Investigative Financial Diligence

Medicorum Wealth Management serves as a specialized intelligence partner, delivering deep, investigative diligence that goes beyond standard financial analysis. It stress-tests investment theses by rigorously assessing a target's strategic, structural, and scientific viability, particularly in complex sectors like healthcare and biotech. By deconstructing intricate corporate structures to find hidden liabilities and analyzing the core motivations of business owners, Medicorum provides a critical, independent layer of analysis that helps firms mitigate risk, validate opportunities, and deploy capital with a higher degree of conviction. 

Medicorum Wealth Management provides a specialized intelligence service designed to generate alpha by uncovering opportunities and risks that traditional research overlooks.

Medicorum delivers deep, investigative diligence on publicly traded companies, with a specialization in complex sectors like small-cap biotech, where scientific and financial intricacies can obscure a company's true value. By stress-testing investment theses, scrutinizing regulatory pathways, and deconstructing corporate structures for hidden weaknesses, Medicorum provides a rigorous, independent layer of analysis. This alpha-generating insight equips hedge fund managers with a unique, data-driven edge to build high-conviction long positions in undervalued companies or to identify compelling short opportunities in those with flawed business models.

Medicorum Wealth Management acts as a discreet, on-demand expert partner that provides specialized diligence to enhance strategic client engagements.

Medicorum augments consulting teams by delivering a deep, investigative layer of analysis in highly specialized situations, such as M&A advisory within the healthcare and biotech sectors. When a client project requires niche expertise outside the consulting firm's core competency, like validating the scientific viability of a new technology, deconstructing complex corporate structures for hidden risks, or assessing regulatory pathways, we provide the targeted intelligence needed. This allows the consulting firm to pressure-test its strategic recommendations, add a greater degree of analytical rigor to its final work product, and ultimately deliver a more robust and defensible solution to its end client.

For Private Physician Groups, Medicorum Wealth Management provides a highly specialized suite of services.

I leverage doctoral-level expertise in micro-captive insurance strategies to help practices transform risk management from a burdensome cost center into a strategic asset, enhancing financial resilience and unlocking new value.

As the healthcare landscape continues to consolidate, I also provide critical M&A advisory for both buy-side and sell-side transactions. My integrated approach ensures physician-owners navigate these complex events with clarity, protect their interests, and achieve optimal valuations.