Summa Equity

What is Summa Equity?

Summa Equity is a private equity firm based in Stockholm, Sweden, with an additional office in Oslo, Norway.

Founded in 2016, the firm operates with a thematic investment strategy, focusing on sectors influenced by megatrends.

Their core investment themes are Resource Efficiency, Changing Demographics, and Tech-Enabled Transformation. Summa Equity believes these areas are bolstered by global challenges which present opportunities for growth, innovation, and impact.

Their approach to Resource Efficiency emphasizes businesses that optimize the use of natural resources amid growing populations and resource depletion. The Changing Demographics theme invests in companies that respond to societal shifts, such as aging populations, urbanization, and migration.

The Tech-Enabled Transformation theme concentrates on leveraging technology, big data, artificial intelligence, and digitization to devise solutions for societal challenges. With approximately 80 employees, Summa Equity has raised about EUR 4 billion across its three funds and has made 33 investments, focusing on the mid-cap market.

Through active ownership, they partner with portfolio companies to accelerate growth and create positive, sustainable impact. The sectors they invest in include Software, IT & TMT, Education, FinTech & Financial Services, Hardware & Manufacturing, A.I. & Big Data, and Mobile. They aim to develop future-proof companies and achieve sustainable financial outperformance.

Additionally, Summa Equity operates the Summa Foundation and focuses on responsible investing that aligns with solving global challenges.