9 completed transactions spanning 2013–2025 · 3 industries
Exclusive financial advisor to Simulations Plus on acquisition of Immunetrics, a drug development platform company focused on immunology and oncology. Transaction valued at 23.5M. Expands Simulations Plus' drug development simulation and modeling capabilities.
Advised on sale of Return on Focus, a strategic marketing and consulting organization helping pharmaceutical and biotech companies create value through proprietary, evidence-based approach to positioning and foundational strategic services.
Exclusive financial advisor on acquisition by Fingerpaint Group (backed by Knox Lane PE firm) of L&M Healthcare Communications, a New Jersey-based full-service medical communications agency with 20+ years serving biotech and pharmaceutical companies. Expanded Fingerpaint's medical communications platform.
Exclusive financial advisor on Fingerpaint Group's acquisition of PharmaHEALTHLabs, a highly scientific healthcare communications agency specializing in oncology and biologics. Third acquisition by Fingerpaint in medical communications space within 2 years.
Financial advisor to Wedgewood Pharmacy on acquisition of Front Range Laboratories (FRL) in Loveland, Colorado. FRL is a full-service testing laboratory providing analytical, microbiological, and stability testing to compounding pharmacies for 25+ years. Strategic integration of testing capabilities within Wedgewood's operations.
Financial advisor to Wedgewood Pharmacy on majority recapitalization with Partners Group, replacing New Harbor Capital. Wedgewood is the largest US compounding pharmacy for animal health, recognized by 99% of veterinarians, with FDA-registered 503B outsourcing facility. Includes investments in new product development, technology, production expansion, and logistics.
Served as sell-side advisor to ClinicalMind on recapitalization by Renovus Capital Partners. ClinicalMind is a premier medical communications company with proprietary enGauge SaaS platform for workflow, physician engagement, and compliance. Focused on rare diseases, gene therapy, and cellular therapy communications.
Financial advisor to BioClinica on acquisition by JLL Partners. BioClinica is a global provider of clinical trial services and technology to pharmaceutical, biotech, and medical device industries operating across US, Europe, and Asia. Provided fairness opinion to special committee.
Advised on sale of Alucio, San Francisco-based AI-enabled content management and HCP (healthcare provider) engagement platform. Second transaction for Alucio's founder/CEO Dave Gulezian; firm previously sold Viscira to WPP Inc.