M&A Intelligence

Project conducted by: Jonathan

Client: A leader in developing and manufacturing molecular diagnostic tests

Objective: Plan portfolio and evaluate acquisition targets.

Jonathan 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.