Supporting Your Growth

Matthias joined Summit Partners in 2015 and focuses primarily on the technology sector in Europe. His current board and investment experience includes Elatec, FNZ, Lingoda and Market Logic.

Matthias' previous board and investment experience includes Appway (acquired by FNZ), ProGlove (acquired by Nordic Capital), Signavio (acquired by SAP) and zahneins (acquired by PAI Partners).

Prior to Summit, Matthias was a Managing Director with H.I.G. Capital Europe, where he focused on investments in the technology and business services sectors. While at H.I.G., his directorships included: FNZ Ltd, Duales System Deutschland, Fibercore Ltd, AR Metalizing, International Schools of Europe, The Engine Group and VNU Media. Matthias began his career with Apax Partners and General Atlantic Partners.

Matthias holds an MBA from Mannheim University and a Doctorate in Business Administration from Karl Franzens University. He is a German national and speaks German and English.

Dave joined Summit Partners in 2010. As the head of Summit’s Peak Performance Group (PPG), Dave works with management teams to identify and execute growth strategies that build long-term value. He oversees day-to-day management of PPG engagements across all geographies.

Prior to Summit, Dave held operational and strategic leadership roles at a variety of companies, including Immco Diagnostics (acquired by Trinity Biotech in 2013) and George Group (acquired by Accenture in 2007). He holds a BS in mathematical sciences from the U.S. Military Academy at West Point and an MBA from Goizueta Business School, Emory University.

Dave has partnered with numerous portfolio companies on growth acceleration initiatives. Representative engagements include:

• Sales force expansion and optimization for online payment services company
• Manufacturing and supply chain improvement for a radio frequency semiconductors and components company
• Supply chain optimization for a broadband wireless network provider
• New product evaluation and introduction to drive same-store sales growth for a network of hospitals

Dave has been a competitive rugby player for more than 20 years and has served in a variety of leadership roles within the governance structure of these 501(c)(3) organizations. His experience includes helping teams raise and manage funds and coordinate volunteer efforts to give back to the communities where they reside.

Greg cofounded Summit Partners in 1984. During his tenure at Summit, Greg was a Managing Director until 2000, a member of Summit’s Board of Managers until 2005, a Senior Advisor until 2017, and a board director of many public and private companies.

Greg's past directorships include Digital Link Corporation (NASDAQ: DLNK), IMPAC Medical Systems (NASDAQ: IMPC), Integrated Systems (NASDAQ: INTS), NxTrend Technology (acquired by Infor Global Solutions), Powerwave Technologies (NASDAQ: PWAV), RightNow Technologies (NASDAQ: RNOW, later acquired by Oracle), Splash Technology Holdings (NASDAQ: SPLH, later acquired by Electronics for Imaging) and TGV Software (acquired by Cisco Systems).

Prior to Summit, Greg worked for McDonald & Company and Goldman, Sachs & Co. He holds a BA in political economy from Williams College and an MBA from Harvard Business School.

Joe focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Joe worked in the Healthcare Investment Banking group at Jefferies. Previously, he worked in the Healthcare M&A group at Duff & Phelps. He holds a BA in history, with honors, from Dartmouth College.

Darren joined Summit Partners in 2013 and focuses primarily on the healthcare & life sciences sector. His current board directorships include Earned Wealth, Fortis Life Sciences, InnovaCare Partners, Leon Medical Centers, LifeStance Health (NASDAQ: LFST), Paradigm Outcomes, PharmScript, Sound Physicians, TurningPoint Healthcare Solutions, US Health Partners, U.S. Renal Care, VaxCare and Veranex.

Darren's previous board and investment experience includes Abode Healthcare (acquired by BrightSpring Health Services), ABILITY Network (acquired by Inovalon), Advance Health (acquired by New Mountain Capital), DMG Practice Management Solutions (acquired by Ares Management) and HealthSun (acquired by Anthem).

Prior to Summit, Darren was a Managing Partner with SV Life Sciences, where he focused on healthcare services, healthcare information technology and pharmaceutical services. Prior to SV Life Sciences, Darren was Cofounder and President of two companies—ClinCare and PharmaStar. Previously, he was a healthcare consultant for Accenture.

Darren holds an AB in government from Harvard College and an MBA from the Wharton School of the University of Pennsylvania. He serves on the board of directors for Beth Israel Deaconess Medical Center and Combined Jewish Philanthropies.

Chris is a Principal on the Growth Products & Services team in Europe. His board and investment experience includes CERTANIA, Doctrine, Energy Aspects, GRESB, Normec (acquired by Astorg), OnRobot, ProGlove (acquired by Nordic Capital) and Sipartech (acquired by Blackstone).

Prior to Summit, Chris worked in M&A advisory at J.P. Morgan. He holds a BCom in economics, with high honors, from the University of Toronto and an MSc in finance, with distinction, from HEC Paris. Chris is a dual French and British citizen, and is bilingual in French and English.

Kurt Brimberry is member of Summit Partners’ Peak Performance Group and works with portfolio company management teams to help identify and execute growth strategies that build long-term value. Most frequently, he collaborates with portfolio companies to help expand and achieve greater ROI from digital transformation initiatives.

Prior to Summit, Kurt worked for the Harvey Performance Company where he implemented a number of enterprise technology systems and held a variety of sales and business analytics roles. Previously, he worked as a financial data specialist for ByAllAccounts, a financial data consolidation platform. Kurt holds a BA in managerial economics from Union College.

Ena is a member of Summit’s Investor Relations team and supports the firm’s relationships with its Limited Partners in Europe, Middle East and Asia.

Ena holds a BS, first class honors, in economics with a minor in finance and banking from the University of Buckingham and Sarajevo School of Science and Technology. She also holds an MSc, with distinction, in banking and finance from St Andrews University. Ena is a Bosnian national and speaks Bosnian/Croatian/Serbian and English.

Steve is a member of Summit’s Peak Performance Group and works with management teams to help identify and execute growth strategies that build long-term value.

Most recently, Steve was Vice President of Corporate Development at Continuum, a Summit portfolio company that provides a SaaS-based security management platform for IT service providers. Steve began his career as an Associate at Summit Partners, where he was actively involved in the firm’s investments in Continuum (acquired by Thoma Bravo; subsequently acquired by ConnectWise) and FleetCor Technologies (NYSE: FLT). As a member of Continuum’s management team, Steve was responsible for the company’s M&A, partnership and data analytics functions. He also served as General Manager of BrightGauge Software following Continuum’s acquisition of the business in 2018.

Steve holds a BS in management, summa cum laude, from Boston College. He currently serves on the board of Minds Matter Boston, a not-for-profit organization focused on helping low-income, highly-motivated high school students achieve college success.

Chase is a member of Summit’s Peak Performance Group and works with management teams to help identify and execute growth strategies that build long-term value. Most frequently, he collaborates with portfolio companies to help expand and achieve greater ROI from digital marketing initiatives.

Prior to Summit, Chase was Chief Digital Officer at CommCreative, where he led the agency’s digital marketing team in the service of clients in SaaS, logistics, manufacturing, healthcare, and cybersecurity. Previously, he worked at Deloitte Digital within the firm’s Salesforce Marketing Cloud practice.

Chase holds an AB in comparative literature with a French citation, magna cum laude, from Harvard University. Chase also serves as an active board member and volunteer for Jewish Family Service of Metrowest, a Massachusetts-based non-profit providing social services for communities, families, and individuals of all ages, faiths, and backgrounds.

Billy focuses primarily on the healthcare & life sciences sector. His current investment experience includes Hallmark Health Care Solutions.

Prior to Summit, Billy worked for Great Point Partners.

Billy holds a BS in business management, magna cum laude, from the D’Amore-McKim School of Business at Northeastern University.

John first joined Summit Partners in 1993 as an Associate. Today, as a Managing Director, he focuses primarily on business services and tech-enabled services opportunities and is currently a board director of 48forty Solutions, CollisionRight, OTR Solutions, Patriot Growth Insurance Services and Snap Finance.

John's prior investments and directorships include Associa, Blue Ocean Software (acquired by Intuit), Clinical Pathology Laboratories (acquired by Sonic Healthcare), Continuum (acquired by Thoma Bravo), FineLine Technologies (acquired by L Squared Capital Partners), FleetCor Technologies (NYSE: FLT), Fortegra Financial (NYSE: FRF, later acquired by Tiptree Financial), Harvey Performance Company (acquired by Berkshire Partners), HelpSystems (acquired by H.I.G. Capital), Innov-X Systems (acquired by Olympus Corporation), Masternaut, Solid State Equipment (acquired by Veeco Instruments), Sybari Software (acquired by Microsoft) and Systems Maintenance Services (acquired by Partners Group).

