Our Portfolio: Real Estate Investments

Succession specializes providing liquidity for family-owned businesses and providing unique and creative solutions necessary for the smooth transition and the continued success of your business.

Succession Capital Partners (SCP) offers a unique blend of investment and operational experience. Drawing on over 80 years of experience in alternative-asset investing and operational management, SCP offers a comprehensive suite of services rarely found in one firm. SCP exploits the inefficiencies inherit to the micro-cap asset class to deliver superior returns to our investors.

The firm assists families and small-business owners in developing, protecting and harvesting their business and real estate assets in order to maximize the transition or “succession” of their wealth.

Dollar General, Current investments

  • Piedmont, SC
  • Columbia, SC
  • Seneca, SC
  • Greer, SC
  • Greenbrier, WV
  • Bluefield, WV
  • Burlington, NC
  • Rock Hill, SC

AT&T, Current Investment

  • Asheboro, NC

Mattress Firm, Current Investment

  • Asheboro, NC

O’Reilly Auto Parts, Current Investment

  • Florence, SC

Advanced Auto Parts, Current Investment

  • Bluefield, WV

Family Dollar, Current Investments

  • Smithfield, NC
  • Wilson, NC
  • Keysville, VA

Allstate Insurance, Current Investment

  • Florence, SC

Succession Belmont, LLC

Exited investment

Royal Court Charlotte, LLC

Exited investment

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