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

About Summit Advisory

Summit Advisory has been helping Middle-Market business owners in the mid-Atlantic region to achieve their goals for nearly three decades.  Since our founding in 1989, we have maintained a razor-sharp focus on producing great results for our clients.  We routinely go above and beyond to make sure that our clients receive the best possible outcomes.

We’re different than other investment banking firms.  Our business model is not built around “deal flow” and we don’t delegate our work to junior associates. We are a team of highly-qualified senior professionals from a variety of disciplines.  We work together and follow disciplined processes to make sure that our clients get the outstanding results they deserve.

Every member of the Summit Advisory team has been the person on the other side of the table.  We’ve all been the person struggling to get a good project completed for our business only to find that there is no one really interested in helping.  We believe deeply that middle-market businesses are the backbone of our nation’s economy and we feel that the Middle Market is not well served when it comes to critical transactions and raising capital.  Our mission is the serve Middle Market business owners the way we would want to be served- with world class support in reaching their goals.

Summit is part of the Peak Capital family of companies.  This privately held portfolio of middle-Market companies gives Summit Advisory a significant edge over other investment banking firms for two reasons.

First, we have a deep well of human and business resources that we can tap without having to use outside talent or subcontractors.

Second, as successful operators of middle-Market companies, we understand our clients and their needs in ways that few investment banking firms ever will.

Summit has a deep commitment to life long learning while developing a unique “M&A Business Intelligence.” This life-long commitment to learning, the capacity to solve problems and meet challenges, and create special value for our clients has resulted in our over 90% success rate. We strive to remain on the cutting edge of our industry.

M&A Source

A division of the International Business Brokers Association (IBBA), is the world’s largest international organization of experienced, dedicated merger and acquisition intermediaries representing the middle market. This organization currently has more than 200 cooperative intermediaries across Mexico, Europe and the United States.

International Business Brokers Association

IBBA is the largest international non-profit association operating exclusively for the benefit of people and firms engaged in the various aspects of a business brokerage and mergers and acquisitions.

MANTEC

Serves the manufacturing community as one of seven Industrial Resource Centers across Pennsylvania. Summit Advisory has been chosen by MANTEC to be their Qualified Solutions Partner for succession planning, mergers and acquisitions.

Lancaster Chamber of Commerce & Industry

A dynamic membership organization rich in history and comprised of more than 2,300 community-minded businesses totaling to more than 114,000 employees collectively working to make Lancaster County a great place to live, work and do business.

Summit Advisory offers services in the Mid-Atlantic States, including Washington, D.C.

If you have an interest in businesses for sale in PA, DE, MA, NJ, VA, WV and Washington, D.C., Summit Advisory has a database of qualified buyers utilized in selling businesses for their highest economic value.  Although this is our primary market, we have also represented and sold companies in other states. Whatever the need, whether its succession planning services or businesses for sale, contact us with your business demographics and interests. Upon receipt of this information, we will make confidential contact with you to discuss your business objectives.

Serving:

  • Delaware
  • Maryland
  • New Jersey
  • Pennsylvania
  • Virginia
  • Washington, D.C.
  • West Virginia

The results are clear.  Since 1989, we have a success rate of over 90% in achieving our clients’ desired outcomes in a transaction.