Recruited a senior executive from Kraft to provide crucial supply chain perspective to Board of Directors >>
Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>
Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>
Provided significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>
Supported sale process to Mars Petcare, including strategic negotiation support and financial analysis >>
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 >>
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 >>
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 >>
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 >>
Michael George, CEO of Continuum, with John Carroll
When you partner with Summit, you gain access to specialized resources designed to leverage expertise and experience critical to rapid growth companies.
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.
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.
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.
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
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