RM Global Partners Research
Advisory Approach
RM Global Partners is a specialized life sciences investment banking and strategic advisory firm founded in 1992, with deep expertise in the biopharmaceutical, medical device, biotech, and digital health sectors. The firm operates with a thesis-driven approach focused on creating value for life science companies across their entire business lifecycle. Their core belief is that specialized expertise in life sciences—combined with a global network spanning the Americas, Europe, Israel, and Asia—enables advisors to deliver superior outcomes on complex transactions, licensing deals, and strategic collaborations.
With managing directors who bring decades of combined experience in healthcare investment banking, RM Global Partners positions itself as the trusted advisor for companies navigating M&A, equity financing, licensing transactions, and strategic corporate finance decisions. The firm's headquarters in New York, complemented by an office in Tel Aviv, Israel, provides unique access to both North American and Israeli biotech ecosystems—a critical advantage given Israel's position as a global life sciences innovation hub.
Sector Focus
RM Global Partners concentrates exclusively on life sciences, with particular depth across three primary domains:
Biopharmaceuticals and Therapeutics: The firm advises on acquisitions, mergers, and licensing agreements for companies developing novel drugs across therapeutic areas including oncology, rare diseases, autoimmune conditions, cardiovascular disease, metabolic disease, and CNS disorders. Recent transactions demonstrate active involvement in both early-stage financing and late-stage acquisitions of clinical-stage and commercial assets.
Medical Devices and Diagnostics: The firm has significant experience advising on strategic transactions in the medical technology space, including acquisitions, divestitures, and spin-outs of device and diagnostic portfolios. This includes orthobiologic devices, vascular devices, and innovative diagnostic platforms.
Digital Health and Consumer Health: Beyond traditional pharma and devices, RM Global Partners advises companies developing digital health solutions, telehealth platforms, and consumer-facing health technologies, reflecting an understanding that modern healthcare includes both traditional therapeutics and digital care delivery.
The firm explicitly states a focus on companies raising venture capital, growth-stage financing, private equity financing, and bridge financing—positioning them as relevant advisors across the entire company lifecycle from early venture rounds through exit transactions.
Deal Track Record
RM Global Partners has compiled a substantial deal history, with tracked transactions including:
2024 Transactions:
- Advised Genexine on merger with EPD Biotherapeutics to strengthen drug development pipeline (July 2024)
2023 Transactions:
- Advised GC Biopharma on acquisition of rare disease pipeline from Catalyst Biosciences in hematology (February 2023)
- Advised Chong Kun Dang Pharma on global licensing agreement for Synaffix ADC technology in oncology (February 2023, valued at approximately $323.5 million in milestone potential)
2022 Transactions:
- Participated as investor in ImmPACT Bio Series B financing round ($111 million, January 2022)
2021 Transactions:
- Launched RMG-KB BioAccess Fund with KB Investment Co., focused on venture-stage companies in North America and EU (September 2021)
2020 Transactions:
- Advised R3 Vascular on Series A financing completion (October 2020)
2019 Transactions:
- Participated in BiomX financing rounds and served as financial advisor on SPAC merger with Chardan Healthcare Acquisition Corp (October 2019)
- Participated in ProteKt Therapeutics Series B financing (November 2019)
2017 Transactions:
- Completed $30 million first closing of Israel-based RMGP BioPharma Fund with FutuRx (May 2017)
Additional Notable Transactions:
- Advised on Mauna Kea Technologies exclusive sales partnership (confidential terms)
- Advised B. Braun on divestiture and spin-off of TETEC-AESCULAP global orthobiologics business to Octane Medical
- Advised Sensome on strategic collaboration (confidential terms)
- Advised Control Medical Technology on distribution and licensing agreements
- Advised Brickell Biotech on global licensing agreement for DYRP1A inhibitor platform
- Advised on Nectero Medical Series C financing ($19.5 million)
The firm has facilitated over 100+ tracked transactions and investments across the life sciences sector, with particular strength in facilitating technology licensing, international M&A, and strategic collaborations between North American and Israeli firms. The team manages two dedicated investment funds (RMGP BioPharma Fund and RMG-KB BioAccess Fund), demonstrating both advisory and principal investment capabilities.
Process and Engagement Model
RM Global Partners employs an institutional advisory approach to M&A and strategic transactions:
Advisory Services: The firm provides comprehensive advisory on transaction structures, valuation, deal tactics, and negotiations. For M&A, the firm typically conducts exhaustive buyer identification and outreach, leveraging their global network of strategic acquirers and PE firms. For licensing transactions, they perform IP portfolio analysis and identify potential partners globally.
Financing Advisory: Beyond M&A, RM Global Partners advises on fundraising across venture, growth, private equity, and bridge financing rounds. The presence of two dedicated investment funds signals the firm's ability to identify compelling investment opportunities and serve as lead investor or co-investor.
Specialized Services: The firm offers in-licensing and out-licensing facilitation, corporate venture capital management, strategic consulting, and distribution/commercial agreement negotiation. This breadth signals an ability to handle complex, multi-dimensional transactions beyond traditional M&A.
Broker-Dealer Services: Broker-dealer services are provided through Beech Hill Securities, Inc. (FINRA/SIPC registered), enabling the firm to execute equity transactions and provide regulated investment banking services.
The firm does not appear to publish a specific fee structure publicly, but as a specialized advisory firm, likely operates on a combination of retainer and transaction-based fees aligned with deal complexity and size.
