Anatomy of a Deal: A 360° View on Integration and Growth
Presented By: Craig Group / Weaver
Take a deep dive into the commercial and sales-side execution of a transaction in this 360-degree case study. We’ll explore what it really takes to build scalable processes, manage talent through change, and accelerate revenue opportunities post-close. Learn how successful teams effectively integrate, leverage data, and unlock growth during—and after—a deal.
Moderator:
Managing Director
Craig Group
Summer Craig is a respected commercial leader and LMM growth expert with a background leading change management and GTM strategies for both Fortune 500 and PE-backed high growth companies.
Her resume includes guiding paid media strategy following global M&As as well as steering strategic growth at HomeAway.com (later VRBO) during the completion of a successful IPO, gaining experience at two major agency holding companies (Omnicom and Publicis), and overseeing marketing and operations at one of the largest privately held distributorships under the Toyota brand.
In 2019, Summer founded Craig Group to lead portfolio companies through pivotal moments of scaled growth with data-driven sales, marketing, and customer success advisory and implementation. Her strategic vision and expertise in marketing, advertising, and behavioral economics shepherd PE-backed companies through cultural shifts and business reorganizations, generating revenue lift and operational improvements.
Summer is a dynamic partner for PE portfolio companies and proudly serves as a board observer or in a board advisory capacity for many Craig Group clients.
Panelists:
Partner
Agile Growth Equity
Brett Baucum is a co-founder and Partner of Agile Growth Equity, a private equity firm focused on lower middle market B2B companies. Prior to founding Agile Growth Equity, Brett held investment team roles with Amberjack Capital Partners (formerly Intervale Capital) and OFS Energy Fund, and also served as VP of Finance of Oil Patch Group, a portfolio company of SCF Partners. He has previously held roles with EY in the assurance and transaction advisory services practices and began his career at McColl Partners, a middle market investment bank.
Partner
Agile Growth Equity
Alejandro Capetillo is a co-founder and Partner of Agile Growth Equity, a private equity firm focused on lower middle market B2B companies. Prior to founding Agile Growth Equity, Alejandro served as a Managing Director in Main Street Capital Corporation's lower middle market team. His responsibilities included the origination of new debt and equity investments, as well as portfolio company management, monitoring, and oversight.
Specialty Tax Leader
Weaver
Sean Muller, CPA, has almost 30 years of experience providing tax and consulting services for publicly traded corporations and private entities. As the firm’s Specialty Tax Services Leader, Sean is responsible for the overall growth, service quality and infrastructure for the firm’s specialty tax practices, including state and local tax, international tax, credits and incentives, and transaction tax. With experience serving a variety of industries including energy, real estate, private equity, engineering services, industrial services and distributers, Sean brings diverse and expansive knowledge to his clients.
Sean is an active local member of American Institute of Certified Public Accountantsand Texas Society of Certified Public Accountants. He earned both a Master of Science and a Bachelor of Science in accounting from The University of Texas at Austin.