Catalyzing Growth. Energizing Business. Leading Renewal.

News: Lomont Molding, a Summit portfolio company, has acquired R&D Molders in Georgetown, TX


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.

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Our Philosophy

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.

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The Summit Advantage

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

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Our History

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.





John grew up in Central Iowa and is a 1996 graduate of Buena Vista University with a degree in Accounting. Subsequent to completing his studies at Buena Vista and successfully passing the CPA exam, John began his career at the Des Moines McGladrey office. John left McGladrey to become the CFO for an equipment business, based in Des Moines. Over the next five years John and his team completed 9 transactions expanding the equipment business. In 2004 John moved on and co-founded Summit Equity Group.


Dennis grew up in Northwest Iowa and is a 1994 graduate of Buena Vista University with a degree in Finance. Prior to co-founding Summit Equity Group Dennis spent nearly 10 years as a middle-market commercial banker primarily working for Midwest-focused regional banks. During his time as a commercial banker, Dennis specialized in serving middle-market companies throughout a number of industries and transactions that included financing mergers & acquisitions.


Jason grew up in Central Iowa and is a 1998 graduate of Iowa State University with a degree in Civil & Construction Engineering and a 2003 MBA graduate from Duke University. Subsequent to completing his studies at Iowa State, Jason began his career in construction management for a large design/build general commercial contracting firm working primarily in Atlanta, GA and Philadelphia, PA and spent 7 years in the industry prior to co-founding Summit Equity Group.