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.

Typical investments range between $1 million and $75 million with the flexibility to do larger transactions. 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.

Our knowledge and experience, ingenuity, strong relationships, and direct and honest approach to doing business set us apart from the competition. We take pride in being a leading resource and partner for banks, financial institutions, middle market companies, turnaround and restructuring professionals, law firms and private equity firms, among others.

About

Investment Team

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Email: pgilbert@summit-investment.com

Cell: 651.688.6127

Office: 720.221.3154

Senior Managing Director
Head of Underwriting

Patrick Gilbert

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Email: bshloss@summit-investment.com

Cell: 303.434.3374 

Office: 720.221.3182 

COO

Brian Shloss

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Email: cburger@summit-investment.com

Cell: 303.638.5909

Office: 720.221.3130

President & CEO

CJ Burger

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

Charles J. (CJ) Burger is a Founding Member and the President & Chief Executive Officer of Summit. He is responsible for overseeing the business development team. Prior to Summit’s inception, CJ was the Managing Director of the Special Assets Group at Republic Financial Corporation. 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).

President & CEO

CJ Burger

WELLS FARGO CENTER
1700 Lincoln Street, Suite 2150
Denver, CO 80203

As Chief Operating Officer for Summit, Brian is responsible for overseeing the coordination of the company’s various business units. He previously held the role of Head of Underwriting. Prior to joining Summit in 2009, Brian was a Partner with private asset-based lender, Western Capital Partners. He spent the early part of his career in the equity markets, working on the floor of the NYSE before leading a market making team at Knight Capital Markets in Chicago.

Brian holds a BA from Emory University and an MBA from the Leeds School of Business at the University of Colorado, Boulder. He is an active angel investor and advisor to a number of startups.

COO

Brian Shloss

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

Patrick joined Summit in 2015 and is a Managing Director and Head of Underwriting. Prior to Summit, Patrick spent a majority of his career as a restructuring focused investment banker at Miller Buckfire and a middle market private equity investor at Key Principal Partners (currently dba Cyprium Partners). Patrick also has additional experience as a Director in Corporate Strategy at Ameriprise Financial, a publicly traded asset and wealth management company. 

Patrick holds a BA in Management from St. John’s University and an MBA from The Wharton School of the University of Pennsylvania. 

Managing Director, Head of Underwriting

Patrick Gilbert

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Email: abajaj@summit-investment.com

Office: 720.221.3134

Managing Director

Ajay Bajaj

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Email: rmilam@summit-investment.com

Cell: 205.936.1213

Office: 205.419.4137

Director

Robert Milam

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Email: mgodley@summit-investment.com

Cell: 720.838.8990

Office: 720.221.3192

CFO

Matt Godley

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

As Chief Financial Officer for Summit, Matt is responsible for overseeing the company’s accounting and finance functions. He previously held roles on Summit’s underwriting and asset management teams, including Head of REO. Outside of Summit, which Matt joined in 2012, he has held leadership positions at private commercial real estate groups, where he focused on acquisitions, asset management and development projects.

Matt holds a BA from the University of Florida and an MBA from the Leeds School of Business at the University of Colorado, Boulder, where he also teaches an undergraduate real estate finance course.

CFO

Matt Godley

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

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.

Robert holds a bachelors degree in finance and a MBA from the University of Alabama. Robert is an active member of the Turnaround Management Association.

Director

Robert Milam

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

Ajay Bajaj is a Managing Director and Head of Real Estate at Summit; and has been with the firm for over 10 years. Ajay has over 20 years in real estate and corporate finance. Ajay came to Summit from Western Capital Partners where he was the Regional Manager for the Rocky Mountain and Western Regions. Ajay has held finance and business development positions with CapMark, Cerner, and Oracle.

Ajay holds an MBA from the Anderson School of Business at UCLA and a Bachelor of Arts in Economics from Wichita State University. He enjoys spending time with family and hobbies include golf, cycling, skiing and other outdoor sports.

