The Copia Group

Founding Date

The Copia Group is a diverse-owned investment adviser providing capital solutions to privately held, lower middle-market companies. The firm aims to generate durable business growth, superior investment returns, and significant social impact. They seek to turn critical challenges into high-return opportunities that deliver impact and scale and believe that full inclusion provides the greatest long-term value for our clients and communities. The Copia Group offers a distinct approach to investing that combines the strategic investment of financial and relational capital with the holistic development of scalable business models.


  • The Copia Group partners with business owners to generate durable growth, significant social impact, and competitive investment returns.

  • The firm invests in established lower middle market companies with scalable, sustainable business models.

  • Their distinctive approach adds value to our portfolio companies by providing access to the essentials required to accelerate growth.


  • Established companies with positive cash flow and scale economies

  • Ethical leadership with a proven track record of execution and growth

  • Mission-driven management employing sustainable business practices

  • Industry sector offering organic growth and/or defensible market niches

  • Business strategy leveraging innovation and/or favorable secular trends


Their flexible approach to structuring capital solutions enables business operators to maximize business growth and create positive social impact while retaining significant ownership interest.

They leverage the power of our proprietary executive network to provide tailored access to advisors with expertise in strategy, finance, operations, and technology.

  • Colleagues. 

They help partners identify and attract talented colleagues to grow their business. They further leverage the resources of strategic partners to support talent development and retention.

  • Clients. 

They leverage their strategic partnerships and professional networks to help their partners grow existing customer segments and expand into attractive new segments.