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 >>

Completed two key acquisitions that expanded geographic footprint >>

Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>

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

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

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

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

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

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

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

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 >>

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

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 >>

Assisted in building out the senior management team, including recruiting an experienced CFO >>

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

Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>

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

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

Built financial controls and improved reporting standards >>

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

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 >>

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

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

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

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

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

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