M&A Intelligence
Supporting High-Stakes Decision Making
A client evaluating a potential acquisition required detailed insights to guide their decision. We conducted comprehensive analysis, assessing financial, operational, and strategic factors.
Our work provided the clarity needed to evaluate risks and opportunities, enabling the client to move forward with confidence.
Project conducted by: Randy
Client: A leader in developing and manufacturing molecular diagnostic tests
Objective: Plan portfolio and evaluate acquisition targets.
Randy led M&A intelligence, closely advising the CEO, CBO and other stakeholders on technical product analysis, financial modeling, and reimbursement potential, leading to investment recommendations backed by supporting evidence.
Other Deliverables:
- Performed technical due diligence and held discussions with company founders
- Assessed product’s fit with company’s current portfolio
- Evaluated various reimbursement pathways
Outcome: After assessing over a dozen companies, advised the company CEO and CBO to pursue a tender offer for one target. To minimize risk, the company made a conservative bid based on Jonathan’s valuation of the asset. A competitor overpaid for the product and struggled to gain market share. Leveraging insights gained from this, the company independently developed its own technology.