Sommet PrivéThe Process
Five phases, one culture — from first conversation to realized value, without surprises.
How We Work
We believe returns are made at entry and protected by process — not recovered by heroics later.
Five phases, each with named owners and written exit criteria, carry an investment from first conversation to realization — with the same partners at the table throughout.
Origination
The best investments are sourced from relationships, not auctions.
We spend our time with founders, family owners, and the advisors they trust — building relationships years before any transaction, so opportunities arrive before a process begins.
Underwriting
We underwrite the downside first — the upside takes care of itself.
Every thesis is stress-tested against recession, rate shock, and the loss of the largest customer. If the capital structure can't carry the bad year, we change the structure or walk away.
Structuring & Terms
Alignment is engineered at the term sheet, not discovered afterward.
Covenants that catch problems early, governance that respects management, and our own partners' capital committed in every transaction. Terms arrive in writing within weeks — and the terms we sign are the terms we deliver.
Value Creation
Capital opens the door; operating work moves the business.
Our operating partners — former CEOs, CFOs, and supply-chain leaders — embed beside management on pricing, procurement, digitization, and the senior hires that change a company's slope. The plan is written before the capital moves, and reviewed every quarter after.
Realization
We are patient on the way up and disciplined on the way out.
Companies are sold when the next owner can do more with them than we can. Realization is planned from underwriting day one — never forced by a fund clock.
