Succession Equity

InvestorScreen: DoneContacts: To Do

Description

Succession Equity offers a combination of leadership, capital and long-term investment to help business owners achieve liquidity and lead businesses to continued profitable growth. Using our substantial capital and management resources, we can provide a lucrative valuation and continue to invest in a business after the transaction. We are principals, not brokers, and have the objective to purchase and manage the business. Succession Equity is focused in the middle market and looks for opportunities that meet many of the following criteria: Business Characteristics • An established, profitable business model • Significant portion of revenue from recurring sources • Diverse customer and industry base • Competitive advantage • Seeking new ownership Financial Characteristics • Stable, positive cash flows for previous 3-4 years • Annual free cash flow of between $750,000 and $2 million • EBITDA Margin >10% • Targeted sales price between $5 and $10 million Identified Industries • Business Services • Distribution • Light Manufacturing • Equipment Rental • Niche Consumer Goods Succession Equity will examine opportunities in other industries www.successionequity.com

AI Sector Summary

Succession Equity is a St. Louis-based search fund/PE firm targeting middle-market companies in business services, distribution, light manufacturing, and niche consumer goods with $750k-$2M in free cash flow.

Location

St Louis, Missouri, United States

Industry

Venture Capital and Private Equity Principals

Investor Type

pe, search fund

Target Sectors

business services, wholesale & distribution, manufacturing, equipment rental, consumer goods

Verticals

Business ServicesIndustrial / Manufacturing

Specialities

Investment, Management, Middle Market, Small Business

Financials

Revenue

$7.5

EBITDA

$0.625

Employees

1

Founded

2017

Sectors (from search)

business_services,industrial_manufacturing,other · business services, distribution, light manufacturing, equipment rental, niche consumer goods

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 3948Airtable: recTYAUSU7zYSYQlLCreated: 10/04/2026