Run every mandate like a bulge bracket.
Summex runs your sell-side, buy-side, and capital-raise mandates from the first teaser to deal close, so independent advisory teams can pitch and run a process at scale.
Sell-side · Buy-side · Capital raises
Live mandates
$177.0M in market
Northwind Materials
Industrials · Founder-owned
EV $42.0M · 8.4× · 11 bidders
Cedar Health Group
Healthcare · Roll-up
$85.0M · 4 targets · 2 LOIs
Lumen Robotics
Technology · Series B
$50.0M · 9 IOIs · 6-wk
Briar Logistics
Industrials · Carve-out
EV $28.0M · paused · 0 bidders
The pipeline
Every mandate, one pipeline
Track every live deal across the six stages a process actually runs: Exploration, Engagement, Buyer Prep, Roadshow, Diligence & Execution, and the Close.
Walk into a pipeline review knowing where each mandate stands, instead of rebuilding it from scattered spreadsheets.
Northwind Materials
Sell-Side- Exploration
- Engagement
- Buyer Prep
- 4RoadshowIn market
- 5Diligence & Execution
- 6Close
The work
Run the deal, not the spreadsheet
The work behind every mandate in one place: models, CIMs, comps, strip profiles, LOIs. Each task is paired with the tools your team already uses.
Deal team work
2/4 doneFinancial model
DCF · LBO · comps
CIM
Confidential memo
Public comps
Trading & transaction
IOI / bid tracking
Buyer outreach
Coverage
Dual mandate, one client, no confusion
A client can run a capital raise and a sale at the same time. Summex tracks each as its own pipeline on the same company, so coverage always knows which is which.
Acme Holdings
2 live mandates
$50.0M · 9 IOIs
EV $42.0M · 8.4×
$30.0M · on hold
Onboarding
Import your book
Already running your franchise out of Excel? Map your columns once, see a live preview of exactly what will load, and import your clients and deals in a few minutes.
current_book.xlsx
142 companies · columns mapped
+ 138 more
Beyond the pipeline
What a small team needs to run a full process.
Public comps, DCF, Precedents, 3 statements
Import companies, deals, and contacts straight from a spreadsheet.
Calls, emails, and meetings logged against the company and deal.
From the desk of an advisor
“The buyer list, the CIM, the diligence, the close. Summex is where your whole deal team sees the same process in one place.”
Why Summex
The operating platform for independent advisors
The advisory shops doing the real middle-market work, now with infrastructure to match.
Win more mandates
Keep coverage, pitches, and live deals in one pipeline. Walk into every meeting knowing where the relationship stands and what to bring.
Compete with bulge brackets
A disciplined process from teaser to close, polished materials, and a clean record of the work. The rigor of a top bank, sized for a boutique.
Own your deal intelligence
Every client, counterparty, and deal stays yours. The record of your franchise grows with every mandate you run.