Acquisition & Integration Since being acquired by Mercer in November 2018, Summit Strategies Group has integrated into a global consulting network, expanding its service offerings and market reach. This presents opportunities to promote advanced digital solutions and strategic consulting services that complement Mercer’s broader ecosystem.

Growth & Revenue Potential With an estimated revenue between 50 million and 100 million dollars and a team of 51-200 employees, Summit Strategies Group is positioned as a mid-sized firm in the investment management industry. Targeted solutions that enhance operational efficiency or client engagement could meet their scalability needs.

Strategic Hires & Leadership Recent high-profile hires in investment and digital leadership signify a focus on strengthening expertise in investments and digital transformation initiatives. Marketing digital tools and analytics platforms could aid in supporting their leadership’s strategic objectives.

Digital & Technology Stack Summit Strategies Group utilizes advanced digital tools such as Marketo, Adobe Experience Manager, and Java, indicating an active investment in marketing automation, content management, and development infrastructure. Technologies that integrate seamlessly with these platforms could facilitate their digital marketing and client engagement efforts.

Market Position & Competitors Competing with firms like Callan, Verus, and Meketa, Summit Strategies operates within a competitive investment consulting landscape. Offering tailored solutions that enhance competitive advantage such as data analytics, compliance, or client reporting tools could position your offerings as valuable differentiators.