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.

Serving The Mid-Atlantic and Southeastern United States


“I carefully selected an investment partner to not only continue the top line growth of JES, but a partner that had the operational expertise to further improve our efficiency and enhance our delivery for our customers. Succession Capital Partners' hands-on commitment and proven track record of working with families, while successfully growing businesses, made them the best firm to entrust with JES’ continued evolution.”

- Jesse Waltz, president and owner of JES Foundation Repair

When considering an exit strategy from my business, I had two towering concerns, my employees and my former customers. Matt made it clear from the beginning that he would take care of both of them by building on my efforts of 32 years and infusing the much needed capital to unleash the full potential of my unique brand and growing it to a level that I never thought possible. I could not be happier with my decision to work with Matt and his team to help move me to the next chapter in my life.

- Allen Gantt, former president of Mount Valley Foundation Services Inc.

"Shipyard Staffing needed to address several internal succession issues, as well as our marine staffing business needed to expand. SCP's philosophy of buying, holding onto and growing companies is truly unique in today's market and exactly what we were hoping to find in a buyer."

- Russell Landry, former owner of Shipyard Staffing

"Succession Capital Partners' understanding of the emotional challenges of selling a family-owned business combined with their depth of industry knowledge and dedication to the growth and professional development of our employees made them the ideal investors for our company."

- Becky Fenska, former owner of PetroChem

"Matt/JES has a vision I embrace - the freedom to grow and to choose our own destiny. With the resources JES will invest in Tar Heel, we now are free to take our mission and purpose throughout the state of North Carolina and beyond,"

- Pete Burgess, CEO of Tar Heel Basement Systems