Find the right deals for your strategy, goals, and values. I help my clients define their vision of success, identify & prioritize focus areas, identify & prioritize exciting targets, source desired targets, and perform strategic due diligence.
How I Can Help
M&A Strategy
Clarify your strategic vision, ensuring all stakeholders are aligned on what success looks like
M&A Target Discovery
Identify & prioritize focus areas and exciting targets, creating more opportunities to realize your goals
M&A Sourcing
Make direct contact with desired targets to fill your deal pipeline with exciting opportunities
M&A Due Diligence
Make the right decision on your deals with a tailored and rigorous evaluation of your target
What My Clients Have to Say
“In short, Teddy is awesome. Working with individuals as talented as he has been rare both personally and professionally over the past 20 years. His particular collection of values and capabilities is truly uncommon in the financial world. I relied on Teddy as a sounding board, thought partner, and coach.”
Tim Jones
Chief Executive Officer
Client Success
PE-Backed Company
M&A Strategy, Target Discovery, and Sourcing
Sourced 30 acquisition targets for a PE-backed health education leader, resulting in 9 data rooms and 1 accepted LOI
Middle Market PE Investor
M&A Strategy and Target Discovery
Identified & screened 14 sectors across Personalized Medicine for a middle market PE firm to discover 15 actionable targets
Middle Market PE Investor
M&A Strategy and Target Discovery
Identified & screened 20 sectors across Wellness and Longevity for a middle market PE firm to create entry strategies and discover 30 actionable targets
Angel Investor
M&A Strategy, Target Discovery, and Sourcing
Sourced 35 investment opportunities across Health & Wellness for an Angel investor, deploying $14M of capital
Service Overview
Corporate Strategy
Pick the right strategy for your vision, goals, and values. I help my clients define their vision of success, understand the market landscape, develop conscientious strategic plans, and evaluate exciting opportunities.
How I Can Help
Growth Strategy
Where in our existing portfolio should we proactively invest vs. pull back? What else should we actively pursue? Do we build, buy, or partner?
Product Strategy
Which markets should we sell to? How should we prioritize our product roadmap & related strategic assets? Where can we build competitive moats?
Customer Strategy
Who are our key customers? What are the best ways to reach them? How can we best meet the needs of different customer segments?
Go-to-Market Strategy
What business model should we use? What price should we charge? How do we overtake our competitors? Which partners create meaningful leverage?
What My Clients Have to Say
“Teddy has proven to be an invaluable partner in thinking through growth prioritization. He is extremely organized, smart and resourceful. He is passionate about health and wellness and very special to partner with someone who really understands and supports your mission.”
Christine Barone
Chief Executive Officer
Client Success
PE-Backed Company
Growth Strategy
Partnered with the CEO at a PE-backed healthy eating leader to identify and prioritize innovative go-to-market strategies, resulting in 4 new business model experiments
Public Company
Product Strategy
Partnered with internal innovation team at a public financial services leader to evaluate DNA & personal health data market trends and define related investment opportunities for their products and services
VC-Backed Company
Growth Strategy
Identified and prioritized portfolio expansion opportunities for the executive team at a VC-backed mental health leader, resulting in the strategic acquisition of a new business unit
Public Company
Growth Strategy
Partnered with the executive team at a public sleep leader to identify and prioritize opportunities for differentiating the core product, upgrading their brand expertise, increasing retail sales conversion rates, and re-orienting the product portfolio towards profitable long-term customer relationships
Service Overview