Team - Summa Equity

Istvan Lajtai

Valuation Manager and Investment Controller

Finance

Sweden

Summa Equity AB

As Valuation Manager and Investment Controller, I am responsible for delivering high-quality data and custom-built analyses on Summa’s gross portfolio performance and net fund results.

I feel truly privileged that I could embark on the journey towards Summa’s mission with such a purpose-driven and motivated team.

Before joining Summa, I worked in Zurich in the field of modelling carried interest and cap table waterfalls, as well as structuring long-term incentive plans for senior executives.

Rebecca McVey Gillion

Office Manager Stockholm

Administration

Sweden

Summa Equity AB

As Office Manager for our Stockholm office, I am responsible for ensuring the smooth day-to-day operations of the workplace and supporting a productive and collaborative environment for the team. I also lead initiatives that contribute to a well-functioning office and a positive team culture.Prior to joining Summa, I worked as Office Manager at the fintech company Yabie and previously spent several years at CapMan.

Nicolas Thomas

Investment Associate

Investment Team

Germany

Summa Equity Advisory GmbH

I am excited to be part of Summa, as I strongly believe in our investment strategy: that companies solving global challenges will be key contributors to superior returns over the coming decades. What motivates me is the opportunity to back businesses that are instrumental in addressing these challenges, creating lasting value for our investors, our portfolio companies and the societies in which they operate. I am grateful to do this alongside commercially minded, purpose-driven colleagues who share that ambition.

Prior to joining Summa, I worked in investment banking at Perella Weinberg Partners, where I focused on public M&A and sell-side advisory across a range of sectors. I hold a MA in Banking and Finance and a BA in Economics from the University of St. Gallen and have also studied in London and Paris.

Justus Krisch

Investment Associate

Investment Team

Germany

Summa Equity Advisory GmbH

I am very excited to be part of Summa, as I firmly believe in our investment strategy: backing businesses that are instrumental in solving pressing global challenges as a key driver of generating superior returns. What motivates me is the clarity of our purpose and the opportunity to contribute to outcomes that extend beyond our investors and portfolio companies to the societies in which they operate. I am grateful to do this alongside a group of colleagues whose collaborative spirit and passion make the work feel both energizing and meaningful.

Prior to joining Summa, I worked in the Investment Banking Division at Goldman Sachs in London, focusing on transactions in the Healthcare sector. I hold a Master’s in Management from London Business School and a BA in Business Administration from the University of St. Gallen.

Mathias Vollan

Investment Associate

Investment Team

Norway

Summa Equity Advisory AS

Being part of Summa and working alongside such talented and genuinely mission-driven people is a major source of energy for me. What excites me most is the opportunity to back companies addressing some of the world’s most pressing challenges. The curiosity, ambition and collaborative culture here make the work both inspiring and meaningful.

Before joining Summa, I worked as an Investment Banking professional at Arma Partners in London focusing on Technology M&A transactions. I hold an MSc in Business and Finance from BI Norwegian Business School.

Erik Faye

Investment Associate

Investment Team

Norway

Summa Equity Advisory AS

I was drawn to Summa by the conviction that investing in companies tackling global challenges is not only compatible with strong financial returns, but will be a prerequisite for them in the decades ahead. The combination of Summa’s clear purpose and the opportunity to work with colleagues and management teams who genuinely believe that “doing well by doing good” should sit at the core of an investment strategy – and not be left as an afterthought – is truly compelling.

Prior to Summa, I worked in the Investment Banking Division at Barclays focusing on Industrials and Services. I hold a BSc in Finance from the University of Strathclyde.

Ludvig Cosma Stålberg

Digital Director in IT

Operational Specialist

Sweden

Summa Equity AB

As Digital Director at Summa Equity, I lead our work on digital transformation and AI. Summa allows me to combine my passion for technology with a strong commitment to sustainability. Before joining Summa, I led EQT’s digital workplace team, prior to that I established the IT department at the Swedish tech unicorn Epidemic Sound. I hold an MSc in Data Science & Decision Analysis and have studied sustainable development at Stockholm University.

Petter Finnema Hegerroll

Administrative Assistant

Administration

Norway

Summa Equity Advisory AS

As Administrative Assistant in our Oslo office, I support Anne and Sanna with a wide range of administrative and organizational tasks. My goal is to help things run smoothly, keep everything in order, and make sure our team has what they need for an efficient and productive workday.

Alexander Häkämies Karlsson

Financial Controller

Finance

Sweden

Summa Equity AB

I’m excited to be part of Summa and its mission to impact and solve global challenges through its purpose-driven investments.

Prior to joining Summa, I worked as an auditor at PwC, focusing on listed companies in the technology sector and before that a consultant at Randstad Finance. I hold a BSc in Business and Economics from Mälardalen University.

André Lagerkvist

Investment Associate

Investment Team

Sweden

Summa Equity AB

I work as an Investment Associate in the Stockholm office and am part of the Sustainable Food team.

I joined Summa to align my passion for investing with creating positive societal impact, believing that solving global challenges drives superior returns.

Prior to joining Summa, I worked as a management consultant at McKinsey & Company and in the investment team at Patricia Industries (part of Investor AB). I hold a M.Sc. in Accounting from the Stockholm School of Economics.

Filippa Fri

Human Resources Associate

Operational Specialist

Sweden

Summa Equity AB

As an HR Associate at Summa, I support both the day-to-day operations and ongoing initiatives within our People team. In my role I focus on meeting current and future business needs by working with recruitment, employee development, engagement, and retention.

