Combining transaction experience and federal program expertise to structure, underwrite, and negotiate transactions

Our transaction advisory services include feasibility studies, transaction structuring, and portfolio management. We have launched more than 15 capital financing programs for federal and state agencies with expertise ranging from designing policy-aligned credit products, application and review processes, and credit and special asset policies.

Summit advises sponsors, offtakers, project developers, and investors on project structuring, procurement, and transaction execution—from planning and bidder outreach through evaluation, contracting, and post-transaction support. We analyze financial proposals, negotiate key project agreements, and advise on acquisitions, public-private partnerships, and financing. Our federal funding expertise helps project sponsors and developers access federal investment.

We provide end-to-end financial advisory services, including credit analysis, loan structuring, risk mitigation, term sheets, contract review, and support through closing and post-closing. The firm has deep experience underwriting project finance loans backed by diverse revenue pledges, along with general obligation debt and private corporate projects.

As a leading advisor and portfolio manager for federal lending programs, Summit’s portfolio services include risk assessment and management, operational support for disbursements and routine tasks, program procedure development, restructuring, and workouts. Our approach integrates best practices, rules, and standards from both commercial and federal sectors.