We are a small, operationally focused investment firm, looking to make investments in founder / owner-operated businesses
Our name, Summertime Group, is derived from the concept that life should always be lived as if it were eternally summertime - where the days are long and focused around spending time with your loved ones and closest friends. Business is nothing without health and happiness
While we aren’t know-it-alls in your field, we are a group of young leaders who have strong backgrounds as CPAs, management consultants, and investment bankers, with a desire to work closely with you to grow your most important asset and help you ultimately find an exit
Established businesses
Seek companies with at least 20 years of operations
Industry agnostic
Jump into any industry, while leaving the technical work to the experts
Small business focus
Acquire companies with $5M or less of annual revenue
We are not private equity and do not employ a “strip and flip” model. We have no outside investors and no pressure to exit within a certain timeframe, it is about working together with you (the founder) to carry on your legacy
Business valuation and deal support
Extensive experience buying and selling small businesses, we provide fair representation of the value your business
Efficiencies and growth strategies
Tested playbooks to streamline operations through digitization while deploying new ideas to stimulate growth
Long-term time horizons
A model built to hold, not sell allows us the flexibility to continue with the lasting business model that is already tried and tested
Let’s chat over coffee—or a Zoom call, if you prefer
