Advisory Programs

Structured capital advisory for complex real estate, hospitality, and infrastructure transactions.

Designed for sponsors seeking strategic capital structuring and execution.

Intro

Summit Capital Solutions provides advisory-led capital structuring and execution services for sponsors and ownership groups.

Our programs are designed to align capital strategy with transaction execution, ensuring efficient access to institutional and private capital.

Program 1 (Entry Level)

Capital Readiness Program

Preparation and structuring of your transaction for institutional capital

Scope includeds:

  • Capital stack design ( debt, equity, structured finance)

  • Underwriting review and financial positioning

  • Capital strategy and execution plan

  • initial lender/investor positioning

Engagement Structure:

  • Upfront advisory fee

  • Defined scope and timeline

Program 2 (Core Offering)

Full Capital Advisory & Execution

End-to-end advisory from structuring through closing

Scope inclues:

  • Full Capital structuring and underwriting

  • Preparation of transaction materials

  • Targeted lender and investor outreach

  • Term sheet negotiation and execution

  • Coordination through closing

Engagement Structure:

  • Advisory fee + success-based compensation

  • Alignment through transaction lifecycle

Program 3

Energy & Infrastructure Advisory

Specialized advisory for energy-integrated and infrastructure-driven projects.

Scope includes:

  • BESS/Microgrid strategy

  • Equipment of energy and real estate capital

  • Coordination with technical and capital partners

Engament Structure:

  • Advisory-based engagement

  • Optional financing execution support

Engagement Approach

We work with a limited number of qualified client to ensure direct involvement and focused execution.

  • Selective engagement based on transaction profile

  • Direct senior-level advisory

  • Alignment with institutional capital partnerss

  • Focus on complex and structured transactions

Advisory-Based Model

Summit Capital Solutions operates as a capital advisor. Engagements are structured to align advisory, execution, and successful transaction outcomes.

Start the Process

Submit your project for an initial review and capital strategy discussion.