We support investors from a portfolio level to company-specific strategies and exits
Portfolio Scan: Rapid Exit Opportunity Assessment
We conduct a concise review of your current medtech holdings to identify which are best positioned for an early strategic exit within the next 6–18 months.
You’ll receive actionable intelligence — potential acquirer categories, readiness gaps, and realistic next steps — enabling informed capital allocation decisions.
Deliverables include:● Portfolio heatmap by exit readiness and strategic fit● One-page summary per company with top valuation drivers & gaps● Recommended next steps for each profile
Exit Roadmap for Capital-Constrained Specific Portfolio Company
For portfolio companies with strategic potential, this deeper evaluation outlines a clear path to liquidity — identifying acquirer profiles, deal rationale, and actionable readiness improvements.
Deliverables include:● Exit feasibility assessment & readiness scorecard● Acquirer landscape and deal mapping● Recommended actions and milestones for accelerated exit positioning
Comprehensive Transaction Lead — Strategy to Close
When it’s time to engage acquirers, we act as your discreet representative — managing initial contact, facilitating discussions, and coordinating negotiations to preserve confidentiality and optimize leverage.
Ideal for:● Founders or boards reluctant or inexperienced, in medtech early exit deal navigation● Investors seeking continuity between exit planning and execution● Funds managing multiple exit processes simultaneously
We act as a trusted extension of your investment team, combining M&A insight, medtech specialization, and acquirer intelligence to move assets toward value-realizing outcomes.
Our engagements are discreet, data-driven, and collaborative — focused on quietly achieving visible results.
Results You Can Expect
Why Investors Work With Us
Deep Medtech Specialization
We understand the clinical, technical, and regulatory nuances that determine acquirer interest.
Respectful, Founder-Aligned Approach
We help protect the relationship between investor and founder throughout the exit process.
Confidential and Results-Oriented
Tailored for sub-$25M transactions where discretion and clarity matter more than glossy pitch decks.