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Services

Relentless. Strategic. Trusted.

root of a mountain

Sell-Side Advisory

Sell Smart. Exit Strong.

We begin with a deep understanding of your motivations — whether you're planning retirement, divesting a non-core asset, or preparing your legacy for succession. We design your exit strategy with intention, vet strategic buyers, negotiate fiercely, and manage the entire transaction so you stay focused on running your business.

Buy-Side Advisory

Find the Opportunity. Maximize the Impact.

Growth demands precision. Whether you’re acquiring to scale, improve competitive position, or add new capabilities, we help identify the right targets and structure deals that make strategic and financial sense. With access to a broad North American network, we scout, negotiate, and close — with rigor.

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Why hire M&A Professionals ?

Find the Opportunity. Maximize the Impact.

For Business Sellers
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Unlock Hidden Values 
  • Research shows private sellers receive 6-25% higher acquisition premiums when using M&A advisors[¹]

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  • Professional guidance identifies and addresses value detractors before buyers discover them, including sophisticated EBITDA adjustments that recognize one-time expenses, owner-related costs, and operational inefficiencies that can significantly increase your company's valuation

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  • Structured processes maintain leverage throughout negotiations

[¹] Agrawal, A., Cooper, T., Lian, Q., & Wang, Q. (2023). Does Hiring M&A Advisers Matter for Private Sellers? Quarterly Journal of Finance.

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Stay Focused on your Business
  • M&A transactions typically span 6-9 months and demand thousands of hours of specialized work

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  • Advisors handle transaction complexities while you maintain operational excellence

 

  • The transaction process is extremely distracting, with endless information requests, meetings, facility tours, and due diligence questions that can derail your focus on day-to-day operations—precisely when strong business performance is most critical

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Secure the Deal 
  • While no official industry-wide data exists, our experience suggests that professionally-advised transactions have 50-60% higher completion rates than owner-led sales, as advisors bring essential credibility and process management to deals

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  • Most business owners sell a company just once—without professional guidance, you likely won't maximize value

 

  • Professional advisors anticipate obstacles and maintain momentum through complex negotiations

For Business Acquirers
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Opportunities Beyond the Market
  • Research confirms experience is the #1 predictor of successful acquisitions, with frequent acquirers routinely outperforming infrequent ones in shareholder returns [³]

  • Advisors provide access to businesses not available on the open market, conduct extensive research to identify ideal strategic fits, and can approach targets anonymously while managing seller expectations for realistic outcomes

[³] Bain & Company (2024). How Companies Got So Good at M&A.

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Negotiate
Better Terms
  • Expert guidance secures favorable terms beyond just purchase price

  • Creative structuring addresses seller concerns while protecting your interests, including sophisticated earn-out mechanisms that bridge valuation gaps while providing appropriate risk allocation and performance incentives

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Execute with Precision & Clarity
  • Our team ensures every acquisition is strategically aligned and meticulously managed, reducing risks and accelerating post-transaction integration.

 

  • With Summum, you gain a partner committed to realizing your vision through thoughtful planning and flawless execution.

Why Choose the Summum Team?

Our team’s cross-border experience allows us to navigate international transactions with confidence, leveraging local insights to secure the best outcomes for our clients.

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Senior-Level
Expertise at Every Stage

Unlike many firms, all aspects of our transactions are managed solely by Managing Directors with 15+ years of experience—never delegated to junior staff.

 

Our cross-border expertise helps maximize value in international transactions, while our proven process ensures thorough execution. 

Transparent,
Success-Based Fees

We don't charge hourly fees, eliminating any hesitation to utilize our team's time.

 

This ensures clients fully understand all stakes and make well-informed decisions, regardless of how many meetings or calls are required.

Selective
Partnership Approach

We value building relationships with clients whose needs align with our approach.

 

Should our methods not match your preferences, we strongly encourage engaging qualified M&A professionals elsewhere.

 

The complexity and significance of these transactions make professional guidance essential for protecting your interests and maximizing your outcome.

Tailored
Bespoke Service

Our service is anything but standard.

 

Each engagement is tailored with precision, guided by deep industry expertise and a commitment to excellence.

 

Our Managing Directors navigate every phase of the transaction with you, ensuring a seamless experience that reflects your unique vision and goals.

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Donato Ardellini, Founder & CEO | Environmental 360Solutions Ltd

“The team was instrumental in helping us with this successful acquisition. They facilitated the due diligence process in a timely and professional manner enabling us to complete the transaction. We would like to thank the team for their dedication to get us over the finish line”
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