Buyer Network and Relationships
RM Global Partners maintains extensive relationships across the life sciences investment ecosystem:
Strategic Acquirers: Fortune 500 pharmaceutical and healthcare companies (evidenced by deals with major pharma firms in recent transactions)
Private Equity Investors: Active relationships with PE firms backing life sciences companies, demonstrated through participation in Series B and later-stage rounds and involvement in recapitalizations
Venture Capital and Growth Investors: Connections across the VC ecosystem, including participation as limited partner or investor in venture-backed companies (Series A, B, C financings across portfolio)
International Partners: Particularly strong connections in the Israeli biotech ecosystem, with office in Tel Aviv and demonstrated deal flow from Israel (Genexine, BiomX, and other Israeli firms)
Specialist Networks: Relationships with specialized healthcare service providers, including licensing specialists, regulatory consultants, and commercial partners in multiple geographies
The firm's ability to facilitate both North American-Israeli transactions and transactions across geographies (US, Europe, Asia, Korea, Japan, China mentions) suggests a truly global buyer network that differentiates it from US-only M&A advisors.
Competitive Positioning
RM Global Partners differentiates through several key attributes:
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Specialization: Unlike generalist M&A banks, RM Global exclusively focuses on life sciences, enabling deeper sector knowledge in regulatory, clinical, and commercial dynamics
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Global Life Sciences Connectivity: The dual headquarters in New York and Tel Aviv, with connections across US, Europe, Asia, and Israel, provides unique deal sourcing and buyer access that generalist US banks cannot replicate
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Principal Investment Capability: Through dedicated investment funds (RMGP BioPharma Fund and RBG-KB BioAccess Fund), the firm can serve as lead investor or co-investor, not just advisor. This enables direct deal origination and alignment of interests with clients
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Breadth of Transactions: Beyond traditional M&A, the firm advises on licensing, divestitures, spin-outs, equity financing, and strategic collaborations—positioning them as a comprehensive strategic advisor, not just transaction advisors
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Track Record with High-Complexity Transactions: The deal list shows significant involvement in international transactions, licensing deals (often more complex than standard M&A), and strategic collaborations—indicating capability on non-standard transactions
Not a Fit If
Based on the firm's positioning and track record:
- Companies seeking a generalist M&A advisor with broad industry coverage (RM Global is specialized in life sciences only)
- Sellers requiring extensive domestic buyer outreach (the firm is more specialized in strategic and PE buyers, not SMB/LMM buyer networks)
- Transactions below $5-10M (likely below the firm's economic model given their focus on later-stage and complex transactions)
- Companies in non-life-sciences sectors (biopharmaceuticals, medical devices, biotech, digital health)
Team
RM Global Partners is led by a team of experienced life sciences investment banking professionals:
Managing Directors:
- Bruce Roberts (Owner and Managing Director since founding; leading partner with 30+ years in healthcare investment banking)
- Ted Moon (Managing Director; deep life sciences M&A experience)
- Yaron Breski (Managing Director; co-founder and manager of RMGP BioPharma Fund; Israeli biotech expertise)
- Assaf Keret (Managing Director; Israeli life sciences focus; also manages BioPharma Fund)
- Lisa Wisniewski (Managing Director; healthcare investment banking background)
- Jack Springer (Managing Director; healthcare advisory experience)
Director-Level & Senior Professionals:
- Ted Kim (Director; investment banking advisory experience)
- Yulia Tiger (Director; Israeli office-based, life sciences advisory)
- Abhi Dey (Senior Associate; transaction support)
- Dan Bermingham (Research Associate; research and analysis support)
The team's composition—with several managing directors focused on Israeli life sciences and dedicated biotech expertise—signals that the firm has built deep domain expertise, particularly in the Israel-US transaction corridor, which has become increasingly important as Israeli biotech has become a major component of global life sciences M&A.
Geographic Coverage
RM Global Partners operates with offices in:
- New York, NY (US Headquarters): 880 Third Avenue, 16th Floor—primary center for North American M&A and financing advisory
- Tel Aviv, Israel: 9 Yehuda Ha-Levi Street—dedicated office serving Israeli clients and facilitating Israel-North America transactions
Network presence extending to Asia (Korea, Japan, China), Europe, and throughout the Americas. This geographic footprint positions the firm as a unique connector between the North American and Israeli biotech ecosystems—a critical advantage given the volume of Israeli-founded life sciences companies seeking North American growth capital and exits.
Financing and Investment Banking Services
Beyond M&A advisory, RM Global Partners offers:
- Venture Capital Financing: Advisory on and facilitation of Series A, B, C rounds and beyond
- Growth Financing: Mid-stage company financing
- Bridge Financing: Short-term capital solutions for companies between funding rounds
- Private Equity Financing: Recapitalizations, growth equity, and PE-backed acquisitions
- Equity Investment: Through dedicated investment funds, the firm provides direct equity capital
The presence of two investment funds—RMGP BioPharma Fund (focused on early-stage with FutuRx in Israel) and RMG-KB BioAccess Fund (focused on venture-stage globally)—gives the firm direct deal-sourcing capability and the ability to provide principal capital, differentiating from pure advisory firms.
Summary
RM Global Partners is a specialized, global life sciences investment bank with deep sector expertise, a unique North American-Israeli dual-headquarters model, and a 30+ year track record of advising on complex M&A, licensing, and financing transactions. The firm's strength lies in its ability to navigate international transactions, advise on non-traditional structures (licensing, divestitures, strategic collaborations), and connect Israeli life sciences innovation with North American capital and strategic buyers. For life sciences companies—particularly biotech, medical device, and digital health firms—seeking advisory on strategic transactions, licensing deals, or equity financing, RM Global Partners represents a highly specialized, experienced option with proven track record and global connectivity.