I hold a B.S.c in HR from Stockholm University and a M.S.c in Global Business Management from Roehampton University in London.

Charles Miller-Stirling

Investor Relations Director

Investor Relations and Communication

Norway

Summa Equity Advisory AS

In joining Summa, I feel fortunate to help steward the firm’s purpose-driven approach to investing while working in a culture grounded in Nordic values.

As Investor Relations Director, I work with the IR & Communications team and colleagues across the firm to connect our investment vision with capital partners – through fundraising, LP engagement, and external communications.

My background spans private placement, capital formation and investor relations, built on foundational years in M&A, including roles at Foremost, Quinbrook Infrastructure, and Perella Weinberg Partners.

Annika Moman

Industrial expert

Advisors

Sweden

Summa Equity AB

I support our investment teams in the development of strategy and the evaluation of opportunities, and collaborate with portfolio companies to create maximum impact and value for Summa’s investors.

I joined Summa to be part of an exceptional team that is purpose driven to solve global challenges. I am personally motivated to address the challenges of climate change through the decarbonization of energy, and being a Summate affords me the opportunity to bring my passion to work every day.

I spent 20 years leading teams in the professional technical consulting industry, including leading the US and Global Energy businesses at AECOM and as the Commercial Director for Energy at WSP Sweden. I have experience supporting clients with a range of services from strategic advisory and emerging technology deployment to large-scale capex projects. I am a graduate of the US Naval Academy and a former US Marine Corps officer.

Katarina Kahlmann

CEO Summa Foundation

Summa Foundation

Sweden

Summa Equity AB

As Chief Executive Officer of the Summa Foundation, I lead a diverse portfolio of initiatives aimed at fostering both societal and ecological prosperity worldwide.

With over 20 years of experience in the impact space, I am continually inspired by Summa’s unique ability to deliver large-scale impact alongside market returns. Our commitment to people and the planet is demonstrated through Summa’s reinvestment of a portion of its earnings into the Summa Foundation, fueling business models that support long-term economic sustainability and scale meaningful impact.

Before joining Summa, I served as Chief Program Officer at TechnoServe, where I helped build sustainable business models that benefitted millions across Africa, Latin America, and Asia. Prior to that, I worked as a management consultant with McKinsey & Company and Material Economics.

Lisa Faiss

Executive Assistant & Office Manager Munich

Administration

Germany

Summa Equity Advisory GmbH

As an Office Manager & EA at Summa Equity, I support Matthias Fink and Stephanie Caspar and am responsible for all office-related matters at our Munich location.

Before joining Summa, I gained several years of experience as an EA at Oakley Capital.

Jakob Lundblad

Senior Legal Associate in Legal

Legal

Sweden

Summa Equity AB

I joined Summa because of its people, the ambition of the team and the opportunity to work with investments driven by a clear purpose that resonates with my own values. Having previously worked closely with Summa, both as an external adviser and during a secondment, I had the chance to experience the culture and way of working first-hand. That experience confirmed that this was a team I wanted to be part of.

Before joining Summa, I worked as a lawyer in the Funds and Investment team at Mannheimer Swartling, focusing primarily on fundraising, M&A and other private equity matters. I hold a Master of Laws from the University of Gothenburg.

Marcus Arvidsson

Risk & Compliance Manager

Legal

Sweden

Summa Equity AB

My decision to join the Summa team was based on my belief in the ability to create value through a sustainable and purpose-driven approach to investing in companies solving global challenges.

Prior to joining Summa, I worked as a compliance officer at ABG Sundal Collier, and as a lawyer in the Funds and Investment team and Financial Regulatory team at different law firms focusing on funds and financial regulatory matters. I have a Master of Law from Uppsala University.

Andrea Fleischer

Executive Assistant

Administration

Germany

Summa Equity Advisory GmbH

As an Executive Assistant at Summa Equity, I support Stephanie Caspar and her team, based in Berlin.

Before joining Summa, I gained extensive knowledge in organization and administration through several years of experience as an EA at Boston Consulting Group (BCG), Mister Spex, and Partech Ventures.

Janina Strömberg

Executive Assistant

Administration

Sweden

Summa Equity AB

As Executive Assistant at Summa Equity, I support Martin Sjölund and Jacob Frandsen.

Prior to joining Summa, I worked at Mangold Fondkommission while studying towards an MSc in Psychology at Umeå University

Manuel Klesse

Impact Manager

Impact

Sweden

Summa Equity AB

In my role at Summa I support portfolio companies on their net-zero journey, from monitoring and reporting emissions, to developing decarbonisation roadmaps and managing climate-related risks and opportunities.

We have reached a critical point in our efforts to combat the climate crisis, where accelerating the decarbonisation of existing industries and advancing climate solutions are more urgent than ever. Summa’s unique blend of private capital, deep expertise and a purpose-driven team provide a strong platform to drive change, and I am excited to join the team during these pivotal times.

Before joining Summa, I worked at Holtara, supporting private equity firms and their portfolio companies on their net zero journey. I hold a BSc in Environmental Sciences from Utrecht University, and a MSc in Global Business & Sustainability from the Rotterdam School of Management.

Daniel Blaker

Senior Brand & Communication Associate

Investor Relations and Communication

Norway

Summa Equity Advisory AS

At Summa, I develop and position the brand while sharing our story across all platforms. As a Senior Brand Associate, I maintain a cohesive visual identity to ensure consistency and collaborate with various teams to create marketing materials and digital assets. I believe impactful design drives positive change, and I’m excited to be part of a team that shares this vision.

