September, 2019
Harvey Lee of the Summit Group was one of several merger and acquisition advisors that I initially met with to discuss the sale of my 25-year-old food trading company. It was immediately clear that he had the business and finance knowledge that was needed to prepare my business for the market. Over several years Harvey provided guidance and advice as I restructured my business so that it was of serious interest to potential purchasers. The ultimate buyer was a US private equity group and it was during the deal negotiation and due diligence process that Harvey provided value far beyond his advisory fee.
The buyer was very experienced in buying owner-operated businesses such as mine but with Harvey's advice we were able to find sufficient common ground to make a deal that exceeded my expectations. He showed real determination in optimizing the deal for me. At the same time, his attention to detail assured that the due diligence process went as smoothly as practical given the sophistication of the purchaser.
I do not have any reservations in giving Harvey, his partner David Gray and the Summit Group Business Consultants my strongest recommendation as merger and acquisition advisors.
— Bob Mcdonald, Emperor Speciality Foods Harvey Lee of the Summit Group was one of several merger and acquisition advisors that I initially met with to discuss the sale of my 25-year-old food trading company. It was immediately clear that he had the business and finance knowledge that was needed to prepare my business for the market. Over several years Harvey provided guidance and advice as I restructured my business so that it was of serious interest to potential purchasers. The ultimate buyer was a US private equity group and it was during the deal negotiation and due diligence process that Harvey provided value far beyond his advisory fee.
The buyer was very experienced in buying owner-operated businesses such as mine but with Harvey's advice we were able to find sufficient common ground to make a deal that exceeded my expectations. He showed real determination in optimizing the deal for me. At the same time, his attention to detail assured that the due diligence process went as smoothly as practical given the sophistication of the purchaser.
I do not have any reservations in giving Harvey, his partner David Gray and the Summit Group Business Consultants my strongest recommendation as merger and acquisition advisors.