Healthcare
Overview
Investment Banking for Healthcare
We help healthcare service providers, medtech companies, and digital platforms grow through strategic capital, M&A, and partnership solutions.
Our advisors deliver the financial and operational insight needed to navigate regulatory complexity and scale sustainably.
Healthcare Transactions
Completed
Representing hospitals, device firms,
and digital health innovators.
digital health innovators.
Total Healthcare
Deal Value
Across sell-side, buy-side, and
strategic advisory engagements.
Overview
Investment Banking for Healthcare
We help healthcare service providers, medtech companies, and digital platforms grow through strategic capital, M&A, and partnership solutions.
Our advisors deliver the financial and operational insight needed to navigate regulatory complexity and scale sustainably.
Healthcare Transactions
Completed
Representing hospitals, device firms,
and digital health innovators.
digital health innovators.
Total Healthcare
Deal Value
Across sell-side, buy-side, and
strategic advisory engagements.
Services
1. Sell-Side Advisory
We position healthcare companies to attract the right buyers and strategic partners, ensuring a premium valuation and smooth transaction process.
4. Strategic Partnerships
Creating alliances that unlock new distribution, technology, or patient access pathways.
2. Buy-Side Advisory
Guidance for acquirers seeking accretive targets in healthcare delivery, technology, or services.
5. Valuation Services
Trusted analyses to support M&A, 409A compliance, or regulatory-driven reporting.
3. Capital Raise Advisory
Expert support in structuring and sourcing capital for expansion, roll-ups, and new service lines.
Services
1. Sell-Side Advisory
We position healthcare companies to attract the right buyers and strategic partners, ensuring a premium valuation and smooth transaction process.
4. Strategic Partnerships
Creating alliances that unlock new distribution, technology, or patient access pathways.
2. Buy-Side Advisory
Guidance for acquirers seeking accretive targets in healthcare delivery, technology, or services.
5. Valuation Services
Trusted analyses to support M&A, 409A compliance, or regulatory-driven reporting.
3. Capital Raise Advisory
Expert support in structuring and sourcing capital for expansion, roll-ups, and new service lines.
Deal Structures
Representative Deal Structures – Types of deal structures completed by Cardiff Advisory:
- Upfront Payments for Exclusivity to IP and Technology
- Research & Development Expenses
- Development Milestone Payments
- Regulatory Milestone Payments (PMA, 510k, DeNovo Clearance)
- Royalties on Commercialization Revenues
- Asset and/ or Company Acquisition
- Strategic Equity Investment
Deal Structures
Representative Deal Structures – Types of deal structures completed by Cardiff Advisory:
- Upfront Payments for Exclusivity to IP and Technology
- Research & Development Expenses
- Development Milestone Payments
- Regulatory Milestone Payments (PMA, 510k, DeNovo Clearance)
- Royalties on Commercialization Revenues
- Asset and/ or Company Acquisition
- Strategic Equity Investment
Case Studies
CareTech
$80M sale of CareTech Health to private equity-backed healthcare platform.
MedVision
$25M strategic investment
in remote monitoring
solutions.
WellPath
$15M venture round for WellPath Diagnostics supported by valuation and capital advisory.
HeartSync
$65M acquisition of HeartSync Medical by cardiovascular device manufacturer.
TheraLink
$50M sale to digital
therapeutics
company.
Opticare
Strategic advisory for $20M
expansion
financing.
PathNova
$12M cross-border
joint venture
formation.
BioSurge
$30M divestiture of
BioSurge Imaging
business unit.
RegenMed
RegenMed Health, Advised on $100M merger creating a regenerative medicine platform.
Case Studies
CareTech
$80M sale of CareTech Health to private equity-backed healthcare platform.
MedVision
$25M strategic investment
in remote monitoring
solutions.
WellPath
$15M venture round for WellPath Diagnostics supported by valuation and capital advisory.
HeartSync
$65M acquisition of HeartSync Medical by cardiovascular device manufacturer.
TheraLink
$50M sale to digital
therapeutics
company.
Opticare
Strategic advisory for $20M
expansion
financing.
PathNova
$12M cross-border
joint venture
formation.
BioSurge
$30M divestiture of
BioSurge Imaging
business unit.
RegenMed
RegenMed Health, Advised on $100M merger creating a regenerative medicine platform.
Partners
Cardinal Health
Medtronic
GE HealthCare
Takenaka Partners
Deloitte
SVB Leerink Partners
Partners
Cardinal Health
Medtronic
GE HealthCare
Takenaka Partners
Deloitte
SVB Leerink Partners
Insights
Digital transformation and patient-centric models are redefining healthcare M&A.
Our insight: firms that integrate data, devices, and delivery outperform in both valuation and longevity.
Insights
Digital transformation and patient-centric models are redefining healthcare M&A.
Our insight: firms that integrate data, devices, and delivery outperform in both valuation and longevity.
Connect
Let’s advance your healthcare growth strategy.
Cardiff Advisory delivers the experience, network, and precision to help your business expand, merge, or monetize successfully.
Connect
Let’s advance your healthcare growth strategy.
Cardiff Advisory delivers the experience, network, and precision to help your business expand, merge, or monetize successfully.