Adrian Røstad

Senior Accountant

Finance

Norway

Summa Equity Advisory AS

Recognizing Summa’s mission to address global challenges through sustainable investments aligns with my values, and I am proud to contribute to this journey. I firmly believe that private equity funds can play an active role in addressing fundamental ESG issues while simultaneously generating positive financial returns. In my role within finance, I have the privilege of working alongside talented professionals who inspire me to continuously learn and grow in my career.

Before joining Summa, I was a sergeant and squad leader in the Norwegian Army. Following that, I worked as an accounting consultant for Intunor Services AS. I then joined BDO as an auditor, specializing in commercial real estate.

I hold an MSc in Financial Economics from Oslo Metropolitan University.

Jonathan Voldberg Hyttemoen

Investment Associate

Investment Team

Norway

Summa Equity Advisory AS

I joined Summa because I firmly believe that solving global challenges will require a major reallocation of capital, and Summa’s pioneering approach is pivotal to making that happen. The combination of delivering superior returns while addressing critical global issues is something that truly motivates me. More specifically, I’m excited about the role technology can play in solving these challenges and creating new investment opportunities. Being part of a purpose-driven team that shares this vision inspires me, and I wake up every day eager to contribute to Summa’s mission of investing in companies that drive both positive impact and strong financial outcomes.

I hold an MSc in Finance & Accounting from Imperial College London and a BSc from Norwegian School of Economics (NHH).

Niko Michl

Investment Manager

Investment Team

Sweden

Summa Equity AB

Being part of Summa allows me to align my professional goals with my personal beliefs, demonstrating that creating value and making a positive impact are inherently connected. I am excited to contribute to Summa’s mission and work alongside a team that shares my passion for driving meaningful change.

Previously, I worked at the Boston Consulting Group in Stockholm, focusing on Private Equity & Healthcare. I hold an M.Sc. in Finance from the Stockholm School of Economics.

Mette Øi

Senior Management Associate

Operational Specialist

Norway

Summa Equity Advisory AS

As a Management Associate in Summa I work closely with the Management Partner and COO on daily operations and strategic direction.

I consider working in Summa as a unique opportunity to be a part of a purpose driven company that focuses on solutions for some of our biggest global challenges. Prior to joining Summa I have worked in Nordea and hold a MSc in Business Analytics from the Norwegian School of Economics (NHH).

Kristin Warpefelt

Senior Human Resources Manager

Operational Specialist

Sweden

Summa Equity AB

As a HR Manager at Summa, I work with the strategic and operational aspect of our People work. The People team at Summa support current and future business needs through the recruitment, development, engagement, and preservation of our human capital.

Kees Kruythoff

Thematic Chair

Advisors

My personal motto, which I bring to my work, is: Be Fearless, Be Useful, Be Kind. I see parallels between this set of beliefs and Summa’s work. Where others see challenges or problems, Summa sees opportunities to solve era-defining issues – and provide leadership on future-critical topics, such as on food systems and agriculture.

Göran Lindö

Industrial expert

Advisors

Fundamentally, tech innovation and growth go hand in hand with sustainability and purpose. Business goals and long-term positive impact are non-competing, as Summa and I have first-hand experience in our joint EcoOnline journey. In my role at Summa, I will strive to support and inspire the tech-enabled portfolio companies as they grow and increase their impact.

Carine Beer

Chief People Officer to Via Summa

Via Summa

Germany

Summa Equity Advisory GmbH

I started my career at McKinsey & Company, where I spent nine years as a consultant, primarily in consumer goods and private equity, and an additional eight years focusing on talent selection, cultivation, evaluation, and development. In 2012, I founded cb Munich, focusing on structured talent selection within various industries. In 2018, I joined Occhio, one of the fastest-growing premium lighting brands in Europe, and in my role as CHRO, I managed all people- and culture-related aspects through growth and internationalization.

Emelie Norling

Impact Director

Impact

Sweden

Summa Equity AB

Recognizing that positive societal impact is Summa’s core business, as Impact Director my role is to ensure that we have the processes in place to deliver such impact. This includes impact assessment, measurement, and reporting, setting relevant targets and KPIs and ensuring that adequate ESG processes are in place.

I am very excited about Summa’s philosophy, especially at this time when the world faces so many interdependent challenges. To work with talented people that want to contribute to a better world and see investment opportunities in the challenges we face is truly inspiring. I am also thrilled by the collaboration with academics and experts and the way we can contribute with concrete examples and case studies.

Before I joined Summa, I was Head of Responsible Investment at Afa Insurance. I started my career in the academic world, doing research on sustainable development and project financing. I also worked in different positions at ISS ESG, an ESG consultancy firm supporting institutional investors.

Maren Menschik

Manager to Via Summa

Via Summa

Germany

Summa Equity Advisory GmbH

As a Manager at Via Summa, I work alongside the founders and CEOs of our portfolio companies to co-create maximum positive impact and success. Together with our Summa colleagues and experts from different industries and functions, we at Via Summa work with management from day one: to define the right strategy, to invest in leadership and team development, to support the execution of large value creation projects and to facilitate the exchange of ideas and results throughout our partnership and across the Summa portfolio.

I joined Summa because I strongly believe in Summa’s vision, investment strategy and team. The development of companies that help solve some of the world’s most pressing challenges motivates me deeply as it helps show that positive impact and success can go hand in hand, leading us to rethink the way how we allocate capital as a society.

