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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:

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

Recruited former CIO of the Central Intelligence Agency to the board >>

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

Helped to build an independent board of directors, recruiting two experienced Medicare Advantage executives >>

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 >>
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 >>

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

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

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

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

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

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

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

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

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

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 >>

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

Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>

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

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

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

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 >>

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

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 >>

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

Amended and upsized existing senior credit facility, providing additional capital to support acquisitions >>

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

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

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

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.

38+
Years in
Business
550+
Businesses
Around the World
175+
Public
Offerings
200+
Strategic Sales
& Mergers