Investment Criteria

Succession Capital Partners’ principals are experienced operators with a long track record of working with families.

Family Focus

Within our targeted markets, Succession first and foremost looks to continue the success the family held business owners have achieved. We partner with former owners to ensure management teams remain intact and provide unique and creative solutions necessary for a smooth transition of the business.

We typically target companies in large and fragmented markets where growth can be achieved both organically and through strategic acquisition initiatives. We also seek proven business models that are characterized by attractive margin profiles and the ability to generate meaningful free cash flow over time as the company scales.

Long-term Owner

Succession Capital is a long-term owner. We view ourselves as owners not investors. We do not buy and “flip” like most private equity investors. We buy, grow, focus on the long-term development and growth of a business.  Succession plans to own businesses for decades.

A Willingness to Invest

Many of our businesses require significant investment in people, infrastructure and other growth needs immediately after close. We are often the first institutional investor in these companies and are used to making the type of growth investments needed to help management take a business to the next level. While we are not turn-around investors, we understand that family-held companies often require the willingness to invest in the near-term to achieve your long-term objectives.

Investment Parameters
Investment Characteristics
Industry Focus