Prepare Early. Maximize Value. Control the Outcome.
Independent, advisor-driven M&A and capital solutions for privately held businesses.
Independent investment bank delivering institutional execution with boutique attention.
Institutional Execution. Boutique Attention.
- Buyer & Capital Reach
- National
- Presence
- Multi-Market
- Securities Platform
- FINRA-Aligned
- Years of Senior Experience
- 100+
- Transactions & Capital Raised
- $15B+
- Operators, Founders & Senior Executives
- 6+
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 Readiness Services
- Institutional-grade financial and operational preparation designed to strengthen enterprise value, improve optionality, and ensure you're ready whenever an opportunity or event arises.
- 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
Michael Sciortino
Managing Partner
Bennett Lebowitz
Partner, Strategic Advisory
Joseph Gitto
Partner, Strategic Advisory
Matt Johns
Partner, Strategic Advisory
Scott Nelson
Partner, Strategic Advisory
Ready to explore your options?
Our offices
- Jupiter, Florida
- Orlando, Florida
- Cincinnati, Ohio
- New Orleans, Louisiana
- Memphis, Tennessee
- Denver, Colorado