Summit Park Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Summit Park’s most common sectors for investment areinformation technology (15%) and business services (15%) . The Firm’s most common investment types include recapitalization (72%) and buyout (lbo, mbo, mbi) (10%). In total, Summit Park has invested in 14 US states and 2 different countries.

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

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M&A Summary

  • M&A Total Activity31
    • M&A Buy Activity21
    • M&A Sell Activity10
  • Total Sectors Invested 17
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9
  • M&A Advisors 6

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.0/yr) # 16 2 2 1 - - 21
Sell (0.8/yr) # 6 1 1 2 - - 10
  31

Most Recent M&A

Company Date Value Type
Parkline, Inc. 2023-05-05 - Add-on Acquisition
Eleanor, West Virginia · www.parkline.com
Tennessee Industrial Electronics LLC 2023-03-17 - Add-on Acquisition
Clinton Township, Michigan · www.tieindustrial.com
United Structural Systems 2023-02-09 - Recapitalization
Huntsville, Alabama · www.usstn.com
Aspirent Consulting LLC 2022-10-13 - Add-on Acquisition
Atlanta, Georgia · www.aspirent.com
Curion LLC 2022-08-25 - Recapitalization
Chamblee, Georgia · www.curioninsights.com
Artifact Uprising LLC 2022-07-07 - Recapitalization
Denver, Colorado · www.artifactuprising.com
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
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
Milan, Illinois · www.elliottaviation.com Des Moines, Iowa

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (22%) - 3 (14%) -
Information Technology - - 3 (14%) -
Aerospace 1 (11%) - 1 (5%) -
Automotive - - 1 (5%) -
Building Materials - - 1 (5%) -
Construction 1 (11%) - 1 (5%) -
Consumer Products 1 (11%) - 1 (5%) -
E-Commerce - - 1 (5%) -
Electrical Equipment - - 1 (5%) -
Electronics 1 (11%) - 1 (5%) -
Engineering 1 (11%) - 1 (5%) -
Furniture 1 (11%) - 1 (5%) -
Machinery - - 1 (5%) -
Marketing 1 (11%) - 1 (5%) -
Safety/Security - - 1 (5%) -
Test/Measurement Equipment - - 1 (5%) -
Transportation - - 1 (5%) -
Total 9 - 21 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 20 (95%) -
  Georgia 2 (22%) - 5 (24%) -
  Texas 1 (11%) - 2 (10%) -
  South Carolina - - 2 (10%) -
  Florida 1 (11%) - 1 (5%) -
  Colorado 1 (11%) - 1 (5%) -
  Alabama 1 (11%) - 1 (5%) -
  Virginia 1 (11%) - 1 (5%) -
  New York 1 (11%) - 1 (5%) -
  Illinois 1 (11%) - 1 (5%) -
  Connecticut - - 1 (5%) -
  West Virginia - - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  North Carolina - - 1 (5%) -
  Michigan - - 1 (5%) -
Canada - - 1 (5%) -
  Alberta - - 1 (5%) -
Domestic 9 (100%) - 20 (95%) -
Cross-border - - 1 (5%) -
Total 9 - 21 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 9 (100%) - 15 (71%) -
Buyout (LBO, MBO, MBI) - - 2 (10%) -
Divestiture - - 2 (10%) -
Growth Capital - - 2 (10%) -
Total 9 - 21 -

Exits by Deal Type

Type Total # Value
Trade Sale 5 (50%) -
Secondary Sale 4 (40%) -
Trade Sale - Public Company 1 (10%) -
Total 10 -

Top M&A Advisors

Financial Deals
Canaccord Genuity Corp.
 1
Deloitte
 1
Lincoln International
 1
Legal Deals
McGuireWoods LLP
 7
K&L Gates LLP
 1

M&A Connections

Deals
Acquired from
Investor(s)
14%
3 (14%)
Strategic(s)
10%
2 (10%)
Exited to
Investor(s)
40%
4 (40%)
Strategic(s)
60%
6 (60%)

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

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