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Keen-Summit Capital Partners LLC provides investment banking services in the following three business segments:

(A) “lower middle market” Consumer & Retail companies,
(B) real estate owners and investors, and
(C) businesses implementing a distressed M&A sell-side transaction.

(A) Investment Banking Overview: “Lower Middle Market” Consumer & Retail Companies

Keen-Summit Capital Partners LLC is a boutique investment banking firm that provides investment banking and advisory services to lower middle market companies in the Consumer & Retail sector. Our services include M&A advisory, growth capital raises and strategic advisory services. We advise entrepreneurs, family businesses, private equity-backed companies and public companies. We established our investment banking practice with the understanding that the lower middle market Consumer & Retail sector is underserved by most investment banks. There is significant demand in the lower middle market for capital as well as for high-level professional advice and support for raising equity, placing debt and for M&A services. Whatever your investment banking needs, Keen-Summit Capital Partners LLC offers you a unique combination of deep industry knowledge, a broad network of strategic and private equity investors, and proven deal making skills in the Consumer & Retail sectors.

Sectors of Focus

  • Apparel and Accessories
  • Specialty Retail
  • Direct-to-Consumer
  • Soft Goods
  • Hard Goods
  • Home & Giftware
  • Grocery and Convenience Stores
  • Sporting Goods
  • Toys

(B) Real Estate Investment Banking Services

Given our deep industry relationships with real estate capital sources, including public and private investment funds, hedge funds, HNW investors, etc., we can quickly access funds for our clients.

Examples of Real Estate Investment Banking Services

124 W. 42nd Street, NYC

Acted as the exclusive real estate consultant and financial advisor to the 25% owner of this Times Square property; raised $21,000,000 in bridge financing to enable client to bid at referee's auction. Property sold for $24,500,000.

Breuners Home Furnishings/Huffman Koos

Completed sale-leaseback of two NJ retail properties for $17,000,000.

Closter Plaza Shopping Center

Reorganized by soliciting, structuring and negotiating a $52 million joint venture with Edens & Avant.

Club at Cordillera

Raised $5.1 million of financing in 2 weeks.

Penn Traffic

Completed sale-leaseback of five distributions centers totaling 1,750,000 sq. ft. for $37,000,000.

New Dawn Assisted Living (AZ)

Raised $19.5 million financing term sheet within three weeks.

Retail Real Estate Financing

$75,000,000 Multi-Property Mortgage Financing For A Retail Chain Placed with Garrison Investment Group.

(C) Distressed M&A Sell-Side Services

Keen-Summit Capital Partners LLC understands the complexity of distressed merger and acquisition transactions. We have experience quickly identifying and closing deals with strategic and financial buyers.

Examples of Distressed M&A Going Concern Sales

Aziz Convenience Stores LLC

Sold the 28 site convenience store/gas station chain, in Texas for $41.6 million.

Club at Cordillera

Sold The Club At Cordillera, a premier golf club consisting of three 18-hole championship golf courses and related country club facilities in Edwards, Colorado for $14.2 million.

Family Golf Centers

Sold a 34 facility portfolio in 13 states, and sold a 77 facility portfolio at auction, within 3 weeks, for $125,700,000

Food Management Group LLC

(Dunkin Donuts/Baskin Robbins Franchisee) Sold as a package 18 Dunkin Donuts stores and a commissary in Bronx/Westchester, NY for $18,000,000

J. Peterman Company

Sold this retail and catalog business for $10,000,000

Long Island National Golf Club

Sold Long Island National Golf Club, an upscale 18-hole public golf course and clubhouse in Riverhead, New York for $6.0 million.

Project Protein

Sold this food products business, 5 weeks from commencement to a strategic buyer.  Transaction price not disclosed.

The Golf Club at Briar's Creek

Sold The Golf Club at Briar's Creek, an exclusive private golf club on Johns Island, SC consisting of a Rees Jones designed 18 hole golf course, 100 acres of developable land and related country club facilities for $11.3 million.

Nirvana

Sold Nirvana, Inc., a manufacturer and bottler of spring water from the Adirondack Mountains via four licensed springs in Forestport, New York, as a going-concern for $5,740,000

Examples of "Lower Middle Market" Consumer & Retail Companies*

*Note: Includes transactions completed at prior firms

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