Summit Advisory Partners

From diligence to growth — we help you reach the summit.

Boutique advisory for restoration & construction companies and private equity: M&A readiness, due diligence, post-merger integration, and growth acceleration. Proven results scaling from $60M → $1B.

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20+ yrsIndustry leadership
14Acquisitions & integrations
$100M+P&L ownership
PE-backedOperator perspective

What we deliver

  • M&A Readiness — clean financials, sales & ops infrastructure, valuation uplift.
  • PE Due Diligence — normalized EBITDA, risk maps, investment thesis tests.
  • Post-Merger Integration — org, comp, systems, synergy tracking.
  • Growth Accelerator — sales comp, market expansion, KPI cadence.

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Operators

Get PE-ready

18-month roadmap to higher multiples: accrual accounting, CRM/FSM, leadership depth, standardized claims docs.

Investors

De-risk & validate

Reality-check the thesis with sector-specific diligence: EBITDA normalization, DSO/AR health, customer concentration.

Platforms

Integrate & scale

90/180/365-day PMI with org/comp alignment, tech roadmap, and a living synergy tracker.