About Us

Mission Statement & Objectives

Mountain Summit Advisors is a specialty firm focused on mergers and acquisition of primarily healthcare technology and services firms.

Mountain Summit Advisors (MSA) was founded in 2012 by principals that have had extensive experience in the world of Healthcare IT products and services. These Healthcare senior executives have built firms organically and through acquisition. By buying and selling firms over the past 30 years, the MSA executives bring a unique operational “hands on” perspective to the marketplace.

Mountain Summits Advisors unique approach is to assist a firm to prepare for their eventual merger or acquisition. This unique consulting service in the areas of business strategy, market plan development, financial and accounting preparation, and future plan development. MSA’s goal is to help clients prepare for their merger or acquisition so they can maximize their value and their past investments.
For companies or for Private Equity Firms looking to grow through acquisition or to add to their portfolio, Mountain Summit Advisors carefully looks for firms that meet the internal strategy and build core value strength. Through the MSA senior leadership, we have the ability to understand a company’s direction and provide valuable advice, including evaluations of appropriate mergers.



At Mountain Summit Advisors we are guided by the following principles:

  • Integrity

All dealings with MSA will be done with the utmost integrity. We will honor our commitments and work to ensure we fulfill each of our client’s promise. All communications will be only between the contracting parties.

  • Straight Forward and Honest Discussions

We believe much more can be accomplished with direct and straight forward discussions. Honest open communications help all parties understand the strengths and weakness of each opportunity.

  • View for the Future

Most transactions take many months to walk through the details and bring the transaction to a close. On the sales side we prepare the asset to be solid and provide the client with a tool set to accomplish this on his own. MSA offers services and regular touch-points to help clients accomplish their goals. On the buy side of the equation, we carefully search the market to find the best companies available to meet our client’s needs. Our goal is to have a customer for a life time and build long and lasting relationship with the clients we serve.

  • Clients are our priority

Mountain Summit Advisors puts our clients’ interests ahead of our interests. We work tirelessly to help them meet their objectives.

  • Employees with extensive Healthcare experience

To position a company correctly, MSA believes you need experienced industry leaders to help you in consulting on the best strategy as you position the company. MSA is comprised of senior executives that have led companies … including buying and selling business.

  • Methods

We use tried and proven methods that have been utilized in the past to bring about the best value to all for our clients.

Transaction Experience

Welch Allyn

Welch Allyn

2014, Advisory Services
Meta Health Technology

Meta Health Technology

Sold to Streamline Health, August 2012
Hann’s On Software

Hann’s On Software

Sold to Mediware, 2010
Modulus Data Systems

Modulus Data Systems

Sold to Fletcher Flora, 2009

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© 2013 Mountain Summit Advisors, LLC