Investment Types: Private Equity

Succession Capital Partners (SCP) provides liquidity for leverage buyouts and growth capital for micro-cap companies in the Mid-Atlantic and Southeastern U.S.  SCP ideally targets well-managed industrial, consumer-product and general-service businesses, where SCP can provide strategic and operational assistance.

SCP targets small and family-owned businesses whose owners want to harvest the wealth of their business.

Succession candidates should possess some or all of the following attributes:

• Owners who are looking to retire or succession from their business
• EBITDA of at least $750,000 up to $7.0 million
• Recurring revenue from existing customer base
• Sustainable competitive advantage in a niche market
• Low Cap Ex
• Proven business models characterized by attractive margin profiles

View Private Equity Investments

Investment Criteria

Within our targeted markets, Succession first and foremost looks to continue the success the family held business owners have achieved.

Investment Parameters

Transaction Size: $3 to $30 million.
Succession’s Role: Majority. First institutional capital. Operating Partner active daily.

Company Characteristics

Size of Company: Annual revenues between $3 to $30 million.
Geography: Virginia, North Carolina, South Carolina, West Virginia

Industry Focus

At Succession Capital Partners, we are operators and will consider an investment in most industries that otherwise meet our criteria.

 


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