finance logo
  • Capital Premium Financing logo
  • Leadpoint Business Services logo
  • Tourmaline logo
  • Madwire logo
  • Oxus Environmental logo
  • ClearCost Health logo
  • CEP Investment Digital Product Management logo
  • Dunkin’ logo
  • Gregory FCA logo
  • Massachusetts Soldiers Legacy Fund logo
  • North Star Leasing Company logo
  • The Feet logo
  • Fox Rock Capital logo
  • Granite logo
  • Perkins Biomedical Services logo
  • Granite-Epik logo
  • Conductive Containers logo
  • Spend Matters logo
  • Boston Cannons logo
  • Roof Depot logo
  • Southeast Pathology logo
  • FMG Leading logo
  • Cartessa Aesthetics logo
  • LJB Inc. logo
  • Southern Biomedical logo
  • Triton Environmental Consultants logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Tech One Biomedical logo
  • Hawkeye Biomedical logo
  • Maxima Power Group logo
  • Bridge & Stream Engineering logo
  • Avantik logo
Photo of Peter Trovato

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

  • Tourmaline logo
  • Cartessa Aesthetics logo
  • North Star Leasing Company logo
  • CEP Investment Digital Product Management logo
  • Oxus Environmental logo
  • Hospital Couriers Corporation logo
  • Perkins Biomedical Services logo
  • Southeast Pathology logo
  • Liberty Commercial Finance logo
  • Dunkin’ logo
  • Gregory FCA logo
  • Spend Matters logo
  • Roof Depot logo
  • Leadpoint Business Services logo
  • FMG Leading logo
  • Madwire logo
  • AuctionIQ logo
  • Capital Premium Financing logo
  • Conductive Containers logo
  • ClearCost Health logo
  • Massachusetts Soldiers Legacy Fund logo
  • Granite logo
  • Fox Rock Capital logo
  • Boston Cannons logo
  • The Feet logo
  • Granite-Epik logo
  • LJB Inc. logo
  • Southern Biomedical logo
  • Triton Environmental Consultants logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Tech One Biomedical logo
  • Hawkeye Biomedical logo
  • Maxima Power Group logo
  • Bridge & Stream Engineering logo
  • Avantik logo
Photo of Rob Hale

Rob Hale

Co-Founder
  • 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 $1.7 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.

He serves on the Board of Trustees for Boston Children’s Hospital, Brigham & Women’s Hospital, Connecticut College, and the Massachusetts Soldiers Legacy Fund.

Experience

  • Granite logo
  • Fox Rock Capital logo
  • FoxRock Properties logo
  • Celtics logo
  • Boston Cannons logo
  • Oxus Environmental logo
  • Dunkin’ logo
  • Tourmaline logo
  • Madwire logo
  • Massachusetts Soldiers Legacy Fund logo
  • North Star Leasing Company logo
  • Granite-Epik logo
Photo of Matt Bryson

Matt Bryson

Entrepreneur in Residence

Matt joined Copley in 2012 and is currently working as the CFO for Madwire, a Copley Equity Partners portfolio company. Matt’s board directorships and investments include North Star Leasing, a provider of equipment financing solutions across a variety of industries. Before joining Copley, Matt worked at the law firm of WilmerHale LLP and with Fidelity Investments as part of their Financial Leadership Program. Matt received an MBA from Babson College and a BA in political science from Boston College.

Experience

  • Dunkin’ logo
  • Madwire logo
  • North Star Leasing Company logo
  • Oxus Environmental logo
  • The Feet logo
  • Hospital Couriers Corporation logo
Photo of Peter G. Lawrence

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 25 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

