Our way of creating value and prosperity for all
The two words that make up the name Summa Equity are chosen with care. Summa is Latin for a synthesis while the root “sum” also means totality, or for all. Equity means equality, justice or fairness. Together they are a win-win formula creating value and prosperity for our companies, society and other stakeholders.
Meet the Summates
Summa Equity is a dedicated and diverse group of people, united around a purpose, a set of shared values and investment strategies to help growing companies that are part of the solutions, not the problems.
I work as a Project Manager at Summa Equity AS and was drawn to Summa through my conviction that we can make a substantial difference by showing that its possible to do well by doing good. One of my primary focus areas is to help facilitating a unified approach for reporting on sustainability across our portfolio. In this work, I aim to ensure that we convey clearly and transparently the impact our portfolio companies are having in the areas where they operate.
I believe that accurate reporting is not only key to understanding operational parameters and optimizing organizational efficiency, but can also be a source of inspiration if you truly demonstrate that your actions are having a positive impact.
While the reporting work is important to identify areas where we can improve, and where harm must be mitigated, it can also show us the way toward novel strategies for growth that are aligned with the needs of our global community.
My background is in banking, where I worked with business intelligence and controlling.
I am the Financial Controller and am responsible for the financial reporting and processes of the Summa group. I am also part of the Valuation Committee and review our quarterly valuations.
In my work I am curious and analytical and have strong work ethic. I am driven by the desire to understand complex situations and coming up with solutions for improvements. At Summa I always strive to detect ways to advance efficiency and accuracy in the accounting and reporting processes, while looking at what is right for both our investors as well as considering our society as stakeholders.
Prior to joining Summa, I have 10 years of accounting experience, of which five years from the private equity industry.
As part of the investment team, my responsibilities stretch across the full investment cycle. My job includes screening new investments and leading due diligence and transaction processes.
I also work closely together with our portfolio companies, supporting them to excel and create value. At Summa, I have been working with all of our investment themes, but more recently focusing on Resource Efficiency and Changing Demographics.
I joined Summa because I strongly believe in our investment strategy and purpose – investing to solve global challenges. I am extremely proud to be part of this fantastic team of purpose driven people and very excited for Summa’s continued journey.
Prior to Summa, I worked for the investment bank at J.P. Morgan, London.
My focus is to drive our overall efforts in sourcing the best possible investment opportunities within Summa´s investment mandate and make sure that we run our investment processes according to our standards, methodology and with the necessary quality and effectiveness.
I also lead sourcing efforts within our Tech Enabled Businesses investment theme, and have been responsible for several successful investment cases within this area. I am very curious and interested in how technology represents solutions to many of the challenges the world are facing, thus representing tremendous investment opportunities. I am very passionate about my work. With Summa, the passion has increased even further due to energy created from building a new firm and investing solely in companies that contributes positively to society.
Before I joined Summa, I worked several years at Reiten & Co and Norvestor.
Elisabeth Gogstad Aanonsen
As an Executive Assistant and office manager at Summa Equity AS in Oslo, I assist the office with administrative tasks and organize internal and external events. My motivation to start working at Summa was the inspiring colleagues and our focus on trying to have a positive impact on society. I share and support my coworkers interest and passion, to make a change and contribute to a more sustainable future.
I hold a degree in Hospitality and Hotel Management from Switzerland and I have experience from various leading positions in Hotel and Tourism industry. Prior to joining Summa I worked in a communication agency as an Executive assistant and Personal Assistant to COO.
Gisle Glück Evensen
My role at Summa Equity AS is to advise in relation to the coordination and structuring the work of the investment teams. I truly enjoy working with the whole investment process, from generating ideas to supporting the companies in achieving their goals. The breadth of scope allows me to leverage many aspects of the experience I have gained previously and allows me to have an extremely varied work setting.
