We understand that deciding to bring on an investment partner is among the most important choices an owner or management team can make. From preserving team culture to supporting strategic goals, we believe the best partnerships and outcomes are rooted in shared values, mutual respect, and collaboration.
You Built It. We Help You Take It Further.
82%
Founders who Retain Equity Post-Close
20%
Average Team Growth in Year 1 of Partnership
Support Pillars
Value Creation Team (VCT)
A team of experienced functional leaders dedicated to helping founders and management teams navigate challenges and reach their next stage of growth.
Talent
Augment strong teams with top talent and access to board-level directors.
Finance
Develop finance function to support accelerated growth and complexity.
Growth
Build sales and marketing organizations to drive top line growth.
The VCT Team
Chris Cotton
Operating Partner, Finance; COO
Tom Duncan
Operating Partner, Growth & Innovation
Maddy Hopsicker
Operating Partner, Talent
Portfolio M&A Support
In-house team to manage the sourcing and execution of add-on opportunities for inorganic growth.
DEDICATED TEAM MEMBERS
3
CLOSED PLATFORM INVESTMENTS
8
CLOSED ADD-ON INVESTMENTS
30
The LEAD Program
We place operationally focused executives within our portfolio companies to support CEOs in executing critical growth initiatives. The LEAD program is designed to strengthen management capacity and help businesses scale effectively.
Current LEAD Professionals
Fletcher Baldwin
Freedom Electronics
Andrea Franco
Artifact Uprising
Dan McFarland
Elliott Aviation
Grant Miller
StableDry Services
Kelly Timmes
Michelli Weighing & Measurement
Jack Trump
Exacta Land Surveyors
Andrew Turner
RuffleButts
Contact Us to Learn More About the LEAD Program.
Outside Boards of Directors
Summit Park’s professional network includes experienced industry executives whose expertise can provide valuable guidance as an advisor at the board level, as well as in the sourcing, diligence, and value creation efforts of our investments.
Operational Resource Capabilities
Summit Park serves the unique needs of businesses within our target sectors and size, delivering focused attention, tailored support, and operational resources that are often difficult for companies to access, despite the immense value they deliver to their customers.
This approach enables management teams to concentrate on what they do best while drawing on the Summit Park team and in-house support resources that have been built to support their specific challenges and growth opportunities.
FIRM HISTORY
20 Years
PLATFORM INVESTMETNS COMPLETED
26
REALIZATIONS
13
EMPLOYEES WITHIN ACTIVE PORTFOLIO
2,200+
Partnership Approach
We often serve as the first outside investment to our businesses. We take that seriously, investing the time to build trust, establish alignment, and work collaboratively on a shared plan for growth.
Our Partnership Principles
Cultural Alignment
We invest in good businesses with great people and leaders at the helm. Before our partnership begins, we seek to develop a common vision and set of objectives, aligning on the best path to achieve our shared objective.
Meaningful Resources
Our VCT, Business Development team, and LEAD Program offer hands-on support to our companies in a collaborative approach, delivered with respect for the operating team’s expertise.
Long-Term Orientation
We focus on sustainable growth and lasting value creation, prioritizing long-term outcomes over short-term gains. Our disciplined approach ensures thoughtful execution and enduring partnerships.