How can we help you?
Summit Holdings provides comprehensive investment banking and financial services to its portfolio and client companies. With a long-standing history of maximizing the value of small to midsize firms, we approach our services from an operator’s perspective. We partner with our portfolio and client companies to offer services such as sell or buy side advice, negotiations, financing, and strategic guidance from experienced professionals.
Financing
We understand that having investors with a shared purpose and goal is just as important as the financial capital they provide. With over 20 years of experience in structuring transactions, we are well-equipped to help you grow your business, diversify interests, reduce your role or retire, transition to a successor of a family business, or execute a management-led buyout. Our unique perspective allows us to help our clients maximize value through the proper structuring of capital. We can arrange for all levels of capital, from senior to mezzanine debt or private equity, depending on the needs of our clients. Our structured approach ensures that our clients receive the best possible financing solution.
Consulting
Our extensive background in managing and owning small to mid-sized businesses sets us apart from many Family Offices and Private Equity firms. Our experience also allows us to provide invaluable counsel on a variety of topics related to running a business, drawing from our own first-hand knowledge and expertise.
Buy Side Assistance
Summit Holdings has developed multiple investment platforms based on strategic acquisitions designed to create scale, reduce concentration risks, and generate wealth. Our extensive experience in this area has prepared us to manage negotiations throughout the acquisition process, from the Letter of Intent to the closing. We can assist you in identifying potential opportunities, as well as managing the negotiations, structuring, and financing of your targets.
Sell Side Assistance
We can provide expert guidance throughout the entire sales process. Having gone through this process ourselves, we can help you determine if selling is the best option for you. If it is, we can help you identify the ideal time to do so and the most suitable buyers, whether they are strategic or financial. Our extensive experience in this market gives us an up-to-date understanding of valuations, which we can use to help our clients set realistic goals, whether they are for financial planning, transitioning to management, or passing ownership to the next generation.