Summit Advisory
  • 90% Success
    Since 1989
  • Proprietary
    Strategic Transaction Process™
  • Confidential
    Consultation

Investment Banking

Success is not a matter of chance.  It is a matter of choice.

Transaction Services

Exit, Acquire or Recapitalize

Consulting Services

Prepare for the next stage

Contact Us

Explore your options

Why Choose Summit Advisory

Focus

Helping business owners prepare for and execute critical transactions is all we do.  We do not offer securities, investment management or general consulting services.

Discipline

Our Strategic Transaction Process™ ensures quality, timeliness and the strongest possible outcome for our clients.

Value

We consistently deliver value for our clients that exceeds the cost of our fees by a significant margin.

Strategy

Summit has been and will continue to be a privately owned, growth-oriented firm.  As business owners ourselves, we share a common DNA with our entrepreneurial clients.

Performance

Our success rate is more than 90% in achieving our client’s goals in a transaction.  We’ve earned a solid reputation for quality work, integrity, and professionalism.

Quality

Our clients receive hands-on Senior-level attention through every phase of every engagement.  We obsess over the details to make certain that our clients see great results.

Support

We have dedicated, in-house research, marketing, and finance professionals to support our clients.  Our in-house team produces top tier research, analysis, and marketing pieces for every transaction.

Experience

Since 1989 we’ve developed deep expertise and helped hundreds of delighted clients.