Investment Focus & Thesis

Summit Park partners with founders to build enduring businesses. They look for opportunities where shared values, operational potential, and industry dynamics create compelling investment opportunities: Investment Range Equity investments typically ranging from $20 million to $75 million in companies with $20-100 million in revenue. Sector Focus Products and services businesses including business services, consumer, and industrial growth companies. Business services — Outsourced business processes and professional services Consumer products & services — Branded consumer products and consumer-facing services Industrial growth — Manufacturing and distribution with growth potential Field services — Technical field services and facility services

Key Takeaways

  • •Focus on Industrial, Distribution, Technology companies
  • •Investment range: $25M-$100M in equity
  • •Based in United States
  • •Growth equity focus
  • •Active value creation approach
  • •Also invests in Logistics

Notable Portfolio Companies

Summit Park has built a diverse portfolio across products and services: Company Sector Notes Hylaine Technology Consulting Technology consulting firm founded in 2017 Charter Brokerage Business Services Supply chain and logistics services ARKIVE Business Services Records management services (exited to Access CIG) aspirent Professional Services Technical professional services Dx Electric Company Industrial Services Electrical services company Preferred Survey Professional Services Survey and engineering services Summit Park's recent investment in Hylaine demonstrates their continued focus on partnering with founder-led technology consulting firms in the Southeast.

What Summit Park Looks For

Based on their investment approach, Summit Park evaluates opportunities based on: Founder alignment — Partnerships where founders remain invested in growth Operational potential — Clear opportunities for operational improvement and growth Revenue scale — Companies with $20-100 million in revenue Market position — Strong competitive positions in growing markets Regional focus — Southeastern companies with established market positions }> Pro Tip Summit Park is particularly founder-friendly. If you're a founder looking to partner with a PE firm while maintaining some ownership and involvement, Summit Park is an excellent choice. They bring operational resources and industry connections without displacing founders.

How to Connect With Summit Park

Approaching Summit Park requires demonstrating your company's founder alignment and growth potential: 1 Demonstrate Founder Commitment Show that you're interested in a partnership, not an exit. Summit Park values continued founder involvement. 2 Show Revenue Scale Be prepared to demonstrate $20-100 million in revenue with clear growth trajectory. 3 Identify Operational Improvements Articulate clear opportunities for growth and operational enhancement under Summit Park's ownership. 4 Leverage Regional Networks Connect through Southeast-focused advisors with relationships at Summit Park.

The Value of Financial Preparedness

PE firms like Summit Park expect detailed financial information: Financial Metrics • Revenue and EBITDA history • Growth trends and projections • Customer concentration • Working capital analysis Operational Data • Operational efficiency metrics • Competitive positioning • Management team depth • Growth opportunities }> How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models, operational dashboards, and growth analytics. Our fractional CFO services ensure your company is ready for due diligence from firms like Summit Park.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does focus on?

primarily invests in Industrial, Distribution, Technology. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does acquire?

typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

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This article is part of our Private equity firms | Eagle Rock CFO guide.