Recruited John Ritchie – a CFO with extensive public company experience – to the Board of Directors >>
Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>
Provided significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>
Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>
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 build a scalable recruitment function which significantly increased the pace of physician recruitment >>
Recruited a Chief Financial Officer and Head of Business Development with significant managed care expertise >>
Worked closely with founders to scale organization, helping to recruit a CEO, CMO, CFO, CTO and CRO >>
Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>
Helped management develop and deploy a post-merger “playbook” to optimize integration of acquisitions >>
Worked with management to develop an M&A strategy to broaden product suite and strengthen market position >>
Amended and upsized existing senior credit facility, providing additional capital to support acquisitions >>
Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>
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