How We Help

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

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 >>

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

Helped develop strategy for entering new greeting card and book categories >>

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

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

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

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

Helped in selection of investment bankers for IPO, and counseled on merger negotiations >>

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

Coordinated the preparation of IPO and four subsequent debt and equity financing transactions >>

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

Made customer introductions as NetWitness expanded from government focus to major global accounts >>

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

Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>

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

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

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

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 >>

Worked with management to formulate M&A strategy, assisting in sourcing, diligencing and financing >>

Worked with management to refine and develop sales strategy to drive new customer acquisitions in additional verticals >>

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 >>

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 >>

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

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