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


Serving The Mid-Atlantic and Southeastern United States

Testimonials

“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