TRUSTED. QUALITY. DOMAIN EXPERTISE.

Boutique M&A and Strategic Advisory firm with a focus on the healthcare and life sciences sectors.

Our Services   Contact

Who We Are

Healthcare and Life Sciences professionals with deep domain expertise developed over +25 years in M&A, corporate development, and strategic advisory with unparalleled networks in the industry and finance sectors. We commit to providing high-quality services to our clients so that they can make the best decisions possible for their business.

Stethoscope on prescription clipboard and Doctor working an Laptop on desk in hospital, Healthcare and medical concept, vintage color, selective focus

About Us

We are industry veterans keenly focused on utilizing deep sector insights and extensive deal-making experience to provide impactful advisory services.

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Our Goal

We are committed to providing candid, objective advice that serves the best interests of our clients, not ours.

OUR SERVICES

Our boutique-style service and responsiveness are designed to help clients achieve their goals by identifying opportunities and streamlining the transactional process through deep industry specialization.

  • Sell-side engagement
  • Buyer-side engagement
  • Identifying prospective strategic or financial buyers on a global basis
  • In-licensing
  • Out-licensing and divestitures
  • Evaluating strategic options and positioning your business in a compelling way for future growth or exit
  • Outsourced Chief Business Officer / Corporate Development

CLIENTS WE SERVE

Companies
  • Pharmaceutical
  • Biotechnology
  • Vaccine, Cell & Gene Therapies
  • RNA Therapeutics
  • Medical Devices
  • Medical Technology
  • Aesthetic/ Cosmetic
  • Consumer/ OTC
  • Genomics
  • Healthcare/ IT
  • Life science tools
  • Diagnostics
  • CDMO
  • CRO (clinical and preclinical)
  • Research Services
Therapeutic and Diagnostic Area Expertise
  • Aesthetics
  • Cardiovascular
  • Dermatology
  • Digital Health / Therapeutics
  • Gastroenterology
  • Health and Wellness
  • Inflammatory/ Auto-immune
  • Immunology
  • Movement Disorders
  • Neurology
  • Oncology
  • Ophthalmology
  • Orthopedics
  • Rare Diseases
  • Women’s Health

Contact us to find out how we can help your business.

ADVISORY TEAM

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David H. Crean

Managing General Partner

E: david.crean@cardiffadvisory.com | P: 858-245-4905

David H. Crean, Ph.D is the Managing General Partner at Cardiff Advisory. Previously, Dr. Crean served as Managing Director for Objective Capital Partners, a middle market investment banking firm located in southern California, where he led the firm’s Mergers and acquisitions (M&A), partnering, valuations and capital financing transactions with life science and healthcare companies. Dr. Crean has in excess of 25 years of transactional experience within strategic biopharma, private equity, and venture capital. Dr. Crean holds FINRA Series 79 and Series 63 licenses and is a FINRA Registered Investment Banking Representative through BA Securities, LLC.

In parallel to his investment banking and strategic advisory leadership for Cardiff Advisory, Dr. Crean currently serves as a Senior Advisor to Objective Capital's Investment Banking services, and is in leading roles on the Boards of Directors for Histogen, Inc. (Nasdaq: HSTO), Phoenix Molecular Designs, BIOCOM California, and the California Life Sciences Association (CLSA) as Chairman of Development and a member of the Executive Committee. He is also an active life sciences investor where he serves as Managing Director for Equitos, Venture Partner for Suncoast Venture Capital, and a Limited Partner with Mesa Verde Venture Partners.

For his outstanding advisory work, Dr. Crean was recognized by San Diego Business Journal for SD500 Most Influential Business Leaders in 2019-2021, M&A Advisors for the 2019 Investment Banker of the Year, San Diego Business Journal’s 2018 Healthcare Hero, 2017 Thought Leader of the Year and 2017 Advisor of the Year Awards.

