Medical Device M&A Advisory
This page describes transaction advisory services in the regulated medical technology environment
Strategic transaction advisory focused on decision-making, diligence, and risk assessment in regulated medical technology.
How I Support Transactions
M&A advisory services include buy-side and sell-side diligence, transaction readiness, and risk assessment for medical device companies operating in regulated environments.
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Transaction readiness and strategic positioning
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Buy-side and sell-side diligence support
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Product, regulatory, and quality-system risk assessment
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Commercial and market diligence grounded in product reality
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Executive and board decision support during transactions
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Post-transaction integration and transition planning
Where I Add the Most Value
Best Fit
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Medical device companies with regulated products
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Transactions where product, regulatory, or quality risk is material
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Boards and CEOs seeking independent judgement
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Situations requiring disciplined, experience-based decision-making
Not a Fit
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Purely financial arbitrage transactions
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Engagements focused solely on valuation modeling
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Situations requiring placement agent or capital-raising services
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Transactions where independence cannot be maintained
Engagement Approach
I engage as an independent advisor focused on transaction clarity, risk assessment, and decision support. Engagements are structured to align scope, timing, and expectations, and are subject to a conflict review prior to confirmation.
I do not act as a broker-dealer, placement agent, or investment banker.
Representative Experience
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Buy-side transaction leader of an asset purchase from a German medtech firm including a co-development agreement, distribution agreement, and co-marketing agreement
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Sell-side transaction leader of a strategic alternatives process in a publicly traded company
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Buy-side transaction leader of an equity purchase of a software company, including integration planning
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Buy-side equity purchase of a Swiss navigation technology company
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Buy-side representative for pre-due diligence process in a publicly traded company
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Sell-side transaction representative during a Chapter 11 process
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Sell-side transaction leader in a divestment of digital health assets
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Leader of a strategic partnership involving a licensing and co-development partner
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Leader of a strategic partnership involving co-development and co-marketing
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Leader of a strategic partnership involving a distribution agreement
Discuss Transaction Needs
Request availability to discuss transaction scope, timing, and advisory fit.
Subject to conflict review and engagement confirmation.
Content provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to engage in any transaction.