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M&A ADVISORY

Expert Advice and Discerning Judgement

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OUR FOCUS

Creating Value-Driven Opportunities

Our highly-experienced investment bankers draw on their deep knowledge of the healthcare industry and unique market dynamics to help business leaders evaluate strategic alternatives and successfully execute complex, transformative transactions.

Our capabilities encompass both buy-side and sell-side advisory, strategic partnerships, joint ventures, and divestitures, including corporate carve-outs. Since 2009, we have completed 200+ M&A transactions with an aggregate value of $60B.

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Recent Transactions

UNDISCLOSED
Exclusive Financial Advisor
Sale to Bausch + Lomb
December 2024
Undisclosed
Financial Advisor
Global License Agreement with Biosion
November 2024
Undisclosed
Exclusive Financial Advisor
Merger with Kalaris Therapeutics
November 2024
UNDISCLOSED
Exclusive Financial Advisor
Acquisition of Opus Genetics, Inc.
October 2024
View all Transactions

Our M&A Advisory team

Our leading team of professionals leverages their knowledge, experience and singular healthcare focus to help our clients define and achieve their strategic, capital markets and investment objectives in the healthcare industry.

  • Banking
  • Management
Dan Lepanto Senior Managing Director, Healthcare Mergers & Acquisitions
Dan Berenson Senior Managing Director, Healthcare Mergers & Acquisitions
Philip Boyd Senior Managing Director, Healthcare Mergers & Acquisitions
Michael Clifford Senior Managing Director, Healthcare Mergers & Acquisitions
Grant Curry Senior Managing Director, Healthcare Mergers & Acquisitions
Aniket Kaloti, M.B.B.S. (M.D.), Ph.D. Senior Managing Director, Healthcare Mergers & Acquisitions
Jason Truman Senior Managing Director, Healthcare Mergers & Acquisitions
Dan Dubin, M.D. Vice Chairman, Co-President, Global Co-Head of Investment Banking
Tom Davidson Vice Chairman, Co-President, Global Co-Head of Investment Banking
Barry Blake Global Co-Head of Investment Banking
Caroline Cameron Managing Director, Investment Banking, Chief Operating Officer
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capital markets, and investment objectives

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