Supported transition to a recurring revenue business model through the development of analytical tools >>
Broadened product portfolio into an integrated service assurance offering for mobile backhaul, datacenter and enterprise connectivity >>
Provided significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>
Made customer introductions as NetWitness expanded from government focus to major global accounts >>
Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>
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 >>
Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>
Helped implement comprehensive systems and controls to strengthen the company’s financial reporting >>
Worked with management to refine and develop sales strategy to drive new customer acquisitions in additional verticals >>
Improved onboarding process for newly acquired facilities and enhanced productivity of referral network >>
Helped management develop and deploy a post-merger “playbook” to optimize integration of acquisitions >>
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 >>
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