Portfolio: Private Equity 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.

JES FOUNDATION REPAIR

Current investment

Succession Capital partnered with JES Foundation Repair in May of 2016. JES is the Mid-Atlantic’s premier provider of foundation repair, crawl space moisture management, and basement waterproofing solutions with five offices serving Virginia, Maryland, Washington, D.C., North Carolina and Indiana.

JES was founded in 1993 by husband and wife team, Jesse Waltz, PE and Stella Waltz. The Company has grown into a professional team of over 300 foundation, crawl space and basement repair experts, providing more than 40,000 engineered solutions for residential and commercial properties.

“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 Partner’s 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.

MOUNT VALLEY FOUNDATION SERVICES

Current Investment

Mount Valley Foundation Services (Mount Valley) is the leading and oldest foundation repair company in South Carolina. Allen Gantt opened Mount Valley Foundation in 1986 in Columbia, SC. Over the last 30 years, Mount Valley has expanded its service area throughout South Carolina, North Carolina and Georgia. Mount Valley ‘s South Carolina location will be added to JES’ five branch offices in Virginia; Manassas, Richmond, Appomattox, Roanoke and Virginia Beach as well as one branch office in Indianapolis, Indiana. JES Companies’ acquisition of Mount Valley extends JES’ service area throughout the coastal Southeast and Midwest.

“JES Companies is honored to partner with Allen and Beth Gantt to further enhance Mount Valley’s market leadership position in South Carolina. Mount Valley will have greater access to resources that will further our entire company’s mission to provide the highest level of solutions and services in protecting and preserving our customers’ greatest asset, their home,” Matt Malone. Succession Capital Partners acquired Mount Valley Foundation Services (Mount Valley) via its portfolio company JES Companies (JES).

“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, Mount Valley Foundation Services Inc.

INDIANA FOUNDATION SERVICE

Current Investment

Indiana Foundation Services (IFS) is the leading foundation repair company in Indiana. Over the last 20 years, Indiana Foundation Services has expanded from Indianapolis to the cover the entire state and northern Kentucky. Indiana Foundation Services location will be added to JES’ five branch offices in Virginia; Manassas, Richmond, Appomattox, Roanoke and Virginia Beach as well as one branch in Columbia, South Carolina. JES Companies’ acquisition of Indiana Foundation Services extends JES’ service area throughout the coastal Southeast and Midwest.

INDEPENDENCE MATERIALS GROUP

Current Investment

SHIPYARD STAFFING, LLC

Current investment

Shipyard Staffing, LLC acquired the Virginia division of Capital Consultants November 1, 2014. Capital Consultants of Virginia was formed in 1982 to cover the increasing needs for personnel and tradesman in the Marine and Ship Repair industry. Over 20 years later, we are known as a top supplier of “blue collar” skilled tradesman both nationally and internationally in the shipyard/marine Industry.

Our talent ranges from unskilled labors, skilled tradesman, experienced professionals and college level management. Our dedicated staff has served our clients for many years adapting to changing cultures and economical impacts. We have the privilege to serve nationally known corporations such as General Dynamics, BAE, Huntington Ingalls Industries, and many small businesses. By getting to know our clients and their company culture we have successfully expanded our talent pool to provide “white collar” professionals through upper management.

Shipyard Staffing is certified to hold Department of Defense clearances, is V3 certified and is designated a small business by the U.S. Small Business Administration.

“We needed to address several internal succession issues, as well as, our marine staffing business needed to expand. We are thrilled to know that Succession will enable that growth for our clients and employees. Their 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. Our employees and customers should be excited about the future of the Company.”

Russell Landry, former owner of CCI

PETROCHEM RECOVERY SERVICES, INC.

Current investment

PetroChem Recovery Systems, based in Norfolk, VA, is a full service emergency response, industrial, hazardous and non-hazardous waste environmental services and remediation company. PetroChem serves the to the Mid-Atlantic region for various government agencies, large industrial, small business and residential clients.

Since 1982, PetroChem Recovery Services has provided cost-effective, timely and environmentally conscious services .PetroChem offers a comprehensive line of environmental services including: 24-hour emergency response to chemical and petroleum spills, groundwater testing and remediation, industrial cleaning for maintenance and shutdowns, vacuum truck services, recycling of waste/oil fuels/oil filters and the transportation and disposal of hazardous and non-hazardous materials.

“SCP’s 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 ideal investors for our company.” –

Becky Fenska, former owner of PetroChem

JES EVERGREEN

Current Investment

Evergreen Basement Systems (Evergreen) is the leading basement waterproofing and foundation repair company in Southwest VA. Over the last 13 years, Evergreen has expanded from Appomattox, Roanoke and Abington VA. Evergreen Basement Systems location will be added to JES’ other VA branch offices in Virginia; Manassas, Richmond, and Virginia Beach to allow JES to cover the entire state of VA. Evergreen Basement Systems will be rebranded JES Evergreen. Succession Capital Partners acquired Evergreen Basement Systems via its portfolio company JES Companies (JES).

STORELLI

Current investment

Founded in late 2009, Storelli is the only brand devoted exclusively to the design and manufacture of innovative protective apparel for soccer. Storelli products incorporate innovative materials never before used in soccer, including protective foams originally created for NASA, and designs that afford extreme protection and enhanced ball control.

In its short history, Storelli has already attracted interest from the biggest soccer distributors around the world, and has been praised by players for the innovative nature and look of its products.

Portfolio