Earlier in my career I have been fortunate enough to work in a variety of sectors and filled very different roles. The common denominators, as I see it, have been opportunities at the intersection between technology and commerce, digitalization, investment management in different ownership settings – and a clear purpose. Here at Summa I feel fortunate to be able to continue my purpose driven investment philosophy. Companies are the cornerstone of societies and by insuring that capital is directed towards companies with a positive impact, we contribute positively to the many challenges we face today. For me, Summa brings together the most interesting elements of my working life: an analytical and open-minded approach to complex challenges an innovative spirit that fosters creativity and opportunities to work with technology companies – and not least; a strong purpose which I truly believe will have a positive impact far beyond Summa.
I am very grateful for the open Summa culture that supports and values diversity and the importance of a balanced life. Looking forward to going to work every day is a privilege – a privilege that cannot be overrated.
I have a quite broad experience from McKinsey, Head of M&A in Schibsted Media Group, Norwegian Ministry of Finance and the M&A team at AF Gruppen.
Hannah Gunvor Jacobsen
As part of the investment team at Summa Equity AS, I screen new investment ideas, take part in our due diligence processes and recommend new investments to the Investment Committee. Furthermore, I assist our companies in achieving their fullest potential. I am working closely with the management teams in everything from add-on acquisitions, debt and equity transactions to improving operations and processes.
I am grateful to have had the opportunity to be part of Summa Equity’s journey since the beginning, from the concept note stage to where we are today. I have been engaged in fundraising processes and a variety of Summa initiatives as well as developing our ESG approach and routines for reporting on the UN Sustainable Development Goals.
Prior to joining Summa, I worked as a corporate finance professional at Swedbank, after receiving a business degree from Norwegian School of Economics (NHH).
Helena Fagraeus Lundström
My focus is on value creation with our portfolio companies. We have set aspirations high – that Summa shall be the world’s best PE owner and work in partnership with our portfolio companies to deliver financial outperformance as well as magnified impact. This aspiration along with the inspirational team was what brought me to Summa – I believe strongly in the power of capital and sustainability going hand in hand and that contributing to achieving the SDGs provides ample business opportunity.
I lead the development of Via Summa, which is our value creation framework and toolbox for our portfolio companies. Through Via Summa we want to contribute with thought leadership, expert competence and a fit-for-purpose support model, to enable our portfolio companies to capture their full impact and financial potential. It facilitates consistency of processes and a shared focus on the most essential short- and long-term business priorities.
Prior to joining Summa I held several leadership positions, both strategic and business unit director roles, with Arla Foods in Sweden and the UK. I also have a background as consultant with McKinsey & Company.
Joakim Sundby Johansen
As an Investment Manager at Summa Equity AS, my role includes developing investment ideas, leading transaction processes and supporting portfolio companies in maximizing their potential. I work across Summa’s investment themes, both with respect to sourcing, transactions and value creation.
I am grateful for being a part of Summa’s journey; the purpose and people is what I believe makes Summa truly unique, and is what I am passionate about contributing to.
Prior to joining Summa, I worked within the Investment Banking Department at Morgan Stanley.
Johan Pietilä Holmner
As part of the investment team at Summa, the daily work ranges from sourcing new investment ideas and supporting them through our investment cycle, to ongoing work with our portfolio companies to enable them reaching stellar performance. In addition I support the process around our Investment Committee with main focus on our investment themes Changing Demographics and Resource Efficiency.
Being part of the Summa family and having the chance to work with some of the best people around with a true purpose, means a lot to all of us. Personally I think the passion for what we do is mainly driven by our curiosity, the people we meet and our active approach. I'm grateful to be part of our journey and having the possibility to make a positive impact on society as a whole through our investments.
I am thankful for the experience I have gathered from my background as an alpine skiier, my time at Stockholm School of Economics and Goldman Sachs as well as all other people that has been supporting me throughout the last couple of years.
As a Summa Associate, I work closely with the leadership team in Summa to manage, coordinate and assist in Summa’s internal projects such as Communication/IR, as well as cross-portfolio related projects such as reporting and reviews. As part of the investment team, I screen and assess new investment opportunities and assist in due diligence and transaction processes.
