Brian C. Summe is an accomplished, executive in the financial industry, with extensive experience and proven results over 3 decades, at developing strategy and execution around several verticals:
- M&A Investment Banking, assisting privately held, founder & family owned businesses with exiting/succession options and growth/acquisition strategies
- Sourcing/raising investment capital, all stages, both in the public and private markets
- Business development, sales, revenue generation
- Constructing, managing and leading business development teams
Mr. Summe brings forth a broad knowledge base and subject matter expertise, especially in the areas of M&A advisory, capital raising, asset management and distribution, wealth management and early stage startup investing.
Over the span of his career, he has successfully sourced, structured, and negotiated multiple deals for business owners looking to transition, exit or grow their business. He has also sourced/raised over $15 billion dollars of investment capital, in both the public and private markets.
Recognized as an author, keynote speaker and consultant, he has partnered and advised private individuals and companies, at all stages, on how to raise capital, develop strategy around creating higher, sustainable, revenue streams, create exceptional service models & delivery systems, and on how to deliver compelling communications to both clients, prospects and investors.
Brian holds B.A. degrees in Economics and Political Science from Louisiana State University, as well as FINRA Series 7, 63 and 79 licenses, a CRPC® certificate (Chartered Retirement Planning Counselor) and is a CIMA® certificate (Certified Investment Management Analyst) candidate with University of Pennsylvania’s The Wharton School. Brian was a collegiate scholarship athlete, All-American, SEC Team Champion, U.S.A. Olympic Swimming Trials Qualifier and a U.S. Masters National Swim Champion. Outside of work, he enjoys spending time with his wife and six children.