Before joining Summa, I worked as a Consultant at BCG Germany focusing on growth and sustainability strategies, due diligences, and large-scale transformations in various sectors. I hold a BA in Business Administration from the University of St. Gallen and MA in Organizational Psychology from London School of Economics and have studied abroad at Harvard University.

Astrid Lindquist

Investment Manager

Investment Team

Sweden

Summa Equity AB

I joined Summa because I believe that an investment strategy incorporating the UN SDGs is not a ‘nice-to-have’ but a necessity to generate superior, sustainable returns during the coming decades. I believe that the team here at Summa picked up on this notion very early on and that they have truly incorporated it in the investment strategy since- allowing for superior results and returns to not only our investors, but also to our portfolio companies and the broader societies that they operate in.

Before joining Summa, I worked as a consultant at Boston Consulting Group (BCG). I hold an M.Sc. in Finance and a B.Sc. in Business & Economics from the Stockholm School of Economics (SSE).

Ludvig Guldberg

Investment Associate

Investment Team

Sweden

Summa Equity AB

I’m excited about being a part of Summa because of our investment strategy that tackles real global challenges across three important themes, particularly those arising from changing demographics. As healthcare transforms, the importance of addressing these shifts becomes even more evident. Working alongside companies that share this mission and being in a team that marries lasting positive impact with strong results for investors is something I find very motivating.

Before joining Summa, I worked in the Investment Banking Division at Houlihan Lokey focusing on the Technology sector and Nordic transactions. I hold a BSc in Economics and Business Administration from The Norwegian School of Economics (NHH).

Reynir Indahl

Founder & Managing Partner

Partner Board of Directors

Summa Equity AB

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.

Caroline Dehlimarken

Senior Manager to Via Summa

Via Summa

Norway

Summa Equity Advisory AS

As a member of Via Summa, I am working with our portfolio companies to create maximum impact and success with our investments. Together with my Summa colleagues and experts from different industries and functions we partner up with management from day 1: to define the right strategy, to invest in leadership and team development, to support in executing big projects and to ensure a smooth process in sharing ideas and results during our partnership.

Prior to joining Summa in 2021, I held different positions at Nordea Bank focusing on strategy and business development. I graduated with a MSc in Finance from the Norwegian School of Economics.

Alexander Bjørklund

Impact Manager

Impact

Norway

Summa Equity Advisory AS

I work as an Impact Manager at Summa Equity Advisory AS and was drawn to Summa through my conviction that we can make a substantial difference by showing that it’s 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.

Petter Lippestad

Business Development & IT Manager

Operational Specialist

Norway

Summa Equity Advisory AS

As a Business Developer at Summa Equity, my role is to look at new efficient ways of working through different kinds of projects, as well as being a key asset regarding IT-related matters for the company.

Hannah Elisabeth Greve Sunde

Impact Manager

Impact

Norway

Summa Equity Advisory AS

With a passion and curiosity to solve our global challenges, the Summa family and wider ecosystem brings purpose and excitement to my role as Impact Manager. We work to invest with rigor and intentionality, to not only promote value creation, but also help build a more sustainable world. Our belief is that investing in impactful companies with a thematic focus, will lead to higher returns while creating value for our societies and planet. I am excited to play a part in this purpose-driven strategy and doing so alongside a group of such caring and competent colleagues.

Janne Davidsen

Human Resources Manager

Operational Specialist

Norway

Summa Equity Advisory AS

As a HR Manager at Summa Equity, I work alongside our Head of People to develop and implement HR strategies and initiatives. The People Team at Summa support current and future business needs through the recruitment, development, engagement, and preservation of our human capital.

Helene Varming

Brand & Communication Manager

Investor Relations and Communication

Norway

Summa Equity Advisory AS

As a Brand and Communications Manager at Summa Equity, I assist in handling public relations, information output, press releases, and media requests. I work closely with our Investor Relations team to streamline and maintain valuable and transparent communication with our investors.

Furthermore, I am responsible for effectively communicating the Summa Equity investment strategy, purpose, and story across all outlets and assisting in developing and positioning our brand on a global scale.

Bertrand Camus

Partner

Sweden

Summa Equity AB

As a Partner at Summa Equity, I work closely with the Circularity team to identify investment opportunities, develop strategies, and support portfolio companies. I focus primarily on the Circularity, Waste, and Water sectors, having previously held senior management positions in these fields.

At a time when climate change increasingly impacts populations around the globe, and with resources rapidly depleting and biodiversity loss accelerating, I found at Summa Equity a talented team that truly wants businesses to develop and innovate while addressing these critical challenges.

Before joining Summa Equity, I was the CEO of Suez Group, a global leader in environmental services. After spending nearly 30 years at Suez Group in various leadership positions internationally, I feel very privileged to continue serving my passion for the environment with a team that wants to make a difference. I hold a Master of Science in Civil Engineering degree from the Ecole Nationale des Ponts et Chaussées in Paris.

Aurélia Carrère

Thematic Chair

Investment Team

I work within our Circularity investment theme, where I am dedicated to the Circularity and Water subtheme. My main areas of focus are the elaboration of the theory of change and investment strategy, deal origination and transaction secondment. I particularly enjoy supporting executive leadership teams throughout their transformation journey. As an illustration of this, I’m honoured to serve on the Board of Norsk Gjenvinning as we’re progressing on our new circular journey.

I’m deeply grateful and fulfilled being a ‘Summate’, joining an organization which is purpose-driven, cares and encourages bold moves and, fundamentally, puts positive impact at the centre of everything we do.

