How We Help

Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>

Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>

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

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

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

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

Broadened product portfolio into an integrated service assurance offering for mobile backhaul, datacenter and enterprise connectivity >>

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

Guided the management team through the IPO process and provided introductions >>

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

Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>

Supported sale process to Mars Petcare, including strategic negotiation support and financial analysis >>

Helped optimize sales force and develop the sales operations function to manage global scale >>

Collaborated with management to expand and optimize the global sales organization >>

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 >>

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

Worked closely with founders to scale organization, helping to recruit a CEO, CMO, CFO, CTO and CRO >>

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

Helped scale organization through key hires including SVP Sales, SVP Marketing and VP Operations >>

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

Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>

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

Built financial controls and improved reporting standards >>

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

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

Help build repeatable processes for new customer implementations and acquisition integration >>

Improved onboarding process for newly acquired facilities and enhanced productivity of referral network >>

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 >>

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

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