How We Help

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

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

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

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

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 >>

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

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

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 >>

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

Supported negotiations with strategic acquirer McAfee >>

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 >>

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 >>

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 >>

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

Built-out a senior management team with high-caliber talent, including CFO and COO >>

Built financial controls and improved reporting standards >>

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

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

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

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 >>

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

Helped develop an accretive acquisition strategy to enter faster growth markets, including photonics/optical networking >>

Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>

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

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 >>