Crestline Investors, Inc. (“Crestline”) is excited to announce the close of a $74.4 million new senior secured credit facility to Summit Management Partners, LLC (“Summit”) to support the company’s acquisitions, which will support the company’s geographical expansion and customer acquisition. Founded in 2020, Summit acquires and partners with leading regional HOA management companies, providing capital and operational support to drive growth while maintaining continuity of leadership and client service.
“We are looking forward to supporting Summit in their exciting growth. Summit has achieved continued success through establishing itself as a consolidator of choice in the HOA management sector, building exceptional customer relationships, and operating successfully in multiple geographies,” said Henry Wang, Director at Crestline.
“Summit is pleased to work with Crestline for this transaction. Crestline’s deep expertise and speed have been instrumental to the successful close,” said Diana Sterne, CEO at Summit.
About Crestline Investors
Crestline Investors, Inc. is a global alternative investment management firm founded in 1997 and based in Fort Worth, Texas, with affiliate offices in London, New York, Tokyo, and Toronto. The firm has approximately $18 billion of credit assets under management (as of June 30, 2025) including its capital solutions, direct lending, and portfolio finance platforms. For more information, visit www.crestlineinvestors.com.
About Summit Management Partners, LLC
Summit Management Partners is a privately held investment firm dedicated to acquiring, developing, and scaling community management companies through the deployment of its own capital and strategic partnerships with existing leadership teams. The firm collaborates with founders who wish to remain engaged in management or transition out, ensuring the continuity and long-term preservation of their businesses’ legacies.
This financial promotion is issued by Crestline Management, LP and Crestline Europe, LLP (together "Crestline"). Crestline Europe, LLP is authorized and regulated by the Financial Conduct Authority (FCA). The material is not intended to be a formal research report and nothing in this presentation should be interpreted to state or imply that past results are an indication of future performance. Any opinions expressed herein are our current opinions only. There can be no assurance or guarantee that Crestline's investment strategy will achieve its stated goal. All information provided in this presentation is for informational purposes only Crestline accepts no liability for loss arising from the use of this material. In the United Kingdom, this communication is being made only to, or directed only at, persons who are: (i) investment professionals within the meaning of Article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (“FP Order”); (ii) high net worth companies and certain other entities falling within Article 49 of the FP Order; or (iii) any other persons to whom such communication may lawfully be made. It must not be acted, or relied upon by any other persons.