It is fun to be part of building Summa and contribute in all that is needed in building and running a young and innovative firm. Further, I am thankful to be part of an investment firm with a strong purpose-driven strategy. It allows me to combine my desire to be part of providing positive impact for society while utilizing my financial education and experience. I am so grateful to work with extraordinary colleagues in a dynamic and fun work environment.
Prior to joining Summa, I worked as a corporate finance professional at Swedbank. I graduated with a MSc in Business/Finance with honours from BI Norwegian Business School.
As the CFO of Summa I make sure that all financial matters are handled accurately, efficiently and timely.
To me it is a dream come true to be able to use my professional skills at Summa and help making the world better for my children and future grand-children. This will be achieved through Summa's focus on excellent returns from future proof companies that create value by supporting the Sustainable Development Goals. I truly believe Summa will continue making a huge difference in the private equity industry and how capital is allocated, and I am very proud to be part of the Summa Team.
I have extensive experience from finance, ranging from 10 years at PwC to various CFO-positions. Right before I joined Summa, I worked as the CFO at the private equity company Litorina for five years. I have a MSc from Stockholm School of Economics.
As General Counsel, I oversee and ensure that legal matters are taken care of smoothly and accurately. In my role I also act as a resource to deal teams in structuring and executing on deals as well as to portfolio companies in implementing legal best practices and knowledge sharing across Summa’s portfolio.
My decision to join the Summa team was based on my strong belief in the team and their ability to create value through a sustainable and purpose driven approach to investments. Prior to coming onboard, I had the opportunity to work closely with the team, first in connection with the fund raising of Fund I and, thereafter, in connection with a secondment.
Before joining Summa, I worked as a lawyer in the Funds and Investment team at Mannheimer Swartling. There I primarily worked with fund raising, structuring and M&A related matters.
I have a Master of Law from Lund University.
I am part of the investment team at Summa Equity AS, and my role is to develop new investment ideas, manage and contribute to investment processes and work with our portfolio companies helping them create value through solving global challenges.
I am very passionate about our strategy of investing in companies contributing positively to society. We believe that these enterprises will outperform and create substantial returns for society and our investors. Being part of this purpose driven organization is a great motivational factor. In addition to this, I believe our significant focus on internal principles and values help us to continuously develop a strong, warm and highly competent team of Summates.
Prior to joining Summa, I worked as a Management Consultant at The Boston Consulting Group, as well as an Investment Professional for Kverva, specializing in aquaculture investments. I graduated with an MSc in Finance from Norwegian School of Economics (NHH).
My role is to strengthen Summa and our companies capabilities within design thinking, innovation and storytelling. I have a diverse background from being an entrepreneur, design lead and industrial designer. My passion lies in building and scaling brands and businesses using design principles.
My primary focus at Summa is how to build and leverage customer/stakeholder insights to develop new products, services or market opportunities. I also support portfolio companies in strengthening their end-customer value proposition using the UN SDG’s as a central element. I was drawn to Summa due to their purpose of change, as this relates to the core value of design - the ability to create positive impact by moving something from its existing state to a more preferred state. The world needs rebuilding to become more sustainable and I strongly believe that capital must be aligned with this agenda for companies to be able to move in the right direction. I’m very grateful for being able to contribute to this journey.
Nils H. Thommessen
I have the pleasure of leading Summa Equity AS' day-to-day operations. To me, my job represents a perfect match with the 3 pillars of my professional life; doing good deals, leading really smart professionals and taking on the global challenges we face today.
I am a very affectionate supporter of Summa’s investment philosophy. Companies are the corner-stone of most societies, and their importance for people’s welfare can hardly be overrated. Here at Summa, we believe that companies with a positive impact will outperform other companies. And as we are here to create superior returns for our investors – that’s why we invest in them. I really believe that our companies’ purpose, combined with our capacity when it comes to competence, capital and network, will contribute to growth and prosperity for our portfolio companies, and thereby for society and our investors. This is why I am proud to be a part of the Summa team.
