Summit’s Special Opportunity Capital group invests in opportunistic or complex situations involving middle market companies. Ranging in size from $20 million to $200 million in revenue, our typical clients include companies that need to grow or repair their business or venture, or principals or business owners who are willing to co-invest with Summit.

At Summit, we are willing to consider investments that may be outside the scope of a private equity firm or traditional lender. Our hybrid investment approach allows us to provide clients a variety of options using a combination of debt and equity. This flexibility means we can accommodate the capital needs of clients with convoluted track records or those whose collateral may be difficult to value.

Representative Summit Special Opportunity Capital investment situations include:

• Companies being sold through bankruptcy
• Secured lender claims sales
• Privately negotiated transactions
• Balance sheet restructurings
• Management or leveraged buyouts
• Operating turnarounds
• Companies seeking a financial partner to help execute a complex strategic plan