Along my career, I have developed a strong operational experience across sectors (e.g., automotive industry, infrastructure and environmental services) and across Europe. In my last position in Suez, I had a dual role, leading our Italian, Greek and Slovenian organizations as CEO as well as acting as SVP in charge of the newly constituted “Air & Climate” global line of solutions.

Martin Skancke

Board Member

Board of Directors

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 a board member in a wide range of different companies. As a board member in Storebrand, a large asset manager and pension provider, I participate in discussions on how to implement an ambitious sustainability program. In Norfund, I work on promoting investments that contribute to development in the poorest countries in the world. As Chair of UN PRI (Principles of Responsible Investment), I 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.

Conor Kehoe

Advisor

Advisors

George Serafeim

Advisor

Advisors

George Serafeim is the Charles M. Williams Professor of Business Administration and the Chair of the Impact-Weighted Accounts Project at Harvard Business School. He has taught courses in the MBA, executive education, and doctoral programs, and is currently teaching the elective course “Reimagining Capitalism: Business and Big Problems ” in the MBA curriculum, which received the Ideas Worth Teaching Award from the Aspen Institute and the Grand Page Prize.

Serafeim has presented his research in over 60 countries around the world, including to world leaders in government and business at events such as the World Economic Forum at Davos and the Aspen Ideas Festival. He ranks among the top 10 most popular authors out of over 12,000 business authors on the Social Science Research Network.

Eva Broms

Board Member

Board of Directors

The landscape of global markets is in the process of a profound change in the coming few years, driven by mega-trends linked to ESG and technology. I believe that Summa is uniquely positioned, has a key role, and possesses the expertise in this major transition process. Summa will prove that ESG-considerations and performance are not incompatible – on the contrary – but key drivers in this transition.

I am excited, proud, and enthusiastic to be part of this challenging journey, and hope to contribute to Summa’s governance and growth as a board member. I believe that Summa can and will contribute to making a better and sustainable world for future generations, meeting the needs of my children as well as my grandchildren.

I am a lawyer, having more than 25 years of experience in various legal roles in the Swedish financial industry. In addition, I have gained international experience working within the financial industry and its operations in Luxembourg.

Mirja Lehmler-Brown

Board Member

Board of Directors

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.

Matthias Fink

Partner

Germany

Summa Equity Advisory GmbH

I am responsible for our work in DACH (Germany, Switzerland, and Austria), spanning sourcing, value creation, and portfolio management across our investment themes with a focus on Tech-Enabled Resilience and Energy Transition.

Being an investor comes with a big responsibility, and Summa Equity’s way to approach it is simple yet powerful: we invest in companies that aim to solve global challenges. By helping these companies become bigger and better, we not only deliver strong results for our investors, but also ensure the capital we deploy has a positive impact on our environment and society. I am grateful to partner with companies that share this mission.

Before joining Summa Equity, I was a Partner at The Riverside Company and before that a consultant at Boston Consulting Group. I hold a Master of Science in International Business Administration from WU Vienna and an MBA from the University of Cambridge.

Christoph Waer

Advisor

Advisors

Being part of Summa is both humbling and exhilarating. It is rare to come across such a group of extremely talented and engaged individuals working towards a common purpose, to which I am grateful to contribute.

Before joining Summa, I managed the life science activities for a leading European family office investing with a people-planet-profit bottom-line, including the foundation of the OMX Venture fund franchise. After stints in investment banking and biotech, I complemented my initial studies in Economics with a Bioengineering degree.

Jon Hindar

Industrial expert

Advisors

Norway

Summa Equity Advisory AS

My role as an Industrial expert is primarily to contribute to the assessment of investment targets in industry sectors where I have previous experience after more than 25 years in senior management positions; in particular within the Seafood sector. In addition, I contribute in the Board of Directors of portfolio companies of relevance.

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 “raison 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.

Stephanie Caspar

Partner, Head of Portfolio & Via Summa

Partner Via Summa

Germany

Summa Equity Advisory GmbH

As Head of Portfolio and Head of Via Summa I am leading our collaboration with portfolio companies to create maximum impact and success with our investments. Together with my Summa colleagues and experts from different industries and functions we partner up with management from day 1: to define the right strategy, to invest in leadership and team development, to support in executing big projects and to ensure a smooth process in sharing ideas and results during our partnership.

We at Summa are convinced that innovation and entrepreneurship will solve global challenges. And my role enables me to work closely with founders and CEOs who dedicate their professional lives to building great businesses on that foundation. This is highly inspiring. And creating strategic clarity and building high performing organizations is what I like to do and what I do best.

Before I joined Summa in 2023, I was an Executive Board Member at Axel Springer, I was founder and CEO of eCom company mirapodo, I was part of the leadership team at eBay in Germany and I worked for McKinsey & Company.

Ian Vännman

Chief Digital & AI Officer to Via Summa

Via Summa

Sweden

Summa Equity AB

As Chief Digital & AI Officer at Via Summa, I help our portfolio companies find where digitalisation and AI can create real value, and support them from strategy to delivery. I also keep a close eye on the technology frontier and make sure what we learn, externally and across the portfolio, reaches the companies where it matters.

I joined Summa because I believe solving global challenges and generating strong returns go hand in hand, and technology, especially AI, is one of the strongest levers for both. After years of working out what that means for a single business, I now get to do it across a whole portfolio.

Before Summa, I spent more than 26 years at Schibsted/Vend, working across many disciplines, from support to strategy. I co-founded Omni, served as Chief Product Officer and then Chief Strategy Officer of News Media, and most recently drove AI transformation at Vend Marketplaces as Director of Unlocking Opportunities.

