Financial, Industry & Policy Advisory

World-Class Research Skills

Summit Ridge Group professionals have world-class financial research expertise, experience on both the sell-side and the buy-side, and have won numerous prestigious awards for their research skills. These awards include the multiple Institutional Investor “All American” rankings, a #1 ranking by the Greenwich Poll of institutional investors, and the Wall Street Journal’s “Best on the Street” rankings. These research awards are a testament to our ability to understand the perspective of institutional investors and their expectations from third-party research providers. In particular, these research awards were largely due to a reputation for independent thinking and a willingness to follow the data even if it meant challenging the commonly accepted assumptions.

Summit Ridge Group also brings diverse functional perspectives – from M&A to capital markets – and deep industry expertise in the telecom, media, and satellite sectors to projects. This unique multi-layered approach is rarely found within consulting firms of any size and yields optimal results for our clients. To ensure consistent top-quality services, we only work on projects where clients are seeking significant insights and when we can add material value within our core areas of expertise.

Deep Industry Knowledge

Our deep industry knowledge allows us to quickly get up to speed and provide cutting-edge insights. As we are also well-connected to other participants in the industry – at all levels and functions. As such, we are able, as legally and ethically appropriate, to find industry experts to informally answer the remaining industry questions we might need to resolve in order to deliver a first-class product to our clients.

Public Policy Expertise

Summit Ridge Group professionals stay abreast of public policy issues and related agency and legislative trends that impact the communications sector. We have deep contacts with leading policy analysts at a range of institutions including academia, law firms, think tanks, and government agencies. Our team is experienced at custom analysis for clients and writing white papers suitable for publication. We are also available for legislative outreach services as appropriate.

Broad Experience Across Functions

Summit Ridge Group offers financial consulting to companies and investors in the communications sector. In addition to our in-depth sector knowledge, we have broad functional experience across equity research, investment banking, consulting, and regulatory issues.


Our team's broad functional background enables us to handle a range of assignments that often fall between the cracks of the expertise of major investment banks, consulting firms, research companies, and law firms. This combination fills the gap between traditional investment banking, research, legal, and consulting service providers and yields optimal results for our clients in a single firm solution. Examples of consulting work include strategy consulting, forensic financial analysis, market research projects, project viability analysis, performance improvement, and other assignments.

Additional information about our expertise is available on our expertise page and blog. Contact us to discuss additional details about our financial consulting experience and how these might be relevant to your particular situation.

Capital Market Expertise

Our experience working with leading public market investors at top investment banks gives us a sophisticated understanding of capital markets issues, as well as insight into the assessment institutional investors are likely to have on a particular situation. We are able to incorporate these perspectives into our custom research to create a truly differentiated service.

Scalable Projects

We are available for projects ranging from a phone consultation billed on an hourly basis to a detailed report and presentation to the client’s board of directors. We are small enough to provide senior-level expertise to every client matter but large enough to have the resources to perform first-rate work on large sensitive matters. Please contact us to discuss how we can meet your custom research needs. We work with Coleman Research and Gerson Lehrman Group for phone consultations. To arrange a phone call on an hourly basis, please contact your Gerson Lehrman Group representative.