Horizon ADV Competitors

Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of December 31, 2025, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 900 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has a global presence with leadership in London, Tel Aviv, and the Bay Area. Insight’s mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO. For more information on Insight and all its investments, visit insightpartners.com or follow us on X @insightpartners.

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

The ProAction Group is the “Go-To” Operational Resource focused on Private Equity/Portfolio companies. While the majority of our clients and work is PE-based, we also provide the same services to private and public companies that are committed to improving their businesses. We identify opportunities, prepare strategies, and implement operational improvements and recommendations to increase the value of the business. Many times this is a follow up to and complements a previously generated Quality of Earnings Report for business owners or private equity groups. We obtain measurable results and our clients confirm EBITDA gains of 3-10X our fees. We have deep experience in the deal environment and Private Equity. We are highly-responsive, and we know how to interact with deal teams, lenders, and other advisors in a time-efficient and productive manner. We understand the importance of “showing well” to a target acquisition. We know how to interact constructively with target company management. We serve private equity firms as follows: 1. During Due Diligence: We complete an Operational Diligence pre-close, bringing an in-depth granular operational focus to the diligence team, scalability to the operation and quantified increases in EBITDA. 2. Post Close: We act as a resource extension, working with your management team to accelerate the realization of the investment thesis by implementing lean manufacturing, global and strategic sourcing, quality systems, sales and operations planning, and inventory planning as needed. To ensure sustainability, we transition to a coaching and monitoring role to assure scalability and support specific initiatives. 3. Existing Portfolio Companies: We apply Lean Best Practices to help Private Equity Groups maximize the value of stagnate or under preforming portfolio companies. Our people typically have 15+ years of experience with companies that have a reputation for using best management practices.