Services on Demand: we are there where and when you need us. As board members, advisors or operational support, we help you:
Build Your Board
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Recruited life sciences entrepreneur Ken Fong, founder of Clontech, to the board
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Recruited Greg Gianforte—founder of RightNow Technologies and SaaS pioneer—to the board
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Recruited former CIO of the Central Intelligence Agency to the board
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Assisted in structuring and staffing board of directors with technology leaders
Expand Geography
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Opened nine offices across the United States, Europe, Australia and India
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Helped grow from a regional U.S. business to a global organization operating in 40+ countries
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Supported company in building low-cost manufacturing facilities in Asia
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Sourced and closed acquisitions that expanded footprint into three more states
Optimize Product Strategy
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Helped fine-tune marketing and business strategies to position company for a potential IPO or sale
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Advised on the company's expansion into mobile and other lines of business
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Advised CTO on product strategy in scaling its cloud-based security business
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Helped position NetWitness as a robust enterprise platform
Prep for Mergers & IPOs
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Positioned company for a strategic M&A or IPO, and helped negotiate the sale of the business
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Supported negotiations with strategic acquirer McAfee
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Guided the management team through the IPO process and provided introductions
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Managed merger with Atlantic Tele-Network, helping Commnet stay focused on the business
Ramp Up Sales Force
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Made customer introductions as NetWitness expanded from government focus to major global accounts
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Optimized sales force by aligning incentives across the global organization
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Helped develop a direct sales strategy and evolve to an open systems platform
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Leveraged Summit's network to make customer introductions, which turned into material revenue
Recruit Top Talent
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Built-out a senior management team with high-caliber talent, including CFO and COO
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Recruited a growth-oriented management team, including a CFO with public company experience
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Helped founders recruit a CEO (Ali Kutay, founder of Weblogic), a CFO, a VP Finance and a VP Sales
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Built a world-class management team including a CFO, VP Marketing and VP Manufacturing
Scale Infrastructure
Streamline Operations
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Helped manage a complex R&D portfolio and focus resources on the highest value activities
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Worked with operations team to develop and execute price adjustments and product sunset recommendations
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Focused the company on maximizing growth in core markets, while exiting less profitable ones
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Collaborated with supply chain team to quantify future capacity needs and establish new processes
Support Acquisitions
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Served as business development team for first three acquisitions
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Assisted in developing a formal corporate development team to pursue acquisition targets
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Identified, evaluated and developed 20+ acquisition opportunities outside the core U.K. market
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Recruited and built a business development team focused on practice acquisition
Tap Capital Markets
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Assisted in completing a $325 million high-yield bond offering
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Optimized debt capital structure to facilitate acquisitions
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Helped expand banking relationships and grow senior credit facility to $400 million
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Helped raise institutional debt, assisting with rating agency process and marketing to investors
Harrison Miller speaks with Andy Jassy, Head of Amazon Web Services, at the Summit CEO Forum
Portfolio Resources
Draw on the expertise of experienced professionals, executives and entrepreneurs to achieve your business goals.
When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies:
- Talent & Recruiting Team works with portfolio companies to identify and recruit high-impact senior executives and board members, and advise on best practices in talent development.
- Capital Markets Team helps portfolio companies structure capital markets transactions to support growth initiatives, providing access to the best execution, pricing and structuring available.
- Executives-in-Residence work closely with Summit investment teams and portfolio companies on sector-specific opportunities and can assist companies in an ongoing capacity through board or leadership roles.
Greg Hartmann, CEO of National Veterinary Associates with Dave Averett
Peak Performance Group
Engage a team with diverse experience in advisory and operational roles across industries and functional areas.
Summit’s Peak Performance Group provides operational and tactical support to our portfolio companies, on-demand and at no cost. When you seek additional support to identify high-impact opportunities across sales, operations and infrastructure, we provide analysis and execution and then help transition newly developed tactics and operating approaches to your team. The Peak Performance Group is on-call, at your request, to help you develop and execute growth acceleration initiatives, including:
- Sales force effectiveness and marketing strategies to drive revenues
- Process efficiency, for either manufacturers or transactional businesses
- Infrastructure scalability to support continued rapid growth of your business
Helping you realize value: our investment history speaks for itself.
Founded in 1984 and currently investing $9.5B+
Investments in 440+ businesses around the world
140+ public offerings, 180+ strategic sales or mergers
