How We Help

Recruited life sciences entrepreneur Ken Fong, founder of Clontech, to the board

Helped recruit a board with experience in building acquisition platform companies

Built a board of directors composed of technology industry veterans

Assisted in structuring and staffing board of directors with technology leaders

Completed two key acquisitions that expanded geographic footprint

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

Supported company in building low-cost manufacturing facilities in Asia

Established sales offices in China and North America and helped acquire several distributors

Helped position NetWitness as a robust enterprise platform

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

Helped develop strategy for entering new greeting card and book categories

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

Managed process with acquirer Ingenico, enabling management to stay focused on the business

Provided tactial support in preparation for successful roadshow

Managed merger with Atlantic Tele-Network, helping Commnet stay focused on the business

Positioned company for a strategic M&A or IPO, and helped negotiate the sale of the business

Optimized sales force by aligning incentives across the global organization

Leveraged Summit's network to make customer introductions, which turned into material revenue

Made customer introductions as NetWitness expanded from government focus to major global accounts

Advised on compensation, quotas, hierarchy and metrics to help scale inside sales organization

Built a world-class management team including a CFO, VP Marketing and VP Manufacturing

Assisted in recruiting a CFO, and heads of e-commerce, analytics, and marketing

Helped founders recruit a CEO (Ali Kutay, founder of Weblogic), a CFO, a VP Finance and a VP Sales

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

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

Worked with management to strengthen corporate infrastructure and financial reporting

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

Built financial controls and improved reporting standards

Helped manage a complex R&D portfolio and focus resources on the highest value activities

Focused the company on maximizing growth in core markets, while exiting less profitable ones

Worked with operations team to develop and execute price adjustments and product sunset recommendations

Collaborated with supply chain team to quantify future capacity needs and establish new processes

Sourced and evaluated dozens of domestic and international acquisitions

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

Recruited and built a business development team focused on practice acquisition

Served as business development team for first three acquisitions

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

Helped expand banking relationships and grow senior credit facility to $400 million

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

Led several bank financings to facilitate a successful acquisition strategy