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
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Recruited life sciences entrepreneur Ken Fong, founder of Clontech, to the board
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Assisted in structuring and staffing board of directors with technology leaders
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Helped recruit a board with experience in building acquisition platform companies
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Recruited former CIO of the Central Intelligence Agency to the board
Expand Geography
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Established sales offices in China and North America and helped acquire several distributors
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Opened nine offices across the United States, Europe, Australia and India
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Helped grow from a regional U.S. business to a global organization operating in 40+ countries
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Supported company in building low-cost manufacturing facilities in Asia
Optimize Product Strategy
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Helped develop strategy for entering new greeting card and book categories
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Advised on the company's expansion into mobile and other lines of business
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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
Prep for Mergers & IPOs
Ramp Up Sales Force
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Leveraged Summit's network to make customer introductions, which turned into material revenue
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Advised on compensation, quotas, hierarchy and metrics to help scale inside sales organization
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Made customer introductions as NetWitness expanded from government focus to major global accounts
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Helped develop a direct sales strategy and evolve to an open systems platform
Recruit Top Talent
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Assisted in recruiting a CFO, and heads of e-commerce, analytics, and marketing
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Recruited a growth-oriented management team, including a CFO with public company experience
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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
Scale Infrastructure
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Worked with management to upgrade systems and reporting to public company levels
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Worked with management to strengthen corporate infrastructure and financial reporting
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Provided significant support on rapid scaling of organization
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Assisted with the development of world-class financial and KPI reporting
Streamline Operations
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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
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Worked with operations team to develop and execute price adjustments and product sunset recommendations
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Focused the company on maximizing growth in core markets, while exiting less profitable ones
Support Acquisitions
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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
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Identified, evaluated and developed 20+ acquisition opportunities outside the core U.K. market
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Served as business development team for first three acquisitions
Tap Capital Markets
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Led several bank financings to facilitate a successful acquisition strategy
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Helped expand banking relationships and grow senior credit facility to $400 million
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Amended and upsized existing senior credit facility, providing additional capital to support acquisitions
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Helped raise institutional debt, assisting with rating agency process and marketing to investors
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
