Summit Equity Advisors 

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Services Offered

Summit Equity Advisors offers the following services for its clients:

  • Advising the fund or company management group how to best position its product for the institutional market
  • Assisting the management group in developing and portraying its investment track record in the most compelling form for institutional investors
  • Assisting in developing the optimal sales document in the form of the private placement memorandum
  • Helping create a highly effective road show sales presentation for use by the managers
  •  Advising the management team to develop the most persuasive oral sales presentation
  • Instructing the management team on likely investor issues and concerns and advising on appropriate responses to those concerns 
  • Advising management on market terms                                                                                                                              
  • Developing an institutional marketing plan to maximize partnership and equity sales                                                                 
  • Positioning management's presentation for, and introducing management to, the leading private equity groups on Wall Street if management is interested in pursuing a relationship with a fund agent.                                                               
  • Assisting the management team with investor requests and consultant questionnaires                                                      
  • Negotiating directly with investors or assisting management in the negotiations with investors regarding terms and legal documentation.                                                                                                                                                            
  • Assisting in all aspects of the closing process
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