How We Help

Services on Demand: we are there where and when you need us. As board members, advisors and through our portfolio resource teams, we help you:

Michael George, CEO of Continuum, with John Carroll

Portfolio Resource Teams

When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies.

Peak Performance Group

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 functional expertise across revenue optimization, growth marketing, technology and M&A, the PPG is a free, flexible, on-demand resource that focuses on engagements to improve operational efficiency, grow revenues and strengthen infrastructure.


Talent & Recruiting Team

Our Talent & Recruiting Team works with portfolio companies to identify and recruit high-impact senior executives and board members, advise on best practices in talent development and advance human capital strategy.


Capital Markets Team

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.


Technology & Data Science Team

Our Technology & Data Science Team works with portfolio companies to assist software engineering and product management teams with strategy, organization design, product evaluation, and execution.

Meet Our Portfolio Resource Teams

Executive-in-Residence Program

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

Helping you realize value: our investment history speaks for itself.

39+
Years in
Business
550+
Businesses
Around the World
175+
Public
Offerings
200+
Strategic Sales
& Mergers