  • Dunkin’ logo
  • CEP Investment Digital Product Management logo
  • Gregory FCA logo
  • Hospital Couriers Corporation logo
  • Leadpoint Business Services logo
  • North Star Leasing Company logo
  • The Feet logo
  • Tourmaline logo
  • Fox Rock Capital logo
  • Liberty Commercial Finance logo
  • AeroMed Group logo
  • Granite-Epik logo
  • Capital Premium Financing logo
  • Conductive Containers logo
  • Spend Matters logo
  • AuctionIQ logo
  • Perkins Biomedical Services logo
  • Roof Depot logo
  • Southeast Pathology logo
  • FMG Leading logo
  • Cartessa Aesthetics logo
  • LJB Inc. logo
  • Southern Biomedical logo
  • Triton Environmental Consultants logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Tech One Biomedical logo
  • Hawkeye Biomedical logo
  • Bridge & Stream Engineering logo
  • Avantik logo
Photo of Nadya Koltov

Nadya Koltov

Chief Financial Officer

Nadya joined Copley in 2019. As Copley’s Chief Financial Officer, Nadya focuses on financial operations, reporting, tax and regulatory compliance for the firm and its investment vehicles. Prior to joining Copley, Nadya held various financial and accounting roles within the alternative investment space. Nadya received an MS in Accounting/MBA from Northeastern University and has a degree in Economics and Mathematics from Plekhanov Russian University of Economics. She is also a Certified Public Accountant.

Photo of Fallon Creta

Fallon Creta

Tax Manager

Fallon joined Copley in 2023 as a Tax Manager. She is currently responsible for tax reporting and tax compliance for the firm and its investment vehicles. Prior to joining Copley, Fallon worked at Summit Partners, a global private equity and venture capital firm. Before Summit, Fallon worked at PwC in the Asset and Wealth Management Tax group spending time in both their Hartford, CT and Boston, MA offices.

Fallon grew up in Trumbull, CT and graduated with a BS in Accounting from the University of Connecticut School of Business. She is also a Certified Public Accountant.

Photo of Roberto Mastrigli

Roberto Mastrigli

OPERATING PARTNER, PORTFOLIO GROWTH GROUP

Roberto is an Operating Partner at Copley Equity with focus on portfolio investments in the Eastern Region. He brings 20+ years of operating experience with an emphasis on sales, marketing, and operations.  

 

Prior to Copley, Roberto was the CEO of Martha & Marley Spoon, a tech-enabled food service business where he was responsible for driving growth, managing the business, and building the organization.   

 

Roberto also has significant hands-on operational advisory and implementation experience with AlixPartners where he spent ~10 years with a focus on driving value creation and operational improvements in Private Equity portfolio companies.  Before Alix, Roberto worked at McKinsey & Co. and prior to that he spent 5 years at Procter & Gamble. 

 

Roberto has an MBA from MIT Sloan and an undergraduate degree from University of Bologna where he graduated magna cum laude.  

Experience

  • Conductive Containers logo
  • Spend Matters logo
  • Perkins Biomedical Services logo
  • Roof Depot logo
  • Southeast Pathology logo
  • Gregory FCA logo
  • FMG Leading logo
  • Cartessa Aesthetics logo
  • Southern Biomedical logo
  • Tech One Biomedical logo
  • Hawkeye Biomedical logo
  • Avantik logo
Photo of Greg Sonzogni

Greg Sonzogni

OPERATING PARTNER, PORTFOLIO GROWTH GROUP

Greg Sonzogni joined Copley in 2020. In his role as an Operating Partner, Greg is responsible for assisting Copley’s portfolio companies across the Western Region improve operations and achieve/exceed their growth and profitability objectives.

 

Prior to Copley, Greg was the Chief Operating Officer for TGG Accounting, which provides outsourced accounting, finance, and consulting services to small and mid-sized businesses. Before that, he was Sr. General Manager at The Active Network and was part of the team that executed the sale of the company to Vista Equity Partners.  Greg previously worked at Deloitte & Touche, Disney, and UBS. 

 

Greg received his MBA from the University of Virginia’s Darden School of Business and has a B.S. in Accounting and Finance from the University of Arizona.  He also earned a CPA from the state of California.

