Representative Portfolio -- Summer Street Capital Partners

OVERVIEW
TYPES OF TRANSACTIONS - Buyout - Management buyout - Growth financing - Family transition - Corporate divestiture - Recapitalization
AREAS OF INTEREST - Niche manufacturing - Business services - Distribution - Environmental services - Industrial services
REPRESENTATIVE PORTFOLIO
INTERMEDIARY RESOURCES
LIMITED PARTNER RESOURCES

Here you can learn about some of the companies we've teamed up with. And we have even more partners we'd like to tell you about. Just give us a call or send us an email today.

NOTE: The information provided regarding current and historical portfolio companies is not intended to recommend any company or investment described herein and is not an offer or sale of any security or investment product or investment advice.

All

Growth Financing

Management Buyout

Corporate Divestiture

Family Transition

Recap

Buyout

Description: Manufacturer and distributor of U.S. military medals, insignia and uniform related accessories, as well as other commercial products
Transaction: Summer Street sponsored the buyout of the company to support continued growth
Strategy: Partner with the President of the company to drive organic and acquisition growth in both military and other end markets
Acquisitions: Seeking to acquire complementary businesses serving military and commercial end markets
Active Investment

Description: Designer and supplier of lamps (including LED, linear fluorescent, compact fluorescent, incandescent, halogen and HID), fixtures and ballasts for commercial, industrial, residential and specialty lighting markets in the U.S.
Transaction: Summer Street sponsored the buyout of the company to support continued growth
Strategy: Support product line extension and geographic expansion
Acquisitions: Seeking to acquire lighting products companies, including LED lamps and fixtures companies
Active Investment

Description: Designs, manufactures, and sells a full range of consumer and industrial grade laser products including cutting/engraving lasers and 3D printers.
Transaction: Summer Street partnered with executive management to provide growth capital
Strategy: Support organic growth and accelerate new product development
Acquisitions: N/A
Active Investment

Description: Provider of global solutions for the relocation management companies who support the mobility needs of relocating employees and their families
Transaction: Summer Street partnered with executive management to recapitalize the company
Strategy: Support organic growth plan and international expansion
Acquisitions: Seeking acquisitions of relocation support solutions companies
Active Investment

Description: Leading independent solid waste collection, disposal and recycling company in the Mid-Atlantic
Transaction: Summer Street invested alongside management to acquire the company
Strategy: Execute an aggressive organic and acquisition strategy
Active Investment

Description: Provider of benefit and network management services to the managed care industry
Transaction: Summer Street invested to support the growth of this company while providing partial liquidity to founders
Strategy: Build clinical and technological infrastructure to support the rollout of a revolutionary benefits management product
Active Investment

Description: Leading Northeast-based independent provider of solid waste management services
Transaction: Summer Street invested to finance acquisitions of strategic assets in the NY marketplace
Strategy: Support vertical integration to reduce disposal costs and improve market share
Acquisitions: Seeking solid waste collection and disposal assets in the Northeast U.S.
Active Investment
IWS Acquisition: In 2013 Action Environmental Group purchased Interstate Waste Services, a previously held and exited Summer Street Portfolio Company

Description: Developer and manufacturer of sorbent and specialty products used in healthcare, food & beverage, electronics and industrial applications to protect the shelf or service life of a product
Transaction: Summer Street acquired the company, enabling an ownership transition
Strategy: Support organic and geographic expansion
Acquisitions: Seeking acquisitions of active and specialty packaging companies
Active Investment

Description: Maryland-based provider of regulatory compliant medical waste transportation, disposal and consulting services to hospitals, medical offices, pharmacies and other healthcare providers
Transaction: Buyout to support recapitalization and growth
Strategy: Leverage CBE platform to expand services and product offerings to support compliant, safe and cost effective solutions to healthcare providers
Acquisitions: Seeking acquisitions of third party haulers and autoclave medical waste processors
Active Investment

Description: Leading manufacturer of recording supplies for commercial and industrial applications
Transaction: Summer Street co-invested in this buyout from the company's corporate parent
Strategy: Augment mature business segments with new product lines designed for high-growth commercial markets
Exited Investment

