PE  Summit Park

http://www.summitparkllc.com





     Office Locations:

1111 Metropolitan Avenue, Suite 1025
Charlotte, NC 28204
Phone: 704-654-3400
Fax: 704-927-4376

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Manufacturing & Industrial
  • Transportation & Distribution

  •  

    Description:

    Summit Park invests in lower middle market transactions, targeting businesses with revenue between $20 and $100 million, or EBITDA between $4 and $10 million. The firm's investment approach is opportunistic, and is interested in reviewing transactions in a wide range of industries, including business and consumer services, light manufacturing and value-added distribution. Specific areas of focus include: Commercial Security; Logistics; Regulatory Compliance; Specialty Finance; Environmental Services and Compliance; Outsourced Services; and Maintenance, Repair, and Support. The firm does not invest in real estate, retail, restaurants, technology, start-ups or early stage companies.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Bob G. Calton Founding Partner
    Chris Cotton Financial Operating Partner
    Jim L. Johnson Founding Partner
    Matt D. Magan Principal
    Michael Finneran Associate

     

    Portfolio companies include:


      CARS Protection Plus
        web link


      Charter Brokerage
        web link


      Control Company
        web link


      Electric Guard Dog
        web link


      NSI Industries
        web link


      Parkline Small Metal Buildings
        web link


      Tennessee Industrial Electronics
        web link


     

    Recent News: