“The investment of your time, talent, and capital should be a legacy, not a loss ”
Who We Work With
If your medical technology is Class I/II and your likely exit is under $25M, this work is designed for you
Founders & CEOs
navigating funding pressure, dilution risk, or uncertainty
Board Directors/CFOs
responsible for fiduciary oversight and exit outcomes
Physician-Inventors
building strong technology without a clear buyer pathway
Pre-revenue Startups
and early commercial SMEs where timing supersedes scale
The Problem Most Founders & Boards Face
Founders Often Ask:
Boards Often Ask:
Our Approach: Exit Planning Throughout Development
We specialize in early exit strategy, planning for M&A while development is still underway, not after options have narrowed
This Includes:
● Identifying buyer-relevant milestones, not just technical ones● Understanding who would acquire this company and why● Recognizing timing windows others overlook● Preserving leverage by avoiding reactive, last-minute processes
This work helps founders make better strategic decisions throughout their development program and helps boards fulfill their fiduciary role with clarity and confidence.
How We Support Founders & Boards
Our services are designed to meet companies where they are, without forcing premature decisions or unnecessary complexity.
Early Exit Assessment - Clarity to Ensure You're Heading In the Right Direction
Best for: Founders & boards who need an independent reality check
A focused, confidential assessment that evaluates:
● Strategic buyer alignment● Exit feasibility and timing● Development priorities vs. buyer value● Risk factors that could derail an exit
Outcome:Clear, objective insight into whether an early exit is realistic and what would need to change to improve outcomes.
Early Exit Roadmap - A comprehensive strategy to achieve an optimal exit
Best for: Teams ready to plan intentionally for M&A
A structured, buyer-aligned roadmap that helps you:
● Prioritize development decisions with exit in mind● Align leadership, board, and investors● Prepare for buyer conversations without triggering a sale process● Avoid wasted capital and missed inflection points
Outcome:A practical 12–18 month plan that improves exit optionality and negotiating leverage.
Medtech M&A Early Exit Deal Lead - Professional transaction navigation
Best for: Companies approaching an exit window
Hands-on, discreet leadership for:
● Strategic buyer outreach● Positioning and narrative development● Process management and negotiation support● Founder and board alignment through execution
Outcome:A disciplined, founder-friendly exit process — without traditional banker misalignment.
Board-Focused Value
We help boards move beyond optimism or pressure toward clear, defensible exit strategy.
For board directors, our role often includes:
Independent, buyer-informed perspective
Support for fiduciary decision-making
Risk and timing analysis
Founder, investor, and stakeholder alignment
Why Founders & Boards Choose MedTech M&A Advisory
It's not about forcing a sale. It’s about making sure you don’t miss the right one.
Deep medical device-specific M&A experience
Early exits/smaller transactions ignored by bankers
Specific buyer-driven insight, not theoretical strategy
Discreet, founder-aligned engagement model
Clear deliverables, not open-ended advisory