Downtown West Palm Beach skyline

Our team

Leadership

An independent investment bank and M&A advisory firm serving privately held business owners and their trusted advisors.

Brian C. Summe

Managing Partner | CEO

Brian Summe is a 30+ year financial services and investment banking executive with deep experience in M&A strategy and raising growth capital.

Over the course of his career, Brian has been directly involved in capital raising and complex transaction initiatives exceeding $15 billion across public and private markets. He has worked extensively with private equity firms, family offices, institutional investors, accredited investors, and strategic acquirers giving him firsthand insight into how investors evaluate risk, structure transactions, and deploy capital.

As Managing Partner of Summe Capital, Brian works directly with private and family-owned businesses to evaluate their options and help determine the right path, whether pursuing a partial or full sale, recapitalizing, raising growth capital, or strengthening the business for future growth.

From valuation to closing, Brian and the Summe Capital team guide and manage the process, ensuring the business is positioned with the right buyer, capital partner, or tailored solution that meets the owner's financial and long-term objectives.

Brian brings institutional-level insight, practical growth strategies, and access to the resources and relationships required to drive transactions to successful outcomes.

Finalis

Our Broker-Dealer Partner

$17b

Closed Deals

1k+

Active Deals

700+

Bankers

Our approach - How We Work

Direct, personal service with decades of institutional-grade expertise.

  • Confidential. Your business information and transaction plans are handled with the utmost discretion and confidentiality.
  • Experienced. Three decades of experience across top-tier financial institutions and independent advisory.
  • Hands-On. Deeply involved at every stage of your transaction—managing details, solving problems, and driving outcomes personally.

Leadership

Brian C. Summe

Brian C. Summe

Managing Partner | CEO

Michael Sciortino

Michael Sciortino

Managing Director

Bennett Lebowitz

Bennett Lebowitz

Managing Director

Joseph Gitto

Joseph Gitto

Managing Director

Scott Nelson

Scott Nelson

Managing Director

Ready to explore your options?

Our offices

  • Jupiter, Florida
  • Orlando, Florida
  • Cincinnati, Ohio
  • New Orleans, Louisiana
  • Memphis, Tennessee
  • Denver, Colorado