About Summit Strategic Advisory
Our Services
Founder's Background
Founder's Background
At Summit Strategic Advisory, we specialize in forging high-impact connections between visionary leaders and organizations in AI, biotech, and professional services. Our mission is simple: to accelerate strategic growth through thoughtfully curated introductions that lead to successful mergers, acquisitions, and long-term partnerships. With deep industry insight and a trusted global network, we bring the right people together at the right time to unlock transformative opportunities.
Founder's Background
Founder's Background
Founder's Background
With over a decade of experience in retained executive search, I’ve advised top-tier firms in professional services, wealth management, and technology on building high-performing leadership teams. Along the way, I discovered that many of the most successful growth stories weren’t just about hiring—they were about smart, strategic acquisitions. This led me into the world of M&A, where I now focus on connecting growth-minded leaders and firms ready to scale through transformative partnerships.
Our Approach
Founder's Background
Our Approach
Mergers and acquisitions are about more than numbers—they're about people, vision, and alignment. With a deep understanding of both technology and business, we specialize in translating complex ideas between stakeholders, ensuring clarity, trust, and momentum. Our approach is high-touch and deeply empathetic, grounded in the ability to spot key issues early and communicate them effectively. By staying attuned to the details that matter most, we help leaders navigate the human side of M&A with confidence and precision.