Prior to Summit, John worked at BayBank. While attending business school, John worked for Bain & Company before rejoining Summit in 1998.

John holds an AB in economics, cum laude, from Dartmouth College and an MBA, with distinction, from the Kellogg School of Management, Northwestern University.

Mike focuses primarily on the technology sector.

Prior to Summit, Mike served as a Director at Elliott Management where he played an active role building the firm’s technology private equity strategy. Previously, he held roles at BC Partners and J.P. Morgan.

Mike holds a BS in economics, summa cum laude, from the Wharton School and a BA in anthropology from the College of Arts and Sciences at the University of Pennsylvania.

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2024 additions

Hanyin joined Summit Partners in 2014 and focuses primarily on the technology sector. His investment experience includes Fuze (acquired by 8x8), HyperLight, Keeper Security, QAD, Redzone (acquired by QAD), StackAdapt and Vensure Employer Services (formerly PrismHR).

Previously, Hanyin worked on the Technology, Media and Telecommunications Group at UBS Investment Bank.

Hanyin holds a BA in computer science and economics from Boston College and an MBA from Harvard Business School. He is fluent in English and Mandarin.

Nicole leads Summit’s internal talent strategy: attracting, retaining and maximizing the impact of talent at Summit. Additionally, she works with Summit’s portfolio companies to increase the effectiveness of their organizations and people.

Prior to Summit, Nicole was the Director of Strategy at BrightHouse, a Boston Consulting Group company that specializes in harnessing the power of purpose to transform organizations. Previously, she worked for the Boston Consulting Group as a Project Leader, and Deutsche Bank where she held roles in talent acquisition and human resources.

Nicole holds a BS in human development from Cornell University and an MBA from the Kellogg School of Management at Northwestern University.

Peter joined Summit Partners in 1994 and focuses primarily on the technology sector. He has invested in more than 30 companies including 18 currently or formerly publicly-traded companies. Peter has served as the Firm’s Chief Executive Officer since 2015.

Peter is currently a director of Empower RF Systems, HyperLight, Sound Physicians, Striim and Syndigo. Peter's previous board and investment experience includes E-TEK Dynamics (NASDAQ: ETEK, later merged with JDS Uniphase in a transaction valued at over $18 billion), A10 Networks (NYSE: ATEN), Acacia Communications (NASDAQ: ACIA, later acquired by Cisco), AltoCom (acquired by Broadcom), Card Capture Services (acquired by E*Trade), Ditech Networks (NASDAQ: DITC, later acquired by Nuance Communications), Finisar (NASDAQ: FNSR, later acquired by Coherent), GoldenGate Software (acquired by Oracle Corporation), MACOM (NASDAQ: MTSI), NightHawk Radiology (NASDAQ: NHWK, later acquired by Virtual Radiologic), Parts Town, SeaBright Insurance (NYSE: SBX, later acquired by Enstar Group Limited), Sirenza Microdevices (NASDAQ: SMDI, later acquired by RF Micro Devices) and Splash Technology (NASDAQ: SPLH, later acquired by Electronics for Imaging).

Prior to Summit, Peter worked in the Mergers & Acquisitions department of Goldman, Sachs & Co. He holds an AB in economics, magna cum laude, from Harvard University and an MBA from the Stanford University Graduate School of Business.

Peter has been named to the Forbes Midas List multiple times and is an Emeritus Trustee of the California Academy of Sciences. He currently serves on the Executive Board of the Friends of Harvard Football, the Executive Committee of the Harvard College Fund and the Board of Directors of the National Park Foundation. Peter previously served as a trustee of the Stanford Graduate School of Business Trust, a board member of the National Venture Capital Association, a director of the Asian Pacific Fund, and a member of the Advisory Board of the Salvation Army’s Golden State Division.

Antony joined Summit Partners in 2013, and focuses primarily on the technology sector in Europe, with an emphasis on software. His investment and board experience includes Calypso Technology (acquired by Thoma Bravo), Darktrace (LSE: DARK), Immersive Labs, LearnUpon, Odoo, RELEX Solutions (acquired by Blackstone Growth and TCV), Revizto, Siteimprove (acquired by Nordic Capital), TradingHub and Syncron.

Prior to Summit, Antony worked for Allen & Company where he advised US and European technology entrepreneurs on M&A and raising capital. He was also active in the firm’s investments.

Antony holds a BA in mathematics from Oxford University with first class honors and an SM in computer science from Harvard University.

Antony is a member of the Advisory Panel of the Future Fifty, a U.K. government initiative to identify and support promising high growth companies in the U.K. He is a Swiss national and speaks English and Italian.

Scott joined Summit Partners in 1996 and is focused primarily on the technology sector. He founded the firm's London office in 2001, which he managed through 2016. Scott has made investments in—and served as a board director for—more than 30 companies. Currently he is a director of Invicti Security and Veepee.

Scott's prior directorships include 360T Group (acquired by Deutsche Börse), Acturis Limited (acquired by Astorg), Avast (LON: AVST), Calypso Technology (acquired by Thoma Bravo), DentalPro (acquired by BC Partners), Hittite Microwave Corporation (NASDAQ: HITT, later acquired by Analog Devices), Jamba! AG (acquired by VeriSign), Multifonds (acquired by Temenos), Ogone (acquired by Ingenico), PrismHR (acquired by Vensure Employer Services), SafeBoot (acquired by McAfee), Signavio (acquired by SAP), Web Reservations International (acquired by Hellman & Friedman), Welltec International (acquired by Exor and 7 Industries) and Westwing Group (FRA: WEW).

Prior to Summit Partners, Scott worked as a strategy consultant with McKinsey & Company in the financial institutions group. He also served in a variety of U.S. federal government positions, including at the White House and Department of Justice.

Scott holds an AB in economics, magna cum laude, from Harvard University and a JD, cum laude, from Harvard Law School. While at Harvard, he was Phi Beta Kappa, Captain of the Varsity Football Team and later served as Managing Editor of the Harvard Law Review. Scott is a former Elected Director of the Harvard Alumni Association and currently serves on the University’s Joint Committee on Alumni Affairs and Development, the Dean’s Council at Harvard Law School and as a Director of the Harvard Varsity Club.

Scott was a Founding Trustee of the Private Equity Foundation, a leading venture philanthropy in the U.K. dedicated to improving the lives of underprivileged youth. He has served on the Board of Directors of City Year Boston and currently serves on the President’s Council of Massachusetts General Hospital. Scott holds dual citizenship in the United States and United Kingdom.

Andy joined Summit Partners in 2008, and focuses primarily on the technology sector, with an emphasis on software. His current investment and board experience includes Furnished Finder, Jamf (NASDAQ: JAMF), Jungle Scout, NinjaOne, Output, Podium Corporation, Recharge, Red Canary and Striim.

Andy’s prior experience includes InfoArmor (acquired by Allstate Corporation), NetWitness (acquired by EMC Corporation), Reverb.com (acquired by Etsy), RiskIQ (acquired by Microsoft), Uber (NYSE: UBER), Ubiquiti (NYSE: UI, formerly Ubiquiti Networks), Wildfire Interactive (acquired by Google) and Winshuttle (acquired by Symphony Technology Group).

Prior to Summit, Andy worked as an investment banking analyst in the Mergers and Acquisitions group at Bank of America Securities. Before that, he worked for ABN Amro Financial Services in Chicago.

Andy holds a BS in finance from Miami University.

As an Executive-in-Residence at Summit Partners, John works alongside Summit’s growth products & services team to identify new investment opportunities and advise growth-stage companies in the payments, financial technology and business services sectors.

John joins Summit’s EIR program after serving as a member of the executive team at Summit-backed FLEETCOR Technologies (NYSE: FLT), a corporate payments solutions company. During his twelve-year tenure, Mr. Coughlin helped lead the company through a period of meaningful growth. Most recently, Mr. Coughlin served as Group President – Corporate Payments where he ran FLEETCOR’s AP automation, corporate and virtual card, and cross-border payments businesses. Prior to that, he served as EVP of Global Corporate Development where his team completed 38 acquisitions and deployed $8.6 billion in capital over a nine-year period. During Mr. Coughlin’s tenure, FLEETCOR experienced a tenfold increase in both revenues and market capitalization and joined the S&P 500 index.

Prior to FLEETCOR, Mr. Coughlin was a Managing Director at middle market private equity firm PCG Capital Partners, CEO at dental services company Benevis, and a Senior Partner at strategy consulting firm The Parthenon Group.

John holds a BA in economics from William & Mary, where he was in Phi Beta Kappa, and an MBA from The Tuck School of Business at Dartmouth.

