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 >>

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

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 >>

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

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

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

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

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

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

Supported negotiations with strategic acquirer McAfee >>

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 >>

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

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

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

Recruited a Chief Financial Officer and Head of Business Development with significant managed care expertise >>

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

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

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

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

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 develop an M&A strategy to broaden product suite and strengthen market position >>

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

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

Improved onboarding process for newly acquired facilities and enhanced productivity of referral network >>

Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>

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

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

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