Investment
Focus
We have found that an equity partnership works best when we are able to bring more than just dollars to the table.
We consider diverse industries, but have particular interest in niche manufacturing, business & industrial services, and environmental services. In these sectors, we have years of operating experience that will enable us to serve as a sounding board for talented managers, as well as a source of ideas and connections.
Investment Criteria:
We consider companies of many shapes and sizes, but are most excited to partner with companies that meet the following criteria. We also seek add-on acquisitions for our portfolio companies, where these criteria can be more flexible.
Financial
- $20-150 million revenue
- 10% or greater EBITDA margins
Investment
- Minimum of $5 million
- Ownership: control positions preferred
Geography
- U.S. or Canada
Typical Transaction Scenarios:
We have come up with creative structures to fit many different scenarios, but typically our equity capital is used to support the following kinds of transactions:
- Buyout
- Growth financing
- Recapitalization
- Family transition
- Corporate divestiture
industry
Niche
Manufacturing
“Our team saw real opportunities to reduce inventory and get orders out the door more quickly, but we knew the implementation process might be tricky. Summer Street was a patient partner, and supported our team with ideas and capital throughout the transformation. The result was incredibly rewarding for both our people and the company.”
Eric Armenat
Multisorb
industry
Environmental
Services
“Summer Street’s network and their understanding of what it takes to create value in this industry allowed us to build Coastal into one of the leading privately held waste services companies in the South Florida market in only 18 months.”
Brendon Pantano
Coastal Waste & Recycling
industry
Business
Services
“Dwellworks had a solid base of satisfied customers in the US, and we were just beginning to get traction in our international offices when we decided to bring in more capital to help us diversify our customer base and accelerate our growth. Just a few years later we had completely transformed the business, with new technology-based service offerings and major operations in Mexico, Ireland, Germany, Hong Kong, and the UK.”