summer street capital partners, llc manages in excess of $625 million ... · investment preferences...
TRANSCRIPT
![Page 1: Summer Street Capital Partners, LLC manages in excess of $625 million ... · Investment preferences Active areas of focus ... $20-150 million revenue ... We invest alongside talented](https://reader034.vdocuments.mx/reader034/viewer/2022051800/5acde6447f8b9ab10a8e2bb2/html5/thumbnails/1.jpg)
70 West Chippewa Street, Suite 500, Buffalo, NY 14202 | 716.566.2900 www.summerstreetcapital.com
Investment preferences Active areas of focus
Branded commercial products
Engineered products
Industrial equipment & machinery
Agricultural & construction equipment
Aerospace products
Robotics & industrial automation
Test & measurement instruments
Flow control & filtration equipment
3D printing (additive manufacturing)
Medical devices
Medical & nutritional supplements
Pet products & food
Manufacturing
*as of 12/31/2017
Financial Platform: $20-150 million revenue10% or greater EBITDA margins
Investment Amounts Platform: minimum of $5 million Add-ons: no minimum
Ownership Control or minority positions
Geography U.S. and CanadaNew York State - particular interest
Industrial Services
Energy & infrastructure
Specialty packaging
Maintenance & technical services
Value-added distributors
Industrial, medical & safety products
Logistics, storage & transportation
Distribution
Solid waste collection & disposal
Medical waste collection & disposal
Training & certification
Professional services
Business & Consumer Services
Transactions we support
Buyouts / management buyouts
- Family business - Corporate divestitures
Growth investments
- Acquisitions and roll-ups- Organic expansion
Recapitalizations
- Personal liquidity- Estate planning- Asset diversification
Ownership transitions
- Generational transitions- Public to private
Summer Street Capital Partners, LLC® manages in excess of $625 million* in privateequity capital and is focused on investing in lower middle market companies withcompetitive advantages and above-average growth prospects.
We invest alongside talented and committed leaders who share our values andentrepreneurial spirit. We ensure key managers have a meaningful equity interest inthe business and share in its success. We leverage our knowledge, relationships andoperational resources to support and achieve our common goals.
General Brochure_FINAL 3.2018.qxp_Layout 1 copy 3 3/22/18 4:02 PM Page 1
![Page 2: Summer Street Capital Partners, LLC manages in excess of $625 million ... · Investment preferences Active areas of focus ... $20-150 million revenue ... We invest alongside talented](https://reader034.vdocuments.mx/reader034/viewer/2022051800/5acde6447f8b9ab10a8e2bb2/html5/thumbnails/2.jpg)
R E P R E S E N T A T I V E I N V E S T M E N T S
Ophthalmic instruments
Global provider of diagnostic ophthalmicinstruments and refractometers serving the eyecare industry.
U.S. military insignia and other products
Manufacturer and distributor of U.S. militarymedals, insignia and uniform related accessories,as well as other commercial products.
Seeking add-on acquisitions.
Solid waste collection, disposal and recycling
New York City based provider of solid wastemanagement services.
Seeking add-on acquisitions.
Laser and 3D printing products
Designs, manufactures and sells a full range ofconsumer and industrial grade laser products,including cutting/engraving lasers and 3D printers.
Seeking add-on acquisitions.
Our team
Michael McQueeney, Managing PartnerBrian D’Amico, Managing PartnerJennifer Chalmers Balbach, PartnerGarth Troxell, PartnerMichael Petri, Partner
Relocation support solutions
Provider of solutions for relocation managementcompanies who support the mobility needs ofrelocating employees and their families.
Seeking add-on acquisitions.
LED, incandescent, florescent and halogenlight bulbs, fixtures and ballasts
Manufacturer of lamps (light bulbs), fixtures andballasts for the commercial, industrial, residentialand specialty lighting markets in the U.S.
Seeking add-on acquisitions.
Active packaging
Developer and manufacturer of sorbent andspecialty products used in healthcare, food &beverage, electronics and industrial applications toprotect the shelf or service life of a product.
Seeking add-on acquisitions.
Medical waste transportation, disposal andconsulting services
Provider of regulatory compliant medical wastetransport, disposal and consulting services.
Seeking add-on acquisitions.
Portfolio Companies Sector / Business Use of Capital
Management-led recapitalization
ACT IVE INVESTMENT
Buyout and growth financing
ACT IVE INVESTMENT
Buyout and growth financing
Management buyout from corporateparent
EX ITED INVESTMENT
ACT IVE INVESTMENT
Growth financing to accelerate newproduct development and organicgrowth
Buyout, acquisition and growthfinancing
Acquisition and growth financing
Buyout and acquisition financing
ACT IVE INVESTMENT
ACT IVE INVESTMENT
ACT IVE INVESTMENT
ACT IVE INVESTMENT
John Collins, PrincipalChristian Gorino, PrincipalTom Rashman, AssociateAleks Spellman, Analyst
Swimming pools and components
Manufacturer of in-ground and above-groundvinyl liner swimming pool kits.
Management buyout from corporateparent
EX ITED INVESTMENT
John Burgess, Operating PartnerW.J. “Duffy” Smith, Operating Partner
General Brochure_FINAL 3.2018.qxp_Layout 1 copy 3 3/22/18 4:03 PM Page 2