Summit Partners

Private Equity And Venture Capital
For Growth Companies

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Preparing for an IPO or Merger

Pull Quote - Preparing for an IPO


You've created a successful company, with competitive products or services and a track record of profitability. Now it's time to consider your options for realizing the value of your business through a public offering or a strategic sale. Summit can help you prepare for your IPO or merger by assisting you in building a strong corporate infrastructure, working toward regulatory compliance, and establishing the sophisticated financial and operating reporting systems that buyers will demand. By leveraging well-established relationships with investment banks, Summit can provide the introductions necessary for a successful event.

Summit portfolio companies have completed 130 public offerings and more than 135 have been acquired through strategic mergers and sales. Since 2000, the total transaction value of portfolio company liquidity events is more than $29 billion.

Here are some examples:

  • Summit worked with Clontech Laboratories Inc. to develop strategies that would help realize the company’s value through either an IPO or merger. As discussions began with bankers in 1999, Becton Dickinson made an offer to buy the company for $200 million.

  • Summit helped SafeBoot Holdings BV upgrade its systems and reporting to public company levels, while recruiting a new independent board member. After achieving 20 consecutive quarters of growth and profitability, SafeBoot was acquired by McAfee, Inc. for $350 million in 2007.
  • By helping optionsXpress Holdings Inc. formalize its management team and processes, Summit enabled the company's infrastructure to handle very rapid growth. Summit provided introductions to key public market players, and optionsXpress (NASDAQ: OXPS) completed its initial public offering at $16.50 per share in 2005.
  • After Summit introduced OPNET Technologies Inc. to top-tier investment banks, the company went public in 2000, completing one of the year’s most notable initial public offerings (NASDAQ: OPNT).

Summit Partners has helped many companies prepare for a premium initial public offering or merger. To learn more, read these case studies:

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