NAV$136.96M
Invested$122.65M
Distributions$23.66M
TVPI1.31x
Active positions37
Private-markets monitor

Summit Packaging

Everything that has happened with this deal, newest first — the updates, calls and financials they've sent, and the money that's come back.

Events
48
on the record
Documents
32
29 read & summarised
Distributions
15
cash returned
Invested
$6.00M
2022-11-01
Current value
$7.70M

History

48 shown
2026
09-30 Summit Packaging on plan in September 2026 Financials 5 figures
Revenue of $6.02M was in line with the $6.17M budget, up 12% on a year earlier. EBITDA of $835K (14% margin) was on plan. Nothing in the package changes the full-year view.
08-31 Summit Packaging: August 2026 in line with budget Financials 5 figures
Revenue of $6.02M was in line with the $6.13M budget, up 14% on a year earlier. EBITDA of $838K (14% margin) beat plan by 5%. No changes to the team or the capital structure.
07-31 Summit Packaging a little behind plan in July 2026 Financials 5 figures
Revenue of $5.79M was 5% behind the $6.08M budget, up 8% on a year earlier. EBITDA of $693K (12% margin) was 12% short of plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
06-30 Summit Packaging: June 2026 in line with budget Financials 5 figures
Revenue of $5.89M was in line with the $6.03M budget, up 11% on a year earlier. EBITDA of $787K (13% margin) was on plan. No changes to the team or the capital structure.
06-27 Distribution $93K
Includes a one-off recapitalisation distribution.
05-31 Summit Packaging on plan in May 2026 Financials 5 figures
Revenue of $5.80M was in line with the $5.98M budget, up 11% on a year earlier. EBITDA of $742K (13% margin) was on plan. Nothing in the package changes the full-year view.
04-30 Summit Packaging: April 2026 revenue 5% short of budget Financials 5 figures
Revenue of $5.64M was 5% behind the $5.93M budget, up 4% on a year earlier. EBITDA of $747K (13% margin) was on plan. Management puts the gap down to timing and keeps the full-year plan.
03-31 Summit Packaging absorbs a resin price spike Financials 5 figures
Resin costs rose faster than the pass-through clauses reset, so gross margin dipped for the period. Revenue of $5.56M was 6% behind the $5.89M budget, up 2% on a year earlier. EBITDA of $671K (12% margin) was 12% short of plan.
03-16 Distribution $91K
02-28 Summit Packaging a little behind plan in February 2026 Financials 5 figures
Revenue of $5.48M was 6% behind the $5.84M budget, up 7% on a year earlier. EBITDA of $711K (13% margin) was 6% short of plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
01-31 Summit Packaging on plan in January 2026 Financials 5 figures
Revenue of $5.77M was in line with the $5.79M budget, up 11% on a year earlier. EBITDA of $678K (12% margin) was 10% short of plan. Nothing in the package changes the full-year view.
01-21 Summit Packaging 2026 budget approved: revenue $72.7M Financials
The board-approved 2026 budget plans revenue of $72.7M, 13% above 2025's actual revenue, and EBITDA of $9.45M, a 13% margin.
2025
12-31 Summit Packaging a little behind plan in December 2025 Financials 5 figures
Revenue of $5.48M was 5% behind the $5.75M budget, up 4% on a year earlier. EBITDA of $679K (12% margin) was 9% short of plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
12-31 Summit Packaging FY2025 audit: clean opinion Financials
The auditors issued an unqualified opinion on FY2025. Audited revenue of $64.2M and EBITDA of $8.36M agree with the quarterly packages to within 0.7%; no adjustments were booked.
12-31 Tax document Tax document
12-12 Distribution $90K
11-30 Summit Packaging: November 2025 revenue 3% short of budget Financials 5 figures
Revenue of $5.53M was 3% behind the $5.70M budget, up 4% on a year earlier. EBITDA of $682K (12% margin) was 8% short of plan. Management puts the gap down to timing and keeps the full-year plan.
10-31 Summit Packaging a little behind plan in October 2025 Financials 5 figures
Revenue of $5.42M was 4% behind the $5.66M budget, up 8% on a year earlier. EBITDA of $684K (13% margin) was 7% short of plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
09-30 Summit Packaging commissions a second printing line Financials 5 figures
A second flexographic line came online and is running at about half its planned rate as the new contract ramps. Revenue of $5.37M was 4% behind the $5.61M budget, up 2% on a year earlier. EBITDA of $722K (13% margin) was on plan.
