Anatomy of a Deal: A 360° View on Integration and Growth
Presented By: The 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 Partner
Craig Group
Summer Craig, the President & CEO of Craig Group, is a seasoned digital marketer with a background driving ROI-focused strategies for multi-million dollar companies.
From starting her career at Austin-based ad agency GSD&M working on Mastercard, Walmart, and Southwest Airlines to navigating the corporate communications complexities of mergers and buyouts in the telecom industry at SBC Global-Cingular-AT&T, Summer rapidly rose through the ranks and her analytical prowess became a hallmark of her career. This skillset, combined with her expertise in media buying and selling, positioned her as a standout in the early advertising landscape.
Charging into the digital realm, Summer played a pivotal role at AOL, contributing to the adoption of innovative Martech and pioneering programmatic advertising. That experience was a stepping stone to Summer’s tenure at HomeAway.com (later VRBO), where the company completed a successful IPO and she delved into the world of venture capital, and her entrepreneurial flame was lit.
She moved back to Houston and soon became a regional client rep with New York-based Publicis ZenithOptimedia overseeing Gulf States Toyota, where she learned the intricacies of operating one of the world's largest privately held businesses under a major brand. Summer transitioned into an in-house leadership role where she was responsible for showing marketing effectiveness to the board, dealer council and executive stake-holder groups.
In 2019, Summer founded Craig Group, a company rooted in data-first sales and marketing, leveraging her extensive wisdom and expertise built over the course of 20 years to create impactful results for clients.
Beyond building a large team across four states, Summer's most impressive personal accomplishments include summiting Mount Kilimanjaro and Mount Rainier as a proud mom of three. Her out-of-the-office passions — ranging from mountain climbing and camping to competitive sports and giving time to causes she believes in — reveal an authentic commitment to pushing boundaries and pursuing hard goals.
For decision-makers at private equity-backed businesses and independent family-owned companies, Summer Craig is a valuable and dynamic partner, combining a wealth of experience with a relentless focus on delivering tangible value.
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.