Shuayb Ibrahim

Investment Manager

Investment Team

Sweden

Summa Equity AB

I joined Summa because of my passion for our philosophy and my core belief in our investment strategy, that solving global challenges will be a key contributor to superior returns. Thus, I am honored to be working alongside colleagues that share the same values, purpose, and commitment to make a positive impact on our planet.

Prior to joining Summa, I worked at McKinsey & Company in Stockholm – focusing on Private Equity Due Diligence, Sustainability and Fast Growth Technology. I hold a M.Sc. in Industrial Engineering and Management from KTH Royal Institute of Technology.

Rehab Abdelkader

Investor Relations Manager

Investor Relations and Communication

Sweden

Summa Equity AB

I’m proud to be part of Summa and deeply value the company’s commitment to ethical investing and its focus on addressing global challenges. This alignment with my own values makes working at Summa both meaningful and rewarding

I hold a Bachelor’s degree in Business Administration and a Master’s degree in International Business Strategy. Before joining Summa, I worked within the international development sector, focusing on the 2030 Agenda for Sustainable Development, and collaborating with various NGOs.

As an Investor Relations Manager, I am dedicated to fostering transparent communication and cultivating strong relationships with investors.

Hannah Gunvor Jacobsen

Partner, Chief Operating Officer & Head of Investor Relations

Partner Investor Relations and Communication

Norway

Summa Equity Advisory AS

As the Chief Operating Officer (COO) and Head of Investor Relations at Summa Equity, I am responsible for overseeing the day-to-day functions of our operational teams. I ensure that our legal, finance, investor relations, communications, and business development teams reach their maximum potential.

My responsibilities include managing our fundraising activities as well as heading up our investor relations. Furthermore, I serve on the boards of Norsk Gjenvinning and Holdbart, both of which are part of our Circularity investment theme.

Erika Alm

Senior Investor Relations Associate

Investor Relations and Communication

Sweden

Summa Equity AB

I am honored and inspired to be part of Summa Equity’s work to co-create a future-proof investment framework for our investors, our companies, and society. I am passionate about unifying new market shifts and entrepreneurship to significantly impact and build a better world.

Prior to joining Summa Equity, I worked as a Senior Investor Relations Associate at a VC firm in San Francisco, CA (pre-seed to Series C+). I hold a bachelor’s degree in Business Administration and Corporate Finance from the University of Stockholm.

Hannah Goich

Senior Investor Relations Associate

Investor Relations and Communication

Sweden

Summa Equity AB

I am very honored to be working as part of the purpose-driven team at Summa. Having been passionate about sustainability in business since I was first introduced to it in my university studies, it is genuinely inspiring and personally fulfilling to be part of an organization where the foundation is built around futureproofing the world for coming generations. Being a mother makes it very top of mind to contemplate what the world will look like for my daughter growing up. Knowing now that I go to work every day with the ambition to make it a better, more sustainable, and creative place is beyond motivating and I hope something that will make my daughter very proud.

Prior to joining Summa, I was working at EQT Partners as part of the Client Relations & Capital Raising team and went on to join a Nordic Venture Capital fund, J12 Ventures. I hold a B.A. in Global Business Management and Administration from Regent’s University in London.

Betty Ålander

Investment Manager

Investment Team

Sweden

Summa Equity AB

I am very excited to be a part of Summa since I strongly believe in the purpose and fundament of Summa’s investment strategy – investing in companies that are instrumental in solving global challenges. It is inspiring to work with companies that share this mission and to be part of a team that combines creating long-term positive impact with strong results for investors.

Before joining Summa, I worked at McKinsey & Company in Stockholm – focusing on Private Equity Due Diligence and Growth Acceleration Strategy. I hold an M.Sc. in Industrial Engineering and Management from the Royal Institute of Technology.

Sercan Samanci

Investment Manager

Investment Team

Sweden

Summa Equity AB

Being part of Summa, my professional endeavors are aligned with my strive to make a positive impact on our planet. I am confident in our investment strategy and believe it will create significant long-term value for our investors, portfolio companies, and the environment. I am honored to be working alongside colleagues sharing the same values, purpose, and commitment to solving global challenges.

Prior to joining Summa, I worked as an Investment Professional at Nordstjernan and in M&A at Rothschild & Co. I hold an MSc in Engineering Physics and Applied Mathematics from KTH Royal Institute of Technology.

Johan Pietilä Holmner

Partner

Sweden

Summa Equity AB

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 skier, 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.

Mehdi Lahlou

Investment Director

Investment Team

Sweden

Summa Equity AB

I joined Summa because I strongly believe in our investment philosophy that companies who solve global challenges will be more future-proof and thus generate superior returns for our investors. Furthermore, I appreciate to work in an organization with purpose driven and professional people.

Prior to Summa, I worked in the Investment Banking Division at Bank of America Merrill Lynch. I hold a MSc in Industrial Engineering and Financial Mathematics from KTH Royal Institute of Technology and a BSc in Economics from Stockholm University.

Martin Sjölund

Partner & General Counsel

Partner Legal

Sweden

Summa Equity AB

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.

Johan Carlsson

Senior Legal Counsel

Legal

Sweden

Summa Equity AB

My decision to join the Summa team was based on my strong belief in Summa’s investment strategy, to invest to solve global challenges, and I am grateful to be part of a fantastic team.

Before joining Summa, I worked as a lawyer in the M&A team at Advokatfirman Cederquist and had the opportunity to work together with the Summa team in portfolio transactions and in connection with a secondment. I have a Master of Law from Stockholm University.

