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 >>
Supported transition to a recurring revenue business model through the development of analytical tools >>
Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>
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 >>
Recruited a Chief Financial Officer and Head of Business Development with significant managed care expertise >>
Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>
Helped management develop and deploy a post-merger “playbook” to optimize integration of acquisitions >>
Helped develop an accretive acquisition strategy to enter faster growth markets, including photonics/optical networking >>
Worked with management to formulate M&A strategy, assisting in sourcing, diligencing and financing >>
Summit’s Capital Markets team orchestrated two debt capital financings, providing liquidity to support growth >>
Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>
Assisted in raising a $100 million revolving credit line to facilitate the company’s acquisition pace >>
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