Buyout PE
Summa Equity
Summa Equity acquires controlling stakes in established, profitable businesses, from Sweden. It states a focus on environmental & safety, energy & utilities, food & beverage and industrials & manufacturing.
Regulatory record
How Summa Equity is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 12 · $2.5bn gross |
| SEC adviser number | CRD 286140 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Portfolio
Disclosed holdings
Companies Summa Equity lists on its own website. 3 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Documaster | 2025 | 1 | — |
| Infobric | 2025 | 1 | — |
| Milarex | 2025 | 1 | — |
| Bollegraaf | — | — | — |
| EA Technology | — | — | — |
| NG Nordic | — | — | — |
| Nofitech | — | — | — |
| Oda Group | — | — | — |
| Tibber | — | — | — |
| Vyntra | — | — | — |
Compiled from Summa Equity’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Recorded transactions
Buying and selling
Deals in which Summa Equity is named as buyer or seller in the transaction archive. 2 recorded exits, most recently in 2021.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| Lakers Group | Sold | Vestum | 2021 | $237m |
| HyTest | Sold | HarbourVest Partners | 2021 | $614m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Environmental & Safety
What companies have actually sold for in environmental & safety, across 158 recorded transactions.
The full environmental & safety picture - most active acquirers, recent transactions and every investor in the sector.
For owners
Own a environmental & safety business?
The investors on this page acquire companies like yours. A confidential valuation costs nothing, commits you to nothing, and nobody is told you asked.
Request a confidential valuationFor investors
Is this Summa Equity?
Claim this profile to correct anything wrong and tell us what you are looking for. We will send matching opportunities as they arise.
Claim or correct this profileTargeted buyer search
Which hundred of these would actually buy your business?
A researched shortlist with a verified deal-team contact for each, and the reason it is on the list. Fixed fee, from $1,450 - or we make the approach for you and hand you the conversations.
Comparable investors
Similar mandates
Other buyout pe investors active in environmental & safety.