Chris joined Summit Partners in 2001 and co-leads the Growth Products & Services team. He has served as a board director for many companies and is currently a director of a.k.a. Brands (NYSE: AKA), Brooklinen, Celcoin, Quay Australia, ShipMonk and Vestmark Financial.

Chris' prior directorships include Champion Windows (acquired by Great Day Improvements), EngageSmart (NYSE: ESMT), Focus Financial Partners (NYSE: FOCS), Investor Management Services (acquired by RealPage, NASDAQ: RP), optionsXpress (NASDAQ: OXPS, acquired by Charles Schwab, NYSE: SCHW), Progressive Finance (acquired by Aaron's, NYSE: AAN), PSC Info Group (acquired by Roark Capital), Salient Partners, Senior Home Care (acquired by Oaktree Capital) and Sun Trading (acquired by Hudson Trading).

Prior to Summit, Chris worked for Morgan Stanley, J.H. Whitney & Co. and Sun Microsystems. He holds a BA in history, summa cum laude, from the University of Notre Dame and an MBA from Harvard Business School.

Mark joined Summit Partners in 2003 and focuses primarily on the healthcare services & technology and life sciences sectors. His current board directorships include Club Champion, eClinical Solutions,  LumaBridge and ModMed.

Mark’s previous board and investment experience includes Advance Health (acquired by New Mountain Capital), Anesthetix (acquired by TeamHealth), Autobase (acquired by Dominion Enterprises), COMS Interactive (acquired by PointClickCare), EHE (acquired by Consello Capital), Fermentas International (acquired by Thermo Fisher Scientific), Immco Diagnostics (acquired by Trinity Biotech), LakePharma (acquired by Curia), MDVIP (acquired by Goldman Sachs and Charlesbank Capital), My Dentist Holdings (acquired by Heartland Dental Care), OB Hospitalist Group (acquired by Ares Management), Surgical Affiliates Management Group (SAMGI - acquired by Varsity Healthcare Partners) and Wellcentive (acquired by Philips).

Prior to Summit, Mark worked for DB Alex Brown, Banc of America Securities and Public Financial Management, and served in the United States Army. He holds a BS from the United States Military Academy and an MBA from the MIT Sloan School of Management.

Robin joined Summit Partners in 2000. Over the course of her tenure, Robin has held several roles at the firm, including Chief Administrative Officer, Chief Financial Officer and Chief Compliance Officer.

Prior to Summit, Robin worked for National Development, Property Capital Trust, R.M. Bradley & Co. and Deloitte & Touche.

Robin holds a BS in accounting from Northeastern University and is a CPA (expired).

Meg joined Summit Partners in 2015, and leads the firm's marketing and communications programs.

Prior to Summit, she was a Principal at North Bridge on the firm’s growth equity team. Previously, she held positions at Advent International and State Street Research & Management.

Meg received a BA in economics and French, magna cum laude, from Amherst College and an MBA from Stanford University. In addition, she is a CFA charterholder.

Alex is a member of Summit’s Peak Performance Group and works with management teams across the Summit portfolio to help identify and execute growth strategies that build long-term value.

Prior to Summit, Alex worked as a Senior Manager in the Private Equity Growth Strategy team at global consulting firm Teneo, where he supported numerous private equity backed businesses in  the areas of pricing & packaging strategy, product roadmap design and sales / customer success optimization.

Alex holds a BA in economics from the University of Cambridge.

Josh focuses primarily on the technology sector.

Prior to Summit, Josh worked in the Investment Banking Group at Barclays. Previously, he worked in the Mergers and Acquisitions group at National Bank Financial.  

He holds an Masters in finance, as well as a BS in pharmacology, from McGill University.

2024 Additions

Ali focuses primarily on the healthcare & life sciences sector. Her investment experience includes Veranex.

Prior to Summit, Ali worked in the Healthcare Group at Thomas H. Lee Partners. Previously, she worked at TA Associates and BlackArch Partners.

Ali holds a BA in economics, cum laude, from Vanderbilt University.

David is a Senior Associate on the Growth Products & Services team. His investment experience includes OTR Solutions, PostPilot and ShipMonk.

Prior to Summit, David worked in the Private Equity Group at Goldman Sachs, where he was involved in evaluating and executing investments across a variety of industries.

David holds a BSBA, summa cum laude, in finance and management information systems from the Questrom School of Business at Boston University.

Aditi focuses primarily on the healthcare & life sciences sector. Her investment and board experience includes Hallmark Health Care Solutions and LumaBridge.

Prior to Summit, Aditi worked in the Healthcare Investment Banking group at Wells Fargo Securities, where she covered companies across the life sciences industry.

Aditi holds a BA in chemistry and French, with distinction, from Amherst College.

Bruce is a Senior Advisor and former Managing Director of Summit Partners. He joined the firm in 1986 and has served as a board director for more than 40 companies, including 14 public companies. His previous public company directorships include Analog Devices (NASDAQ: ADI), a designer and manufacturer of high performance semiconductor products, FleetCor Technologies (NYSE: FLT), a provider of fleet credit cards and other specialized payment products; Hittite Microwave, a designer and manufacturer of communications integrated circuits; Hyperion Software, formerly known as IMRS, a developer of business intelligence software;  OPNET Technologies, a developer of application and network performance management software; optionsXpress, an online stock and options brokerage; and Pediatrix Medical Group, a comprehensive provider of neonatology services and other health solutions that was later renamed MEDNAX (NYSE: MD).

Prior to Summit, Bruce sold mainframe computers for IBM Corporation in Louisville, Kentucky. He received a BE in mechanical engineering and economics, magna cum laude, from Vanderbilt University and an MBA from Harvard Business School.

Bruce was named to the Forbes Midas List from 2006 to 2009. He was also a director of the National Venture Capital Association from 2009 to 2014, founded NVCA’s Growth Equity Group in 2012 and served as the initial Chairman of the NVCA Growth Equity Group from 2012 to 2014. In addition, he is Chairman of the Vanderbilt University Board of Trust, the former Chairman of Vanderbilt’s Investment Committee, a former Director of the Vanderbilt University Medical Center, and the current Chairman of the Greater Nashville Venture Capital Association. Bruce also served as the Chairman of Summit Partners' Board of Managers from 2011 to 2019.

Luke focuses primarily on the technology sector in Europe. His investment experience includes ImagenAI.

Prior to Summit, Luke worked at Macquarie Capital, working across both M&A and growth capital with a focus on the technology sector. Luke holds a BSc, with first class honors, in mathematics and economics from the University of Warwick.

Greta is an Associate on the Growth Products & Services team.

Prior to Summit, Greta worked in the Industrials Investment Banking Group at Moelis & Company. Previously, she co-founded and served as CEO of Empressed, a startup selling fashionable, feminine, women’s corporate swag.

Greta holds a BBA in finance with a specialization in alternative asset management from SMU’s Cox School of Business.

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2024 Additions

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Scott joined Summit Partners in 2009 and focuses primarily on the technology sector. His investment and board experience includes Calypso Technology (acquired by Thoma Bravo), HelpSystems (acquired by H.I.G. Capital), MercuryGate, Perforce Software (acquired by Clearlake Capital), Teaching Strategies (acquired by KKR) and Trintech.

Prior to Summit, Scott worked in the Technology Investment Banking Group at Piper Jaffray. He holds a BS in finance from the University of Kansas and an MBA from the Kellogg School of Management at Northwestern University, where he was an F.C. Austin Scholar.

Len joined Summit Partners in 2006. As a Managing Director, he leads investments across the technology sector. His key areas of emphasis include robotics and automation, application software, and solutions enhancing education, talent and overall workforce productivity.

Len's current board and investment experience includes Keeper Security, QAD, Ruffalo Noel Levitz, StackAdapt and Ylopo. His prior experience includes A10 Networks (NYSE: ATEN), Access Information Management (acquired by Berkshire Partners), Aeryon Labs (acquired by FLIR Systems), Ascentis (acquired by UKG), Heald College (acquired by Corinthian Colleges), Redzone (acquired by QAD), Smartsheet (NYSE: SMAR), Teaching Strategies (acquired by KKR), Trident University International (acquired by Perdoceo Education Corporation) and Ubiquiti (NYSE: UI, formerly Ubiquiti Networks).

Prior to Summit, Len worked for venture capital firm Celerity Partners and Baxter Healthcare International. He received a BS in accounting from the Leventhal School of Accounting at the University of Southern California.

C.J. is a Senior Advisor and former Managing Director of Summit Partners. He joined the firm in 1990 as an Associate, and he has focused on the technology and education sectors throughout his tenure at Summit.

