Summit Leadership Partners

Thanksgiving would not be complete without thanking the people who make our jobs so special. Thank you for believing in us and helping Summit Leadership Partners continue to grow and thrive. We are lucky to call you clients, colleagues, partners and friends. We hope you have a wonderful Thanksgiving celebration!

Summit Leadership Partners recently attended and spoke at the Private Equity International (PEI) Operating Partners Forum in New York City. During the conference, our panel had a fantastic discussion on the new thinking behind CEO success, and how to best optimize the partnership between the CEO and the PE firm. As portco goals evolve, their requirements for a CEO will evolve as well. The panel had great insights into how PE firms and the company board can best support the CEO to set them up for success. Read our PEI recap here: https://lnkd.in/e2RV6xnq #PEI2024, #SummitLeadershipPartners, #PrivateEquity, #Leadership, #CEO

With deal activity heating up in Q4, private equity investors are sharpening their focus on the human capital side of deals. As the market evolves, conducting management team assessments earlier—ideally pre-close—has become a key strategy for mitigating risks and driving post-close success, especially when it comes to executing the Value Creation Plan. Our latest blog by Peggy Boyer, Ph.D., “Seeing Through the Sell: Management Team Due Diligence in PE Investments,” explores why these assessments are critical for identifying leadership strengths, addressing red flags, and ensuring alignment to achieve VCP goals. In today’s competitive PE market, understanding the human capital behind the deal isn’t optional—it’s a strategic advantage. Want to learn more? Read the full blog: https://lnkd.in/e35Qph2C #Leadership #HumanCapital #PrivateEquity #DueDiligence #SummitLeadershipPartners

Summit Leadership Partners recently spoke with Chief Executive Group’s Dale Buss on the outlook of Private Equity M&A in 2025. Experts predict a cautiously optimistic rebound in deal activity, driven by narrowing valuation gaps, improved interest rates and stabilizing market conditions. To ensure successful exits, CEOs must prioritize strategic alignment, consistent execution, and having a top team in place.?The health of the management team is the #1 nonfinancial factor driving an investor’s valuation of a company. Founder and CEO Dan Hawkins underscores the importance of clarity and alignment with investors, advising, “Be upfront with your investor about the levers for driving value.” He also stresses decisive leadership, noting, “The first 18 months set the tone for success.” Read more on strategies shaping M&A: https://lnkd.in/eA8ueRGd #Leadership #BusinessStrategy #PrivateEquity #MergersandAcquisitions

Curious about how CEO succession impacts private equity-backed firms nearing exit? Our latest case study dives into the complexities of leadership transitions and their influence on strategic outcomes. See how a seamless succession can drive value at a crucial stage. Read on. https://lnkd.in/emSzfbCB #CEOSuccession #PrivateEquity #Leadership #SummitLeadershipPartners

Exciting times ahead! We just wrapped up an insightful advisory board meeting where we explored our company’s current initiatives, challenges, and aspirations for 2025. Our board members connected with our Senior Leadership Team (SLT) and engaged in strategic discussions on navigating industry shifts, enhancing service offerings, and driving sustainable growth. Their expertise and fresh perspectives will be instrumental in shaping our roadmap for the year ahead. We're energized for what’s to come as we work together toward a transformative 2025! #AdvisoryBoard #2025Vision #Leadership #SummitLeadershipPartners

We would like to thank all our veterans and families for their courage, sacrifice, and dedication to our country. Happy Veterans Day! #happyveteransday #courageousleadership #sacrifice #SummitLeadershipPartners

Summit Leadership Partners recently attended and spoke at the Private Equity International (PEI) Operating Partners Forum in New York City. During the conference, our panel had a fantastic discussion on the new thinking behind CEO success, and how to best optimize the partnership between the CEO and the PE firm. As portco goals evolve, their requirements for a CEO will evolve as well. The panel had great insights into how PE firms and the company board can best support the CEO to set them up for success. ? Read our recap here: https://lnkd.in/e2RV6xnq #PEI2024 #SummitLeadershipPartners #PrivateEquity?#Leadership #CEO

At Summit Leadership Partners, we strongly believe in a culture of celebration, fun, and family. Check out these heartwarming pictures of our Summit team and families celebrating Halloween! #LoveOurTeam #Culture #Fun #SummitLeadershipPartners

Last week, some of our team attended the PEI conference, and it was the perfect chance to connect with a few of our New York team! We’re grateful for a such a fun, talented and dedicated team that makes our culture exceptional.