Experience

  • Leadpoint Business Services logo
  • Madwire logo
  • Liberty Commercial Finance logo
  • Capital Premium Financing logo
  • Triton Environmental Consultants logo
  • AuctionIQ logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Maxima Power Group logo
Photo of Jan Prokop

Jan Prokop

Principal

Jan joined Copley in 2019. Prior to Copley, Jan worked at New York City and Greenwich, CT based hedge funds Verition Fund and BBT Capital / Bass Brothers for five years where he was responsible for idea generating, conducting due diligence and monitoring investments across equity and credit markets in various industries. Prior to his investment work in the public markets, Jan worked at Greenbriar Equity Group, a middle market private equity firm where he was responsible for deal sourcing, deal execution and portfolio company oversight and where he helped complete two portfolio company acquisitions in the aerospace sector. Jan worked in the Power & Utilities investment banking group at Barclays after college.

Jan graduated summa cum laude from Boston College’s Carroll School of Management and was a member of Boston College’s varsity golf team for four years and its captain for two years.

Experience

  • Liberty Commercial Finance logo
  • AuctionIQ logo
  • Triton Environmental Consultants logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Maxima Power Group logo
Photo of Stefano Belfiore

Stefano Belfiore

Vice President, Head of Capital Markets

Stefano joined Copley in 2016 and is currently a Vice President and Head of Capital Markets. Stefano is responsible for leading Copley’s capital markets activities, both for existing portfolio companies and new investments, and managing Copley’s relationships with commercial banks and all leveraged finance providers. In addition to his capital markets responsibilities, Stefano originates and evaluates new investment opportunities and serves on the Board of Directors for several existing portfolio companies.  Stefano grew up in Vancouver, British Columbia, and graduated with a Bachelors degree from Harvard University where he was a varsity rower and a member of the junior national team.

Experience

  • North Star Leasing Company logo
  • Liberty Commercial Finance logo
  • Granite-Epik logo
  • Gregory FCA logo
  • Dunkin’ logo
  • Capital Premium Financing logo
Photo of Noemie Delfassy

Noemie Delfassy

Vice President, Portfolio Growth Group

Noemie joined Copley’s Portfolio Growth team in 2023 to support portfolio investments in the Western region.

Prior to Copley, Noemie led growth and efficiency initiatives at venture-backed tech start-ups and at privately held food & hospitality companies in the US, Europe, and Latin America. Noemie started her career at the Boston Consulting Group in Dallas, Texas.

Noemie received her MBA with honors from Harvard Business School, and graduated magna cum laude from Boston University with a BA in Business Administration and a BA in international relations.

Photo of Xavier Le Faucheur

Xavier Le Faucheur

Vice President, Portfolio Growth Group

Xavier is on the Portfolio Growth team at Copley, driving value creation initiatives at portfolio companies across the Eastern Region.

Prior to Copley, Xavier was with Gerson Lehrman Group where he built and managed a consulting practice, serving middle market Private Equity clients across North America and Europe. Xavier also worked at Diageo and McKinsey & Co. where he led growth strategy initiatives, as well as large-scale commercial and operational transformations.

Xavier received a PhD in Electrical Engineering & Computer Science and an MS in Industrial Engineering from the Georgia Institute of Technology, and graduated from Supelec (Paris, France) with a BS/MS in Electrical Engineering.

Photo of Matthew DiFrancesco

Matthew DiFrancesco

Vice President

Matt joined Copley in 2018 and is currently responsible for originating and evaluating investment opportunities, deal execution, and assisting portfolio companies on a range of strategic initiatives. Prior to joining Copley, Matt spent three years in New York, working as an investment banking associate for DH Capital where he focused on transactions in the technology sector. He also worked in capital markets deals advisory for PwC’s Transaction Services group. Matt received a double major in accountancy and finance from Providence College.

Experience

  • CEP Investment Digital Product Management logo
  • Tourmaline logo
  • Perkins Biomedical Services logo
  • Southeast Pathology logo
  • FMG Leading logo
  • Cartessa Aesthetics logo
  • Southern Biomedical logo
  • Tech One Biomedical logo
  • Hawkeye Biomedical logo
  • Avantik logo
Photo of Sean Sullivan

Sean Sullivan

Vice President

Sean joined Copley in 2019 and is currently a Vice President based in Copley’s Boston office. Sean is responsible for deal sourcing, deal execution, and portfolio company management. Prior to Copley, Sean worked at a number of private equity firms including SFW Capital, WestView Capital, and Century Equity Partners. Prior to entering private equity, Sean worked at Barclays Capital in the Investment Banking Group in New York City.

