IT’S TIME TO ACCELERATE

YOUR BUSINESS’ GROWTH

WE ARE HERE TO HELP. HERE'S HOW.

Our Advisory firm assists owners by providing cost-effective, value added solutions to improve the financial position and operations for businesses to maximize value before, during and after a transaction.

  • Create comprehensive strategy for eventual transaction

  • Standardizing Operating Procedures 

  • Realigning equity related buy/sell/invest transactions 

  • Augmenting Mgmt teams with C-suite/VP level executives

  • Creating Unique Value Propositions

  • Maximizing operational efficiencies

 
WHO WE ARE

Our Teams’ Collective Knowledge Kicks Businesses into High Gear

We start by focusing on what’s vital to building value and preparing all the moving parts to work together and efficiently.

 

Our team of advisory professionals have decades of combined experience spanning multiple business industries with deep experience in software, infrastructure, cash-flow, strategic planning, customer acquisition, finance, tech, planning and analysis and acquiring and divesting complex companies. 

Our principals have started, acquired, managed and sold 100+ companies worth billions of dollars of assets and have personally invested into many early stage ventures.

We have used our combined knowledge to acquire, invest and partner with companies to solve the most complex business issues to prepare companies to transact.

 

"You need to think about the end at the beginning."

Joe Bihner, Managing Partner

WHO WE SERVE

Closely Held

Businesses

We provide essential expertise to privately held businesses to prepare them for transaction.

PE Firms & Portfolio

Companies

Our team, tools and processes speed the journey to a successful and optimal exit leveraging unique modeling, operating models, planning/forecasting informed by meaningful quarterly reviews and early due diligence results.

Venture Capital &

Portfolio Companies

We assist start-up/early venture firms to balance cash-flow vs. growth, develop and execute early strategic plan to scale and grow.

Investment

Banks

We provide IB’s The Summerset Group solution to offer to their “almost there” clients to help them prepare for transaction.

 
 
OUR SERVICES

Summerset specializes in the following activities: preparing a business for sale or capital raise, pursuing mock due diligence, providing an outside in perspective of the business, cost optimization and reputational management.

 

As part of our services, we are happy to provide introductions to potential buyers and financiers and introduce owners to our vast network of connections.

Business Assessment

& Mock Due Diligence

Operating and Planning

and Forecasting

Acquisition and Integration Planning Services

Quarterly

Reviews

Buy Side Diligence

Cash Flow Maximization

Executives as a Service

 
OUR PARTNERS

Summerset has partnered with industry leading companies and operators. We opt to feature one every month here. This month we are featuring BlueWater International.

Bluewater International is a growth management firm. They specializes in the rapid scaling of businesses in the cybersecurity and information risk markets. Bluewater works with partners to develop market-leading technologies and create winning go-to-market strategies in order to solve critical organizational risk issues. Together we can offer a company an end to end solution.

 

We are proud to have them as a Strategic Partner.

 
Contact Us
We are here to assist. Contact us by phone, email or via our social media channels.
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