Experience

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

Value

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

Discipline

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

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 teams produce top tier research, analysis, and marketing pieces for every transaction.

Focus

Helping business owners prepare for and execute critical transactions is all we do.  We do not offer securities, investment management services, or general consulting services.  We never operate with sideline motive.  Our focus is always, strictly producing the best possible outcome for our clients.

Entrepreneurial Roots

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.

Principal Investments

Summit can deploy its own capital into select transactions.  We understand business because we own businesses.