A Proven Strategy

Summit Park is a Charlotte-based private investment firm focused exclusively on the lower middle market.
Our approach is simple:

  • Invest in good businesses with great people
  • Capitalize each company conservatively
  • Develop a common vision and set of objectives
  • Provide capital and other resources necessary for success
  • Hold ourselves accountable
  • Reward success

Investing in Growth

Summit Park makes control investments in established, growing companies with $20 to $150 million in revenue located primarily in the Eastern half of the United States.

Summit Park’s strategy is to invest in well-positioned, profitable, and growing privately-held companies. Of particular interest are those businesses with attractive gross margins – reflecting a unique position in a defined market niche, proprietary or value-added products or services, or a differentiated approach to customer service – as well as significant free cash flows.

We believe in investing in these businesses and providing them with the access to additional capital, management resources, and strategic guidance that will support their growth into bigger and better companies.

Investment Profile

  • $20 to $150 million in revenue
  • $4 to $15 million in EBITDA
  • Operations primarily based in the Eastern half of the U.S.
  • Control investments with the opportunity for the former shareholders and the current management to reinvest in a meaningful way
  • Typically first institutional capital
  • Strategic fit for our current portfolio regardless of size or geography

Investment Characteristics

  • Compelling gross profit margins
  • History of stable cash flows and profitability
  • Low capital intensity
  • Diversified customer base
  • Defensible competitive advantage
  • Clear path for growth – both internally and through acquisition
  • Recapitalizations; Management buyouts; Estate planning; Family succession; Corporate divestitures;
  • No startup, turnaround, or distressed situations

Investment Focus

Summit Park invests across a variety of industries with a core focus in Services, Consumer, and Industrial Growth businesses.



Industrial Growth

Sharing Our Experience

We believe that a successful investment is the result of strong leadership and collaboration. We pride ourselves on being a knowledgeable and engaged investor and board member, contributing and adding value in a number of areas where we have experience and relationships, including operations, budgeting, planning, financial management, growth strategies, human capital development, and mergers and acquisitions.

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Disciplined Investment Process

Summit Park has developed a thorough and disciplined investment process which has led to a track record of generating superior returns and attractive outcomes for our partners and investors. We believe that a detailed understanding of our companies’ business enables us to be a thoughtful and insightful contributor to the decision-making process. We focus on primary research and leverage our network of industry relationships and advisors to assist us in evaluating opportunities.

Thematic Campaigns

While we review a wide variety of transactions, Summit Park also proactively targets investment opportunities in well-defined industry sub-sectors in which we believe we have meaningful experience and a different approach.

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The Partner of Choice