Summe Capital is a premier, independent investment banking and M&A advisory firm built to serve private and family-owned businesses and the trusted advisors who guide them.

We specialize in exit readiness and building defensible enterprise value, helping business owners and their advisors understand what is truly sellable, why it is valuable, and how that value will hold up through buyer diligence.

Selling a business is both art and science. The art is the story of what has been built. The science is proving on paper why the business works, how past success can be duplicated, and how it can scale. This reduces buyer uncertainty, de-risks decision-making, and attracts more serious, qualified suitors.

Our work focuses on converting implicit value into defensible value through financial clarity, operational clarity, and documented processes and systems that allow a business to run, grow, and transfer beyond the owner.

We provide start-to-finish M&A advisory and investment banking services. When an owner is ready, we manage the full sell-side process from valuation through closing.

For owners pursuing growth, we focus first on strengthening the business through our financial and operational work and, when appropriate, offer access to best-in-class execution specialists across finance, operations, and technology to close critical gaps that strengthen earnings and materially increase enterprise value, with acquisitions evaluated secondarily.

Throughout every engagement, the client’s advisory team (Wealth Advisor/CPA/Attorney) remains informed, included, and elevated.

For select engagements, execution may be completed through affiliated M&A advisory partners with whom we have strategic and economic alignment, ensuring institutional-grade processes and competitive market execution when broader reach or specialized capacity is required.

Brian C. Summe is a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC

Summe Capital

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