C.J. has served as a board director for many companies, including three public companies. He is currently a director of MercuryGate and Trintech. His previous directorships include Access Information Management (acquired by Berkshire Partners), Answers (acquired by Apax Partners), Calypso Technology (acquired by Thoma Bravo), GoldenGate Software (acquired by Oracle), Heald College (acquired by Corinthian Colleges), HelpSystems (acquired by H.I.G. Capital), Infor Global Solutions (acquired by Golden Gate Capital and Koch Equity Development), M-Audio (acquired by Avid Technology), Mo Industries (acquired by VF Corporation), Perforce Software (acquired by Clearlake Capital), Ruffalo Noel Levitz, Trident University International (acquired by Perdoceo Education Corporation), Ubiquiti (NYSE: UI, formerly Ubiquiti Networks) and WebSideStory (NASDAQ: WSSI).

Prior to rejoining Summit in 2001, C.J. attended business school, and was founder and Chief Executive Officer of North Systems. He holds a BS in computer science, with honors, from the Georgia Institute of Technology and an MBA from Harvard Business School, where he was a Baker Scholar.

C.J. is a member of the Georgia Tech Advisory Board (GTAB). In addition, he serves on the Board of Directors of Gather Ministries and on the advisory board for New Story, an innovative non-profit that transforms communities around the world by building crowdfunded houses in areas of need.

Craig joined Summit Partners in 2003 and focuses primarily on the healthcare & life sciences sector. His board directorships and investment experience includes BluePearl Veterinary Services (acquired by Mars Petcare),HealthCare Partners (merged with DaVita, NYSE: DVA), Healthline Media (acquired by Red Ventures), Integrated DNA Technologies (acquired by Danaher), Independent Vetcare (acquired by EQT), MedSpring Urgent Care (acquired by Fresenius Medical Care), National Veterinary Associates (acquired by Ares Management), Physicians Formula (NASDAQ: FACE) and Solutionreach.

Prior to Summit, Craig was founder and manager of three successful companies. He was also the Chief Medical Resident at the University of California, San Francisco. Craig holds a BA in psychology, with honors, from Cornell University and an MD from Cornell University Medical College, where he was valedictorian and received the Paul Sherlock Prize, a peer-voted award for exceptional integrity and compassion in patient care. He is the creator of the Saint-Frances Series, medical books that are used extensively in academic centers across the United States.

Craig has numerous publications in leading journals, including the New England Journal of Medicine, and has collaborated with many national healthcare leaders. He serves as an advisor to the Cornell University Trustees Investment Committee regarding private equity, and he is a former President of the Healthcare Private Equity Association (HCPEA). Craig has been named one of the 40 Smartest People in Healthcare by Becker’s Hospital Review.

Peter focuses primarily on the healthcare & life sciences sector, with an emphasis on healthcare providers, healthcare services and healthcare technology. His investment and board experience includes Blended Health, BluePearl Veterinary Services (acquired by Mars Petcare), Healthline Media (acquired by Red Ventures), HealthSun (acquired by Anthem), InnovaCare Health, Leon Medical Centers, Medical Review Institute of America and Solutionreach.

Prior to Summit, Peter worked for Jefferies & Company and UBS Investment Bank in the global healthcare team, focused on U.S. and Asian healthcare services and real estate. Peter holds a BA in economics from Cornell University.

Jerome focuses primarily on the technology sector.

Prior to Summit, Jerome worked in the Finance Strategy Group at Deloitte Consulting. Previously, he worked at Ernst and Young.

Jerome holds a BS in accounting from the University of Florida, a MAcc from the University of Southern California, and an MBA with distinction from Harvard Business School where he was a RISE Fellow and a PREA Scholar. He is also a CPA.

Jerome volunteers with Management Leadership for Tomorrow, where he mentors underrepresented professionals who aspire to obtain an MBA.

Paul first joined Summit Partners as an Associate in 2011. Today, he is a Partner on the Growth Products & Services team. His current board and investment experience includes 48forty Solutions, a.k.a. Brands (NYSE: AKA), Beyond Risk, Patriot Growth Insurance Services, Solo Brands (NYSE: DTC) and UHY.

Paul’s prior investments and directorships include FineLine Technologies (acquired by L Squared Capital Partners and Leonard Green Partners), Harvey Performance Company (acquired by Berkshire Partners), Parts Town (acquired by Berkshire Partners and Leonard Green Partners) and Vivint Smart Home (NYSE: VVNT).

Prior to Summit, Paul worked for Jefferies and Bank of America Merrill Lynch in their mergers and acquisitions groups. He holds a BS in finance from Indiana University’s Kelley School of Business and an MBA from Columbia Business School.

Sebastian is an Associate on the Growth Products & Services team. He is a German national and speaks German and English.

Prior to Summit, Sebastian worked as an Investment Banking Analyst on the EMEA M&A Execution team at Morgan Stanley.

Sebastian holds a BSc in economics, with First Class honours, from The London School of Economics and Political Science.

2024 Additions

Karrisha is an Associate on the Growth Products & Services team.

Prior to Summit, Karrisha worked in the Diversified Industries Investment Banking group at J.P. Morgan Chase & Co. She holds a BA in Political Science and Economics from Wellesley College.

Karrisha also serves on the board and chairs the Fundraising Committee for Synergist, a national network of women investors focused on providing the infrastructure, network and business acumen critical for long-term success.

Jonathan focuses primarily on the healthcare & life sciences sector. His investment experience includes Abode Healthcare (acquired by BrightSpring Health Services), Fortis Life Sciences, Hallmark Health Care Solutions, InnovaCare Health, Leon Medical Centers, TurningPoint Healthcare Solutions and U.S. Renal Care.

Prior to Summit, Jonathan worked in the Global Healthcare Group in the Investment Banking Division at Jefferies. Previously, he worked as an Investment Banking Analyst in the Financial Institutions Group at Nomura. Jonathan holds a BS in finance and economics from New York University’s Stern School of Business.

Sydney focuses primarily on the technology sector. Her investment experience includes HyperLight.

Prior to Summit, Sydney served as a founding partner at Ascend Speech and Debate Communications.

Sydney holds a BA in German, summa cum laude, with a minor in psychology, from Wake Forest University, where she was a Stamps Scholar. In addition, Sydney is a registered yoga instructor.

2024 Additions

Greg is a Managing Director and joined Summit in 2002. He leads investments across the technology sector and beyond. His key areas of emphasis include analytics and big data, cloud computing, enterprise applications, mobility and security, internet and electronic marketplace businesses, and unique consumer models and brands.

Greg’s current investment and director experience includes Chronograph, CoderPad, Highwire, Jamf (NASDAQ: JAMF), Jungle Scout, Netgain, onX, PatSnap, Philz Coffee and Visier. His prior experience includes Clearwater Analytics (acquired by Welsh, Carson, Anderson & Stowe), Cloudmark (acquired by Proofpoint), Gainsight (acquired by Vista Equity Partners), Intellichem (acquired by Symyx), LiveOffice (acquired by Symantec), ProClarity (acquired by Microsoft), RiskIQ (acquired by Microsoft), Rocket Fuel (NASDAQ: FUEL), Telesign (acquired by BICS), The Mutual Fund Store (acquired by Warburg Pincus), Tiny Prints (acquired by Shutterfly), Web Reservations International (acquired by Hellman & Friedman), Winshuttle (acquired by Symphony Technology Group) and Wowza Media Systems (acquired by Clearhaven Partners).

Prior to Summit, Greg was Director of E-Commerce and Director of the Innovation Lab at Starwood Hotels & Resorts, where he was responsible for incorporating emerging software, networking, and hardware technologies into Starwood’s business. Greg led the creation of Starwood’s Broadband Business Unit, which provides broadband internet connectivity to Starwood’s guest and meeting rooms. As a builder and user of software and hardware in large enterprises, he brings an understanding of both the IT needs of enterprise customers and consumer-based business models to his role as an investor and board member.

Greg holds an AB in government, magna cum laude, from Harvard University.

Ricardo is a Partner on the Growth Products & Services team.

Prior to Summit, Ricardo was a Managing Director at New Mountain Capital. Previously, he was a Director at Hellman & Friedman. Earlier in his career, he held roles at the Boston Consulting Group and Eli Lilly and Company.

Ricardo holds a BS in physics, summa cum laude and Phi Beta Kappa, from the City College of New York, an MS in biological engineering from the Massachusetts Institute of Technology, where he was a PD Soros fellow, and an MBA from the Stanford University Graduate School of Business.

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2024 additions

Aayush is an Associate on the Growth Products & Services team. His investment experience includes Insurcomm.

