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This page describes transaction advisory services in the regulated medical technology environment

Select the option below that bests aligns with the reason for your inquiry.

Introductory Conversation

A brief introductory conversation to share background and philosophy and explore whether continued dialogue makes sense.
 

Subject to conflict review and engagement confirmation.

Expert Witness - Introductory Call

A short introductory call to confirm subject-matter alignment and scope for potential expert witness engagement.  No expert opinions or case strategy are provided.
 

Subject to conflict review and engagement confirmation.

Board Director / Governance Discussion

An initial discussion to explore board, governance, or fiduciary needs and assess mutual fit.
 

Subject to conflict review and engagement confirmation.

Advisory / M&A Discussion

A focused discussion to assess context, objectives, and whether a consulting or advisory engagement may be appropriate.
 

Subject to conflict review and engagement confirmation.

Introductory conversations are intended to assess alignment and scope only.

Consulting advice, expert opinions, and case strategy are provided exclusively within the context of a formal engagement.

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The content on this website is provided for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or other financial instruments. Nothing on this website should be relied upon as investment advice or as a basis for any investment decision.

Professional services described on this website are provided independently of any investment-related activities and are subject to applicable conflict checks and engagement terms.  Any investment-related information is provided, if at all, solely in private communications and to qualified parties.

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