How We Help

Opened nine offices across the United States, Europe, Australia and India >>

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 >>

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

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

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

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

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

Assisted in evaluating and managing inbound interest from strategic acquirers >>

Managed process with acquirer Ingenico, enabling management to stay focused on the business >>

Supported sale process to Mars Petcare, including strategic negotiation support and financial analysis >>

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

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

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

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

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 >>

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

Helped build a scalable recruitment function which significantly increased the pace of physician recruitment >>

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

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

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

Identified, evaluated and developed 20+ acquisition opportunities outside the core U.K. market >>

Helped management develop and deploy a post-merger “playbook” to optimize integration of acquisitions >>

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

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

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

Helped raise institutional debt, assisting with rating agency process and marketing to investors >>

Amended and upsized existing senior credit facility, providing additional capital to support acquisitions >>

Summit’s Capital Markets team orchestrated two debt capital financings, providing liquidity to support growth >>