Summit Park
TOP 50 PE Winner
2022 | 2023
Primary Address
300 S. Tryon St., Suite 1210, Charlotte, North Carolina 28202
Website
https://www.summitparkllc.com/
Phone Number
704-654-3400
Which best describes the firm?
Traditional | LP Funded
Firm Inception
2006
Leadership
Bob Calton – Managing Partner
Jim Johnson – Managing Partner
Jason Carlock – Partner
Andrew Gilbert – Partner
Rachel Hannon – Partner
Michael York – Partner
Team Members
20
Firm Overview
Summit Park is a Charlotte-based private equity firm focused exclusively on the lower middle market. The firm invests across a range of industries, including services, consumer, and industrial growth, in the Eastern half of the United States. The firm’s capital can be used to facilitate a change in ownership, to support expansion and growth, to provide partial liquidity to existing owners, or to support an industry consolidation plan.
Why do prospects want to do business with the firm?
Our firm is passionate about building companies of extraordinary value in partnering with management teams who share our values of integrity, honesty, and fair dealing. Summit Park is able to connect with business owners and entrepreneurs on a personal level, as we believe in the power of a good partnership and conduct ourselves with the values of teamwork, candid communication, trust, collaboration, and mutual respect. Founded by partners with a long personal relationship, the Firm is similar to the companies we invest in. Summit Park’s senior professionals are engaged in each of our investments and understand an owner’s decision to sell is one of the most important business decisions they will make.
Why do intermediaries present opportunities and want to conduct transactions with the firm?
In addition to building relationships with business owners, Summit Park values the strong relationships it has built with a wide range of intermediaries. Summit Park has worked hard to build a reputation for being disciplined in executing our investment strategy and being willing to make the investments necessary for accelerated growth while investing with a longer-term perspective. When the firm engages on opportunities, we are thoughtful in our review and have real interest in investing time and investment committee resources to our diligence.
Contact
HQ
300 S. Tryon St., Suite 1210, Charlotte, North Carolina 28202
Call 704-654-3400 | Visit www.summitparkllc.com
Press Inquiries: Rachel Hannon (rhannon@summitparkllc.com)