Guidance for the Life Science Entrepreneur Looking for Strategic Investments in Their Business: Perfect Your Pitch

Posted August 16, 2018 by OCP | Post a Comment

This past week, David H. Crean, PhD, Managing Director and head of our Life Sciences and Healthcare Practice Group, spent time reviewing the >400 life science opportunities that were presented to him and our investment banking firm in 2017 in which entrepreneurs and business owners were looking for either capital financing, sell-side M&A, strategic advisory services or partnering/ licensing. Nearly invariably, each investment pitch lacked the complete and necessary material to tell the comprehensive story that would be compelling for an investor to write a check. These entrepreneurs are very smart and passionate about their mission but need to recognize and think like investors or strategic buyers. Investors see and hear many investment opportunities and you need to be differentiated and stand out from the masses.

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Healthcare, Life Sciences, Blog Article, Capital Raise & Financing, Sell-Side M&A, Strategic Advisory

How To Look Beyond the Obvious Acquirer for Your Business

Posted July 19, 2018 by OCP | Post a Comment

A wise advisor once said, “Obvious buyers are obvious”. This truism serves as a recommendation to sellers to seek beyond the obvious buyers when constructing a list of potential acquirers

Obvious buyers typically identified include a mix of direct competitors and the large players that dominate the sector. Many investment banks often provide sellers with a list of the 25 or so obvious buyers, resulting in the seller feeling a false sense of comfort because all the names of the potential acquirers that they are familiar with are on the list. And, while many of these companies may represent high-fit potential acquirers, the seller is missing out on engaging with a large number of less obvious, high-fit potential acquirers. These acquirers have a strong strategic rationale to acquire and a resulting high willingness to pay a premium purchase price.

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Healthcare, Life Sciences, Blog Article, Sell-Side M&A, Business Services, Technology, Consumer, Strategic Advisory

OCP Is Leading Growth in the San Diego Life Science Community

Posted June 04, 2018 by OCP | Post a Comment

"Working with life science companies is not like serving other industries. There are myriad legal and financial eccentricities - accounting for multiple financing sources makes accounting especially complex, for instances and protecting intellectual property is key. Early-stage companies may need their hand held as they focus on the science and outsource everything else." San Diego Business Journal

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Business Valuation, Healthcare, Life Sciences, Press News, Capital Raise & Financing, Strategic Advisory

Objective Capital Advises Healthcare IT Company on Its Sale to Kinderhook Industries

Posted May 01, 2018 by OCP | Post a Comment

Los Angeles, CA April 24, 2018 — Objective Capital Partners, a leading middle market investment banking firm, is pleased to announce that it served as the exclusive financial advisor to StudyKIK LLC, a rapidly-growing healthcare IT company, on its acquisition by Kinderhook Industries LLC.

“Matt and his team have done a remarkable job in creating a leading patient recruiting platform which is having an enormous impact by making it dramatically more efficient for clinical trial companies to find and engage the high-fit trial volunteers they need to bring new and innovative treatments to market,” said Channing Hamlet, Managing Director of Objective Capital Partners. “We are privileged to have had this opportunity to help StudyKIK and couldn’t be more excited about the future of the company.”

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Healthcare, Life Sciences, Press News, Strategic Advisory

Develop Your Financing Strategy to Attract Capital and Move Beyond Your Initial Seed Stage

Posted April 20, 2018 by OCP | Post a Comment

From the moment you make a decision to set up and operate a business, you’re in the “business lifecycle.” Fasten your seatbelt before the drive as you’ll journey from idea to startup, and if successful, through to the growth and maturity phases. Each stage of the lifecycle has a unique set of obstacles to deal with and overcome. Being flexible in your thinking and adapting your strategy as you move along will serve you well. This not only applies to a business strategy but also to the financial plans to support the development and growth of the Company. A capital financing strategy should summarize investor targets for outreach by stage of the lifecycle, inflection points and how these will change valuation, and the actions to be taken over a three-to-five year period to achieve the company's goals in its business evolution. Putting together the strategy is hard work that takes time and considerable thought. Raising money is also hard work, so get started today.

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Healthcare, Life Sciences, Blog Article, Capital Raise & Financing, Business Services, Technology, Consumer, Strategic Advisory

Presentation Guide for Life Science Companies

Posted April 20, 2018 by OCP | Post a Comment

David H. Crean, PhD, Managing Director and head of our Life Sciences and Healthcare Practice Group provides his thoughts and guidance to entrepreneurs, founders and business owners in the life sciences sector on what he has seen as successful pitches to investors and strategic companies in the initial pitches of their company and technology. By providing as much of the information noted below during the process, we believe that you can improve the probability and chances of landing a transaction that supports company growth or exit strategies. David has also previously authored related articles on this topic that can be viewed here and here. Happy to clarify any topic if needed.

