Infor

Business application software
Invested in
2012
Status

Acquired by Golden Gate Capital and Koch Equity Development 2018

Location
New York, NY
Sector
Technology
Sector
Growth Products & Services

"Summit provided valuable insight as we executed on our SaaS strategy to deliver mission-critical, industry applications in the cloud. We are grateful for their partnership, guidance and support."

Charles Phillips
Former CEO
|
Infor
13,000+

Customers added during Summit’s investment period from 2012-2017

3,000

Employees added

$2B+

Investment from Koch Industries in 2017

13,000+

Customers added during Summit’s investment period from 2012-2017

3,000

Employees added

$2B+

Investment from Koch Industries in 2017

Formed in 2002, Infor is one of the world’s largest providers of enterprise application software to large and mid-sized companies across numerous industry sectors. The company’s highly targeted vertical software automates and integrates critical business processes, helping customers to better manage their suppliers, partners, customers and employees. Summit originally invested in Infor in 2003 and 2004 when Infor acquired two of Summit’s prior portfolio companies. Several years later, with a new and talented management team in place led by CEO Charles Phillips, Infor was poised to extend its leadership position in vertical-specific business applications while transitioning its offerings to the cloud. Based on our long-standing relationship with the company, Summit had the opportunity to complete a new and larger equity investment, and Infor chose to partner with Summit again in 2012.

How Summit Partners Helped

  • Partnered with Golden Gate Capital to recapitalize Infor in 2012, in support of the company’s merger with Lawson Software to create one of the largest enterprise software companies in the world
  • Engaged Summit’s Capital Markets team to support the 2012 recapitalization, helping to strengthen the balance sheet
  • Worked closely with management to source and evaluate several acquisition opportunities to broaden product reach and capabilities. Between 2012 and 2017, Infor completed nine strategic acquisitions, including GT Nexus, the world’s largest cloud-based global commerce platform.
  • Assisted in recruiting executive management including a CFO and senior sales leaders
  • Provided strategic guidance in formulating and executing Infor’s SaaS strategy. By 2017, more than half of Infor’s software revenues were derived from its cloud applications.

At the time of Summit’s exit, Infor employed more than 16,000 people and served over 90,000 customers worldwide. Its leading business applications continue to drive digital transformations across industries.

The Portfolio Company Executive quoted herein did not receive compensation for any statements regarding Summit Partners. However, since Infor is a former portfolio company of Summit, this individual did receive general compensation in connection with his employment by the company. In addition, this individual is not an investor in a Summit fund but may have conflicts arising from his past role with Infor due to the company’s relationship with Summit.

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