WE HELP LEADERS OF MIDDLE-MARKET COMPANIES BUY AND SELL BUSINESSES AND RAISE CAPITAL FOR GROWTH.

Summit Advisory has been helping Middle-Market business owners in the mid-Atlantic region to achieve their goals for nearly three decades.  Since our founding in 1989, we have maintained a razor-sharp focus on producing great results for our clients.  We routinely go above and beyond to make sure that our clients receive the best possible outcomes.

We’re different than other investment banking firms.  Our business model is not built around “deal flow” and we don’t delegate our work to junior associates. We are a team of highly-qualified senior professionals from a variety of disciplines.  We work together and follow disciplined processes to make sure that our clients get the outstanding results they deserve.

We believe in business for good. That’s why our Peak Gives program gives back over 10% of profits to our communities.

Summit Advisory Inc

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