Before I became part of the Summa team, I spent many years as a transactional lawyer at the Norwegian law firm Wiersholm, where I have had leadership roles for more than 15 year. I also spent six years as Wiersholm’s Managing Partner during which time I lead the firm through significant changes in their operating model.
As a part of the investment team at Summa, my role is to help develop new investment ideas, manage and contribute to investment processes and work with our portfolio companies helping them create value and reach their full potential.
I am grateful to be able to work with companies that look in earnest to be a part of the solution to the problems we are facing, and excited about the prospect of showing that such future-proof businesses are also better investments. Finally, I am an avid believer in Technology as a solution to humanity’s problems, both big and small.
Prior to joining Summa, I worked within Technology Investment Banking at Morgan Stanley.
As an Executive Assistant at Summa Stockholm, I provide support to executives in their day-to-day operations, organizational support, as well as event planning and management.
I come every morning to Summa motivated to contribute, but also learn from my work with people from a diverse range of backgrounds, all aiming to add value to the society. These values are backed by their stance on social and environmental issues through embracing the philosophy of ethically responsible investing, which is what makes Summa the type of organizations I appreciate working for.
I received a bachelor degree in Business Administration and a master degree in International Business Strategy. Prior to joining Summa, I worked as a project coordinator in the context of international development as well as the 2030 Agenda for Sustainable Development within the NGOs sector.
While my role as Managing Partner is varied, I enjoy everything from being part of the deal teams to driving performance and innovation in our portfolio. Additionally, telling the Summa story to our investors and others, about how Summa is creating value through our strategy of investing to solve global challenges.
The world is facing significant challenges and my choice was to be part of the solution. While establishing the Summa Fund together with the Summa Foundation in 2016 is my main commitment to this, I also find inspiration in the projects we have in Africa as well as closer to home, helping to improve the lives of the disadvantaged.
While I am responsible for Via Summa and hence involved in our follow up of all of our portfolio companies, I mostly focus on investments within our Resource Efficiency theme.
I am grateful to my family and the people supporting me on my journey; from my officer education at the Norwegian Defense School of Intelligence and Security, to getting my Bachelor from Wharton; attaining my MBA at Harvard, to then putting theory into practice at McKinsey and as the CEO of a technology company, before being part of the team building Altor Equity Partners.
Podcast: Corporate Unplugged
Rickard El Tarzi
As part of the investment team I focus on the Tech Enabled Businesses and Changing Demographics themes. In addition, I am responsible for developing Via Summa, our methodology for driving performance, value creation and innovation across the portfolio.
At Summa, I enjoy the opportunity of being part of a great team. I am passionate about supporting ambitious and bold management teams in building future-proof companies.
I joined Summa from McKinsey & Company where I was an Engagement Manager and worked with many of the leading PE firms; in the Nordics and across Europe, the US and Africa.
As an Investment Associate, I work with the Investment Team on developing new investment ideas and supporting ongoing transactions. In addition, I work closely together with the portfolio companies on both commercial and financial topics, to help them realize their full potential. My work expands across all three investment themes and through the full investment cycle.
I am very excited to be a part of Summa and I strongly believe in our Investment Strategy. I am convinced that solving global challenges can generate superior returns, and that making the world a better place can be combined with creating profitable businesses. It is great to be a part of the Summa team, working together with purpose driven and authentic people.
Prior to joining Summa Equity, I worked as a management consultant in McKinsey & Company - focusing on strategy and corporate finance related topics. I graduated with a MSc in Finance from the Norwegian School of Economics.
I lead our pro-active sourcing work within the Changing Demographics theme. I have spent most of my career as a healthcare investor, and at Summa I work with companies across this theme, to support them in their development and paths to value creation. Within the Changing Demographics theme, there is a large number of companies that fit our investment strategy, that have strong growth prospects and that are well positioned to bring value to our societies.
