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SUMMUM GROUP
Relentless. Strategic. Trusted.
As a boutique firm, we specialize in advisory for business owners navigating critical growth or exit moments.
Our relentless pursuit of excellence with over 90% closing rate, and rigorous client selection make us the trusted partner of ambitious business leaders seeking to grow, divest, or restructure.
With decades of combined experience and deep industry expertise, our team brings clarity, strategy, and strength to every deal.
We operate exclusively on a success-based model for sell-side mandates, aligning our interests with yours as we work toward achieving meaningful transaction milestones.
Our confidence in our methodology ensures our clients receive the full benefit of our commitment and expertise.
The SUMMUM Advantage
Choosing the right partner for your business transition is a pivotal decision. The right advisor brings clarity and strategy to each step, ensuring your interests are protected and value is maximized. At Summum, we understand that every transaction is a defining moment, and we are committed to elevating that experience.
Transparency Assured
We believe trust is built on clarity. At Summum, transparency isn’t just a value — it’s a commitment. From initial discussions to final negotiations, we ensure that you are informed, involved, and confident in every decision. Open dialogue and honest communication are the cornerstones of our client relationships.
Independent Firm
As a boutique advisory firm, our singular focus is you. We operate without affiliations to financial institutions or service providers, ensuring that our recommendations are unbiased and entirely in your best interest. At Summum, your objectives are our sole priority — free from competing agendas or secondary motives.
Proven Process
Our methodology is the result of years of refinement, with a process designed to balance agility with structure. This framework allows us to move swiftly while maintaining a sharp focus on every detail, ensuring that nothing is left to chance. It’s how we transform strategic vision into impactful results, keeping transactions seamless, efficient, and value-driven.
Expert Analysis
At Summum, our expertise is both broad and deep. We approach every mandate with meticulous analysis, using real-time data and market intelligence to uncover hidden value and anticipate shifts. This insight, combined with strategic foresight, allows us to position your business advantageously at every stage of the transaction.
We don’t just facilitate transactions, we shape transformative milestones.
With over 45 years of combined experience dedicated exclusively to finance and mergers and acquisitions and more than 100 successful transactions completed totaling over 5 billion in entreprise value. Summum is recognized as a top-tier team in the transaction advisory space.
