Investment Parameters

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.

Transaction Size
$3 to $30 million

Succession’s Role
Majority. First institutional capital. Operating Partner active daily.

Transaction Types
Buyouts, Recapitalizations, Growth equity, and manager-led Search Companies

Typical Investment Period
5 to 15 years