OUR TEAMS' COLLECTIVE KNOWLEDGE
KICKS BUSINESSES INTO HIGH GEAR
MEET OUR LEADERSHIP
We are a team of advisory professionals with decades of combined experience spanning dozens of business categories.
Our principals have started, acquired, managed and sold 75+ companies with billions of dollars of assets and have personally invested into dozens of early stage ventures.
Joe has over 35 years of experience in Technology, Operations and the Automotive Industry. He has conceptualized, started, acquired and divested businesses along the way. He started at ADP when the company was $20M in revenue and left at $2.2B. He managed much of the growth finally running North America Operations.
Todd has spent 30 years building, transforming, buying and selling dozens of businesses. His entrepreneurial journey includes technology, farming, beer/wine/spirits and real estate. His companies include Liquidus, Goose Island Beer Co, Beer Across America and Harvest Moon to name a few. His expertise in strategy, sales and marketing and customer acquisition directly informs his position as Managing Partner in Summerset Group. His decades of experience are seen in speaking engagements and digital Podcasts. He is a graduate of KU, is active on multiple boards, is a Chicago Cubs fanatic and lives in Glenview with his family.