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Healthcare, Life Sciences, Blog Article, Strategic Advisory

Symple Surgical, Inc. Retains Objective Capital Partners to Explore Strategic and Financial Partnerships

Posted April 17, 2018 by OCP | Post a Comment

San Diego, CA and Flagstaff, AZ, April 12, 2018: — Symple Surgical, Inc., a privately-held, early-stage medical device company focused on developing novel therapeutic technologies using microwave technology for treatment of life-threatening chronic conditions, is pleased to the announce that they have retained Objective Capital Partners as their exclusive financial advisor. Objective Capital Partners, a middle-market Investment Banking firm located in Southern California and focused on mergers & acquisitions (M&A), strategic advisory, capital financing and valuation services, will seek to identify strategic partnerships and financial investors for the Company to progress their lead product Grizzly™ targeting pre-cancerous cells in the elimination of Barrett's Esophagus and Esophageal Adenocarcinoma, the fastest growing cancer worldwide.

Barrett’s Esophagus (BE) is a premalignant condition caused by stomach acid or gastrointestinal reflux disease (GERD) mutating healthy cells in the lower esophagus into Barrett’s cells.  Approximately 90% of Esophageal Adenocarcinoma (EAC) patients do not receive a prior diagnosis of Barrett’s Esophagus (BE). BE affect’s more than 12 million American adults, and is associated with a 30-fold increased risk of developing EAC. This new treatment will provide an alternative to the Radiofrequency Ablation Technology (“RFA”) and cryoablation technologies currently in use for treatment of BE thereby reducing the number of episodes of treatment and providing unparalleled user control for adequate cell removal.

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Healthcare, Life Sciences, Press News, Strategic Advisory

Weaver Leather, LLC, Acquires Troxel Helmets

Posted August 29, 2017 by OCP | Post a Comment

Objective Capital Partners Acted as Exclusive Financial Advisor to Troxel

San Diego, CA- September 5, 2017 - Objective Capital Partners, a leading M&A investment banking firm specializing in middle market M&A, healthcare & life sciences and valuation advisory services, is pleased to announce the successful closing of one of its advisory engagements with Troxel, the world’s leading provider of ASTM/SEI certified equestrian helmets, upon its acquisition by Weaver Leather, LLC. Objective Capital Partners acted as exclusive financial advisor to Troxel.

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Press News, Sell-Side M&A, Strategic Advisory

Global Health Solutions Retains Objective Capital Partners As Exclusive Advisor for Acquiring Strategic Partnerships

Posted May 12, 2017 by OCP | Post a Comment

San Diego, CA, May 15, 2017 Objective Capital Partners, a leading M&A investment banking firm specializing in middle market M&A and capital raise, healthcare & life sciences and valuation advisory services, has announced that it has been retained as exclusive advisor to Global Health Solutions, LLC, to assist the company in exploring strategic partnerships and licensing agreements for its diverse product portfolio and pipeline for wound care, infection, and skin care. The priority focus will be on seeking best in class commercialization partners for the Company’s 510K FDA-cleared Hexagen™ Wound Dressing, which addresses the pressing need for effective solutions in the chronic and advanced wound market(s).  Additional assets to be partnered include the FiltreX™ Adhesive Dressing and pipeline assets in dermatology, infection control, biologics, and aesthetics.

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Healthcare, Life Sciences, Press News, Buy-Side M&A, Strategic Advisory

Objective Capital Partners Expands its Investment Banking Practice to Serve Owners of Lower Middle Market Companies

Posted October 19, 2016 by OCP | Post a Comment

 

San Diego, CA- October 20, 2016 - Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500MM, is pleased to announce an expansion of their transactional and advisory services with the establishment of its Lower Middle Market Investment Banking Practice (LMM).  The LMM Practice applies Objective Capital’s highly engineered transaction processes to serve entrepreneur-led companies having revenues of $3-15MM, assisting business owners with mergers & acquisitions and capital raising transactions.

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Business Valuation, Press News, Capital Raise & Financing, Sell-Side M&A, Business Services, Strategic Advisory

This article is provided for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC makes no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.

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San Diego Office:
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Trever Acers
Managing Director
858.663.8662 telephone
trever.acers@objectivecp.com

Channing Hamlet
Managing Director
858.342.4939 telephone
channing.hamlet@objectivecp.com

David H. Crean, Ph.D.
Managing Director
858.461.9490 telephone
david.crean@objectivecp.com

Jack J. Florio
Managing Director
858.864.4339 telephone
jack.florio@objectivecp.com