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

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

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 >>

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

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

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

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

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 >>

Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>

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

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 >>

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

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

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

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

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

Built financial controls and improved reporting standards >>

Worked with management to refine and develop sales strategy to drive new customer acquisitions in additional verticals >>

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 >>

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

Assisted in raising a $100 million revolving credit line to facilitate the company’s acquisition pace >>

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 >>

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