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Completed two key acquisitions that expanded geographic footprint >>

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

Helped grow from a regional U.S. business to a global organization operating in 40+ countries >>

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

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

Advised CTO on product strategy in scaling its cloud-based security business >>

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

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

Coordinated the preparation of IPO and four subsequent debt and equity financing transactions >>

Provided significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>

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

Helped in selection of investment bankers for IPO, and counseled on merger negotiations >>

Made customer introductions as NetWitness expanded from government focus to major global accounts >>

Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>

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

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

Worked closely with founders to scale organization, helping to recruit a CEO, CMO, CFO, CTO and CRO >>

Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>

Built-out a senior management team with high-caliber talent, including CFO and COO >>

Helped scale organization through key hires including SVP Sales, SVP Marketing and VP Operations >>

Established the corporate infrastructure necessary to create an acquisition and growth platform >>

Helped implement comprehensive systems and controls to strengthen the company’s financial reporting >>

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

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

Optimized the M&A process, developing a pipeline of high-priority targets and supporting the execution of ten transactions >>

Recruited and built a business development team focused on practice acquisition >>

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 >>

Assisted in raising a $100 million revolving credit line to facilitate the company’s acquisition pace >>

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