How We Help

Completed two key acquisitions that expanded geographic footprint >>

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

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

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

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 >>

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

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

Assisted in evaluating and managing inbound interest from strategic acquirers >>

Provided significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>

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

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

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 >>

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

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

Assisted in building out the senior management team, including recruiting an experienced CFO >>

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

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

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

Built financial controls and improved reporting standards >>

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

Worked with management to develop an M&A strategy to broaden product suite and strengthen market position >>

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 >>

Worked with management to refine and develop sales strategy to drive new customer acquisitions in additional verticals >>

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

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

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

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