Summa Equity
- Company typePrivate
- Founded2016
- HeadquartersStockholm, Sweden
- Headcount51–100
- GTM typeB2B
- OfferingServices
Summa Equity firmographics
Firmographics- Name
- Summa Equity
- Legal name
- Summa Equity AB
- Website
- http://summaequity.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Where Summa Equity is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices3 records
Markets served
Summa Equity business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Management Fees: Summa Equity generates management fees from its funds (Fund I, Fund II, Fund III, and Summa Circular) based on committed capital under management. Fund III closed at EUR 2.3bn as the largest European impact fund at the time.
- Carried Interest: Performance-based carried interest earned when portfolio companies are exited at gains above the hurdle rate, aligning fund manager and investor interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Direct investment in portfolio companies |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Summa Equity product offering
Product offeringCore offering
Summa Equity is a thematic private equity investment firm that raises and deploys capital through dedicated buyout funds (Fund I, Fund II, Fund III, and Summa Circular continuation fund) into mid-market companies solving global challenges across four themes: Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience. The firm provides equity investments of EUR 80m–EUR 150m per platform company and supports portfolio companies through its proprietary 'Via Summa' active ownership approach, encompassing strategic planning, leadership development, commercial optimization, and M&A execution.
Product overview
Summa Equity is a thematic private equity investment firm that does not offer a unified software product or platform. Its core offering consists of investment management services across four thematic funds (Fund I, Fund II, Fund III, and Summa Circular) targeting Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience themes. The firm provides active ownership support through its proprietary 'Via Summa' methodology, which encompasses strategic advisory, organizational development, product and technology high-grading, commercial excellence, and platform scaling services for portfolio companies. The firm's portfolio companies operate independently across various sectors including cybersecurity, healthcare technology, recycling systems, food processing, and grid technology.
Differentiator
Problem solved
Functional benefit
Products and services
- Summa Equity Fund I Nordic-focused thematic buyout fund providing equity capital to mid-market companies solving global challenges across Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience. Targeted at institutional LPs and supported approximately 30 institutional investors.
- Summa Equity Fund II Nordic-focused thematic buyout fund continuing SDG-aligned investments across the four investment themes. Targeted at institutional LPs as a successor to Fund I.
- Summa Equity Fund III Flagship mid-market thematic buyout fund covering the Nordics and Northern Europe with a broader geographic reach. Structured as an SFDR Article 9 fund and supporting investments across Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience. Investment range EUR 80m–EUR 150m per platform.
- Summa Circular Continuation Fund Article 9 continuation fund established to capture the expanding circular economy market opportunity through continued ownership of NG Nordic, a leading Nordic provider of circular solutions and environmental services.
- Via Summa Active Ownership Proprietary active ownership service provided to portfolio companies covering strategic planning, leadership development (including CEO Learning Journey with Harvard Business School and INSEAD), commercial optimization, M&A execution, organizational development, and product/technology high-grading. Used to drive value creation across portfolio companies during the holding period.
Quantifiable outcome
- 1,498,831 tCO2e potentially avoided emissions from portfolio
- +5 more outcomes
Companies that use Summa Equity
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles2 records
Summa Equity technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Summa Equity partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- VyntracoreVyntra was created through the merger of NetGuardians and Intix under Summa Equity's ownership. It is a next-generation financial crime intelligence platform providing real-time, end-to-end transaction observability for anti-money laundering compliance and fraud detection, serving over 130 institutions across more than 60 countries.
- Harvard Business SchoolcoreSumma Equity collaborated with Harvard Business School and the International Foundation for Valuing Impact to pilot and support standardization of impact accounting. Impact accounting brings practicality to corporate sustainability disclosure by translating environmental and social impact to the language of currency.
- International Foundation for Valuing ImpactcoreCollaboration partner in developing impact accounting methodology to standardize how environmental and social impact is measured and monetized.
- UN Sustainable Development Goals (SDGs)coreSumma Equity's investment strategy is aligned with the UN SDG framework. Fund I was among the first Private Equity firms to commit to the SDGs, aligning investment and value creation strategy with the SDG framework.
