How We Help

Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>

Established sales offices in China and North America and helped acquire several distributors >>

Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>

Completed two key acquisitions that expanded geographic footprint >>

Advised on the company's expansion into mobile and other lines of business >>

Broadened product portfolio into an integrated service assurance offering for mobile backhaul, datacenter and enterprise connectivity >>

Worked with management to position NetWitness as a robust enterprise platform >>

Helped develop strategy for entering new greeting card and book categories >>

Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>

Guided the management team through the IPO process and provided introductions >>

Managed process with acquirer Ingenico, enabling management to stay focused on the business >>

Assisted in evaluating and managing inbound interest from strategic acquirers >>

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 >>

Collaborated with management to expand and optimize the global sales organization >>

Helped optimize sales force and develop the sales operations function to manage global scale >>

Helped build a scalable recruitment function which significantly increased the pace of physician recruitment >>

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 >>

Recruited a Chief Financial Officer and Head of Business Development with significant managed care expertise >>

Built financial controls and improved reporting standards >>

Assisted with the development of world-class financial and KPI reporting >>

Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>

Worked with management to upgrade systems and reporting to public company levels >>

Improved onboarding process for newly acquired facilities and enhanced productivity of referral network >>

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 >>

Worked with management to refine and develop sales strategy to drive new customer acquisitions in additional verticals >>

Helped structure, negotiate and execute multiple credit facilities to help fund acquisition strategy >>

Amended and upsized existing senior credit facility, providing additional capital to support acquisitions >>

Assisted in completing a $325 million high-yield bond offering >>

Summit’s Capital Markets team orchestrated two debt capital financings, providing liquidity to support growth >>