approach

Decades of Growth and Experience

After forty years of growth investing, we know that category leadership is rare. We have partnered with many of the very best companies and executives in their respective sectors. Today, we seek to apply innovation and continuous improvement to every facet of our firm to better support our current and future portfolio companies.

One Global Strategy

Across geographies and sectors, our team executes a consistent global strategy: one that is focused on powering the growth of great people and great companies and grounded in a foundational belief that profitable growth is the most reliable path to building a durable business and creating long-term value.

Specializing in Three Key Sectors

Our investment team members have built deep domain knowledge, broad networks, and trusted relationships within their sectors of focus. This expertise is further informed by Summit’s long-term commitment to these industries and the perspective gained through investments in more than 550 companies over the last four decades.

Collaborative Partnership

As a minority or majority shareholder, whether we work together to accelerate organic growth or support the creation of an acquisition-driven platform, we seek to structure investments in a manner we believe best supports the goals and growth of each portfolio company, typically investing between $10 and $500 million.

Above all, our focus is on growth — of the companies we back and the executives who lead them.

Driving Growth, Creating Value

As active board members and trusted advisors, and through the engagement of our Peak Performance Group (“PPG”), a purpose-built team that provides free, on-demand support to our portfolio companies, we work tirelessly to accelerate the growth of our portfolio companies. Our approach to value creation is different – designed specifically to provide expertise in areas we believe are critical to promoting profitable growth and building long-term value. Today, our team includes dedicated professionals with deep functional experience in several areas.

Operations

Supporting functional areas of revenue optimization, growth marketing, price optimization and the office of the CFO.

M&A

Supporting the M&A process from opportunity identification and due diligence, to financing and post-merger integration.

Human Capital

Identifying and recruiting high-impact senior executives and board members, advising on human capital strategy.

Technology & Data Science

Assisting software engineering and product management teams with strategy, organizational design and execution, and providing support for infrastructure and corporate IT needs.

Capital Markets

Structuring capital markets transactions to support growth initiatives.

700+
Portfolio company acquisitions completed since 2019
200+
Capital markets transactions completed since 2019
175+
Public offerings since inception
250+
Strategic sales or merger exits since inception

Culture of Innovation and Excellence

Our deeply experienced team includes more than 225 professionals operating across five offices. Like the executives and teams with whom we partner, we strive for excellence, constantly seeking new and innovative ways to support growth.

As an organization, we aim to be the very best place to work for the very best people in our business. We are committed to supporting the growth of the Summit team, investing not just in our portfolio companies, but in our own organization.

Integrating Private and Public Market Experience

At Summit Partners, our private market experience is complemented by the expertise of our public equity team. Our global investment team collaborates closely, sharing domain knowledge and sector-specific insights to enhance our investment and portfolio management processes.