Scale indicators22 records
Recent moves7 records
Expansion highlights6 records
Summa Equity competitors and assessment
Company assessmentDirect peers
- IK Investment Partners: Pan-Nordic mid-market PE firm with comparable fund size (~EUR 1-2bn fund vintages) and focus on Northern European platform investments. Direct competitor for Nordic mid-market deals and similar institutional LP base.
- Generate Capital: San Francisco-based sustainable infrastructure and PE investor focused on resource efficiency and decarbonization. Summa partner Andrew Marino came from Generate Capital, and the firm operates with similar thematic long-hold infrastructure-adjacent PE strategy.
- Antin Infrastructure Partners: European-listed infrastructure PE firm with comparable mid-market size (EUR 4-5bn fund vintages) and focus on energy transition and sustainability themes. Direct competitor for European institutional impact allocations and Nordic/Northern European deals.
- Norvestor: Nordic mid-market PE firm focused on the same EUR 80-150m ticket range as Summa across similar themes. Summa CIO Christian Melby previously worked at Norvestor, and both firms compete for the same Nordic platform investment opportunities.
- TPG Rise: Leading global impact investing platform ($19bn+ AUM) with thematic investing approach and active ownership philosophy similar to Summa's Via Summa framework. Both firms target measurable environmental and social outcomes alongside financial returns.
- Adelis Equity Partners: Stockholm-headquartered Nordic mid-market PE firm with similar strategy and ticket size. Summa partner Jacob Frandsen previously worked at Adelis, and both firms compete for the same Nordic platform investment opportunities.
- EQT: Stockholm-headquartered global PE firm with comparable Nordic roots and growing sustainability focus (EQT Future, EQT Planet). Both firms invest across European mid-market themes and compete for institutional impact-aligned capital.
- KKR Global Impact: KKR's dedicated impact PE platform (Global Impact Fund II) competes directly with Summa for sustainability-focused LPs and platform investments. KKR's 2025 Nordic entry via Infobric (taking out Summa's minority holding) demonstrates direct competitive overlap.
Broad incumbents
- Brookfield Asset Management: Large global alternative asset manager with significant sustainability/transition investing platform (Brookfield Renewable, Brookfield Transition Fund). Competes with Summa for institutional impact capital at much larger scale, but operates across broader asset classes.
- Bain Capital: Global PE firm with growing sustainability platform (Bain Capital Double Impact, Climate Tech Fund). Summa partner Andrew Marino came from Carlyle (Bain's peer). Competes for institutional impact mandates and Nordic/Northern European mid-market deals.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Summa Equity social profiles
Digital presenceSumma Equity compliance and trust
Trust signalCompliance3 records
Summa Equity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Summa Equity leadership team
Management profileNumber of profiles
Profiles16 records
Summa Equity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Summa Equity M&A and investment
M&A and investmentM&A26 records
Investments17 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Summa Equity
What does Summa Equity do?
Summa Equity is a thematic private equity investment firm that raises and deploys capital through dedicated buyout funds (Fund I, Fund II, Fund III, and Summa Circular continuation fund) into mid-market companies solving global challenges across four themes: Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience. The firm provides equity investments of EUR 80m–EUR 150m per platform company and supports portfolio companies through its proprietary 'Via Summa' active ownership approach, encompassing strategic planning, leadership development, commercial optimization, and M&A execution.
Is Summa Equity a public or private company?
Summa Equity is a private company. It is classified as management employee owned and is currently operating.
When was Summa Equity founded?
Summa Equity was founded in 2016. It employs 51 to 100 people.
Where is Summa Equity based?
Summa Equity is headquartered in Stockholm, Sweden, in the Europe region.
How does Summa Equity make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest.
Who are Summa Equity's main competitors?
Direct peers on record are IK Investment Partners, Generate Capital, Antin Infrastructure Partners, Norvestor, TPG Rise, Adelis Equity Partners, EQT and KKR Global Impact. Broad incumbents are Brookfield Asset Management and Bain Capital.
Does Summa Equity have an API?
No public API is recorded for Summa Equity.