About SUMMA Financial Group, LLC
Company History
Founded December 1985 with the sole purpose of providing professional services to the middle market business sector. SUMMA Financial Group, LLC is a full service merger & acquisition firm acting on behalf of either sellers or buyers.
SUMMA specializes in mergers and acquisitions dealing in transactions in the $2 Million to $50 Million Dollar Value range. In May of 1992 this Group became affiliatedwith the M&A Source, the nation's largest Merger & Acquisition group. SUMMA joint ventures in marketing companies, with M&A Source members.
Since 1985, Summa professionals have been members of the California Association of Business Brokers, the Institute of Management Consultants, the Institute of Certified Business Counselors, Certified Machinery and Equipment Association, Institute of Business Appraisers, The M&A Source, the Appraisal Institute, the National Association of Certified Value Analyst as well as the International Association of Business Brokers. Its affiliation with these organizations makes it possible for SUMMA to handle transactions not only on a local and statewide basis but nationally and internationally as well.
SUMMA Intermediaries have a combined experience of nearly 100 years in the business brokerage and Merger and Acquisition industry. The intermediary’s backgrounds are varied. All have owned their own business, or have come to SUMMA from the financial corporate world. Combined they hold financial, engineering, business and legal degrees. Their knowledge and experience are invaluable to our client.
Diversification, coupled with its experienced staff of intermediaries, allows SUMMA to handle all types of transactions in the middle market merger and acquisition arena. SUMMA specializes in service, distribution and manufacturing companies. Business and equipment/machinery appraisals, consulting, expert witness testimony and legal support work, are also services that SUMMA provides its clients.
