Summit Financial - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Summit Financial M&A Summary

Summit Financial has acquired 2 companies of its own, including 2 in the last 5 years.

Summit Financial has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Summit Financial Ownership

Who owns Summit Financial?

Summit Financial is owned by HUB International. It was acquired on November 27, 2017.

Summit Financial Business Overview

Where is Summit Financial headquartered?

Summit Financial is headquartered in Burlington, Massachusetts.

What sector is Summit Financial in?

Summit Financial is a financial services company.

When was Summit Financial founded?

Summit Financial was founded in 1993.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 1

Summit Financial Corp.

700 District Avenue Suite 900,
Burlington, Massachusetts 01803
United States,
(781) 229-9500
www.summitfinancialcorp.com

Summit Financial Corp. provides plan design, consulting, actuarial, administration and investment-related services for both qualified and non-qualified employer-sponsored retirement plans, as well as, similar services for employee benefit plans.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - 1 1 - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
MVB Bank’s Southern West Virginia Community Banking Operations 2021-04-23 - Divestiture
Charleston, West Virginia
MVB Financial Corp. - Four WV Eastern Panhandle Banking Centers 2020-04-24 - Divestiture
Martinsburg, West Virginia
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  West Virginia 2 - - -
Total 2 - - -

Top M&A Advisors

Legal Deals
Bowles Rice
 1

M&A Connections

Deals
Acquired from
Strategic(s)
100%
2 (100%)

Company Summary

SECTOR

Financial Services

Established

1993

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Massachusetts Companies , Financial Services Companies , United States Companies , Massachusetts Financial Services Companies , Massachusetts Financial Services with Acquisitions , Massachusetts Financial Services with Divestitures

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