Identify and connect with the right acquisition and investment targets for your strategy, goals, and values. I help my clients define their vision of success, conceive & prioritize their focus areas, identify exciting targets, source desired opportunities, and perform commercial due diligence.
How I Can Help
M&A Strategy
Clarify strategic vision, ensuring all stakeholders are aligned on what success looks like
M&A Target Discovery
Discover novel opportunities, creating more exciting chances to realize your goals
M&A Sourcing
Make direct contact with priority targets, enabling initial screening for a potential transaction
M&A Due Diligence
Improve decision-making, cultivating a tailored, analytical, and rigorous understanding of your target’s markets, products, customers, and competition
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, Sourcing, and Due Diligence
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
Screened 14 sectors across Personalized Medicine for a middle market PE firm to identify 15 actionable targets
Middle Market PE Investor
M&A Strategy and Target Discovery
Screened 20 sectors across Wellness and Longevity for a middle market PE firm to create potential entry strategies and identify 30 actionable targets
Angel Investor
M&A Strategy, Target Discovery, and Sourcing
Sourced 35 early-stage investment opportunities across Health & Wellness for an Angel investor, deploying $14M of capital
Service Overview
Corporate Strategy
Achieve clarity and conviction for your key strategic decisions. I help my clients define their vision of success, develop conscientious strategic plans, and evaluate exciting opportunities.
How I Can Help
Growth Strategy
Where in our existing portfolio should we proactively invest? What else should we actively pursue? What should we stop doing? Do we build, buy, or partner?
Product Strategy
Which markets should we sell to? How should we prioritize our product roadmap & related strategic assets?
Customer Strategy
Who are our key customer segments? What are the best ways to reach our target customers? How can we best meet the needs of different customers?
Go-to-Market Strategy
What business models should we use? What prices should we charge? How do we overtake our competitors? How can we build competitive moats? Which partners give us 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 and Product Strategy
Collaborated with CEO at a PE-backed healthy eating leader to identify and prioritize innovative go-to-market strategies, resulting in 4 novel business model experiments
Public Company
Product and Customer 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 and Product Strategy
Identified and prioritized portfolio expansion opportunities for executive team at a VC-backed mental health leader, resulting in the strategic acquisition of a new business unit
Public Company
Growth Strategy
Worked with executive team at a public sleep leader to identify and prioritize opportunities for differentiating the core product, deepening their brand expertise, increasing sales conversion rates, and re-orienting the product portfolio towards profit & long-term customer relationships.
Service Overview