He holds a BS in biomedical engineering and a BA in computer science from Duke University.

As an Advisory Partner, Bob works closely with Summit’s investment teams, particularly in the Growth Products & Services and Technology areas, to identify new investment opportunities and collaborate with portfolio company leaders to help shape growth strategies focused on long-term value creation. Bob also assists in the firm’s business development activities. Bob currently serves on the board of directors at CollisionRight and OTR Solutions.

Bob brings over 30 years of investment experience. His investments and board seats have included Align Technology (Nasdaq: “ALGN”), Authentec (Nasdaq: “AUTH”, acquired by Apple), Blackboard (Nasdaq: “BBBB”, acquired by Providence Equity), eScreen (acquired by Alere/Abbott Labs), Maxim Integrated Products (Nasdaq: “MXIM”, acquired by Analog Devices), Pacur, Potter Global (acquired by KKR), Thomas Weisel Partners (Nasdaq: “TWPG”, acquired by Stifel Financial), Transportation Insight, Viator (acquired by Trip Advisor), Wall Street Institute (acquired by Pearson), and Washing Systems (acquired by Kao Corporation).

Immediately prior to joining Summit, Bob was a Partner at Gryphon Investors, where he served as Head of the Industrial Growth Group and oversaw both Business Development and the creation of the firm’s software practice. Previously, Bob was a Partner at Cheyenne Capital Fund, a private equity fund-of-funds and co-investment fund, and Chairman of the Board and Chairman of the Investment Policy Committee for the New Jersey State Investment Council, which oversees the state’s $78 billion pension fund. Bob served for a decade as a Partner and member of the Management Committee at The Carlyle Group, where he was the Global Head of Venture & Growth Capital. While at Carlyle, Bob served as Chairman of the National Venture Capital Association (NVCA). Bob began his finance career at Robertson, Stephens & Co., where he was a Partner and served as a member of the firm’s Management Committee.

Earlier in his career, Bob worked in the White House as a senior policy advisor to President George H.W. Bush. He held several key roles, including Deputy Assistant to the President, Executive Associate Director of the Office of Management & Budget (OMB), OMB Associate Director for Natural Resources, Energy and Science, and chief speechwriter on the successful 1988 Bush-Quayle presidential campaign. He began his career as Legislative and then Administrative Assistant to U.S. Congresswoman Millicent Fenwick and as Director of Communications and Policy for New Jersey Governor Thomas H. Kean.

Bob holds an AB, cum laude, from Harvard College and an MBA from the Stanford Graduate School of Business, where he taught for over a decade as a Lecturer in Public Management. Bob has served as a director of more than two dozen private and public companies. In addition to the Summit board and investment experience listed above, Bob is currently a member of the Board of Directors at Stifel Financial (NYSE: SF), the Board of Overseers of the Hoover Institution at Stanford University, and the Board of Trustees of Proctor Academy.  He is also a member of the Council on Foreign Relations.

Johannes joined Summit Partners in 2012, and is a Managing Director on the Growth Products & Services team in Europe. His current board and investment experience includes CERTANIA, Cinerius Financial Partners, Doctrine, Energy Aspects, GRESB, OnRobot and Solactive.

His previous investments and directorships include Normec (acquired by Astorg), Peak Well Systems (acquired by Schlumberger), ProGlove (acquired by Nordic Capital), RadioOnkologieNetzwerk (acquired by Medipass), Sézane (acquired by General Atlantic), Sipartech (acquired by Blackstone), and zahneins (acquired by PAI Partners).

Prior to Summit, Johannes worked for Vitruvian Partners, TA Associates and Lazard.

Johannes holds an MSc in industrial engineering from University of Karlsruhe in Germany with highest distinction and an MS in engineering management from Portland State University. He is a German national and speaks English, German and Spanish.

Grace focuses primarily on the healthcare & life sciences sector. Her current investment experience includes Earned Wealth.

Prior to Summit, Grace was a member of the Financial Services Group at Warburg Pincus. Previously, she worked in the AIMS Private Equity Group at Goldman Sachs.

Grace holds a BA in statistics with a secondary focus in global health and health policy, cum laude, from Harvard University and an MA in statistics from Harvard University.

Matt joined Summit Partners in 2005 and is a Managing Director on the Growth Products & Services team. His current directorships and investment experience includes a.k.a. Brands (NYSE: AKA), Beyond Risk, Halborn, Insurcomm, Patriot Growth Insurance Services, Quay Australia, RWA Wealth Partners (formerly Adviser Investments), Solo Brands (NYSE: DTC), Snap Finance and Vestmark.

Matt’s prior directorships and investments include EngageSmart (IPO, later acquired by Vista Equity Partners), Flow Traders (Euronext: FLOW), Focus Financial Partners (acquired by KKR and Stone Point Capital), Progressive Finance (acquired by Aaron's), Salient Partners and Telerik (acquired by Progress Software).

Prior to Summit, Matt worked for Senator Olympia Snowe in the United States Senate.

He received a BA in economics, summa cum laude, from Colby College.

Sienna is an Analyst on the Growth Products & Services team. Her investment experience includes UHY.

Sienna holds a BA, summa cum laude and Phi Beta Kappa, in political science from Dartmouth College

Adam joined Summit Partners in 2004. Prior to Summit, he worked for Oxford Bioscience Partners and PricewaterhouseCoopers.

Adam received a BS in accounting and business planning & analysis from Babson College and an MBA from Northeastern University. He is also a CPA (expired).

Mark works with Summit’s portfolio companies and investment teams to identify and recruit high-impact senior executives and board members.

Prior to Summit, Mark was a founding member of CTGrowthPartners, a boutique within CTPartners serving venture capital and growth equity clients and their portfolio companies across executive, board and partner/principal investor searches. Previously, he was a partner at full-service technology recruiting firm Fortis Partners, a cofounder of the e-commerce website Swap.com and a cofounder of Sidebar Software, which focused on the legal market.

Mark holds a BA in history from the University of Notre Dame and a JD/MBA from Boston College.

Emma focuses primarily on the technology sector.

Prior to Summit, Emma worked in the Global Technology Investment Banking Group at Morgan Stanley.

Emma holds a BA in economics with a minor in international relations, business economics and American public policy from the University of Pennsylvania.

Hunt focuses primarily on the technology sector.

Prior to Summit, Hunt worked in the mergers and acquisitions group at Bank of America.

He holds a BA in politics, philosophy and economics (PPE) from Dartmouth College.

2024 Additions

Julianne is a Vice President on the Growth Products & Services team. Her board and investment experience includes PostPilot.

Prior to Summit, Julianne worked at PowerPlant Partners (now GroundForce Capital) where she led their growth equity investing team and served on the board of seven consumer companies including OWYN, REBBL and Chameleon Cold Brew. Previously, she worked at emerging growth equity firm Spring Mountain Capital, former Summit Portfolio Company Focus Financial Partners, Invesco Asset Management and Emerging Global Advisors (acquired by Ameriprise / Colombia Threadneedle).

Julianne holds a BA, cum laude, in economics and global trade & commerce from Wake Forest University and an MBA, with a focus in private equity and venture capital, from Columbia Business School.

Adesh first joined Summit Partners in 2017 as an Associate. Today, he is a Vice President on the Healthcare & Life Sciences team. His investment experience includes Blended Health, InnovaCare Health and Medical Review Institute of America.

Prior to Summit, Adesh worked at MTS Health Partners.

Adesh holds a BA in medicine, health and society, cum laude, from Vanderbilt University and an MBA from the Stanford Graduate School of Business.

Tom joined Summit Partners in 1997 and is focused primarily on the technology sector. His current investments and board directorships include Allego, MacStadium, NetBrain Technologies and Zenoss.

Tom’s prior experience includes A Cloud Guru (acquired by Pluralsight), Accedian Networks (recapitalized by Bridge Growth Partners, later acquired by Cisco), Anesthetix (acquired by TeamHealth), AvePoint (recapitalized by Goldman Sachs and TPG; NASDAQ: AVPT), Burst Media Corporation (AIM: BRST, later acquired by blinkx PLC), Clarabridge (acquired by Qualtrics), Commnet Wireless (acquired by Atlantic Tele-Network, Inc.), Fermentas International (acquired by Thermo Fisher Scientific), Formative (acquired by Newsela), Hatcher Associates (acquired by Corillian Corporation), Hiperos (acquired by Opus Global), Immco Diagnostics (acquired by Trinity Biotech), Logi Analytics (acquired by Marlin Equity Partners), Mi9 Retail (acquired by General Atlantic), My Dentist Holdings (acquired by Heartland Dental Care), NetWitness Corporation (acquired by EMC Corporation), OB Hospitalist Group (acquired by Ares Management), Solid State Equipment (acquired by Veeco), Sage Telecom, Telerik (acquired by Progress Software) and Unica Corporation (NASDAQ: UNCA, later acquired by IBM).