I am a strong supporter of the philosophy and strategy behind Summa. The world needs better solutions and a commitment by the business community, if we are to solve the challenges our societies face. Within the Changing Demographics theme, it is criticial for a business to be aligned with the interest of its stakeholders, and ensure that value accrues to the community it serves. Such a business is likely to be inherently more sustainable and successful also financially in the long term than other businesses.
In the past I have worked with healthcare investments at Nordic Capital, and for Morgan Stanley.
The Summa Principals are experts in industries related to
our investment themes and/or have deep functional competence in areas that are important for the performance of our portfolio companies. They support the Summa team as well as work directly with our portfolio companies to help co-create sustainable superior return through impact.
In my role as a principal at Summa Equity I work closely with the management team and leaders in our portfolio companies. My purpose is to identify bottlenecks, as well as spotting and developing untapped potential in sales & marketing set-ups. The aim is to establish scalable and transparent growth while making sure we create value through a positive impact on society.
I want to make a difference and I truly believe everybody can do something to help solve our global challenges. At Summa Equity I have found the place where I can contribute and have positive influence. My past experiences of implementing efficient sales & marketing organisations combined with the competent and warmhearted team of Summates can be substantive to our portfolio companies and to our society!
For more than 20 years I have been working for innovative business companies like Klarna, SAS Institute, Qlik, SAP in roles enabling me and my team to drive strategy into execution successfully.
Alongside my engagement with the Summa team, I engage as a board member and advisor to fast growing companies, preferably in the SaaS Sector.
Contact Jeanette Anttila
When I decided to be part of Summa, Summa was only an idea. The idea of changing the world to the better, by delivering world class returns through sustainable investments. Hopefully entailing that the rest of the finance industry would follow if they saw that a focus on sustainability is a way to improve returns. A lot has happened since, but I still love what I do and the reason why.
I am responsible for investor relations, and to ensure that we always have capital to invest. I also spend a lot of time on legal, tax, structuring and compliance, and I work closely with our Board of Directors. Further, I enjoy to take part in transactions when I have the time to do so, and I am responsible for co-investments.
Prior to joining Summa, I was Director and General Counsel of Nordic Capital, and prior to that I worked as a M&A lawyer at Mannheimer Swartling. I have a Master of Laws from Uppsala University, and a MBA from Stockholm School of Economics.
As part of the investment team, I drive investment and value creation in our companies that are solving some of the global challenges we face today. I am a passionate supporter of ambitious companies and their efforts to reach their next level of performance and increase their positive impact on society. I also manage the financing activities across our portfolio to ensure an optimal capital structure to finance their growth.
Thematically, I focus on Resource Efficiency. With a growing global population and increase in living standards, our shared resources are becoming scarcer. This represents a large challenge for society, but it also creates opportunities for companies that address these challenges, which is something I find a really rewarding part of my job.
I am a strong believer in Summa’s investment philosophy. Experiencing how we do this in practice and the impact we have makes me very proud to be part of the Summa team.
Before joining Summa Equity in 2016, I was a Director at Altor Equity Partners and a consultant with McKinsey & Company. I have a MSc from Norwegian School of Economics and have completed the General Management Program at Harvard Business School.
My role as Industrial Advisor is primarily to help out in areas where I have previous experience after more than 25 years in senior management positions; in particular within the Seafood – and Life Sciences sectors. I am convinced that PE companies in general has significant potential in improving the value creation processes within its portfolio companies, and I appreciate and support the active approach taken by Summa Equity in this respect.
I was attracted to Summa also due to its clear investment thesis and “reason d’être”, as well as the ambition to make a difference in the society at large. Besides, working with the very talented young members of the Summa Team gives me a lot of inspiration and good learning.
Contact Jon Hindar
Board of Directors
Our Board assists us developing and excel, guiding us as we create the new way of investing to solve global challenges.
My professional aim has the last years been to do everything in my power to fight poverty and climate change through sustainable business. In my mind Summa Equity is the perfect company for doing exactly that. We use investments in sustainable companies as a tool to create a better world and at the same time deliver high returns. This is something I strongly believe in and am passionate about.
