Summit Equity Group is a private investment group that was founded in 2004 for the purpose of identifying and acquiring small to medium sized private companies and providing them the resources necessary to realize their full potential. Summit Equity Group’s focus is on the long-term growth, success, and value of its holdings. The members of Summit as well as our investment partners are dedicated to this philosophy and as such, we do not make our decisions based on external pressures or arbitrary time constraints.
Summit understands the culture and values of the types of companies it works with and aims to preserve the company’s established reputation and legacy as well as the security of its employees after the transaction is completed.
At Summit we are structured differently than typical private equity companies. We are personally invested in every acquisition made, which ensures that each company receives the resources and energy necessary to be successful. Learn More
Our managing partners have their own money invested in each acquisition made. Because of this, each company receives the resources and energy needed to make it succeed.
We operate in the small to medium sized private equity market. Summit has the ability to recognize the value in these firms and the expertise and financial capabilities to effectively structure and close on these types of transactions.
Summit Equity Group understands the culture and values of the types of companies it works with and aims to preserve the company’s established reputation and legacy as well as the security of its employees after the transaction is completed.
Summit Equity Group has expertise and experience in handling acquisitions. As such, we are able to work quickly and efficiently on putting together and closing deals.
We have the ability to move quickly and confidentially in both the evaluation and due diligence processes.
Flexibility: The managing partners of Summit, not an outside, uninvolved pool of investors, decide what is the best structure for each transaction.
We are an honest, professional, and straightforward negotiation partner.
Assiting with ownership transitions and partnering with management teams since 2004
Size: $10 to $50 million in revenue and/or $2 to $6 million in EBITDA
Business Types: Businesses that are currently successful but have either maximized their current potential or require new leadership and strategic management due to the exit/retirement of the current owner.
Industries: Summit Equity Group is not restricted to specific industry segments but prefers manufacturing, value-added distribution, or business services companies.
Location: Continental United States
Management: Existing management team to remain in whole or in part preferred
Transaction: Typical purchase of 51%-100% of the equity of company. Transaction structure will vary on a case by case basis.
Summit Equity Group is flexible and open to working with the seller in putting together purchase terms that eases the transaction process and maximizes the value for each party.