Prior to Summit, Tom worked as a software developer and consultant with Andersen Consulting (now Accenture). He holds an AB in economics and theology from Boston College, where he received the Scholar of the College award.

Tom is an Executive Fellow at Harvard Business School, a member of the Boston College Board of Regents, a member of the Boston Children’s Hospital Philanthropic Board of Advisors and a Trustee of the Massachusetts Soldiers Legacy Fund.

Harry focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Harry worked in the Healthcare Investment Banking Group at Jefferies.

Harry holds a BA in political science and international relations from Columbia University. He also served in the United States Marine Corps.

Roy focuses primarily on the technology sector.

Prior to Summit, Roy worked in the Media & Communications Investment Banking Group at Morgan Stanley.

Roy holds a BS in business administration from the Walter A. Haas School of Business at the University of California Berkeley. He also holds a certificate in entrepreneurship & technology from the College of Engineering at the University of California Berkeley.

Daniel focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Daniel worked at Questa Capital Management, where he focused on healthcare services, health technology and medical technology. Previously, Daniel worked in the Global Healthcare Investment Banking Group at Credit Suisse.

Daniel holds a dual BA, magna cum laude, in financial economics & international relations from SciencesPo Paris and Columbia University. He is also fluent in Korean and French.

Daniel focuses primarily on the technology sector. His current board and investment experience includes DocuSketch and Netgain.

Prior to Summit, Daniel worked on the Tech Growth team at KKR & Co. Prior to KKR, he worked at FTV Capital where he focused on the financial technology, payments and software sectors. Daniel began his career in technology investment banking at J.P. Morgan.

Daniel holds a BA in statistics and BS in business administration from the University of California, Berkeley where he was a Regents’ and Chancellor’s Scholar.

Lindsi works closely with the Summit team and our portfolio companies to help bring best practices in product management and customer-focused design in support of growth strategy execution.

Prior to Summit, Lindsi led product efforts at a variety of high-growth companies in the social gaming, e-commerce and fintech sectors.

Lindsi holds a BS in English from the University of Wisconsin-Madison.

Jan focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Jan worked as an Investment Banking Analyst in the EMEA Healthcare group at J.P. Morgan in London.

Jan holds a BA in business administration and an MA in banking and finance from the University of St. Gallen. He is a German national and speaks German and English.

As Technologist-in-Residence, Tim works closely with the Summit team and our portfolio companies to assist with product, engineering, organization design and architecture strategy. He brings over 25 years of experience in building high-scale software and web services for consumers and the enterprise.

Tim began his career at Amazon, where he was one of the company's first 20 software developers. Over the years, he has played a pivotal role in Amazon’s rapid expansion, leading teams of over 1,000 people during critical phases of the company’s growth. Most recently, Tim served as Vice President of Video Experience Technology at Prime Video, where he had oversight of the Prime Video app across all platforms, commerce, content discovery, personalized recommendations, and content compliance. Before that, he held the position of Vice President of Networking at Amazon Web Services, where he managed all aspects of the Amazon network, including network designs, hardware and software development, operations, and network interconnection business development. Prior to his Vice President roles, Tim worked for Amazon.com, where he oversaw product classification, product data management and the development of algorithmic techniques for enhancing data quality.

Tim is currently a guest lecturer focused on strategic innovation at London Business School and also serves as a Product and Technology mentor at the Centre for Climate Change Innovation in London.

Tim holds a BA in international studies with a focus on Japan from the University of Washington.

Walter is a Senior Advisor and former Managing Director of Summit Partners. He joined the firm in 1989, and he has invested in more than 30 companies, including 15 public companies. Over the course of his tenure at Summit, Walter helped to establish Summit’s West Coast office, served on the firm’s executive committee and was a Managing Director until 2010. In addition, Walter served as a member of Summit’s Board of Managers until 2017.

Walter’s prior Summit board directorships and investments include E-TEK Dynamics, McAfee, Finisar, HMT Technology, Diamond Multimedia Systems, AltoCom, NetCom Systems and Xylan.

Prior to Summit, Walter was a Vice President and Associate at Crosspoint Venture Partners and a software engineer in the computer graphics field. He received a BS in engineering, with honors, from Oregon State University, an MS in engineering from Caltech, and an MBA from UCLA.

In 2013, Walter helped launch SignalFire as the first seed fund using a proprietary AI data platform to source investments and track technical talent across the globe. He served as Executive Chairman and Chief Investment Officer until 2023, when he transitioned to Chairman Emeritus and Founding Investor of SignalFire. Today as a private investor, Walter invests in pre-seed and seed stage companies in the developer tooling, infrastructure, open-source, cybersecurity, and ML/AI infra sectors.

Walter was named to the Forbes Midas List from 2007 to 2010. He is also a member of the Board of Trustees at Caltech and a former director of the National Venture Capital Association.

Walter and his wife Marcia are active philanthropists having established the Kortschak Scholars Program for incoming Ph.D. students in computer science at Caltech and the USC Kortschak Center for Learning and Creativity at the University of Southern California. They also endowed the Division Chair in Film and Television Production at USC Cinematic Arts.

As an Executive-in-Residence at Summit Partners, David works alongside Summit’s growth products & services team to identify new investment opportunities and advise growth-stage companies within the data and analytics sector.

Dr. Krajicek is an experienced operator who has built and led data and analytics companies for more than 25 years. Most recently, he served as CEO of JATO, an automotive data company, where he led meaningful value creation initiatives centered around technology enhancement, new product launches and improved go-to-market. Dr. Krajicek joined JATO following a 14-year tenure with GfK, a global market research and analytics company where he held several executive roles, leading teams of several thousand people and managing a nearly $1 billion P&L. In 2017, GfK was acquired in a take-private transaction valued at $1.5 billion. As part of GfK’s global management board, Dr. Krajicek was named CEO of the company’s research division, leading it through its transformation and sale to Ipsos.

Prior to GfK, Dr. Krajicek spent nearly a decade at ARBOR, a U.S.-based data-led market research firm. During his tenure at ARBOR, the business underwent transformative growth, scaling 30-fold and ultimately resulting in an acquisition by GfK.

Dr. Krajicek holds a BA in cognitive psychology from UC San Diego and an MA and PhD in cognitive psychology from Claremont Graduate University.

Lukas focuses primarily on the technology sector in Europe. His investment experience include Revizto.

Prior to Summit, Lukas worked for Jefferies in their TMT Investment Banking team, primarily covering technology. Lukas holds a BSc in management & technology with a concentration on computer science from Technical University Munich and an MSc in finance from ESADE Business School. He is a German national and speaks German and English.

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2024 Additions

Andy is a Vice President on the Growth Products & Services team. His board and investment experience includes Beyond Risk, Insurcomm and Patriot Growth Insurance Services.

Prior to Summit, Andy worked for Fisher Lynch Capital and Fidelity Investments.

Andy holds a BA, cum laude, in psychology from Dartmouth College. He is fluent in English and Korean.

Cody is a member of Summit’s Peak Performance Group and works with management teams to help identify and execute growth strategies that build long-term value. Most frequently, he collaborates with portfolio companies to help expand and achieve greater ROI from digital marketing initiatives.

Prior to Summit, Cody was a partner at Lever & Dial, an investment and advisory firm dedicated to helping growth companies scale with world-class marketing. Previously, he was Head of Digital Marketing at an integrated creative agency and production company. In addition, Cody was a foundational member of the paid advertising team at Software Advice (acquired by Gartner), a premier software lead-generation firm and trusted resource for software buyers.

Cody holds a BA, summa cum laude, in English and creative writing from The George Washington University. He began his early career as a copywriter for a healthcare ad agency.

Yoon joined Summit in 2017 and supports the firm’s relationships with its Limited Partners in Europe, Middle East and Asia.

Prior to Summit, Yoon served as a Senior Director at MVision Private Equity Advisers where she managed global fundraisings and developed and maintained investor relationships. Previously, she worked at Citigroup, where she worked within the Mergers & Acquisitions and Fixed Income divisions.

Yoon holds an MSc in management from Hautes Etudes Commerciales (HEC) Paris and a BA in French literature and political science, magna cum laude, from Ewha Women’s University, Seoul. She is a UK national and speaks English, French and Korean.

Nate focuses primarily on the technology sector.

He holds a BA in economics with a minor in psychology from Harvard University. While at Harvard, Nate played varsity football and served as the sole Captain for the 150th football team.

