Expert Details
Corporate Development and M&A Specializing in Healthcare/Medical Device
ID: 736553
United Kingdom
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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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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 |