How We Help

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

Completed two key acquisitions that expanded geographic footprint >>

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

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

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

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

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

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

Supported negotiations with strategic acquirer McAfee >>

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

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

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

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 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 >>

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

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

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

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

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

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

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

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

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

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

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 >>

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

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

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

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