Leadership

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

Over the course of his career, Brian has been directly involved in capital formation and strategic M&A 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 alongside his team to evaluate options for private and family-owned businesses and determine the right path — whether pursuing a partial or full sale, recapitalizing, raising growth capital, or strengthening the business for future growth.

What differentiates Brian and the Summe Capital team is the system he architected — designed to proactively align a business owner's full advisory team, including wealth advisors, CPAs, attorneys, and other key stakeholders, across every stage of the journey: before, during, and after a transaction.

Through this approach, Summe Capital operates as an extension of those advisors' service models — bringing institutional insight, resources, and solutions to their business owner clients, even when no transaction is imminent. This ensures better preparation, stronger decision-making, and more efficient execution, while also helping advisors deepen relationships and deliver greater value over time.

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

Brian brings institutional-level insight, practical growth and acquisition strategies, and access to a broad network of resources and relationships, while leading a platform designed to drive consistent, high-quality outcomes for business owners and their advisors.