Summa Equity

Summa Equity is one of the largest European private equity firm that focuses on investments in companies that address global challenges. Headquartered in Sweden, Summa Equity operates with a thematic approach, targeting sectors such as resource efficiency, health, and technology. They aim to drive sustainable growth and make a positive impact through their investments, seeking companies that have the potential to create both financial value and positive societal impact.

COUNTRY : Sweden

SECTOR : Purpose-driven investments

  • numerous due-diligence projects

  • post-acquisition support

  • integration of portfolio companies

  • value-creation (AI)

  • Chief Architect mentoring

MAIN OUTCOME :

The problem

Summa has launched an investment strategy focusing on cutting-edge domains across various sectors. They have recognized the pivotal role of technology in driving innovation and creating value. However, they found the technological aspect of their due diligence to be lacking. Often conducted within the scope of commercial or strategic due diligence, it lacked depth. Occasionally, technological due diligence was carried out by an IT vendor, leading to biased results. They were in search of a new kind of partner who could enable them to make more informed investments in high-potential companies

Our solution

We've crafted a novel approach to buyer-side due diligence, focused on comprehensively grasping the technological landscape of target companies while keeping a sharp focus on the investment thesis. We've enlisted seasoned professionals skilled at swiftly earning the trust of target teams, with the goal of conducting an exceptionally comprehensive audit that delivers tangible value right from the audit phase.

Continuously improving our expertise, we have effectively executed numerous technical due diligence projects for Summa, spanning various sectors across Europe and the USA.

Results

An executive summary of our report that speaks the language of an investment committee, enabling them to grasp within a few minutes the true value of what they are acquiring, the associated risks, and the actionable mitigations outlined in a directly actionnable plan.

Teams from target companies find in our recommendations a genuine source of inspiration to advance their business to the next level, often requesting our assistance post-acquisition.”

“Briteflo consistently delivers the technical breadth and depth we need to invest with confidence”

Hans Cobben

Partner
Summa Equity