How We Help

Established sales offices in China and North America and helped acquire several distributors >>

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

Completed two key acquisitions that expanded geographic footprint >>

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

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

Worked with management to position NetWitness as a robust enterprise platform >>

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

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

Supported negotiations with strategic acquirer McAfee >>

Coordinated the preparation of IPO and four subsequent debt and equity financing transactions >>

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

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

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 >>

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

Built-out a senior management team with high-caliber talent, including CFO and COO >>

Helped implement comprehensive systems and controls to strengthen the company’s financial reporting >>

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

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

Built financial controls and improved reporting standards >>

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 >>

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

Helped develop an accretive acquisition strategy to enter faster growth markets, including photonics/optical networking >>

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 >>