Professional Staff
The Merger and Acquisition Executives are carefully selected for their business maturity. Each has between fifteen and twenty-eight years in the business. Together they have nearly 100 years of M&A transactional experience.
Common attributes include:
- Extensive formal business education
- Profit responsibilities with our own businesses
- Deal making experience complemented with formal training
- Leadership skills to get the principals and their attorney, accountants, and advisors to successfully move through the complex process of closing a transaction
- In depth understanding of industries in which engagements are accepted. We have run manufacturing, distribution, computer, specialty food manufacturing, and service companies
Robert J. Gurrola
President of SUMMA Financial Group, LLC
Professional Designations
- M&AMI - Master Mergers & Acquisition Intermediary Highest designation awarded in the industry
- CBOA - Certified Business Opportunity Appraiser - National Society of Business Opportunity Appraisers
- SBA - Senior Business Analyst - Business Evaluation Systems Association
- CBI - Certified Business Intermediary - International Business Brokers Association - Highest designation awarded in the industry
- Fellow/IBBA - Fellow of the International Business Brokers Association Highest National Award for Contribution to the Profession
- CMEA - Certified Machinery/Equipment Appraiser
- CMC - Certified Management Consultant
Professional Affiliations
- National Society of Certified Business Opportunity Appraisers
- California Association of Business Brokers (Past Vice President)
- International Business Brokers Association (Past President)
- The M&A Source (Largest National M&A Association - Past President)
- Institute of Certified Business Counselors
- International Business Appraisers
- Santa Clara County Bar Association
- California State Bar Association
- Silicon Valley - San Jose Metropolitan Chamber of Commerce
- American Society of Appraisers
- Association for Corporate Growth
- Texas Association of Business Brokers
- Institute of Management Consultants
Education
- San Jose City College AA / Design Engineering
- San Jose State University - BS / Civil Engineering
- Columbus University - MBA
Kevin P. Dempsey
Principal Partner of SUMMA Financial Group, LLC
Professional Designations
- CBI - Certified Business Intermediary - International Business Brokers Association - Highest designation awarded in the industry
- CMEA - Certified Machinery/Equipment Appraiser
- CMC - Certified Management Consultant
Professional Affiliations
- California Association Of Business Brokers: Board Member two terms
- International Business Brokers Association
- Rotary Club
Education
- California State University, Fullerton - B.A. Business Administration
- UCLA - Economics Major
- Business Appraisal Courses:
- Institute of Business Appraisers
- American Society of Appraisers
- International Business Brokers Association
Professional Accomplishments
- District manager- Jewel Companies, Inc
- Managed route sales people. Converted employees to owner-operators and sold route businesses to individuals.
- Purchased and sold own route sales businesses.
- M&A Intermediary for twenty years representing a wide variety of business.
- Appraisals and Merger and Acquisitions representations of businesses in the $2 to $50 million range
Donald G. Lynam
Vice President of SUMMA Financial Group, LLC
Professional Designations
- CBC - Certified Business Counselor - Institute of Certified Business Counselors
- CBI - Certified Business Intermediary - International Business Brokers Association - Highest designation awarded in the industry
Professional Affiliations
- California Association of Business Brokers
- International Business Brokers Association
- The M&A Source
- Institute of Certified Business Counselors
- International Business Appraisers
- California State Bar Association
Education
- Tufts University - BSEE
- Northeastern University - MSEE
- Santa Clara University - MBA
- Lincoln University - JD
