Successes

Mountain Summit Advisors are unique in many ways. One strategic advantage of the principals and investors is the practical experience in acquiring and operating companies as part of their over-all management responsibility. The key to growth is learning to grow a company organically, while having the ability to add value with strategic acquisitions. As C-Level executives, the Advisors have executed over 40 mergers and acquisitions in the Healthcare IT sector.

Transaction Experience

The following are just a few companies who have received consultative services from Mountain Summit Advisors in Mergers, Acquisitions, and Growth ReCapitalizations during their careers.

Welch Allyn

Welch Allyn

2014, Advisory Services
Meta Health Technology

Meta Health Technology

Sold to Streamline Health, August 2012
Hann’s On Software

Hann’s On Software

Sold to Mediware, 2010

Testimonials​

Allen Wilson

Allen Wilson

CEO, ClinLab (2014)
“We would like to thank Terry Pitts and his associates at Mountain Summit Advisors for their incredible experience and professionalism in the sale of our business. They led us every step of the way and without them, we could not have closed this sale and maximized our income. A truly professional company.”
Larry “Skip” Covington

Larry “Skip” Covington

Former CEO, Unibased Systems Architecture (2014)
“Over the last 18 months, Unibased explored HIT market dynamics, alternative forms of divestiture, valuations, and, of course, ongoing searches for a suitable buyer(s). During that period, Mountain Summit Advisors LLC was always available and, most importantly, knowledgeable and informative. Generally, an acquisition process is not straightforward as buyers try to fulfill their market needs while having to address legal and financial guidelines, balancing all elements with market timing. As a result, the seller must follow a narrow and meandering path to accomplish its divestiture goals. An experienced guide is essential. Unibased found Mountain Summit Advisors LLC to be superior and credible advisors based upon their contacts, knowledge, and experience in the HIT market. Their educational assistance was critical for positioning Unibased with regard to reasonable financial expectations and timing. Regarding the consummation of our merger agreement with Streamline Health, Mountain Summit Advisors LLC played a crucial, pivotal role. They were an essential component to the finalization of the merger.”
Vickie Hoffman

Vickie Hoffman

Roberts-Hoffman Software, Inc. (2014)
“Mountain Summit Advisors is excellent at knowing how to strategically position your company for a sell and closing the deal. They are honest, have integrity and a vast amount of experience. I found them to be patient in answering questions and providing guidance. I highly recommend Mountain Summit Advisors.”
Kathy Morrow

Kathy Morrow

(2013)
“Their guidance, expertise, and knowledge of the industry was invaluable in attracting a buyer and completing the transaction to sell our company. From start to finish Mountain Summit Advisors assisted us every step of the way. We have a great amount of respect for the team at Mountain Summit Advisors and look forward to working with them on future endeavors.”
Brian NeVille

Brian NeVille

President and CEO, Wise Company, Inc. (2012)
“We are grateful for the hard work and straight forward approach of Mountain Summit Advisors. From start to finish they coached us and worked right by our side as we successfully sold our business. The countless hours they spent with us is what helped us to have a successful completion. I would personally recommend Mountain Summit Advisors to any organization interested in their services. We certainly plan to continue using them as opportunities arise.”
Eli Nahmias

Eli Nahmias

(2012)
"The Mountain Summit Advisors started working with him in 2011 introducing several potential buyers to him. Mid 2012, they worked closely with him to successfully negotiate an attractive offer that led to the closing in August of 2012. Mountain "Summit delivered advisory services to me during the entire process. They helped me with the Letter of Intent, the negotiations of the deal itself and the definitive agreement. I have had my business for over 30 years and was not knowledgeable about this process. Mountain Summit helped me understand the process and helped me with the proper goals setting to get this deal done."
-Mr. Nahmias closed a successful transaction in August 2012 selling his company that he started over thirty years ago to Streamline Health, a publically traded HIT company. Mr. Nahmias built this company from scratch and worked it into an attractive viable healthcare Information technology organization with several high visible institutions as long time customers.
Joe Landau

Joe Landau

CEO of Versaform
"From initial teaser to signing the final agreement Mountain Summit was with me every step of the way. They advised me through all of the negotiations, due diligence items and technical points of the agreement. I never knew what was involved in doing all of this, so it was beneficial to have an organization that knew healthcare IT and that could explain every step of the process. It was so good to have someone on my side that knew the ropes and what was coming. I would use them again, and I would highly recommend them to anyone that is in the sell side situation."
-Mr. Joe Landau Closed a transaction with VSS of Canada during July of 2012 after a three to four month process. He worked closely with Mountain Summit Advisors LLC during the entire process.
 

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