SUCCESSION INVESTMENTS LLC
CORAL GABLES, FLORIDA

Succession Investments LLC is a values-based private equity group founded with the mission of stewardship in sustainable business development. Established on November 4, 2009, in Coral Gables, Florida, its core philosophy revolves around operating businesses under a long-term ownership mindset and prioritizing equitable transfers of ownership. Succession Investments LLC distinguishes itself through its adherence to seven foundational values: fostering owner-operated management practices, encouraging community partnership, ensuring resource stewardship, maintaining a commitment to ethical decision-making during challenges, promoting smooth business succession transitions, building trust-based relationships, and focusing on mutual benefits over self-interest. The company is dedicated to creating partnerships with customers, suppliers, and employees while providing superior products and services. Contactable at (305) 460-5700 or through their website at successioninvestments.com, Succession Investments LLC maintains transparency in its operations as evidenced by its most recent annual report filed on February 13, 2024. Managed under the legal status of FLAL with FEI Number: 272287858 and Filed Number L09000106612, the firm has positioned itself as an influential entity within Miami-Dade County, contributing to a broader community impact beyond the immediate business sphere.