Independent Investment Bank Serving Privately Held Businesses
Strategic M&A advisory and capital solutions for privately held companies.
Institutional Execution. Boutique Attention.
- Buyer & Capital Reach
- National
- Presence
- Multi-Market
- Securities Platform
- FINRA-Aligned
- Years of Senior Experience
- 100+
- Capital Raised & Transactions
- $15B+
- Experienced Managing Directors
- 5+
Securities transactions executed through Finalis Securities, Member FINRA/SIPC.
For Business Owners
Every owner eventually faces the same questions.
- How much is my company worth?
- Could I sell part or all of it?
- Should I bring in growth capital?
- Is my business prepared for institutional buyers?
Summe Capital helps business owners evaluate these options and execute the right strategy — whether that means raising capital, strengthening the company for growth, or taking the business to market.
Exit Readiness & Value Acceleration
Strengthen what buyers value most.
Before going to market, we help business owners strengthen the key drivers that determine enterprise value — often resulting in stronger valuations and more competitive offers.
- Financial clarity
- Operational scalability
- Technology infrastructure
- Standard operating procedures
- Institutional investor readiness
Grow or Exit. Now or Later.
Exit
- Full sale to a strategic or financial buyer
- Partial liquidity
- Recapitalization
- Family transition
- Management buyout
- ESOP
- Buying out a partner
- Preparing for a future sale
Grow
- Acquiring another company
- Raising debt or equity capital
- Restructuring for growth or liquidity
- Expansion funding
- Infrastructure build-out
- Growth with intent to exit at a higher valuation
What We Do
- Investment Banking
- Senior-led transaction planning and execution for privately held businesses.
- Mergers & Acquisitions
- Sell-side representation, recapitalizations, minority liquidity, and acquisitions.
- Capital Raising
- Debt and equity capital for growth, ownership transition, or restructuring.
- Exit & Capital Raising Readiness Services
- Financial and operational preparation to improve value and reduce risk before entering the market.
- Growth & Exit Solutions
- Structured ownership transitions, partial liquidity, family succession, and strategic alternatives.
Senior-Led. Controlled. Aligned.
- Direct senior involvement
- Confidential positioning
- Structured buyer and capital partner outreach
- Negotiation and deal structuring
- End-to-end transaction management
For select engagements, we work alongside affiliated M&A advisory partners to ensure the right team, reach, and resources are in place for your transaction.
We Work With Your Advisors
We work extensively with:
Everyone remains aligned around the business owner.
No displacement. No surprises.
Leadership
Brian C. Summe
Managing Partner | CEO
Scott Nelson
Managing Director
Michael Sciortino
Managing Director
Bennett Lebowitz
Managing Director
Ready to explore your options?
Our offices
- Jupiter, Florida
- Orlando, Florida
- Cincinnati, Ohio
- New Orleans, Louisiana
- Memphis, Tennessee
- Denver, Colorado