Financial & Strategic Diligence
My work analyzing small-cap companies, with a specialization in biotech, and advising on private physician group acquisitions serves as a direct application of my integrated diligence methodology. This translates into:
- Validating the scientific and commercial viability of acquisition targets.
- Assessing complex regulatory pathways (e.g., FDA, EMA, etc.).
- Mapping competitive landscapes to provide an objective view on valuation.
Structural & Owner-Objective Analysis
My expertise in deconstructing complex arrangements like micro-captive insurance provides a unique foundation for M&A risk analysis. This specialized knowledge is critical for:
- Analyzing a private target's corporate structure.
- Identifying hidden liabilities and off-balance-sheet risks.
- Understanding the strategic motivations and objectives of the business owner, often the key to unlocking a successful deal.
Uncovering Hidden Alpha Through Multi-Disciplinary Insight
In a fiercely competitive market where alpha is scarce, standard due diligence often uncovers the obvious while overlooking the critical. The true edge lies in identifying nuanced risks and opportunities that others miss. My approach and methodology are rooted in a rare integration of deep technical analysis with sophisticated structural and psychological insight. This bridges the gaps between validating complex scientific and regulatory pathways, deconstructing opaque corporate structures, and deciphering the core motivations of business owners.
