Expansion

Pre-Transaction:

In the world of mergers, acquisitions and industry consolidation, a company needs an advisor with a proven track record and the appropriate expertise to identify opportunities and potential pitfalls of a transaction. The team at Summit Group Partners has executed over 50 transactions including a SPAC with total transaction value in excess of $2.0 billion. The team has worked with and for publically-traded, privately-held and private equity-sponsored companies. In every case, our merger and acquisition advisors work closely with management and investors to understand the unique requirements of each transaction, identify and evaluate opportunities through the due diligence process and assist with final deal point negotiations. Our advisors will help accelerate the process, maintain a focused approached and ultimately keep the deal on track.


Post Transaction:

A key aspect of any successful transaction is the integration of the functional aspects of each business acquired as well as the cultural integration. A successful integration takes patience, empathy, coaching and an effective plan. The principals at Summit Group Partners have supported the successful integration of over 20 acquisitions and mergers. Our role includes planning and developing synergies and accelerating the cultural integration of the newly acquired entity after the transaction is completed. It is common for transactions to disintegrate due to poor planning and cultural differences. Summit Group Partners offers experience and expertise that leads the execution of the integration process for various business components through engaging both organizations at all levels. This process of inclusion during the integration will have the benefits of accelerating the realization of planned synergies and bring together separate businesses into a single and stronger culture.

 

M&A Advisory

Planning
Opportunity Identification
Due Diligence
Financial modeling
Facilitate the negotiations
Development of Transition Building Blocks
& Integration Plan
Transaction Closing
Post-Closing Integration
 

Summit Group Blog

 

posted by Aimee Miller on Tuesday, 03 April 2012

Kevin Lombardo has been appointed as interim CEO by the Hopi Tribe Economic Development Corporation (HTEDC) in Flagstaff, AZ.

posted by Aimee Miller on Monday, 05 March 2012

Guest Blogger Jeff Trump discusses the concept of continuous improvement, which he believes should be thriving in every organization. Read real life examples in practice.