Recruited John Ritchie – a CFO with extensive public company experience – to the Board of Directors >>
Helped to build an independent board of directors, recruiting two experienced Medicare Advantage executives >>
Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>
Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>
Broadened product portfolio into an integrated service assurance offering for mobile backhaul, datacenter and enterprise connectivity >>
Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>
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 >>
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 >>
Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>
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 >>
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 >>
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.
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Greg Hartmann, CEO of National Veterinary Associates with Dave Averett