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Office Locations:
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300 S. Tryon St. Suite 1210
Charlotte, NC 28202
Phone: 704-654-3400
Fax: 704-927-4376
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Business Services
Consumer Products & Services
Manufacturing & Industrial
Transportation & Distribution
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Summit Park invests in lower middle market transactions, targeting businesses with revenue between $20 and $150 million, or EBITDA between $4 and $15 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.
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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
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COMPANY STAGE | REVENUE |
Venture Capital | |
Seed Stage (includes "pre-seed," or concept stage) | No Revenue |
Early Stage | Minimal 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 |
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