Description: North American manufacturer of packaged swimming pools and swimming pool components
Transaction: Summer Street partnered with a former owner to fund this buyout from a U.K.-based holding company
Strategy: Leverage technology and acquire significant competitors to gain market share and diversify revenue
Exited Investment

Description: North American manufacturer of gel-coat and acrylic bathtubs, and related products
Transaction: Summer Street co-invested in this management buyout
Strategy: Leverage strong customer service and manufacturing efficiencies to expand market share and geographic footprint
Acquisitions: Seeking specialty building products manufacturers
Exited Investment

Description: Developer and manufacturer of ophthalmic instruments for the global eye care industry
Transaction: Summer Street sponsored this management buyout from the company's European parent
Strategy: Grow aggressively by introducing innovative products and integrating strategic acquisitions
Exited Investment

Description: Value-added processor of uncooked beef products for the foodservice and retail markets
Transaction: Summer Street sponsored the buyout of this family-owned business, enabling a family transition
Strategy: Expand state-of the-art facility to enable aggressive growth in both retail and foodservice business
Acquisitions: Seeking ground meat processing facilities in Canada and the United States
Exited Investment

Description: Leading home healthcare company serving the Ohio, New York, and Connecticut markets
Transaction: Summer Street sponsored this buyout to provide liquidity for the founding brothers
Strategy: Enhance sales organization to grow homecare business and acquire agencies in contiguous geographic locations
Acquisitions: Seeking home healthcare agencies in the Northeast US, with an emphasis on Ohio, Connecticut, Pennsylvania, and New York
Active Investment

Description: Innovative manufacturer of high quality coin-operated games
Transaction: Summer Street led this buyout, providing partial liquidity to the founding shareholder
Strategy: Enhance product development capabilities and manufacturing efficiencies to grow market share
Exited Investment

Description: Owner and operator of medical fitness centers in partnership with local hospitals
Transaction: Summer Street invested growth capital to support the build-out of additional fitness centers
Strategy: Expand geographic footprint of innovative fitness center concept
Exited Investment

Description: Leading provider of orthotic and prosthetic patient care products and services through 30 branch operations across New York, Connecticut, Massachusetts and Rhode Island
Transaction: Summer Street majority recapitalization and growth financing
Strategy: Solidify scalable platform, expanding via acquisitions and de novo growth while enhancing patient care and service
Acquisitions: Acquisitions of independent O&P providers in the Northeastern U.S.
Active Investment

Description: Leading manufacturer of fiberglass outboard-powered boats
Transaction: Summer Street co-invested in this management buyout
Strategy: Expand production capacity and leverage the brand across a growing dealer network
Acquisitions: Seeking complementary boating products companies
Exited Investment

Description: Upscale, quick-service French bakery café with locations across the Southeastern United States
Transaction: Summer Street co-invested in this buyout led by a seasoned industry investor
Strategy: Partner with seasoned industry investor to leverage the strong brand across the Southeastern United States
Exited Investment

Description: Leading independent solid waste and recycling company in New York and New Jersey
Transaction: Summer Street invested alongside management to finance acquisitions
Strategy: Grow aggressively through acquisition of competitors in the Hudson Valley and Northern New Jersey markets
Exited Investment
Re-investment: In 2013 Action Environmental Group, an active Summer Street investment, purchased Interstate Waste Services and its subsidiaries

Description: Manufacturer of power factor correction capacitors with industry-leading brand
Transaction: Summer Street invested in this recapitalization to provide operating flexibility
Strategy: Leverage engineering expertise and strong brand name to enhance profitability and expand product offerings
Exited Investment

Description: Full-service residential and commercial telecommunications provider
Transaction: Summer Street provided growth capital to fund the rapid expansion of the company
Strategy: Aggressively grow residential customer base and expand product offerings to diversify revenue stream
Exited Investment

Description: Provider of digital networking solutions for the homebuilding industry
Transaction: Summer Street provided growth capital to fund new product development
Strategy: Introduce new products to capitalize on market trend for wired and wireless in-home networking
Exited Investment

Representative portfolio