It feels like everything I have done in my career is a piece in the puzzel to take on the inspiring and challenging role as working Chairperson of Summa. Recently I worked as deputy CEO at Norrsken Foundation supporting the ecosystem of and investing in impact tech entrepreneurs. Previous to that I was CEO of Swedfund – the Swedish development finance institution. I have also worked as secretary-general of SOS Children’s Villages, deputy Secretary General for UNICEF Sweden, deputy CEO of Storåkers McCann and as a management consultant at McKinsey.
As working Chairperson, I have a fantastic opportunity together with the rest of the board and the amazing team to work with the strategic development of the company, advocate for the importance of channel more capital to sustainable investment and influence the rest of the industry as well as supporting the portfolio companies when needed.
Making sustainable investments here and now is the key to achieving the UN’s Sustainable Development Goals by 2030. I hope that I will be able to tell my children 2030 that I was part of that development, “Yes, we did it! We eradicated extreme poverty and we saved the planet”.
Podcast: Transparens - Om ledarskap & rekrytering
I come from an entrepreneurial family business background, before graduating with a Ph.D in Business Administration. For over 20 years, I held leadership positions in Volvo and IKEA. I left my corporate executive roles in the late 1990s, in order to help accelerate change towards a more sustainable future. I was invited to lead The Society for Organizational Learning at MIT and The Natural Step International, an NGO offering a science based framework for transition towards sustainable principles.
I was senior director of the Clinton Climate initiative for 2007-2008, and I have been engaged in several initiatives where business ventures can be combined with sustainable development. I am truly convinced that great organizations are organized around a meaningful purpose and a learning culture, worthy of people's full commitment.
A vision for a better world, without financial resources, remains as dreams. A transformation towards a more sustainable future, can only come from business investing in line with sustainable principles.
Such a transformation, from an extractive to a regenerative economy, has to come from the power of powerful examples. Summa wants to be such an example, by demonstrating that creating a better world AND making money is possible. Mobilizing financial capital and private equity as a force for change, by helping mission based companies to expand in line with UN´s Sustainable Development Goals. I am glad to be invited to be part of that journey."
Kari Olrud Moen
Disrupt, challenge and innovate! Profitable sustainability is the solution to many of the toughest questions facing business and society. Approaching this huge challenge in a systematic and thematic way, and with a great team, I believe Summa will create great results, and also pave the way for others.
With Summa, I will be able to combine a number of areas that I am passionate about, including sustainable growth, the role of education in society, technology adoption within the healthcare sector, and business development. I have already discovered several links to other current and previous roles, including my career in DNB, my current role as Chairman of NHH (Norwegian School of Economics) and also my experience from the Ministry of Finance and McKinsey. Excited about our ambition and the work ahead of us!
I have worked on issues related to sustainability and finance in many contexts. As responsible for overseeing the Norwegian Government Pension Fund in the Ministry of Finance, I was engaged in developing its guidelines for responsible investing.
I am board member in a wide range of different companies. As board member in Storebrand, a large asset manager and pension provider, I participate in discussions on how to implement an ambitous sustainability program. And in Norfund, I work on promoting investments that contribute to development in the poorest countries in the world. Also, working as Chair of UN PRI (Principles of Responsible Investment), I try to promote and expand responsible practices globally.
I am excited to use my background and knowledge, addressing these issues in a new context: Building a leading Private Equity business with sustainable development as a core investment framework.
I am passionate about active ownership and creating sustainable value for a multitude of stake holders. In my long-standing role as a private equity fund investor it is important to be a constructive partner enabling private equity teams to continue to improve in a highly capital competitive and lower growth environment in Europe.
In particular the value creation part has evolved and to create best in class sustainable returns only works, in my view, if you invest in building better businesses that can drive sustainable growth. Summa does not only try to this but will in addition only invest in areas where there is a clear link to the UN SDG’s which will make it even more future proof.
As a previous investor in Summa, I have come to know and value the team highly and the opportunity to take an even more active role in the team’s journey as part of the advisory board in Summa’s development is extremely exciting.