09-23 Distribution $48K
08-31 Summit Packaging a little behind plan in August 2025 Financials 5 figures
Revenue of $5.30M was 5% behind the $5.57M budget, down 1% on the prior month. EBITDA of $732K (14% margin) was on plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
07-31 Summit Packaging: July 2025 in line with budget Financials 5 figures
Revenue of $5.36M was in line with the $5.52M budget, up 1% on the prior month. EBITDA of $647K (12% margin) was 10% short of plan. No changes to the team or the capital structure.
06-30 Summit Packaging a little behind plan in June 2025 Financials 5 figures
Revenue of $5.29M was 4% behind the $5.48M budget, up 1% on the prior month. EBITDA of $688K (13% margin) was on plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
06-11 Distribution $94K
05-31 Summit Packaging: May 2025 revenue 4% short of budget Financials 5 figures
Revenue of $5.22M was 4% behind the $5.44M budget, down 4% on the prior month. EBITDA of $734K (14% margin) was on plan. Management puts the gap down to timing and keeps the full-year plan.
04-30 Summit Packaging on plan in April 2025 Financials 5 figures
Revenue of $5.44M was in line with the $5.39M budget. EBITDA of $649K (12% margin) was 7% short of plan. Nothing in the package changes the full-year view.
03-31 Summit Packaging wins a national food-brand contract Financials 5 figures
A national snack brand awarded the company a two-year flexible-packaging contract starting this quarter. Revenue of $5.43M was in line with the $5.35M budget, up 6% on the prior month. EBITDA of $770K (14% margin) beat plan by 11%.
03-15 Distribution $53K
02-28 Summit Packaging: February 2025 revenue 4% short of budget Financials 5 figures
Revenue of $5.11M was 4% behind the $5.31M budget, down 2% on the prior month. EBITDA of $638K (12% margin) was 8% short of plan. Management puts the gap down to timing and keeps the full-year plan.
01-31 Summit Packaging: January 2025 in line with budget Financials 5 figures
Revenue of $5.22M was in line with the $5.27M budget, down 1% on the prior month. EBITDA of $739K (14% margin) beat plan by 8%. No changes to the team or the capital structure.
01-14 Summit Packaging 2025 budget approved: revenue $66.0M Financials
The board-approved 2025 budget plans revenue of $66.0M, 9% above 2024's actual revenue, and EBITDA of $8.58M, a 13% margin.
2024
12-31 Summit Packaging on plan in December 2024 Financials 5 figures
Revenue of $5.28M was in line with the $5.22M budget. EBITDA of $719K (14% margin) beat plan by 6%. Nothing in the package changes the full-year view.
12-16 Distribution $95K
11-30 Summit Packaging: November 2024 in line with budget Financials 5 figures
Revenue of $5.31M was in line with the $5.18M budget, up 5% on the prior month. EBITDA of $642K (12% margin) was on plan. No changes to the team or the capital structure.
10-31 Summit Packaging on plan in October 2024 Financials 5 figures
Revenue of $5.03M was in line with the $5.14M budget, down 4% on the prior month. EBITDA of $618K (12% margin) was 8% short of plan. Nothing in the package changes the full-year view.
09-30 Summit Packaging: September 2024 in line with budget Financials 5 figures
Revenue of $5.25M was in line with the $5.10M budget. EBITDA of $738K (14% margin) beat plan by 11%. No changes to the team or the capital structure.
09-13 Distribution $83K
Includes a one-off recapitalisation distribution.
06-20 Distribution $75K
03-28 Distribution $56K
01-23 Summit Packaging 2024 budget approved: revenue $60.0M Financials
The board-approved 2024 budget plans revenue of $60.0M, 7% above 2023's actual revenue, and EBITDA of $7.80M, a 13% margin.
2023
12-14 Distribution $86K
09-20 Distribution $64K
06-18 Distribution $79K
03-16 Distribution $65K
2022
12-27 Distribution $80K
11-01 Invested $6.00M
Undated
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Every entry is a real record — click a filename to open the original in SharePoint. Documents in grey are on file but haven't been read yet, so they show as an event without a summary; run the extractor to fill them in. “Significant” marks an update that changes the investment case, as opposed to routine reporting.

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