Sean earned a B.S. in Finance and B.A. in History from Boston College and an MBA from the Kellogg School of Management at Northwestern University. Sean also graduated with honors from Belmont Hill School.

Experience

  • CEP Investment Digital Product Management logo
  • Tourmaline logo
  • LJB Inc. logo
  • Maxima Power Group logo
  • Bridge & Stream Engineering logo
Photo of Kremer Suttman

Kremer Suttman

Vice President

Kremer joined Copley in 2018 and is responsible for business development, deal execution, and assisting portfolio companies on a range of strategic initiatives. Prior to joining Copley, Kremer spent six years in Chicago, working as an associate at Periscope Equity and an investment banking analyst at Duff & Phelps. He began his career in the assurance and advisory groups at PricewaterhouseCoopers. Kremer received a BS in finance and accounting from Miami University and is a Certified Public Accountant.

Experience

  • Liberty Commercial Finance logo
  • Capital Premium Financing logo
  • AuctionIQ logo
  • Upper Crust Food Service logo
  • College Chefs logo
  • Maxima Power Group logo
Photo of Ellie Bennett

Ellie Bennett

Senior Associate

Ellie joined Copley as an Associate in 2018 and is currently a Senior Associate responsible for investment origination, evaluation, and execution, as well as portfolio company management. Prior to joining Copley Ellie worked as an investment banking analyst for Jefferies. Ellie grew up in Darien, Connecticut and graduated with a BA in Psychology from Dartmouth College where she played Varsity Lacrosse.

Experience

  • Gregory FCA logo
  • Conductive Containers logo
  • Spend Matters logo
  • Roof Depot logo
  • Cartessa Aesthetics logo
  • LJB Inc. logo
  • Bridge & Stream Engineering logo
Photo of Samuel Lampert

Samuel Lampert

Senior Associate

Sam joined Copley in 2022 and is responsible for deal sourcing, deal execution, and portfolio company management. Prior to joining Copley, Sam worked at ORIX Capital Partners, a New York based middle market private equity firm where he was responsible for deal sourcing, deal execution and portfolio company oversight and where he helped complete multiple acquisitions across various industrial, environmental and infrastructure services verticals. He began his career as an investment banking analyst in the Global Industrials Group at Jefferies in New York. Sam received his bachelor’s in Finance from the University of Colorado at Boulder.

Photo of Jacob Matosky

Jacob Matosky

Senior Associate

Jacob joined Copley in 2020 and is currently a Senior Associate responsible for deal sourcing, deal execution, and portfolio company management. Jacob grew up in Shelburne, VT and graduated highest distinction with an MS in Finance and summa cum laude with a BS in Finance from Bentley University.

Experience

  • Perkins Biomedical Services logo
  • Southeast Pathology logo
  • Southern Biomedical logo
  • Triton Environmental Consultants logo
  • Tech One Biomedical logo
  • Hawkeye Biomedical logo
  • Maxima Power Group logo
  • Avantik logo
Photo of Dan Turk

Dan Turk

Senior Associate

Dan joined Copley in 2019 and is responsible for deal sourcing, deal execution, and portfolio company management. Prior to joining Copley, Dan worked at Platte River Equity, a Denver based middle market private equity firm where he was responsible for deal execution and portfolio company oversight. He focused on investments in the aerospace and transportation, industrial products and services, energy products and services, and agriculture and chemicals sectors. He began his career at Moelis & Company in the firm’s New York City office. Dan received a B.A. in Finance from Lake Forest College.

Experience

  • AeroMed Group logo
  • LJB Inc. logo
  • Triton Environmental Consultants logo
  • Maxima Power Group logo
  • Bridge & Stream Engineering logo
Photo of Frank Cosolito

Frank Cosolito

Associate

Frank joined Copley as an Associate in 2023 and is responsible for originating and evaluating investment opportunities. Frank grew up in Medfield, Massachusetts and graduated with a BA in History from Middlebury College where he played varsity football, hockey, and lacrosse.

