Recruited John Ritchie – a CFO with extensive public company experience – to the Board of Directors >>
Helped to build an independent board of directors, recruiting two experienced Medicare Advantage executives >>
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 >>
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 >>
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 >>
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 >>
Michael George, CEO of Continuum, with John Carroll
When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies.
The Peak Performance Group (PPG) works collaboratively with management teams to identify and execute growth initiatives that build long-term value. An experienced team with deep operational and technology expertise, the PPG is a free, flexible, on-demand resource that focuses on engagements to improve operational efficiency, grow revenues and strengthen infrastructure.
Our Talent & Recruiting Team works with portfolio companies to identify and recruit high-impact senior executives and board members, and advise on best practices in talent development.
The Capital Markets Team helps portfolio companies structure capital markets transactions to support growth initiatives, providing access to the best execution, pricing and structuring available.Meet Our Portfolio Resource Teams
Executives-in-Residence work closely with Summit investment teams and portfolio companies on sector-specific opportunities and can assist companies in an ongoing capacity through board or leadership roles.
Greg Hartmann, CEO of National Veterinary Associates with Dave Averett