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Institutional Relationship Program

Summit Financial Resources provides working capital solutions nationwide to companies in need of Transition Financing
Our strength lies in our ability to gain a deep understanding of each transition company’s working capital needs, and then create a solution to meet those needs. When properly structured, a working capital facility can greatly improve the company’s cash flow management discipline and make a pivotal difference in the company’s future.  
Transition companies have a sustainable business model and are not seeking “last resort” financing. With annual sales up to $30MM, they are typically in transition because they cannot obtain or maintain bank financing. Their risk profile is elevated due to limited cash flow and high balance sheet leverage, and their current capital base does not support the business’s growth.
We go beyond a limited “referral relationship” with our partners by focusing on developing value-added relationships with national and regional commercial lenders—relationships that produce deliverable economic results to all parties. 

For more information, contact Anne Kenney, SVP/National Relationship Manager, at 801-474-9009. We look forward to working with you.


 

                   

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