Photo of Al Downs

Al Downs

Associate

Al Downs joined Copley as an Associate in 2021 and is currently responsible for originating and evaluating investment opportunities. Previously, Al worked as an Associate for Norland Capital, a software-focused private equity group, and as an Analyst for BKD Capital Advisors, a middle-market investment bank. Prior to entering finance, he worked as legislative staff in the United States Senate and the United States House of Representatives. Al earned a B.A. in Mathematics and Economics from the University of Colorado at Boulder and an M.A. in Economics from Georgetown University.

Experience

  • Upper Crust Food Service logo
  • College Chefs logo
Photo of Connor Fox

Connor Fox

Associate

Connor joined Copley as an Associate in 2021 and is currently responsible for originating and evaluating investment opportunities. Connor grew up in Boulder, Colorado and graduated with a BA in political science from Brown University where he played varsity lacrosse.

Photo of Michael Guptill

Michael Guptill

Associate

Michael joined Copley as an Associate in 2022 and is currently responsible for originating and evaluating investment opportunities. Michael grew up in Huntington Beach, California and graduated with a BA in Economics and Environmental Studies from Dartmouth College where she played varsity soccer.

Photo of Jake Hinson

Jake Hinson

Associate

Jake joined Copley as an Associate in 2023 and is currently responsible for originating and evaluating investment opportunities. Jake grew up in Littleton, Colorado and graduated with a BS in Finance and Accounting from the University of Colorado at Boulder.

Photo of Natalie Madden

Natalie Madden

Associate

Natalie joined Copley as an Associate in 2021 and is responsible for originating and evaluating investment opportunities. Natalie grew up in Weston, Massachusetts and graduated magna cum laude with a BA in Economics from Middlebury College where she played varsity squash.

Experience

  • Cartessa Aesthetics logo
Photo of Bret Pastor

Bret Pastor

Associate

Bret Pastor joined Copley as an Associate in 2023 and is currently responsible for originating and evaluating investment opportunities. Bret grew up in Darien, Connecticut and graduated magna cum laude with a BA in Economics from Middlebury College where he played varsity ice hockey.

Photo of Jared Strauss

Jared Strauss

Associate

Jared joined Copley in 2021 and is currently an Associate responsible for originating and evaluating investment opportunities. Jared grew up in Woodmere, New York and graduated with a BA in Environmental Studies from Williams College.

Experience

  • Spend Matters logo
  • LJB Inc. logo
  • Bridge & Stream Engineering logo
Photo of David Ricciardelli

David Ricciardelli

Business Development & Strategy (AIQ)

David joined Copley as an Associate in July 2020 and is currently responsible for originating and evaluating investment opportunities. Prior to joining Copley, David worked as a Growth Equity Associate for the University Growth Fund. David grew up in Scottsdale, AZ and graduated magna cum laude with a BBA in Finance from the University of San Diego. While attending the University of San Diego, David was a member of the varsity golf team.

In 2023, David took a lead role as Director of Business Development and Strategy with one of Copley’s portfolio companies, AuctionIQ (AIQ). David is responsible for building and managing AIQ’s private equity sponsors business, drawing from his experience and relationships built during his tenure at Copley.

Photo of Elfi Hermann

Elfi Hermann

Executive Assistant

Elfi joined Copley’s Denver office as an Executive Assistant in 2019. Prior to joining Copley, Elfi owned and operated a small business in Denver. Elfi grew up in Germany and graduated with a Hospitality Management Diploma from Immenstadt’s hospitality school.

Photo of Sophie Upton

Sophie Upton

Executive Assistant

Sophie joined Copley in 2022 and is currently an Executive Assistant to Peter Trovato, Co- Founder and Managing Director. Sophie grew up in Greensboro, North Carolina and graduated with a BA in Sociology from Virginia Commonwealth University.

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.