Dr. Crean is also active in the non-profit sector where he serves as Chairman of the Board for the Alzheimer’s Association of San Diego/ Imperial Counties, CEO's Against Cancer for the American Cancer Society, and Student Success Programs of the Charter School of San Diego.

Dr. Crean holds a Masters of Business Administration (MBA) Degree with a finance concentration from Pepperdine University Graziadio School of Management. Additionally, he holds a Doctorate of Philosophy (Ph.D.) Degree in Biophysics and a Masters of Science (MS) Degree in Oncology from the State University of New York at Buffalo. Dr. Crean also earned a Bachelor of Science (BS) Degree in Biology/ Pre-Med from Canisius College.

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Charla Triplett

Managing Director

E: catalyzepdx@gmail.com | P: 503-765-5260

Charla Triplett is the President of Catalyze focused on Research Design and Strategy with a focus on Medical Device and Digital Health.

She spent several years in business development for an interactive digital marketing agency, working with industry professionals from the high tech, biomedical and aerospace industries. Prior to these Business Development roles, Charla spent over 15 years of her career focused on connecting industry and academia in the area of Biomedical Engineering, including founding and running a non-profit with this mission, working with over 60 Universities nationwide. She has actively served on the OSU College of Engineering board for Chem, Bio and Environmental Engineering for the past 10 years. Ms. Triplett completed her M.S. in Bioengineering at OSU in 1999.

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Johan Pontin

Managing Director, Operations

E: johanpontin@me.com | P: 617-610-8000

Johan is a successful and experienced CEO, entrepreneur and investor who throughout his career has focused on building innovative companies that offer transformative outcomes for society. Johan has been responsible for more than $2 billion in private and public company financings. He has led over 40 acquisitions with an aggregate deal value of $4 billion. In addition, Johan has led 3 IPO’s, 8 strategic divestitures and co-founded 8 companies. Johan has generated over 5x cash on cash to his investors over the past 20 years.

Johan serves as a founding member of the Director’s Board, as well as the Business Advisory Board, at the Harvard Medical School Initiative for RNA Medicine. Johan also serves as a Trustee of The Museum of Science in Boston/Cambridge, MA.

Born and raised in Stockholm, Johan is a dual citizen of Sweden and the USA. He pursued his education in Sweden, England, Spain and the US, completing his studies at the Carroll School of Management at Boston College in 1993. Prior to Boston College Johan served as a PT boat commander in the Royal Swedish Navy.

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Laurenn Cutshaw

Marketing & Brand Strategy

E: laurenn.cutshaw@gmail.com | P: 215-704-9898

Laurenn is a brand marketer and business strategist with a diverse background in marketing, sales, and product development. She's worked exclusively in health, wellness and consumer technology for over a decade, and has built and managed teams for brands like MINDBODY, Echelon Fitness Multimedia, Health Plus and Yoga Six. Ms. Cutshaw developed an interest in capital financing at Yoga Six where she contributed to a $20M raise; she has since had 2 successful exits. Laurenn enjoys supporting companies through transition. She specializes in early stage growth strategy and scale, and leading new initiatives within larger organizations. Laurenn received her B.A. from Penn State University.
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Alexander B. Johns

Senior Advisor, Strategy and Market Development

E: johns@aretestrat.com | P: 619-985-4616

Alexander Johns is Chairmain of Arete Strategies, LLC, an advisory firm providing market research, analytics, and strategic input on business development, product development, marketing, and commercialization for biopharmaceutical companies. Mr. Johns has in excess of 30 years of experience in the life sciences and healthcare industries working with C-Suite executives and Boards of Directors in defining, refining, and executing strategies for growth and exit. Mr. Johns earned his BS and MBA from the University of Chicago, Booth School of Business.

COMMUNITY COMMITMENT & GIVING BACK

Our firm is committed to investing its time, talent, and treasure in local and national charities that drive impact in the communities that they serve.  A portion of the firm’s profits supports the missions of various leading organizations including: