Each transaction demanded a unique blend of diligence, narrative building, and negotiation strategy—united by empathy for founders and accountability to investors.
Led valuation narrative and revenue model redesign for a venture-backed AI medical imaging company. Conducted extensive interviews with the engineering team and mapped FDA approval timelines to demonstrate commercialization velocity.
Impact: Unlocked a 15% uplift in the buyer's proposal by proving the company's profitability was undervalued. The CEO noted that no one had previously combined technical understanding with M&A expertise in this way.
Key Deliverables:
• Research-driven valuation defense
• Competitive landscape modeling
• Investor-ready storytelling
Advised on the acquisition of a West Coast remote health monitoring platform. The young, idealistic founder was sensitive about valuation and control rights.
Solution: Designed a deal structure preserving the founding team's stake while instituting earn-outs and staged exits aligned with operating milestones. This balanced the buyer's need for performance guarantees with the founder's desire for continued involvement.
Key Deliverables:
• Control-friendly governance design
• Scenario-based financial modeling
• Negotiation scripts for sensitive terms
Coordinated a China-based fund's acquisition of a U.S. medical software company. The transaction involved complex time zone coordination, language barriers, and differing regulatory interpretations.
Role: Beyond financial modeling, I served as a strategic translator—synchronizing conference calls, explaining regulatory nuances, and aligning strategic intent across cultural boundaries. The project required 24/7 availability and deep understanding of both markets.
Key Deliverables:
• Bidirectional translation for executive teams
• Regulatory and compliance harmonization
• High-frequency deal-room facilitation
This YouTube track keeps the energy sharp through diligence all-nighters and early-morning client calls. The rhythm matches the pace of deal flow and helps maintain focus during intense negotiation periods.
Play on YouTube