Where does summit Investment Management LLC invest in?

Founded in 2002, Summit Investment Management LLC is a private investment company headquartered in Denver, Colorado. Since its inception, Summit has invested more than $1.8 billion in distressed debt acquisitions, balance sheet restructures of operating companies, special situation capital, bridge loans and joint ventures.

What does Summit Partners do for your growth?

Your growth is our focus: we provide investment capital to exceptional entrepreneurs. “Summit is constantly current on the details of our business – and just a call away to offer an opinion on a difficult challenge or provide an introduction to a prospective customer.”

Who is Robert Milam of Summit investment management?

Robert Milam joined Summit in 2018. His responsibilities include business development, deal sourcing and underwriting. Robert served most recently in a deal sourcing role for Bayside/HIG Capital. Prior to that he held various leadership roles in the Special Assets Departments at TD Bank, Regions Bank and SouthTrust Bank.

What makes Summit Financial a good financial advisor?

We’re real first. Refined second. We’re servers. Not sellers. We think “Smart” is cool. And we respect our opportunity. Care, culture, and character are musts to us. But we think you’ll also find that the specific way we do business can be advantageous for you. What we get to do for you— is weighty.

Who is the host of the Financial Times Wealth Management Summit?

Join us at this year’s fourth annual FT and PWM Wealth Management Summit, hosted by PWM’s, Editor-in-Chief Yuri Bender, and hear insights from leading experts from the top private banks, family offices, wealth managers and robo-advisers in the growing cross-border marketplace.

What kind of real estate does summit invest in?

Summit’s existing portfolio includes commercial & industrial loans, asset-based loans and cash flow credits, along with a diverse commercial real estate portfolio consisting of hospitality, industrial, multi-family, c-store, retail, warehouse, office, self-storage, golf course, environmentally challenged property, and other esoteric asset classes.

Who is CJ from Summit investment management company?

CJ began his career as a Staff Accountant with Coopers & Lybrand in New York before taking a role as a Senior Vice President with Fleet Bank in Rhode Island. CJ holds a bachelor’s degree in accounting from New York University and is a past board member of the Colorado Turnaround Management Association (TMA).