Core Values

Significant Investment Banking Experience

• Sucessful track record in M&A, private placements and other advisory services
• Senior bankers, bringing large firm experience to the middle market (Rothschild, Lazard Fréres, Navigant Capital Advisors)
• Deals of all levels of complexity and stages of firm development

Relevant Corporate / Operating Experience

• Significant corporate experience in healthcare and managed care
• Considerable C-level advisory and consulting experience

Deep Domain Expertise and Relationships

• Vast transaction experience with healthcare companies in all sectors
• Frequent and close contact with numerous healthcare and life sciences investors affords quick access to decision makers
• Senior level corporate relationships with leading Fortune 500 healthcare companies

Direct Involvement of Senior Bankers

• Senior Managing Directors work closely and directly with clients throughout all stages of the transaction
• Objective, senior banker value-added advice unencumbered by the need to cross-sell other products