Managing Director

Ajay Bajaj

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Email: sfeldman@summit-investment.com

Cell: 847.530.6081

Managing Director

Sandy Feldman

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Email: cvuksich@summit-investment.com

Cell: 704.705.0842

Office: 720.221.3139

Director

Catie Vuksich

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Email: tdietrich@summit-investment.com

Cell: 303.506.2596

Office: 720.221.3125

Director

Turner Dietrich

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

Turner Dietrich joined Summit in 2018 as a Senior Underwriter in Summit’s acquisition group. Before joining Summit, Turner worked for Republic Financial Corporation specializing in turnaround management of portfolio companies for 5 years. Turner is a Denver native and spends his free time golfing, skiing and attending professional and collegiate sporting events.

Turner has a bachelor’s degree in finance from The University of Alabama.


Director

Turner Dietrich

WELLS FARGO CENTER
1700 LINCOLN STREET, SUITE 2150
DENVER, CO 80203 

Catie joined Summit in August 2022 as a Director. Her responsibilities include deal sourcing, underwriting, and asset management. Prior to Summit, Catie spent eleven years at Wells Fargo primarily as a member of the Credit Resolution Group focused on distressed credits.

Catie holds a BA from The Wharton School of the University of Pennsylvania and MBA from The Fuqua School of Business of Duke University.

Director

Catie Vuksich

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

Sandy Joined Summit in 2022 as Managing Director Acquisitions and his primary responsibility will be business development and deal sourcing. Prior to Summit, Sandy spent twenty-two years in the distressed and restructuring space working through complex Bankruptcies and turnaround situations. Sandy is an active member of the Turnaround Management Association, American Bankruptcy Institute and the Secured Finance Network.

Sandy holds a bachelor’s degree in Economics from Georgia State University.

Managing Director

Sandy Feldman

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Email: dlevy@summit-investment.com

Cell: 312.909.1696

Office: 312.754.9560

Director

David Levy

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

David is head of the Summit Investment Management and Keen-Summit Capital Partners Chicago office. He responsible for all aspects of business development and execution in connection with the company’s distressed debt acquisitions and opportunistic credit transactions, plus real estate brokerage and auction, investment banking, and lease modification and restructuring services. David has more than 13 year’s experience in real estate advisory and transaction experience, with particular expertise in workout, bankruptcy, and other special situations. David holds both the Certified Commercial Investment Member (CCIM) and Certified Auctioneers Institute (CAI) designations, making one of fewer than fifty professionals in the United States to hold both. He is a frequent speaker and moderator on real estate restructuring programs, a member of the Turnaround Management Association Chicago/Midwest Board of Directors, and has held various leadership roles on the American Bankruptcy Institute Real Estate Committee.

Director

David Levy

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

David is head of the Summit Investment Management and Keen-Summit Capital Partners Chicago office. He responsible for all aspects of business development and execution in connection with the company’s distressed debt acquisitions and opportunistic credit transactions, plus real estate brokerage and auction, investment banking, and lease modification and restructuring services. David has more than 13 year’s experience in real estate advisory and transaction experience, with particular expertise in workout, bankruptcy, and other special situations. David holds both the Certified Commercial Investment Member (CCIM) and Certified Auctioneers Institute (CAI) designations, making one of fewer than fifty professionals in the United States to hold both. He is a frequent speaker and moderator on real estate restructuring programs, a member of the Turnaround Management Association Chicago/Midwest Board of Directors, and has held various leadership roles on the American Bankruptcy Institute Real Estate Committee.

Director

David Levy

Wells Fargo Center
1700 Lincoln Street, Suite 2150
Denver, CO 80203

Karsten has over 29 years of experience in the Commercial Real Estate Debt Capital Markets including Origination, Whole Loan Acquisition, Trading and Workout.

He most recently worked with Oaktree Capital Management focused primarily on the Real Estate Debt Fund within Oaktree Capital Real Estate Opportunities.

Prior to Oaktree, Karsten was with Société Générale where he established the original US Commercial Mortgage Backed Securities platform and managed all facets of the business as Managing Director and Group Head.

He began career in Commercial Real Estate Workout at Shawmut Bank and subsequently Fleet Bank.

Karsten holds a BS and MBA from the University of Connecticut.


Director

Karsten Kibbe