Resources and Strategies for Growth Companies: View Resource Center >
Summit Partners

How We Help

Services on Demand: we are there where and when you need us. As board members, advisors and through our portfolio resource teams, we help you:

Recruited a senior executive from Kraft to provide crucial supply chain perspective to Board of Directors >>

Assisted in establishing a board of directors and formalizing corporate governance >>

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

Helped recruit a board with experience in building acquisition platform companies >>

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

Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>
360T Group

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

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

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

Worked with management to position NetWitness as a robust enterprise platform >>

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

Supported transition to a recurring revenue business model through the development of analytical tools >>

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

Supported negotiations with strategic acquirer McAfee >>

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

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

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

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 >>

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

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 >>

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

Helped build a scalable recruitment function which significantly increased the pace of physician recruitment >>
HealthSun

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

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

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

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

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

Optimized the M&A process, developing a pipeline of high-priority targets and supporting the execution of ten transactions >>

Recruited and built a business development team focused on practice acquisition >>

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

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

Assisted in completing a $325 million high-yield bond offering >>

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

Helped structure, negotiate and execute multiple credit facilities to help fund acquisition strategy >>

Michael George, CEO of Continuum, with John Carroll

Portfolio Resource Teams

When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies.

Peak Performance Group

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 functional expertise across revenue optimization, growth marketing, technology and M&A, the PPG is a free, flexible, on-demand resource that focuses on engagements to improve operational efficiency, grow revenues and strengthen infrastructure.


Talent & Recruiting Team

Our Talent & Recruiting Team works with portfolio companies to identify and recruit high-impact senior executives and board members, advise on best practices in talent development and advance human capital strategy.


Capital Markets Team

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.


Technology & Data Science Team

Our Technology & Data Science Team works with portfolio companies to assist software engineering and product management teams with strategy, organization design, product evaluation, and execution.

Meet Our Portfolio Resource Teams

Executive-in-Residence Program

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

Helping you realize value: our investment history speaks for itself.

37+
Years in
Business
500+
Businesses
Around the World
160+
Public
Offerings
200+
Strategic Sales
& Mergers