2024 Additions

Julia joined Summit Partners in 2023. As the director of Summit’s Responsible Investing (RI) program, Julia is responsible for the development and integration of our RI approach in the firm’s investment process and operations.

Prior to Summit, Julia served as a Vice President at Thomas H. Lee Partners where she worked on compliance and ESG. Previously, she worked at Goldman Sachs both in the Merchant Banking Compliance and Financial Crime Compliance divisions. Prior to that, she worked at Booz Allen Hamilton in the Defense Intelligence practice.

Julia holds a BA, magna cum laude, in international relations and Italian studies from Brown University and an MPP from the John F. Kennedy School of Government at Harvard University.

Grace is a member of Summit’s Capital Markets team, where she works on the firm’s capital markets activities, both for existing portfolio companies and for new acquisitions. In addition, she helps Summit manage its commercial and investment banking relationships.

Grace began her tenure at Summit as an analyst on the firm’s Credit team. She holds a BA in economics with a minor in history from The University of Chicago.

Grace has served as a mentor with Minds Matter since 2022.  In 2024, Grace completed Level 1 of the Chartered Financial Analyst (CFA) exam.

Sharon works closely with the Summit team and our portfolio companies to help create and execute strategies that effectively use data and analytics to drive better decisions and build better products.

Prior to Summit, Sharon worked at WarnerMedia Discovery where she led an analytics and data science team for CNN Digital. Previously, she worked on and led data science and analytics teams at Twitch, Okta, and Upsight.

Sharon holds a BA in statistics and economics, and an MS in data science from University of California, Berkeley.

Sharon sponsors the Sharon X. Lin & Andrew R. Bullen Graduate Fellowship in Data Science at University of California, Berkeley. The award supports students in the Master of Information and Data Science program who show a commitment to gender equity.

Ernest is a member of Summit’s Peak Performance Group and works with management teams to identify and execute growth strategies that build long-term value. Most frequently, he collaborates with leadership teams to help expand and execute revenue growth and optimization strategies.

Prior to Summit, Ernest led Global Sales Strategy at Splunk, a premier software company that provides AI-powered security and observability solutions. Previously, he served as the Director of GTM Strategy & Operations for Salesforce. Before joining Salesforce, Ernest served in the U.S. Army for more than five years as a Signal Corps Officer stationed in Korea.

Ernest holds a BS in Computer Science from West Point and an MBA from UCLA’s Anderson School of Management.

2024 additions

Emily focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Emily worked in the Healthcare Investment Banking group at Jefferies.

She holds a BS in applied economics and management from Cornell SC Johnson College of Business.

2024 Additions

Miloni focuses primarily on the technology sector. Her board and investment experience includes Invicti Security and Syndigo.

Prior to Summit, Miloni worked in the TMT growth group at Warburg Pincus. She holds a BA in international studies and economics and a minor in entrepreneurship and management, with honors, from Johns Hopkins University.

Ravi focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Ravi worked at Agilon Health, a healthcare technology and services company focused on advancing care delivery for vulnerable populations. Previously, he founded and served as CEO of Somnium Sleep Solutions, a provider of sleep diagnostic services to surgical hospitals and ambulatory surgical centers (ASCs). Ravi began his career in strategy & operations consulting at Deloitte and in investment banking at Lincoln International.

Ravi holds a BS in psychology from Northwestern University and an MBA with a major in healthcare management from the Wharton School at the University of Pennsylvania.

Marty is a Senior Advisor and former Managing Director of Summit Partners. He joined the firm in 1985, and he has led investments in and served as a board director of more than 35 companies, including eight public companies. Over the course of his tenure at Summit, Marty has served as the firm’s Chief Investment Officer and Chief Operating Officer. He has served on Summit Partners Board of Managers since 2001 and currently serves as the board’s Chair.

Marty is currently a director of CareCentrix. His prior directorships include ABILITY Network (acquired by Inovalon), AdvaCare (NASDAQ: AVCR, acquired by Medaphis), American Dental Partners (NASDAQ: ADPI, taken private), Bartlett (acquired by Harvest Partners), Champion (acquired by Great Day Improvements), Clinical Pathology Laboratories (acquired by Sonic Healthcare), Employee Benefit Plans (NASDAQ: EBPI), ImageAmerica (became MedAlliance, NASDAQ: MDAL), Lincare (NASDAQ: LNCR, later acquired by The Linde Group), Liquidnet, MDVIP (acquired by Goldman Sachs and Charlesbank Capital), Pharmaco Dynamics Research (merged with Applied Bioscience International Inc., NASDAQ: APBI), Sparta Systems (acquired by Thoma Bravo) and Sun Trading.

Prior to Summit, Marty worked as a Systems Engineer at IBM Corporation. He holds an AB in economics from Princeton University and an MBA from Harvard Business School.

Today, Marty is Chair of the boards of Berklee College of Music and Up Education Network, and he is a trustee of Regis High School in New York City. He was previously Chair of the Board of Big Brothers Big Sisters of Massachusetts Bay and served on the boards of Belmont Hill School, Children’s Hospital Trust of Boston, Harvard Business School Board of Dean’s Advisors, and The Park School in Brookline, Massachusetts.

In 2015, the Healthcare Private Equity Association (HCPEA) presented Marty with its Russell L. Carson Award for lifetime achievement in healthcare investing.

John focuses primarily on the technology sector.

Prior to Summit, John worked in the Technology Investment Banking Group at William Blair & Company. John holds a BBA in economics with a minor in mathematics, magna cum laude, from Villanova University.

Ryan focuses primarily on the healthcare & life sciences sector.

Prior to Summit, Ryan worked on the healthcare team at Norwest Venture Partners for over a decade. His previous investments include American Endovascular & Amputation Prevention, Blue Cloud Pediatric Surgery Centers (acquired by TPG), Crossover Health (acquired by Gurnet Point Capital), Elligo Health Research, iCardiac (acquired by ERT), Kyo (formerly Gateway Learning Group), Mindful Health Solutions, Onsite Dental and Scratch Financial (Scratchpay). In addition to his work in healthcare, Ryan spearheaded Norwest's investing efforts in Latin America.

Previously, Ryan held roles in the Leveraged Finance Groups at Bank of America and Stifel Nicolaus. Earlier in his career, Ryan served as President and co-founder of a dietary supplement company.

Ryan was raised in Mexico City and holds a BS in business management, with a concentration in economics, from Babson College.

2024 additions

Patrick is a Senior Associate on the Growth Products & Services Team. His investment experience includes CollisionRight and UHY.

Prior to Summit, Patrick was a member of the investment teams at Abry Partners and Guidepost Growth Equity. He began his career in technology investment banking at Guggenheim Partners.

Patrick holds a BA in political economy and English from Williams College.

Michael joined Summit Partners in 2005 as an Associate. Today, as a Managing Director, he focuses primarily on the technology sector. Michael’s current board and investment experience includes Clarabridge, Klaviyo (NYSE: KVYO), Later (formerly Mavrck), MacStadium, NetBrain Technologies, Sifted, Vestmark and Zenoss.

Michael's prior investments and directorships include Acacia Communications (NASDAQ: ACIA, later acquired by Cisco), Accedian Networks (recapitalized by Bridge Growth Partners, later acquired by Cisco), Anesthetix (acquired by TeamHealth), Diagnostic Hybrids (acquired by Quidel Corporation), Fermentas International (acquired by Thermo Fisher Scientific), Hiperos (acquired by Opus Global), Logi Analytics (acquired by Marlin Equity Partners), Mi9 Retail (acquired by General Atlantic), and Telerik (acquired by Progress Software).

Prior to Summit, Michael worked for Prudential Capital Group.

Michael received a BS in finance and international business from Georgetown University.

Stephen works with Summit’s portfolio companies and investment teams to help identify and recruit high-impact senior executives and board members, primarily in the technology sector.  

Prior to joining Summit, Stephen served as the Head of Talent for Vista Equity Partners’ Endeavor Fund, where he was responsible for building and maintaining the fund’s executive talent bench, as well as filling C-level positions within the portfolio. Previously, he was an Operating Partner at OpenView Venture Partners, where he focused on building out the firm’s people team function. Prior to OpenView, Stephen specialized in executing retained search for senior-level talent with roles at multinational firms True Search and Korn Ferry.

Stephen holds a B.A. in economics from Union College.

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2024 additions

Maria focuses primarily on the technology sector.

Prior to Summit, Maria worked at Vitruvian Partners where she focused on investing in growth companies within technology sector. Previously, she worked in the Technology, Media and Telecom (TMT) investment banking group at Goldman Sachs.

