We Are There With The Assist.

Summit Assist is a participation program designed to help you achieve your growth goals, finance larger relationships, and retain clients when their funding needs potentially outpace capital availability.

PARTICIPATION HIGHLIGHTS

Summit Assist views participations as relationships, emphasizing the collaborative use of resources in order to maximize the benefits to both parties, regardless of whether there is an active participation opportunity.

Summit Assist allows you to remain the lead administrator, while taking advantage of our resources, tools, and capital to help you grow.

  • We are more than just a funding source; we can include general portfolio credit feedback
  • Our participation range is from 10% — 50% for a single client relationship, as determined by you
  • Your Price Drives Our Price: Pricing is determined by your yield on the relationship, which includes a yield enhancement through an allowance for client origination and management
  • Summit Assist is silent to your client relationship
  • Our participation hold can range from $100,000 — $2,000,000*
  • Daily to weekly settlement periods
  • Single source participation

Summit Assist applies an entrepreneurial spirit to each opportunity and maintains a broad set of parameters which include:

  • No geographic limitations within the U.S.
  • Wide variety of industries
  • Flexible terms
  • Accelerated review and approval process

*Overall client facility size up to $4,000,000.00+ at 50% participation interest.

For More Information, Contact Us Today

Kei Lehigh

SVP/PARTICIPATIONS DIRECTOR

Phone: 720.496.0435

Email Kei Lehigh 

Jason Bush

PARTICIPATIONS OFFICER

Phone: 970.978.4732

Email Jason Bush

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