Summit Park

Overview

Summit Park is a private investment firm based in Charlotte, North Carolina, dedicated to the lower middle market. The firm partners with owners, entrepreneurs, and management teams to build companies of extraordinary value. Their capital supports various initiatives, including ownership transitions, expansion, partial liquidity for existing owners, and industry consolidation plans. Summit Park's investment criteria target businesses with revenues between $20 million and $150 million and EBITDA between $4 million and $15 million, primarily in the Southeast, Mid-South, and Mid-Atlantic regions of the United States. The firm's investment strategy focuses on well-positioned, profitable companies, providing them with capital, strategic guidance, and resources to support growth plans. Summit Park invests across a range of industries, including services, consumer, and industrial growth. Their approach emphasizes building strong partnerships with management teams who share their values of integrity, honesty, and fair dealing. Since its founding in 2006, Summit Park has completed over 50 investments totaling more than $2.2 billion in total enterprise value. The firm has been recognized as a Top 50 Private Equity Firm in the Middle Market for multiple consecutive years, reflecting its commitment to excellence and successful track record in the industry.

Investment Focus

• Businesses with revenues between $20 million and $150 million
• EBITDA between $4 million and $15 million
• Operations primarily in the Southeast, Mid-South, and Mid-Atlantic regions of the U.S.
• Diversified customer base
• Defensible competitive advantage
• Clear path for growth, both internally and through acquisition

Portfolio Companies