Lakeside Partners serves as a trusted advisor, providing mergers & acquisitions advisory services to our clients. Our principals have decades of experience executing transactions on behalf of business owners, boards of directors, and private equity owners. We bring a depth of experience across a variety of industries, business models, and ownership dynamics. We aim to achieve superior outcomes through intense focus on the details, unwavering commitment to your objectives, and tenacious execution and process management.
Our Industry Expertise:
• Business Services
• Consumer & Retail
• Food, Beverage, & Agriculture
• Industrials
• Specialty Distribution
• Technology
BridgeView Partners helps organizations get more from their technology investments by tackling the problems that sit between strategy and execution: data quality, process design, organizational readiness, and platform complexity.
As a ServiceNow Consulting & Implementation Partner our practice holds multiple validated practices and product line achievements. We use a proprietary AI-enabled methodology to accelerate assessments, reduce technical debt, and get platforms ready for automation and AI.
We deliver effective, efficient, and sustainable solutions across Enterprise Service Management:
IT Service Management (ITSM)
IT Operations Management (ITOM)
Enterprise Asset (Hardware, Software, and OT)
Customer Service (CSM); specializing in Retail Service and Operations (RSM)
Strategic Portfolio (SPM)
Field Service (FSM)
Human Resources (HRSD)
Beyond ServiceNow, we optimize IT infrastructure and lead organizational transformations, because platform success depends on what surrounds it.
We serve Retail & Hospitality, Healthcare, Insurance, Manufacturing, Financial Services, and Energy & Utilities.
Senior-only teams. Balanced approach across people, process, and technology.
Headquartered in the Philadelphia area. Founded in 2010.
WE HELP LEADERS OF MIDDLE-MARKET COMPANIES BUY AND SELL BUSINESSES AND RAISE CAPITAL FOR GROWTH.
Summit Advisory has been helping Middle-Market business owners in the mid-Atlantic region to achieve their goals for nearly three decades. Since our founding in 1989, we have maintained a razor-sharp focus on producing great results for our clients. We routinely go above and beyond to make sure that our clients receive the best possible outcomes.
We’re different than other investment banking firms. Our business model is not built around “deal flow” and we don’t delegate our work to junior associates. We are a team of highly-qualified senior professionals from a variety of disciplines. We work together and follow disciplined processes to make sure that our clients get the outstanding results they deserve.
We believe in business for good. That’s why our Peak Gives program gives back over 10% of profits to our communities.