Monika Rusik

Senior Fund Operations Manager

Finance

Sweden

Summa Equity AB

I’m proud to be a part of Summa and I strongly believe in our purpose and investment strategy. I believe in the importance of addressing the environmental issues and investing in companies that can contribute to solving our environmental and global challenges. It’s exciting to share this journey together with the inspiring and driven people at Summa.

Prior to Summa, I worked for Deloitte and Nobia. I hold a MSc in Business and Economics from Stockholm University.

Mohamad Ali Zahed

Chief Financial Officer

Finance

Sweden

Summa Equity AB

As the CFO of Summa, I make sure that all financial matters are handled accurately, efficiently and timely.

I find it motivating and rewarding to work alongside such professional colleagues who share the same values, and I am grateful for the opportunity to contribute to Summa’s mission for a better future.

Prior to joining Summa I worked for PwC, CBRE and The Swedish Cancer Society.

Martin Skough

Senior Finance Manager

Finance

Sweden

Summa Equity AB

I am proud to be a part of the Summa purpose-driven team and support its continued journey to solve some of our global challenges. I also find it motivating to work together with such talented people with whom we all share the same values.

Before joining Summa, I worked at SiriusPoint International as a Business Controller. Before SiriusPoint, I worked as an Authorized Public Accountant at PwC Financial Services. I hold a BSc in Business and Economics from Lund University.

Jacob Frandsen

Partner

Sweden

Summa Equity AB

I am passionate about how technology can represent solutions to our global challenges and give rise to new and exciting investment opportunities. Being part of a purpose-driven organization also inspires me, and I am grateful to work with competent and resourceful Summates.

Before joining Summa, I worked at Adelis Equity Partners (2016 to 2021). I have worked in the Swedish and Danish market, predominantly with tech- and tech-enabled service businesses. Before Adelis, I worked at KIRKBI Holding (the investment company behind the LEGO Group) and Investment Banking at FIH Partners in Copenhagen.

Maximilian Waldmann

Investment Manager

Investment Team

Germany

Summa Equity Advisory GmbH

I joined Summa because I strongly believe in its vision, strategy and team. I feel deeply motivated to have a positive impact by investing in and developing companies that help to solve some of the most pressing global challenges.

Before joining Summa, I worked as a consultant at McKinsey & Company focusing on growth strategies, due diligences and transformations in various sectors. I hold a BA in Business Administration and MA in Accounting & Finance from the University of St. Gallen and have studied at Stellenbosch University and Dartmouth College.

Vanessa McKay

Investment Manager

Investment Team

Germany

Summa Equity Advisory GmbH

As an Investment Manager in the Tech-Enabled Transformation team, I get the opportunity to combine my passion for supporting companies on their growth journey with my ambition to contribute to climate and society positively. This is also part of my motivation to join the firm. Prior to Summa, I spent two years at Oakley Capital. I hold a BSc in Economics from LMU (Munich) and an MSc in Management from IE University (Madrid).

Fabian Schmidt-Bähr

Investment Manager

Investment Team

Germany

Summa Equity Advisory GmbH

I strongly believe that private equity funds can play a very important role in solving ESG and the related global challenges while still achieving positive financial returns. Summa, with its three thematic investment areas, plays a fundamental role in bringing this perception to the outside world. Thus, I am very excited to be part of Summa and contribute to this mission.

Prior to joining Summa, I worked at Boston Consulting Group in Munich as a member of the Private Equity & Principal Investor (PIPE) team and before, as an Investment Professional at Waterland. I graduated with a BSc in Business Administration from University St.Gallen (HSG), Switzerland and a MSc in Finance from HEC Paris, France.

Christian Melby

Partner & Chief Investment Officer

Partner

Norway

Summa Equity Advisory AS

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 is 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.

Martin Gjølme

Partner

Norway

Summa Equity Advisory AS

I am responsible for our work within our Sustainable Food theme, from sourcing and investing in companies to supporting management teams to achieve their goals. Working in Summa allows me to combine my desire to generate positive externalities that are fully aligned with growth, creating both value and positive impact.

I have spent the bulk of my career following my passion for working with businesses from early-stage start-ups, growth/scale-ups to mature organizations in their development and paths to value creation. Through these experiences, I have gained skills in managing growth companies and companies in need of change and strategic review, always looking for new ways of creating value.

I am thankful to be a part of an investment firm with a strong purpose-driven strategy and hope to bring passion, entrepreneurship and positive energy. Prior to joining Summa, I worked at McKinsey, 3i Private Equity, and Sole Kapital.

Sebastian Greve Sunde

Investment Director

Investment Team

Norway

Summa Equity Advisory AS

I am very excited to be part of Summa. I am passionate about our strategy and philosophy and confident that solving global challenges will be a key contributor to superior returns over the coming decades. It is inspiring to support Summa’s purpose alongside a group of such authentic and competent colleagues, and I am grateful for the opportunity to do so.

Before joining Summa, I worked at The Boston Consulting Group in London and New York – focusing on Private Equity, TMT, and Sustainability. I hold an MSc in Finance from the London School of Economics and a BSc in Business Management from King’s College London.

Peder Qvigstad

Investment Director

Investment Team

Norway

Summa Equity Advisory AS

Being part of a purpose-driven organization such as Summa, truly strengthen my commitment and excitement for my day to day work. From a young age, I have been concerned with challenges such as climate change and local pollution. Being able to address both these and other challenges through investing is optimally combining my passion and skillset. Additionally, the Summa Team and the great portfolio companies we are working with, encourage, motivate, and inspire me every day.

