Chartwell Advises NovaCopy, Inc. on its Partnership with Trivest Partners


MINNEAPOLIS - August 8, 2017 - Chartwell is pleased to announce the successful recapitalization and equity partnership of NovaCopy, Inc. (“NovaCopy” or the “Company”) with Trivest Partners, L.P. (“Trivest”), a recognized leader in the investment community focused on providing equity to founder and family owned businesses to accelerate growth.  NovaCopy, the foremost provider of award-winning, full-service print technology and innovative business technology solutions in the Southern United States, has been owned and operated by its shareholders, Darren Metz, Alex Brandon, Carolyn Stafford, and Joseph White for over 15 years.  Through the partnership with Trivest, substantial additional resources are made available to NovaCopy to continue to support its acquisition activity and growth, and to allow Ms. Stafford and Mr. Brandon to enter retirement confident in the future success of the business.  Going forward, Mr. Metz will remain CEO and the largest individual shareholder along with Mr. White, who will continue as a shareholder and President.  Chartwell acted as the exclusive financial advisor to NovaCopy in the transaction, providing thoughtful, candid advice to the Company throughout the duration of the transaction.  Following an extensive process to thoroughly identify, investigate, and negotiate with potential investors, the partnership with Trivest was completed on June 28, 2017, with additional capital provided by The PrivateBank.

From the commencement of Chartwell’s engagement, the selling shareholders were highly focused on preserving NovaCopy’s superior reputation and sales culture, while enabling further expansion with the additional resources of Trivest augmenting the Company’s proven execution capability.  Over the course of Chartwell’s process, numerous potential investors, including OEM brands, other business equipment dealers, and various financial investors of all stripes expressed an interest in investing in the business as a testament to NovaCopy’s unparalleled track record and strong growth prospects.  Trivest was selected due to an alignment of shared values, including a desire to continue expanding the NovaCopy brand, broadening service offerings, and deepening the Company’s involvement in, and commitment to, NovaCopy’s communities and customers.  Trivest also brings extensive business solutions expertise, as well as the capital necessary to propel continued market share expansion and growth.



“NovaCopy is the culmination of a life’s work for me and my fellow shareholders, so when selecting an advisor to assist us in finding a partner, we had to turn to someone with the expertise and experience to expertly navigate the process.  After speaking with multiple firms, Chartwell was selected not only due to their extensive experience and relationships in the business technology industry, but more importantly their genuine desire to maximize the outcome for the shareholders while ensuring the ongoing success of the business.  Throughout the process, I was continuously impressed with Chartwell’s commitment, proficiency, and advice, which resulted in the best outcome possible for the shareholders, the Company, and our strategic partners.  At each turn, Chartwell was more than a trusted advisor – they became an extension of the NovaCopy family.  Without Chartwell, this great partnership with Trivest could not have occurred.”

Darren Metz, Co-Founder and Chief Executive Officer
NovaCopy, Inc.


“Our firm has extensive experience working with founders of business services companies like NovaCopy, and we are very excited to partner with Darren Metz and the rest of the NovaCopy family to continue growing and expanding the Company’s geographic footprint and product and service offerings.  Chartwell worked expertly and tirelessly throughout the process to assist the Company communicate its story, validate its enviable financial results, and substantiate the many growth opportunities NovaCopy enjoys.”

Jorge Gross, Partner
Trivest Partners, L.P.


“Darren has been a longtime friend and client, so I was honored to assist NovaCopy with the legal advice necessary to complete the partnership with Trivest.  Throughout this work, I became well acquainted with the Chartwell team and am deeply impressed by their professionalism, dedication, and expert advice.  They proved highly knowledgeable and were able to provide unbiased, solutions-orientated advice to the shareholders dealing with complex legal and financial matters.  I greatly enjoyed working with Chartwell to provide this great outcome for NovaCopy, and hope we can partner with them again in the near future.”

John Bobango, Partner
Farris Bobango PLC



Founded in 1999 by Darren Metz and Alex Brandon, NovaCopy is a nationally recognized provider of business technology solutions serving small and medium businesses, as well as Fortune 1000 and government customers located throughout the Southern United States.  NovaCopy’s product and service offerings include managed print services, multifunction devices, production printers, wide format printers, IT services, document solutions, and 3D print technology solutions. The Company currently has a staff of over 300 professionals serving over 10,000 active customers with an install base of more than 25,000 machines in the field.  The Company is headquartered in Nashville, Tennessee and is supported by 11 regional branch offices located throughout the Southern United States.  For more information about NovaCopy, please visit


Trivest, based in Coral Gables, Florida, has been investing in founder and family owned companies since 1981 and has deep experience across many industries, including the business services market.  Trivest is the most active private equity firm in the country for funds under $500 million, and currently boasts a portfolio of 18 companies.  Representative investments within the business services sector include Advanced Discovery, Onepath, IDMWORKS, Professional Placement Resources, PeopleShare, and Xpress Retail.  For more information about Trivest, please visit


Chartwell provides comprehensive financial advisory solutions and investment banking services to the middle market.  With substantial corporate finance and capital markets expertise, the Chartwell team works with clients and their advisors to deliver independent, solutions-based advisory services that are unbiased to outcome, free from conflicts, and focused on optimizing client objectives.  For more information about Chartwell, please visit  For additional information on this transaction, please contact Greg Fresh at 612-230-3125 or or Ted Margarit at 312-638-5656 or