Summit Park Mergers and Acquisitions Summary

Private Equity Firm 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 areinformation technology (17%) and business services (17%) . The Firm’s most common investment types include recapitalization (67%) 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 (72%).

Join Mergr to view Summit Park’s full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity25
    • M&A Buy Activity18
    • M&A Sell Activity7
  • Total Sectors Invested 14
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.4/yr) # 11 1 3 1 2 - 18
Sell (0.6/yr) # 4 1 - 1 1 - 7
  25

Most Recent M&A

Company Date Value Type
Ledge Lounger, Inc. 2021-11-10 - Recapitalization
Katy, Texas · www.ledgeloungers.com
Fast Growing Trees LLC 2021-09-13 - Secondary Buyout
Fort Mill, South Carolina · www.fast-growing-trees.com
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
View All >>

M&A by Sector

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

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 17 (94%) -
  Georgia 2 (22%) - 4 (22%) -
  Texas 1 (11%) - 2 (11%) -
  South Carolina - - 2 (11%) -
  New York 1 (11%) - 1 (6%) -
  Illinois 1 (11%) - 1 (6%) -
  Florida 1 (11%) - 1 (6%) -
  West Virginia 1 (11%) - 1 (6%) -
  Virginia 1 (11%) - 1 (6%) -
  Tennessee 1 (11%) - 1 (6%) -
  North Carolina - - 1 (6%) -
  Connecticut - - 1 (6%) -
  Pennsylvania - - 1 (6%) -
Canada - - 1 (6%) -
  Alberta - - 1 (6%) -
Domestic 9 (100%) - 17 (94%) -
Cross-border - - 1 (6%) -
Total 9 - 18 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 8 (89%) - 12 (67%) -
Buyout (LBO, MBO, MBI) - - 2 (11%) -
Divestiture - - 2 (11%) -
Growth Capital 1 (11%) - 2 (11%) -
Total 9 - 18 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (57%) -
Trade Sale 3 (43%) -
Total 7 -

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
 1
Deloitte
 1
Legal Deals
McGuireWoods LLP
 3

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Strategic(s)
11%
2 (11%)
Exited to
Investor(s)
57%
4 (57%)
Strategic(s)
43%
3 (43%)

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

Matt Magan

Principal

Michael York

Principal

Rachel Hannon

Principal

 Subscribe to unlock this and 178,166
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.3K Private Equity Firms
  • 168K M&A Transactions
  • 174K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.4K M&A Advisors
    (Investment Banks and Law Firms)
  • 63K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal