We partner with Private Equity firms, Independent Sponsors, and Family Offices to provide flexible support.

Many firms face challenges as they scale—whether it’s bridging the gap until they can make a permanent hire, managing inconsistent or high-volume deal flow, lacking support for acquisitions or strategic investments, or struggling to attract and retain top talent. Summit Escape helps fill those gaps, ensuring firms can stay focused on their core investment activities.

We provide outsourced deal support throughout the transaction lifecycle, assisting with initial evaluations, IOI and LOI submissions, and comprehensive due diligence—including financial analysis, market research, operational assessments, and third-party work coordination. Our team also manages data rooms, builds financial models, conducts competitive analysis, and collaborates with third-party advisors to ensure a seamless and efficient diligence process, supporting every aspect of transaction execution.

Investment Origination

  • Evaluate new investment opportunities

  • Engage with management teams

  • Assist in structuring deals and negotiating terms

Investment Execution

  • Conduct primary due diligence

  • Develop and maintain financial models

  • Prepare and present investment committee reports

  • Oversee third-party due diligence providers

  • Assist with drafting legal documentation

Portfolio Management

  • Monitor the financial performance of portfolio companies

  • Attend management and board meetings

  • Prepare investment assessments and valuation reports

  • Evaluate and support add-on acquisitions