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

READ BIO

Email: pgilbert@summit-investment.com

Office: 720.221.3154

Managing Director
Head of Underwriting

Patrick Gilbert

READ BIO

Email: bshloss@summit-investment.com

Cell: 303.434.3374 

Office: 720.221.3182 

COO

Brian Shloss

READ BIO

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

READ BIO

Email: rmilam@summit-investment.com

Cell: 205.936.1213

Office: 205.419.4137

Director

Robert Milam

READ BIO

Email: kkibbe@summit-investment.com

Cell: 917.679.0746

Managing Director

Karsten Kibbe

READ BIO

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

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.

Managing Director

Karsten Kibbe

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

READ BIO

Email: dlevy@summit-investment.com

Office: 312.754.9560

Director

David Levy

READ BIO

Email: wolney@summit-investment.com

Office: 720.221.3144

Managing Director

Warwick Olney

READ BIO

Email: abajaj@summit-investment.com

Office: 720.221.3134

Managing Director
Head of Real Estate

Ajay Bajaj

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, Head of Real Estate

Ajay Bajaj

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

Warwick rejoined Summit as a Managing Director in 2020 to assist in various capacities including deal sourcing, underwriting and assisting with the firm’s real estate strategies.

Prior to rejoining Summit, Warwick led CBRE’s equity platform for the Western US. Before that he spent five years in New York City helping build the U.S. real estate platform for the Bank of Ireland.

He started his career as an intern with CBRE and served in various roles within CBRE/New England. Warwick is a graduate of Trinity College in Hartford, Conn.

Managing Director

Warwick Olney

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 is 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

READ BIO

Email: rnovak@summit-investment.com

Office: 720.221.3124

Senior Associate

Robert Novak

READ BIO

Email: tdietrich@summit-investment.com

Office: 720.221.3125

Director

Turner Dietrich

READ BIO

Email: jcrowley@summit-investment.com

Office: 720.221.3126

Director

John R Crowley III

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

John Crowley joined the investment team at Summit in 2019 as a Director of Underwriting, where he is responsible for deal sourcing and underwriting of distressed debt and opportunistic credit situations.

Prior to joining Summit, John was a member of the investment team within BlackRock Alternative Advisors, the firm's Hedge Fund Solutions business. While at BlackRock, John covered credit-related strategies including stressed and distressed credit, as well as equity and credit strategies within Emerging Markets. Before joining BlackRock, John served as a U.S. Navy SEAL for six years, and prior to the military, he began his civilian career in commercial real estate development with Crowley Capital Partners.

John holds a BS degree in Business Finance from the University of Colorado at Boulder and an MBA degree from The Wharton School at the University of Pennsylvania. 

Senior Associate

John R Crowley III

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


Robert Novak is a Senior Associate in Summit’s Acquisition Group. Prior to joining Summit in 2020, Robert worked in New York as part of Credit Suisse’s Leveraged Finance Origination & Restructuring group, advising corporate clients on leveraged loan and high yield bond transactions.

Robert holds a Bachelor of Science in Chemical Engineering from the University of Notre Dame and an MBA from the Stephen M. Ross School of Business at the University of Michigan. Robert has passed all 3 levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

Senior Associate

Robert Novak

READ BIO

Email: ncox@summit-investment.com

Office: 720.221.3136

Analyst

Nolan Cox

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

Nolan Cox joined Summit in 2020 as an Analyst within the Originations Group helping source and vet potential investment opportunities. Prior to joining, Nolan was an intern at Charles Schwab within their Information Security Risk Management team working to safeguard internal and 3rd party vendor data.

Nolan holds a Bachelor of Science in Finance and Information Systems from Colorado State University an MS in Applied Quantitative Finance from the University of Denver. In his free time, Nolan is an avid skier, golfer, and is over halfway to summiting all 54 of Colorado’s 14’ers.

Analyst

Nolan Cox