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Copeley Capital (“Copeley”) is a private investment firm focused on acquisitions and recapitalizations of high quality, private companies that generate between $1.5 million and $6 million of operating earnings or EBITDA. Through our dedicated fund, Copeley seeks to invest in businesses that are established leaders in their markets. We differentiate ourselves through our understanding of and experience working with small and middle market businesses, and through our exhaustive approach to providing customized transactions that address both the financial and non-financial concerns of small business owners.

Lane Faison

Copeley Capital Management, Inc.
129 West Trade, Suite 1225
Charlotte, NC 28202

Office:  (704) 409-3071
Fax:  (704) 409-3075

e-mail:  lfaison@copeleycapital.com
Website:  www.copeleycapital.com

 


About Carousel Capital

Carousel Capital is a private investment firm that invests in companies located in the Southeastern United States.  Carousel’s investor base includes institutional investors and an elite group of more than 100 current and former CEOs with significant operating experience.  Since its inception, Carousel has invested in 28 companies primarily in three targeted growth sectors: business services; consumer products and services; and healthcare services.

William Hobbs, II
Managing Partner
Carousel Capital
201 N. Tyron street
Charlotte, NC 28202

Office:  704-372-2040
E-Mail:  whobbs@carouselcapital.com
Website:  www.carouselcapital.com

 
 
Dave Phillips
Wells Fargo SBA Lending
Business Development Officer
14241 Midlothian Turnpike #233
Midlothian, VA 23113-6500
804-378-7501
dphillips@wellsfargo.com

 
 
Steve Mariani
Diamond Financial

888-238-0952
E-mail: 
stevem@easysba.com
Website: 
www.EasySBA.com

 
 
 
 
CVBBA recognizes the following companies for their loyalty and past conference support:

David Cottingham

Murphy Business & Financial Corporation-Carolinas, Inc.
132 C Professional Park Drive

Conway, S.C. 29526

Office: (843) 331 1066
Fax:     (843) 331 1069

Email:
dcottingham@murphybusiness.com
Website: www.murphybusiness.com/carolinas




Wells Fargo SBA Lending

Mike Lynch

Wells Fargo, SBA Lending

Office:  919-677-4428
Cell:  919-407-9194

E-Mail:  Michael.Lynch@wellsfargo.com

Justin Lay

Summit Park LLC
1111 Metropolitan Ave., Suite 1025
Charlotte, NC 28204

Office 704-654-3400
Fax:  704-927-4376

Email:  jlay@summitparkllc.com
Website:  www.summitparkllc.com

Bizilla, LLC

 
Hector Vazquez
Bizilla, LLC

5930 Harbour Park Drive
Midlothian, VA 23112

Office:  804-739-4008
Mobile:  804-739-4008
Fax:  804-739-3642

Email: 
hector@bizilla.com
  Website:  www.bizilla.com
                                    
                                                                   
      

David Kidd
Adirondack Growth Capital, LLC
312-970-0716
david@adkgc.com
mailto:david@adkgc.com

Larry Carnell
BeneTrends, Inc.

1180 Welsh Road, Suite 280
North Wales, PA 19454
886-423-6387 ext 205
www.benetrends.com/takecontrol

Jeffery Merry, MPA, SBA, AVA
Machinery & Equipment Appraisals, Inc.
900 Old Dawson Village Road E
Suite 120
Dawsonville, Georgia 30534
Toll Free:  888-544-7249
 jem@appraisalsme.com
www.appraisalsme.com





John Harmon
The Blue Oak Group, LLC

192 East Bay Street, Suite 200
Charleston, SC 29401
843-576-6801
Website:  www.blueoakllc.com



Gen Cap America, Inc.
40 Burton Hills Blvd., Suite 420
Nashville, TN 37215
615-256-0231
www.gencapamerica.com

The Carolinas - Virginia Business Brokers Association is a non-profit corporation created to unite those engaged in the sale of business opportunities in North Carolina, South Carolina and Virginia for the purposes of:

  • Maximizing and enhancing public awareness of the business brokering profession and association members.
  • Promoting the professional development of its members through educational opportunities and networking.
  • Developing a more efficient market for the transfer of business ownership through encouraging cooperation and communication among members, thereby better serving member’s clients.
Developing and encouraging a code of ethics among its members to set high standards of conduct and professionalism required for co-brokering confidential business sales.
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CAROLINAS - VIRGINIA BUSINESS BROKERS ASSOCIATION
Anne Pagano, CBI
President
Anne@DulanyCapital.com
919-803-4216

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