How We Help

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

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 >>

Completed two key acquisitions that expanded geographic footprint >>

Provided strategic guidance in formulating and executing Infor’s SaaS strategy >>

Supported transition to a recurring revenue business model through the development of analytical tools >>

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

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

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

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

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

Supported negotiations with strategic acquirer McAfee >>

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 >>

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 >>

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 >>

Assisted in recruiting a CFO, and heads of e-commerce, analytics, and marketing >>

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 >>

Built financial controls and improved reporting standards >>

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

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

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 >>

Help build repeatable processes for new customer implementations and acquisition integration >>

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 >>

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