Anders + Summit Merger Story
An Unparalleled and Unstoppable Combination of Expertise And Experience Technology JAKE GRIMM
Working with Theresa’s team has been a great experience! Even before the merge, I was able to watch how effectively they can work through issues while maintaining integrity, leaving me feeling fortunate to be working alongside such experts. I am excited to see what the future will be able to provide in terms of growth for the company and also my own career.”
advantage of the different resources each firm brings: The Technology Department at Summit has been a strong resource for Anders when it comes to managing the team in a hybrid environment. And this merger provides an exciting opportunity for accelerated growth for the Summit team. With our expertise in the digital space and the experience that Anders has (almost 60 years), our forces combined are unparalleled and unstoppable. Summit has worked out all the kinks in the remote workforce and how to interact with clients in a completely remote environment. We’re always cutting edge and forward thinking when it comes to technology and services. This will help accelerate the growth of Anders as they continue to offer a hybrid model of both in-office and remote work.
Technology touches everything we do. As our technology team manages tools and processes around financials, forecasting, and cash flow— anything that helps us automate and streamline the delivery to our clients—they are constantly making them smoother and more efficient. When we announced the merger, our biggest concern was figuring out how to integrate the two systems, so we didn’t have to interrupt any client services. There were a lot of details to make things work seamlessly, in a very short timeframe. The biggest technical challenge out of the box was figuring out how to merge the infrastructure. We were able to lean on the Anders IT team, and their experience with the Microsoft platform to guide that transition in a very smooth way. No major transition is ever perfect. What makes it successful is being adaptable when something pops up, having that open line of communication to figure out how to solve that problem and then being able to act on it quickly. After that hurdle, we’ve been excited to take
-STEVE RICHARDVILLE SENIOR FINANCIAL DATA ANALYST (SUMMIT)
In all good mergers, there’s a give and take on all things, and that was successful for Jake and us. We went into it asking, ‘What practices do you do? What can we take from that?’ Jake Grimm and Steve Richardville did the same from their side. We had that open commu- nication the entire time. I feel very fortunate that I got to work with Jake and Steve on that,
because if there was any problem, it was just a conversation
to bring it to resolution.”
-THERESA STEARNS (ANDERS)
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