Summit Equity Group Mergers and Acquisitions Summary

Private Equity Profile

Summit Equity Group’s most common sectors for investment are manufacturing (50%) and plastics (50%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Summit Equity Group has invested in 2 US states.

In the last 3 years, Summit Equity Group has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity2
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Summit Equity Group

801 Grand, Suite 3560,
Des Moines, Iowa 50309
United States
(515) 243-2329
www.summitequity.com
jflaugh@summitequity.com

Summit Equity Group is a private investment group focused on acquiring small to medium-sized private companies with the potential to grow through new ownership. Summit looks for profitable businesses $4 to $8 million of EBITDA and generating $20 to $50 million in revenue. Summit is a generalist investor, but has a preference for companies in basic industries such as manufacturing, value-added distribution, or business services. Summit Equity was formed in 2004 and is based in Des Moines, Iowa.


Investment Criteria

Sectors of Interest: Business Services, Communications, Construction, Consumer Products, Consumer Services, Distribution, Electronics, Manufacturing, Plastics

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue 20 50
Target EBITDA 4 8
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.2/yr) # - - - - 1 - 1
  3

Most Recent M&A

Company Date Value Type
Tooling Dynamics LLC 2019-12-23 - Add-on Acquisition
York, Pennsylvania · www.toolingdynamics.com
Lomont Molding, Inc. 2014-08-29 - Buyout (LBO, MBO, MBI)
Mount Pleasant, Iowa · www.lomont.com
Tooling Dynamics LLC 2006-05-01 - Buyout (LBO, MBO, MBI)
York, Pennsylvania · www.toolingdynamics.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Lomont Molding, Inc. 2014-08-29 R&D Molders, Inc. 2017-04-24 1
Mount Pleasant, Iowa · www.lomont.com Georgetown, Texas · www.rdmolders.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing - - 1 (50%) -
Plastics 1 (100%) - 1 (50%) -
Total 1 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 2 (100%) -
  Iowa 1 (100%) - 1 (50%) -
  Pennsylvania - - 1 (50%) -
Total 1 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (100%) - 2 (100%) -
Total 1 - 2 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals %
Exited to
Strategic(s)
100%
1 100%

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