How We Help
Services on Demand: we are there where and when you need us. As board members, advisors or operational support, we help you:
Build Your Board
Expand Geography
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Completed two key acquisitions that expanded geographic footprint
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Sourced and closed acquisitions that expanded footprint into three more states
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Helped grow from a regional U.S. business to a global organization operating in 40+ countries
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Opened nine offices across the United States, Europe, Australia and India
Optimize Product Strategy
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Helped fine-tune marketing and business strategies to position company for a potential IPO or sale
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Advised CTO on product strategy in scaling its cloud-based security business
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Helped position NetWitness as a robust enterprise platform
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Advised on the company's expansion into mobile and other lines of business
Prep for Mergers & IPOs
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Helped in selection of investment bankers for IPO, and counseled on merger negotiations
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Managed merger with Atlantic Tele-Network, helping Commnet stay focused on the business
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Advised CEO on inbound M&A discussions to achieve best outcome for the company
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Provided tactial support in preparation for successful roadshow
Ramp Up Sales Force
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Helped develop a direct sales strategy and evolve to an open systems platform
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Optimized sales force by aligning incentives across the global organization
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Made customer introductions as NetWitness expanded from government focus to major global accounts
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Advised on compensation, quotas, hierarchy and metrics to help scale inside sales organization
Recruit Top Talent
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Built-out a senior management team with high-caliber talent, including CFO and COO
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Built a world-class management team including a CFO, VP Marketing and VP Manufacturing
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Helped founders recruit a CEO (Ali Kutay, founder of Weblogic), a CFO, a VP Finance and a VP Sales
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Recruited a growth-oriented management team, including a CFO with public company experience
Scale Infrastructure
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Established the corporate infrastructure necessary to create an acquisition and growth platform
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Assisted with the development of world-class financial and KPI reporting
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Provided significant support on rapid scaling of organization
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Worked with management to strengthen corporate infrastructure and financial reporting
Streamline Operations
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Focused the company on maximizing growth in core markets, while exiting less profitable ones
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Worked with operations team to develop and execute price adjustments and product sunset recommendations
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Collaborated with supply chain team to quantify future capacity needs and establish new processes
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Helped manage a complex R&D portfolio and focus resources on the highest value activities
Support Acquisitions
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Sourced and evaluated dozens of domestic and international acquisitions
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Identified, evaluated and developed 20+ acquisition opportunities outside the core U.K. market
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Recruited and built a business development team focused on practice acquisition
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Assisted in developing a formal corporate development team to pursue acquisition targets
Tap Capital Markets
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Assisted in completing a $325 million high-yield bond offering
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Optimized debt capital structure to facilitate acquisitions
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Amended and upsized existing senior credit facility, providing additional capital to support acquisitions
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Led several bank financings to facilitate a successful acquisition strategy
Michael George, CEO of Continuum, with John Carroll
Portfolio Resources
Draw on the expertise of experienced professionals, executives and entrepreneurs to achieve your business goals.
When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies:
- 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.
- Capital Markets Team helps portfolio companies structure capital markets transactions to support growth initiatives, providing access to the best execution, pricing and structuring available.
- 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
Peak Performance Group
Engage a team with diverse experience in advisory and operational roles across industries and functional areas.
Summit’s Peak Performance Group provides operational and tactical support to our portfolio companies, on-demand and at no cost. When you seek additional support to identify high-impact opportunities across sales, operations and infrastructure, we provide analysis and execution and then help transition newly developed tactics and operating approaches to your team. The Peak Performance Group is on-call, at your request, to help you develop and execute growth acceleration initiatives, including:
- Sales force effectiveness and marketing strategies to drive revenues
- Process efficiency, for either manufacturers or transactional businesses
- Infrastructure scalability to support continued rapid growth of your business
Helping you realize value: our investment history speaks for itself.
Founded in 1984 and currently managing $14B+
Investments in 475+ businesses around the world
140+ public offerings, 190+ strategic sales or mergers
