Summit Park Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Summit Park has acquired 8 companies.

Summit Park’s most common sectors for investment areinformation technology (13%) and test/measurement equipment (9%) . The Firm’s most common investment types include recapitalization (75%) and buyout (lbo, mbo, mbi) (9%). In total, Summit Park has invested in 15 US states and 2 different countries.

In the last 3 years, Summit Park has exited 6 companies. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity24
    • M&A Sell Activity12
  • Total Sectors Invested 20
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 10
  • M&A Advisors 7

Summit Park

SPP Management Services, LLC

300 South Tryon Street, Suite 1210,
Charlotte, North Carolina 28202
United States
(704) 654-3400
www.summitparkllc.com
info@summitparkllc.com

Summit Park Partners is a private investment firm that acquires lower middle-market companies. Summit Park looks for profitable, established businesses in consumer services, business services, value-added distribution, and light manufacturing. The Firm targets businesses with revenues of $20 to $150 million and EBITDA between $4 and $15 million. Prospective transaction types include recapitalizations, management buyouts, family successions, corporate divestitures, and industry consolidations. Summit's geographic preference is within the Southeast and Mid-Atlantic US. Summit Park was formed in 2005 and is based in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Automotive, Building Materials, Business Services, Consumer Services, Distribution, E-Commerce, Electrical Equipment, Electronics, Engineering, Environmental, Financial Services, Furniture, Information Technology, Machinery, Manufacturing, Marketing, Medical Products, Renewable Energy, Safety/Security, Technology Hardware, Test/Measurement Equipment, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 150
Target EBITDA 4 15
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.8/yr) # 15 1 2 2 1 3 24
Sell (1.4/yr) # 5 1 1 2 2 1 12
  36

Most Recent M&A

Company Date Value Type
Thrust Flight 2024-09-12 - Recapitalization
Addison, Texas · www.thrustflight.com
Hylaine LLC 2024-08-14 - Recapitalization
Charlotte, North Carolina · www.hylaine.com
United Air Temp, Air Conditioning and Heating LLC 2024-04-01 - Secondary Sale
Lorton, Virginia · www.unitedairtemp.com
G.T. Michelli Co., Inc. 2024-01-04 - Recapitalization
New Orleans, Louisiana · www.michelli.com
Parkline, Inc. 2023-05-05 - Trade Sale
Eleanor, West Virginia · www.parkline.com
Tennessee Industrial Electronics LLC 2023-03-17 - Trade Sale
Clinton Township, Michigan · www.tieindustrial.com
United Structural Systems 2023-02-09 - Recapitalization
Huntsville, Alabama · www.usstn.com
Smartours LLC 2022-11-01 - Stake Sale
New York, New York · www.smartours.com
Aspirent Consulting LLC 2022-10-13 - Trade Sale
Atlanta, Georgia · www.aspirent.com
Curion LLC 2022-08-25 - Recapitalization
Chamblee, Georgia · www.curioninsights.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Elliott Aviation 2020-02-03 Elliott Aviation - FBO assets and operations 2022-09-22 1
Moline, Illinois · www.elliottaviation.com Des Moines, Iowa

M&A by Sector

Sector Current # Value All-time # Value
Information Technology - - 3 (13%) -
Business Services 1 (10%) - 2 (8%) -
Test/Measurement Equipment 1 (10%) - 2 (8%) -
Aerospace 1 (10%) - 1 (4%) -
Automotive - - 1 (4%) -
Building Materials - - 1 (4%) -
Construction 1 (10%) - 1 (4%) -
Consumer Products 1 (10%) - 1 (4%) -
Consumer Services - - 1 (4%) -
E-Commerce - - 1 (4%) -
Education 1 (10%) - 1 (4%) -
Electrical Equipment - - 1 (4%) -
Electronics 1 (10%) - 1 (4%) -
Engineering 1 (10%) - 1 (4%) -
Furniture 1 (10%) - 1 (4%) -
Information Services 1 (10%) - 1 (4%) -
Leisure - - 1 (4%) -
Machinery - - 1 (4%) -
Safety/Security - - 1 (4%) -
Transportation - - 1 (4%) -
Total 10 - 24 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 23 (96%) -
  Georgia 2 (20%) - 5 (21%) -
  Texas 2 (20%) - 3 (13%) -
  North Carolina 1 (10%) - 2 (8%) -
  South Carolina - - 2 (8%) -
  Florida 1 (10%) - 1 (4%) -
  Colorado 1 (10%) - 1 (4%) -
  Alabama 1 (10%) - 1 (4%) -
  Louisiana 1 (10%) - 1 (4%) -
  Illinois 1 (10%) - 1 (4%) -
  Connecticut - - 1 (4%) -
  West Virginia - - 1 (4%) -
  Virginia - - 1 (4%) -
  Pennsylvania - - 1 (4%) -
  New York - - 1 (4%) -
  Michigan - - 1 (4%) -
Canada - - 1 (4%) -
  Alberta - - 1 (4%) -
Domestic 10 (100%) - 23 (96%) -
Cross-border - - 1 (4%) -
Total 10 - 24 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 10 (100%) - 18 (75%) -
Buyout (LBO, MBO, MBI) - - 2 (8%) -
Divestiture - - 2 (8%) -
Growth Capital - - 2 (8%) -
Total 10 - 24 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (42%) -
Trade Sale 5 (42%) -
Stake Sale 1 (8%) -
Trade Sale - Public Company 1 (8%) -
Total 12 -

Top M&A Advisors

Financial Deals
Deloitte
 1
Lincoln International
 1
Citizens Capital Markets
 1
Legal Deals
McGuireWoods
 8
K&L Gates
 2

M&A Connections

Deals
Acquired from
Investor(s)
13%
3 (13%)
Strategic(s)
8%
2 (8%)
Exited to
Investor(s)
42%
5 (42%)
Strategic(s)
50%
6 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

245M USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Bob Calton

Founding Partner

Jim Johnson

Founding Partner

Chris Cotton

Financial Operating Partner & CCO

Andrew Gilbert

Partner

Jason Carlock

Partner

FAQ

When was Summit Park founded?

Summit Park was founded in 2005.

What type of investor is Summit Park?

Summit Park is a private equity firm.

Where is Summit Park headquartered?

Summit Park is headquartered in Charlotte, North Carolina.

How much capital does Summit Park have under management?

Summit Park has 245M USD under management.

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