Before Summa, I had various engagements in Arkwright Consulting, Verdane and Formuesforvaltning. My education is from Copenhagen Business School and the Norwegian Naval Officer School.

Silje Lambrechts

Investment Director

Investment Team

Norway

Summa Equity Advisory AS

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.

Sundeep Singh

Investment Director

Investment Team

Norway

Summa Equity Advisory AS

I joined Summa because I wanted to help solve the most important challenges of our time. I am convinced about the business case for social good and wanted to join a purpose-driven team convinced about the same. I strongly believe in our investment strategy and feel privileged to be working on the right things with the right people in the right way.

Before joining Summa, I spent most of my career in the nexus between private equity, sustainability, and social responsibility. I’ve worked as a management consultant at McKinsey & Company, a corporate lawyer at BAHR and DNB – and have also been selected as a World Economic Forum Global Shaper. I hold a Master of Business Administration from the University of Oxford and a Master of Laws from the University of Oslo.

Gisle Glück Evensen

Partner

Norway

Summa Equity Advisory AS

My role at Summa Equity AS is to lead the work of the individual 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 ensuring 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 and 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, working with government ownership for the Norwegian Ministry of Finance and from setting up a corporate venture investment unit for AF Gruppen.

Annette Roth Humlevik

Investment Manager

Investment Team

Norway

Summa Equity Advisory AS

I joined Summa because I wanted to work in a purpose-driven environment where solving global challenges is on the top of the agenda. Working with companies within the energy sector, I have been exposed to the many challenges society is facing, which has made me increasingly aware of the significant need for rapid change. I am convinced that Summa’s unique investment strategy can generate superior returns in the broader context of people, planet, and profit.

Before joining Summa, I worked as an Investment Banking professional at Morgan Stanley in London, focusing on companies in the energy sector. I hold an MSc in Finance from the Norwegian School of Economics (NHH).

Maria Baker

Executive Assistant

Administration

Norway

Summa Equity Advisory AS

As Executive Assistant at Summa Equity, I support Christian Melby and Martin Gjølme.

Sanna Rolén

Office Manager Oslo

Administration

Norway

Summa Equity Advisory AS

As Office Manager for our Oslo office, my main tasks are to ensure that my colleagues have a frictionless workday and can work as efficiently as possible.

Emma Eriksson

Executive Assistant

Administration

Sweden

Summa Equity AB

As Executive Assistant at Summa Equity, I support Gisle Glück Evensen, Johan P. Holmner, Bertrand Camus, Aurélia Carrère and Gustav Lindberg.

Martin Collin

Senior Tax Manager

Legal

Sweden

Summa Equity AB

Summa’s ability to create value through impact-driven investments was the main driver behind my decision to join Summa. Before joining, I had the opportunity to work with Summa in relation to structuring the funds and various investments, where the competent Summa team truly inspired me.

Before joining Summa, I worked as a tax lawyer at PwC, focusing on fund structuring and M&A. I have a Master of Law from Lund University.

Tuva Greaker

Investment Manager

Investment Team

Norway

Summa Equity Advisory AS

My motivation for joining Summa became apparent early on in my internship (back in 2021), where I got to connect with a purpose-driven and genuine group of people working with a meaningful mandate. It resonates with me that being part of Summa equals recognizing the necessity of a dual goal: addressing complex global challenges through thoughtful investing while simultaneously focusing on economic growth.

Prior to joining Summa Equity permanently, I worked in McKinsey & Company focusing on Private Equity, Tech and Sustainability. I hold a MSc in Finance from the Norwegian School of Economics (NHH). I have also had the privilege to work with non-profit groups like UNICEF.

Gustav Lindberg

Investment Director

Investment Team

Norway

Summa Equity Advisory AS

I believe solving the global challenges of today will require the biggest capital reallocation of our generation and joined Summa to be part of the solution. I firmly believe in Summa’s vision and strategy and am excited to contribute to the journey as part of an amazing team.

Prior to joining Summa, I was a Principal at Blackstone in London. Before Blackstone, I worked at Antin Infrastructure Partners and J.P. Morgan.

Anne Myren

Executive Assistant to Managing Partner & COO

Administration

Norway

Summa Equity Advisory AS

Andrew Marino

Partner

Sweden

Summa Equity AB

I support our investment teams as they partner with entrepreneurs to build great businesses, create value for Summa’s investors and deliver solutions to resource efficiency challenges in their communities and around the world.

The investment and business communities have important roles to play in solving the impact of climate change and other challenges we all face around the world. Summa uses its capital to support great businesses that can deliver outsize value to shareholders and also drive positive impact to society. I am excited to support this mission and be a part of the Summa team.

Prior to joining Summa, I held senior positions with institutions such as Generate Capital and the Carlyle Group. I also spend my time supporting philanthropic activities at Calvert Impact, Climate United and Dartmouth College.

Alex Raksin

Partner

Sweden

Summa Equity AB

As a Partner at Summa Equity, I collaborate with the Circularity team to identify transformative investment opportunities across our sub-themes, craft forward-looking strategies, and drive value creation in our portfolio companies. With a strong focus on impact, our team fosters businesses that address today’s most pressing global challenges, from climate resilience to resource scarcity, while generating financial returns.

Throughout my career, I have worked at the intersection of financial returns and positive social impact, and I am proud to contribute to Summa’s track record of impactful investing. Previously, I held senior roles at Generate Capital, Oaktree Capital, and Starwood Capital.

Meet the Summates