We’ll listen carefully to your plans and ask questions to make sure we understand your needs and objectives. Then we’ll give you an action plan, detailing the information that we’ll need to gather to value your company, along with a step-by-step summary of the process. If you are a seller, we’ll create a detailed, sanitized offering memorandum for prospective purchasers. If you are on the buying side, we’ll identify target companies that meet your specific criteria. Summit Partners identifies qualified leads and thoroughly vets each buying or selling prospect before getting you involved. We handle negotiations on your behalf and, typically, take you to closing.
At Summit Partners, we customize our services based on the needs of our clients. Before we begin, Summit Partners ensures confidentiality with a Non-Circumvention/Non-Disclosure Agreement.