Client

Finance Wales Investments Ltd.

Wales, United Kingdom

www.financewales.co.uk

Synopsis

Client

Finance Wales Investments Ltd., Wales, United Kingdom

A regional investment fund focused on small and medium-sized companies in Wales

Mandate

Evaluate strategic alternatives for an unnamed medical devices portfolio company.

Our Role

Advisor to the senior investment team of Finance Wales

  • Evaluated portfolio company’s product offering and assessed its current indicative value.
  • Assessed potential indicative value of the portfolio company based on securing near-term US FDA 510(k) clearance for lead device.
  • Reviewed possible further indicative value creation based on advancing certain portfolio company pipeline development programmes.
  • Analysed partnering and trade sale alternatives for the portfolio company.
  • Prepared near-and medium-term funding recommendations to Finance Wales to enable portfolio company to reach key inflection points.
  • Formulated exit strategy timeline and process recommendation.