focus
What We Do.
We specialize in mergers and strategic partnerships.
We work primarily with healthcare companies valued from $50 – 500 million.
Typically, our clients generate revenue or have sufficient clinical data to support their objectives.
We are experienced across all sectors of healthcare and are particularly active in medical technology.
We focus on emerging growth companies.
We like working with entrepreneurs.
Our client’s valuation parameters are often driven by factors other than financial results.
We understand their unique needs and serve them with greater attention and focus than larger firms.
We have a history of success with large-cap acquirers.
Our market is defined by a relatively small community of potential buyers.
Our work requires discreet interactions to preserve confidentiality and a fair process.
We want the lookback in two to three years to reflect well on our clients, their acquirers and our firm.
How We Work.
We are devoted to diligent preparation.
We begin with a disciplined evaluation of shareholder objectives to build consensus.
We seek to fully understand our client’s risk tolerance and tailor our advice accordingly.
The effort expended before our first market contact is the most valuable and predictive of our client’s success.
We optimize strategy with informed market expectations.
We perform substantive diligence and analyses to support each client’s current valuation and future potential.
We do that work ourselves, from scratch, to mitigate challenges that can be expected during negotiations.
We look for every opportunity to maximize outcomes within reasonable timing and execution parameters.
We have an unusual commitment level and work ethic.
Our founders have worked together as one team for fourteen years.
We remain flexible and highly responsive to our clients.
We will devote whatever time and energy it takes to provide exceptional service.
Our Philosophy.
Our independence is critical to our success.
We own our firm.
We seek client relationships with aligned incentives and mutual respect.
We are directly accountable for our decisions and have no other agenda to accommodate.
We believe in transparent communication.
Credibility and trust are essential.
We set clear expectations and offer balanced and objective advice.
We do not hesitate to advise against a transaction that is premature or does not serve our client’s interests.
Our success depends on personal interactions and good judgment.
We value our reputation as high-integrity advocates.
We have an important role to play at a critical juncture in a company’s life, and we take it seriously.
We also understand that our client’s value was built by management and investors long before we were hired.