Reviewed new technology for medical diagnostics, pharmaceuticals, and devices
Evaluated management team and start-up company for viability and ability to execute strategic plan
Advised VC management potential concerns and likelihood of success
Private Biotechnology Companies (2006-2009)
Comprehensive review of company
Advised CEO & Board on valuation ranges and strategies leading to IPO
Reviewed intellectual property and defined risks and strategies to improvement
Evaluated research and clinical data and defined weaknesses and means to improve
Assessed markets, strategies, and revised business plan to incorporate best path forward to achieve maximum value
Identified issues in Manufacturing and Clinical strategies and selected appropriate group to manage through weakness leading to appropriate development.
Introduced company to investment banks, select funds, and companies interested in partnering.
Continuing as business advisor to CEOs
Not-for-Profit (2006-2009)
Reviewed programs and prepared integration report
Identified next steps in value creation
Defined program for executing next steps
Assisted with conference series development in select technology area
Reviewed patent portfolios and develop license arrangements of the technology
Advise on spin-off companies from patented technology held by the not-for-profit
University (2005-2009)
Reviewed technologies and advised faculty on research programs
Identified weaknesses in current portfolio and new areas for intellectual property development
Advised faculty and university on steps to increase value of intellectual property
Prepared comprehensive reviews and strategy program
Coached spin-out companies' management
Public Health (2006-2009)
Advised and prepared Business Plan for Education Unit
Lead deal with a major corporate entity to develop software for tracking patient health records
Assisting CEO in developing strategies to obtain new lines of funding