Summit Park Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Summit Park has acquired 5 companies. It has also invested in 1 other.

Summit Park’s most common sectors for investment are business services (18%) and information technology (18%). The Firm’s most common investment types include recapitalization (65%) and buyout (lbo, mbo, mbi) (12%). In total, Summit Park has invested in 12 US states and 2 different countries.

In the last 3 years, Summit Park has exited 2 companies. The Firm’s most common exit type is secondary buyout (67%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity17
    • M&A Sell Activity6
  • Total Sectors Invested 13
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 8
  • M&A Advisors 3

Summit Park

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 smaller 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 $100 million and EBITDA between $4 and $12 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 20 100
Target EBITDA 4 12
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.4/yr) # 10 1 1 3 1 1 17
Sell (0.6/yr) # 3 1 1 - 1 - 6
  23

Most Recent M&A

Company Date Value Type
United Air Temp 2021-01-26 - Recapitalization
Lorton, Virginia · www.unitedairtemp.com
Cars Protection Plus, Inc. 2020-10-01 - Secondary Buyout
Murrysville, Pennsylvania · www.carsprotectionplus.com
Elliott Aviation 2020-02-03 - Recapitalization
Milan, Illinois · www.elliottaviation.com
Aspirent Consulting LLC 2019-06-20 - Growth Capital
Atlanta, Georgia · www.aspirent.com
Exacta Land Surveyors 2019-02-22 - Recapitalization
Fort Myers, Florida · www.eactaland.com
Freedom Electronics LLC 2019-01-08 - Recapitalization
Kennesaw, Georgia · www.freedomelectronics.com
Arkive Information Management LLC 2018-07-31 - Add-on Acquisition
Mableton, Georgia · www.myarkive.com
Fast Growing Trees LLC 2018-02-08 - Recapitalization
Fort Mill, South Carolina · www.fast-growing-trees.com
Smartours LLC 2017-10-31 - Recapitalization
New York, New York · www.smartours.com
Control Co. 2017-08-15 - Add-on Acquisition
Webster, Texas · www.traceable.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (22%) - 3 (18%) -
Information Technology 1 (11%) - 3 (18%) -
Aerospace 1 (11%) - 1 (6%) -
Automotive - - 1 (6%) -
Building Materials 1 (11%) - 1 (6%) -
E-Commerce 1 (11%) - 1 (6%) -
Electrical Equipment - - 1 (6%) -
Electronics 1 (11%) - 1 (6%) -
Engineering 1 (11%) - 1 (6%) -
Machinery 1 (11%) - 1 (6%) -
Safety/Security - - 1 (6%) -
Test/Measurement Equipment - - 1 (6%) -
Transportation - - 1 (6%) -
Total 9 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 16 (94%) -
  Georgia 2 (22%) - 4 (24%) -
  South Carolina 1 (11%) - 2 (12%) -
  West Virginia 1 (11%) - 1 (6%) -
  Virginia 1 (11%) - 1 (6%) -
  Tennessee 1 (11%) - 1 (6%) -
  New York 1 (11%) - 1 (6%) -
  Illinois 1 (11%) - 1 (6%) -
  Florida 1 (11%) - 1 (6%) -
  Texas - - 1 (6%) -
  Pennsylvania - - 1 (6%) -
  North Carolina - - 1 (6%) -
  Connecticut - - 1 (6%) -
Canada - - 1 (6%) -
  Alberta - - 1 (6%) -
Domestic 9 (100%) - 16 (94%) -
Cross-border - - 1 (6%) -
Total 9 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 8 (89%) - 11 (65%) -
Buyout (LBO, MBO, MBI) - - 2 (12%) -
Divestiture - - 2 (12%) -
Growth Capital 1 (11%) - 2 (12%) -
Total 9 - 17 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (50%) -
Trade Sale 3 (50%) -
Total 6 -

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
 1
Deloitte
 1
Legal Deals
McGuireWoods LLP
 2

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Strategic(s)
12%
2 (12%)
Exited to
Investor(s)
50%
3 (50%)
Strategic(s)
50%
3 (50%)

Investor Summary

Size

Small

PE Assets

245M USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Bob Calton

Founding Partner

Jim Johnson

Founding Partner

Matt Magan

Principal

Michael York

Principal

Rachel Hannon

Principal

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