Maria earned BS in mathematics and economics, with first-class honors, from the London School of Economics (LSE) and an MBA from Harvard Business School, where she was named a Baker Scholar. While at LSE, Maria was a member of the Women’s Rugby team and held a leadership role in the Ski Club.

2024 additions

Max is a member of Summit’s Investor Relations team and supports the firm’s relationships with its Limited Partners.

He holds a BS in economics from Duke University.

Harrison is a former Managing Director of Summit Partners. He first joined Summit in 1988 as an Associate and rejoined the firm in 2003 as a Managing Director, focusing primarily on the technology sector.

Harrison's investment and board roles include AdvaCare (acquired by Medaphis), Advanced Cell Diagnostics (acquired by Bio-Techne Corporation), Autobase (acquired by Dominion Enterprises), Clearwater Analytics (acquired by Welsh, Carson), Delphix, Diagnostic Hybrids (acquired by Quidel), Gainsight (acquired by Vista Equity), LiveOffice (acquired by Symantec), NetWitness (acquired by EMC), Postini (acquired by Google), Software Spectrum (acquired by Level 3 Communications), The Mutual Fund Store (acquired by Warburg Pincus), Tiny Prints (acquired by Shutterfly), Uber (NYSE: UBER), and Wildfire Interactive (acquired by Google).

Prior to Summit, Harrison served in various senior management roles at Amazon.com. Between 1998 and 2003, he led the creation of Amazon’s first product category outside of media, and was founding VP and GM of Platform Services, which developed and deployed Amazon’s technology as a managed service for enterprise customers.

Harrison holds an AB in religion, cum laude, from Princeton University and an MBA from Stanford Business School. He serves numerous nonprofit organizations in board and advisory capacities; he is the founder and president of Unite & Renew, an organization dedicated to building a more functional and representative democracy in America.

Colin joined Summit Partners in 2011 as an Associate. Today, as a Managing Director, he focuses primarily on the technology sector. Colin’s current board directorships and investments include CoderPad, DocuSketch, Foxen, Jamf (NASDAQ: JAMF), Jobber, Jungle Scout, NinjaOne, onX, Podium, PriceLabs, Red Canary and TextExpander.

Colin's prior experience includes Advanced Cell Diagnostics (acquired by Bio-Techne Corporation), Delphix (acquired by Perforce Software), Gainsight (acquired by Vista Equity Partners), InfoArmor (acquired by Allstate Corporation), Reverb.com (acquired by Etsy), RiskIQ (acquired by Microsoft), TeleSign (acquired by BICS), Uber (NYSE: UBER) and Wowza Media Systems (acquired by Clearhaven Partners).

Prior to Summit, Colin worked for Union Square Advisors, Accenture and Electronic Arts. He holds a BS in finance and marketing, with high honors, from Lehigh University.

As an Advisory Partner, Brian works closely with Summit’s Technology team to identify new investment opportunities in the semiconductor and communications technology sectors.

Brian brings more than 30 years of experience on Wall Street and in operating roles. He is an experienced strategist and previously served as the Executive Vice President of Strategy, M&A, and Venture Investments at Qualcomm, helping to define the company's strategic direction and long-term vision. During his time at Qualcomm, Brian led the company’s M&A and venture investment efforts, completing several key acquisitions and venture investments in several subsectors, including Mobile/RF, Automotive, IOT, AI, AR/VR and Networking.

Prior to Qualcomm, Brian served as a Managing Director in Equity Research at Deutsche Bank Securities. In this capacity, he provided strategic advice to numerous companies on IPOs, mergers and acquisitions, and venture capital funding.

Brian holds a Master of International Management from Thunderbird School of Global Management and a BA in economics from California State University, Fullerton.

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^{Brian Modoff’s Advisory Partner role is a part-time role.}

Kevin is a Senior Advisor and former Managing Director of Summit Partners. He joined the firm in 1994 and served as a director of many companies.

Kevin's board directorships and investments include AMX Corporation, Blue Ocean Software (acquired by Intuit), CallTech Communications (acquired by Teleperformance USA), Focus Financial Partners, Liquidnet Holdings, Nomacorc (acquired by Global Leisure Partners), PeopleAdmin (acquired by Vista Equity Partners), Sage Telecom and Triton Systems (acquired by Dover Industries).

Prior to Summit, Kevin worked for McKinsey & Company and Harvard Management Company. He received an AB, magna cum laude, from Harvard University, an MBA from Harvard Business School and a JD, cum laude from Harvard Law School.

Irina focuses primarily on the technology sector in Europe. Her investment experience includes Appway (acquired by FNZ), ProGlove (acquired by Nordic Capital), Solactive and TradingHub.

Prior to Summit, Irina worked in the M&A Group at Houlihan Lokey.

Irina holds a BA in business administration and an MA in banking and finance from the University of St. Gallen. She is a dual Swiss and U.S. citizen and speaks German and English.

Sergio joined Summit Partners in 2016. As a member of Summit’s Peak Performance Group, he works with management teams across the Summit portfolio to help identify and execute growth strategies that build long-term value.

Prior to Summit, Sergio worked as a Vice President of European Operations at Cerberus Capital. Before Cerberus, Sergio worked in business development at Privalia (acquired by vente-privee.com), planning and analysis at TJX Companies (NYSE: TJX) and Mergers and Acquisitions at J.P. Morgan.

Sergio holds a CEMS Master in international management from St. Gallen University in Switzerland and a Master in business management from ESADE Business School in Spain. He is a Spanish national and speaks Spanish, German, French and English.

Ross joined Summit in 2020 and supports the firm’s relationships with its Limited Partners.

Prior to Summit, Ross was Co-Head of Investor Relations at ArcLight Capital Partners, where he focused on capital raising efforts and managing investor, consultant and placement agent relationships. Previously, he was a Partner at MVision Equity Advisers, where he advised on and executed capital raises for U.S. and international private equity managers. Ross began his career at J.P. Morgan.

Ross holds a BS in business administration from the Leeds School of Business at the University of Colorado.

Patrick joined Summit Partners in 2016 and currently focuses on managing the firm's credit positions.

Prior to Summit, Patrick worked as an Associate for the Private Credit Group at Proskauer Rose LLP, where he focused primarily on asset-based and cash-flow lending, first lien, second lien, subordinated and mezzanine financings, acquisition, recapitalization and other leveraged financings, cross-border financings and restructurings.

Patrick holds a BA in environmental geology from Colgate University and a JD, with honors, from the University of Connecticut School of Law.

Mark joined Summit Partners in 2010. He works on the firm’s capital markets activities, both for existing portfolio companies and for new acquisitions. In addition, he helps Summit manage its commercial and investment banking relationships.

Prior to Summit, Mark worked for Bank of America Merrill Lynch, Merrill Lynch & Co. and State Street Corporation.

Mark holds a BA in economics from Wesleyan University. In addition, Mark is a CFA charterholder.

Luke focuses primarily on the healthcare & life sciences sector. His investment experience includes Club Champion and LakePharma (acquired by Curia).

Prior to Summit, Luke worked as an M&A analyst in the TMT and Industrials groups at Harris Williams & Co. He holds a BBA in finance and mathematics, magna cum laude, from The College of William and Mary.

Martin focuses primarily on the technology sector in Europe. His current investment experience includes MUBI and OneStock SAS.

Prior to Summit, Martin worked for Lazard in the TMT Investment Banking Group. Previously, he played professional football in Norway and for the Norwegian national team.

Martin holds a BS in business administration, summa cum laude, from Northeastern University with a concentration in finance and accounting. He is a Norwegian national and speaks Norwegian, English, Danish and Swedish.

Devin works with Summit’s portfolio companies and investment teams to help drive executive talent management and human capital strategies across the healthcare and life sciences sector.

Prior to Summit, Devin worked at Frazier Healthcare Partners where she led executive recruitment and network management for the firm and its portfolio companies. She supported a variety of human capital and ESG initiatives including pre-investment organizational assessment, post-investment organizational health management, and leadership recruitment and development. During her tenure at Frazier, Devin served as the Global Head of Strategic Initiatives and Change Management at Adare Pharma Solutions, a Frazier Healthcare Partners portfolio company. Previously, Devin worked in executive search and organizational design at Oxeon Partners.

Devin holds a BA in psychology at Amherst College.

Marie focuses primarily on the Healthcare & Life Sciences sector.

Prior to Summit, Marie worked at Perella Weinberg Partners in the M&A Advisory Investment Banking team.

Marie holds a B.Sc. in Business Management and Economics, with honors, from King’s College London and an M.Sc. in Management, with honors, from London Business School.

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