Through the years, Summit Investment Management LLC has worked with CEOs, CFOs, entrepreneurs, bankers, advisors, turnaround professionals, real estate developers, attorneys and other professionals striving to help restructure their companies or clients’ organizations.We have invested both on our own and through partnerships with knowledgeable industry professionals in a diverse spectrum of businesses.

In a tight and volatile marketplace, you need a reliable capital partner whom you can trust—one who is genuinely interested in helping you meet your goals. At Summit, we are only as successful as the clients we help. We strive to make each and every transaction a win-win situation for all involved. This commitment has secured us a strong reputation, earning us referrals from colleagues and associates across the country who know how we do business.

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Protein Logistics and Trading Company

Summit engaged directly with a national lender who was looking to sell its loan facilities associated with a middle market protein logistics and trading company.

Real Estate Development Company

A lender sought an exit strategy from its construction loan portfolio and approached Summit to purchase the existing debt of a development project.

Full-Service Marketing Company

A full-service marketing company came to Summit as a failed roll-up on the brink of bankruptcy, looking to Summit to acquire its debt.

Midwest Regional Bank

A Midwest regional bank under increased scrutiny by its regulatory body approached Summit for a solution to its capital crisis.

Industrial and Construction Equipment

The interim management of an industrial and construction equipment rental company sought an expedited turnaround plan.

Resort Management Company

A Colorado-based resort rental property management company contacted Summit for a short-term bridge loan for working capital.

Patio Furniture Manufacturer

A family-owned patio furniture manufacturer contacted Summit while in bankruptcy in an attempt to work its way through a time when demand for its products was low.

Southeast Regional Bank

A Southeast regional bank turned to Summit to assist with the divestiture of a pool of troubled loan relationships.

Metal Casting/Manufacturing

Summit formed a joint venture with a global metal casting company to partner on the financial restructuring of a manufacturer of cast gray and ductile iron parts.

Medical Device Venture

A medical device company approached Summit about forming a joint venture to secure financing to acquire additional intellectual property rights.

Aircraft Parts Joint Venture

An aftermarket aircraft-parts supply company approached Summit for help with quickly completing the international purchase of two MD 90-30 aircraft.

Family-Owned Hotel

A family-owned, limited service hotel contacted Summit when it was having difficulty refinancing its maturing debt.

California Produce Grower

Summit was approached by a middle market investment bank to assist an over-leveraged agricultural company provide an exit to its bank lender, restructure its balance sheet and provide working capital liquidity.

Real Estate Investment Group

The owner of a West Coast investment group approached Summit about raising capital to expand other business lines within the company.