Client: (UNDISCLOSED) Patriarch of Large, Private Paper and Forest Products Company

What this Patriarch of Large, Private Paper and Forest Products Company Needed:

The client sought to selectively and strategically acquire collection of timberland assets in the U.S. South to place and preserve capital for investment diversification purposes – and possibly to pursue associated business opportunities relating to his core business interests.

Our Role:

Develop and execute a strategy based on a ‘blended’ compensation structure and long term management agreement.

What We Did:

  • Utilized extensive contacts in forest landowning community to identify, target and evaluate prospective acquisitions.
  • Successfully negotiated purchases that met client’s investment parameters
  • Developed and executed forest-level operating plans
  • Provided ongoing management oversight of forestry operations and asset monetization efforts (timber, land, recreation, conservation values).


Client acquired lands Summit sourced and analyzed and maintains an ongoing relationship with Summit, which continues to provide a variety of land acquisition and management services.