Investment
Focus
We have found that an equity partnership works best when we are able to bring more than just dollars to the table.
We consider diverse industries, but have a particular interest in sectors where our years of operating experience enable us to serve as a source of ideas and connections.
The environmental services sector is of particular focus and commitment. Over 20 years, we have successfully partnered with business owners and entrepreneurs to transform private waste companies into regional leaders across multiple geographic regions.
industry
Environmental
Services
Solid waste collection and post-collection
Recycling
Industrial waste
Waste water treatment
Medical Waste
“Summer Street’s network and their understanding of what it takes to create value in this
industry allowed us to build Coastal into one of the leading privately held waste services
companies in the South Florida market in only 18 months.”
Brendon Pantano
Coastal Waste & Recycling
industry
Niche
Manufacturing
“Our team saw real opportunities to reduce inventory and get orders out the door more quickly, but we knew the implementation process might be tricky. Summer Street was a patient partner, and supported our team with ideas and capital throughout the transformation. The result was incredibly rewarding for both our people and the company.”
Eric Armenat
Multisorb
industry
Business
Services
“Dwellworks had a solid base of satisfied customers in the US, and we were just beginning to get traction in our international offices when we decided to bring in more capital to help us diversify our customer base and accelerate our growth. Just a few years later we had completely transformed the business, with new technology-based service offerings and major operations in Mexico, Ireland, Germany, Hong Kong, and the UK.”
Bob Rosing
Dwellworks
Investment Preferences:
We consider companies of many shapes and sizes, but are most excited to partner with companies that meet the following criteria. We also seek add-on acquisitions for our portfolio companies, where these criteria can be more flexible.
Segments
- Solid waste collection and post-collection
- Recycling
- Industrial Waste
- Waste water treatment
- Medical waste
- Manufacture of products and equipment supporting environmental services sectors
- Route based business services
Financial
- Revenue greater than $10 million annually
- No size requirements for add-on aquisitions
Geography
- U.S. or Canada
Typical Transaction Scenarios:
We have come up with creative structures to fit many different scenarios, but typically our equity capital is used to support the following kinds of transactions:
Buyouts / management buyouts
- Family business
- Corporate divestitures
Growth Investments
- Non-control equity financing
- Acquisitions and market consolidations
- Organic expansion
Recapitalization
- Personal liquidity / Estate planning
- Asset diversification
Ownership transitions
- Generational transitions
- Public to private