Recruited John Ritchie – a CFO with extensive public company experience – to the Board of Directors >>
Supported transition to a recurring revenue business model through the development of analytical tools >>
Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>
Made customer introductions as NetWitness expanded from government focus to major global accounts >>
Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>
Worked closely with founders to scale organization, helping to recruit a CEO, CMO, CFO, CTO and CRO >>
Helped implement comprehensive systems and controls to strengthen the company’s financial reporting >>
Worked with management to formulate M&A strategy, assisting in sourcing, diligencing and financing >>
Optimized the M&A process, developing a pipeline of high-priority targets and supporting the execution of ten transactions >>
Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>
Summit’s Capital Markets team orchestrated two debt capital financings, providing liquidity to support growth >>
Michael George, CEO of Continuum, with John Carroll
When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies.
The Peak Performance Group (PPG) works collaboratively with management teams to identify and execute growth initiatives that build long-term value. An experienced team with deep operational and technology expertise, the PPG is a free, flexible, on-demand resource that focuses on engagements to improve operational efficiency, grow revenues and strengthen infrastructure.
Our 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.
The Capital Markets Team helps portfolio companies structure capital markets transactions to support growth initiatives, providing access to the best execution, pricing and structuring available.Meet Our Portfolio Resource Teams
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