Representative Portfolio -- Summer Street Capital Partners

OVERVIEW
TYPES OF TRANSACTIONS - Buyout - Management buyout - Growth financing - Family transition - Corporate divestiture - Recapitalization
AREAS OF INTEREST - Education - Environmental services - Healthcare - Niche manufacturing
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.

All

Growth Financing

Management Buyout

Corporate Divestiture

Family Transition

Recap

Buyout

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

Description: Multi-campus private accredited welding school
Transaction: Summer Street partnered with an industry executive to acquire the school from its founders
Strategy: Build and acquire strategic schools to diversify curriculum and increase geographic footprint
Acquisitions: Seeking trade schools throughout the US, including electrical, HVAC, plumbing, and welding

Description: One of the largest accredited single-campus career schools for HVAC/R
Transaction: Summer Street invested in this buyout to support company growth and owner liquidity
Strategy: Retain the RSI brand while enhancing curriculum and expanding within and outside Arizona
Acquisitions: Seeking trade schools throughout the U.S., including electrical, HVAC/R, plumbing, and welding

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

Description: Multi-campus private school offering diploma programs in allied health, culinary arts, hospitality, and cosmetology
Transaction: Summer Street invested to finance recapitalization and provide resources to support a growth strategy
Strategy: Expand existing campuses, pursue greenfield opportunities, and grow geographically

Representative portfolio