Copper Run provides exceptional buy-side, sell-side, and strategic advisory services to private equity firms, sponsor-backed companies, and middle market businesses. We focus on transactions valued between $10 million and $200 million.
Copper Run’s buy-side approach yields results. We partner with our clients from strategy formulation through closing and consistently surface actionable, proprietary deal flow.
See what Copper Run can do for you:
We source proprietary deals for select private equity and family office clients. Copper Run goes far beyond lead generation. Our dedicated buy-side execution teams are experts at identifying and qualifying attractive acquisition candidates for platform or add-on investments.
We have generated consistent results for our institutional clients, as evidenced by our recent track record – since 2020 we have closed 6 platform investments and 62 add-ons for 10 PE and family office clients. 70% of these clients use Copper Run on multiple engagements.
Whether you are a first-time buyer or a serial acquirer, Copper Run provides the advice, expertise, bandwidth, and relationships you need to close an exceptional deal. We partner with our clients throughout the entire deal process, multiplying the effectiveness of your Corporate Development team, and freeing up your time to evaluate deals, not find them.
Copper Run helps clients assess how well acquisitions align with their growth strategy; identify, qualify, assess, and value target acquisitions; and negotiate and submit LOIs and PSAs. Clients also rely on Copper Run to provide guidance through diligence pitfalls and help plan for successful post-deal merger integration.
Selling all or a part of a business is one of the toughest decisions an owner faces, often the culmination of a lifetime of work, with literally millions of dollars at stake. Copper Run can help owners realize this value while also choosing from buyers who will protect – and grow – their legacies.
Preparation is key to realizing the greatest value for your business through a sale. Buyers are more inclined to stretch on valuation when a business has its operations – and its books – in great shape. Drawing from our industry-leading buy-side experience, Copper Run can help you unlock value in a sale by helping you see your business through a buyer’s eyes.
Whether you are interested in a targeted sale or a broad auction, our structured sell-side process provides transparency and clear expectations at every step. And our extensive industry networks and deep relationships with financial buyers guarantees that we get your business in front of the right buyer for you.
Whether you are looking for capital to grow your business or a liquidity event to take some chips off the table, Copper Run can help. We partner with recapitalization clients to assess capital needs and business objectives, provide guidance on valuation expectations and optimal structuring, and connect you with our broad network of debt and equity capital providers to ensure you are getting the best deal.
Copper Run’s Strategic Advisory practice provides actionable advice on firm valuation, industry positioning, and strategic alternatives for business owners, boards, and investors.
A firm valuation lies at the heart of every deal. Our experience closing deals on both sides of the transaction across multiple industries informs our sense of what the market is willing to pay, while our financial acumen and deep understanding of the value drivers in different industries allows us to pinpoint what your business is actually worth today.
When we start a new engagement, we dig in deep. Our experience across a variety of industries provides a roadmap for industry dynamics. Copper Run can help you understand the competitive forces and untapped opportunities, identify whether an industry supports your preferred strategy, and help you determine the running room for acquisitions in your industry.
Typical market research clients include private equity firms and family offices exploring potential platform investments.
Copper Run assists boards of directors in evaluating strategic plans and alternatives. We can provide an unbiased, expert third-party assessment of merger or acquisition proposals and make key recommendations on price, term, and structure.
In our experience, the best sale process outcomes accrue to owners who begin the sale process years in advance of going to market. Copper Run partners with business owners and management teams to craft detailed exit preparation plans designed to enhance firm valuation, identify and address buyer red- and yellow-flags, and ensure that the right financial and operational data is captured and presented in rigorous detail. Advance planning de-risks and de-stresses the sale process.