Summit Investment Management invests in opportunistic credit or complex transactions involving middle market companies ranging in size from $10 million to $250 million in revenue. Our clients include companies and management teams in situations where traditional financing sources are unavailable. When a venture is complex, has short time lines and/or lacks the requisite collateral for traditional banking sources, Summit can act quickly to provide the capital necessary to close the deal.

Our creative and flexible approach in opportunistic credit allows us to provide clients with a variety of capital solutions that are tailored to the needs of the unique situation. Such solutions may involve a combination of debt and equity and may include participation with other institutions.

Opportunistic Credit

Bankruptcy Sale Acquisitions
Structured Loans
Convertible Notes
Balance Sheet Restructurings
Management or Leveraged Buyouts
Operational Turnarounds
Complex Strategic Plan Executions

Representative Opportunistic Credit investments include:

- Are asset rich and cash poor
- Operate with unique or esoteric collateral
- Are unbankable due to a negative credit event
- Require funding quickly

Summit has invested in companies, entrepreneurs and principals that: