Expert Details

Expert in Corporate Development and M&A Specializing in Healthcare/Medical Device

Expert ID: 736553 United Kingdom

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Expert is an experienced Corporate Development / Business Development professional with over a decade of experience in Healthcare Mergers and Acquisitions (M&A). He began his career in investment banking with Jefferies & Co. He developed a broad understanding of the various Healthcare verticals, including Pharma, Biotech, Life Sciences, Services, and MedTech, advising numerous companies within in segments. Following this, he joined the Corporate Development team of Smith + Nephew, an FTSE 100 listed large-cap company in the MedTech space, and spent six years working on a range of transactions across Orthopedics, Sports Medicine, ENT, Wound care, Trauma & Extremities and Robotics.

He has now joined a group where he focuses on the Life Science Tools market, which covers a broad range of segments, including Genomics, Research & Reference Materials, Quality Controls & Clinical Diagnostics. His areas of technical expertise focus on the various elements of M&A with a specific lens on healthcare targets, including due diligence, valuation, and integration. He also has a lot of insight into how companies (public & private) determine M&A strategy, assess targets, set up teams to execute, select advisors, and best practices for conducting due diligence & integration planning.

Education

Year Degree Subject Institution
Year: 2009 Degree: Bsc Subject: Philosophy & Economics Institution: London School of Economics

Work History

Years Employer Title Department
Years: 2020 to Present Employer: Undisclosed Title: Corporate Development Director Department: Corporate Development
Responsibilities:
Deal sourcing and execution for a pipeline across the Life Science Tools market covers a broad range of segments, including Genomics, Research & Reference Materials, Quality Controls & Clinical Diagnostics.
Key responsibilities:
- Deal sourcing/pipeline management
- Valuation & financial modelling
- Negotiation
- Board reporting
Years Employer Title Department
Years: 2014 to 2020 Employer: Smith & Nephew Title: Corporate Development Director Department: Corporate Development
Responsibilities:
Director in the Business Development team of an FTSE 100 medical device company (Revenue: ~$5b, EBITDA: ~$1.5b), focusing on acquisitions, divestments, defense, and strategic investments across orthopedics, sports medicine, and wound care divisions globally. Fast track promotions from Associate to Manager to Director.
Key responsibilities:
- Financial modeling: lead on building & presenting operating models and valuation/returns models, built & maintain the team deal model template
- Pipeline: involved in building the deal pipeline, triaging and assessing acquisition opportunities, preparing initial valuation thesis, strategic rationale, vetting opportunity with commercial and operational teams to prepare initial offer letters ultimately
- Transaction coordination: lead role in managing due diligence, advisors, legal contract workstreams, and timelines from indicative offer through to sign/close
- Negotiation: active roles in price discussions with sellers/buyers for deals up to $150m and support seniors in negotiations for larger transactions, working closely with the in-house legal team to negotiate definitive agreements
- Investment committee reporting: presenting deals & updates to the senior executive committee for approving transactions
- Fundamental analysis: preparing various pieces of bespoke analysis, including value creation from M&A, technical/valuation benchmarking, portfolio composition evaluation, historical financial performance drivers
- Integration & deal monitoring: supporting integration planning, operational mgmt & financial tracking vs. deal model
- Defence: lead role in defense situations, including preparing the equity story, conducting fundamental business reviews and valuation analysis
- Board reporting: preparing Board presentations & updates on M&A strategy, the status of ongoing transactions, past deal performance, and sector/competitor/market trends
- Recruitment: hiring/interviewing of interns and graduates for the Business Development team
- Other corporate responsibilities: risk management reporting lead for Business Development, training provider for Business Development module of internal training programs, managing team data/service providers
Years Employer Title Department
Years: 2011 to 2014 Employer: Jefferies Title: Investment Banking Associate Department: Investment Banking
Responsibilities:
- Analyst 1 – Associate 1 in the Global M&A team spanning three and a half years
- Completed ~12 transactions and exposure to many more, including sell-sides, buy-sides, fairness opinions, private equity transactions, and both public and private takeover situations
- Significant exposure to Healthcare (Pharma/Biotech) and TMIT sectors with some experience in other sectors including Mining and Consumer & Retail
- Responsibilities include financial modeling, preparing marketing materials, coordinating buyer outreach, due diligence, process management, managing client requests, liaising with buyers, and participating in pitches
- Other responsibilities: intern and graduate recruiting, internal training
Years Employer Title Department
Years: 2010 to 2011 Employer: Ingenious Investments Title: Investment Analyst Department:
Responsibilities:
- Analyst in the investments division of alternative investment company, focused on structured & tax-efficient investment vehicles to create investment opportunities for retail and institutional investors
- Key responsibilities: financial modeling/analysis of investment opportunities in TMT and Clean Energy sectors primarily in the form of project finance and structured equity/debt
Years Employer Title Department
Years: 2010 to 2010 Employer: China Bridge Capital Title: M&A Intern Department:
Responsibilities:
Analyst for Global Investment Banking team, working on M&A advisory and cross border investments
- Produced financial models for leveraged financing, accretion/dilution analysis, and a DCF valuation model
Years Employer Title Department
Years: 2008 to 2008 Employer: Lehman Brothers Title: Summer Intern-London Department:
Responsibilities:
- The placement was within the Real Estate division working on an asset-leasing project
- Internship was extended by the manager and resulted in a full-time position offer in the generalist rotation scheme
- Presented a recommendation and financial model to European CAO and 5 senior US managers

Additional Experience

Training / Seminars
Highly proficient with MS Excel, Word, PowerPoint, Photoshop, and InDesign
Highly proficient with Thomson Reuters Eikon, Bloomberg, Capital IQ, and Mergermarket

Language Skills

Language Proficiency
English Native

Fields of Expertise

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