Strategic Advisory
Business advice for major decisions, informed by investment banking, consulting, and legal experience.
Strategic Advisory helps companies, founders, and investors with business decisions: whether to do a deal, how to position for one, which partners to pursue, and how the terms will be read on the other side of the table. It is a business advisory practice, separate from the firm’s legal work.
Advice like this usually comes from bankers or consultants, and lawyers are brought in later to document the deal. By then, much of the value has already been decided. Strategic Advisory work at Crossbridge is led by the firm’s principal, who has seen these decisions from several sides: as an investment banker at J.P. Morgan (with significant work in life sciences, healthcare, and technology companies), as a lawyer at a global law firm, as senior in-house counsel at Merrill Lynch, and as a business consultant. The strategy and the terms are considered together from the start.
Before founding Crossbridge, he worked as a business consultant, advising companies in various industries on financing and investment strategy. For biotech companies, he arranged introductions to several top-20 global pharmaceutical companies and moved those discussions to diligence-stage meetings. He has also worked with medtech companies.
Areas of Advisory Work
Financing and investment strategy: For companies and investors, advice on financing alternatives, positioning, deal structure and terms, and preparing for investor diligence, including how a transaction is likely to be read by venture capital, private equity, and other institutional investors.
Partnering and licensing strategy: For biotech, pharmaceutical, and medical device companies, advice on out-licensing and in-licensing, how to position an asset, which partners to pursue, and how to prepare for partner meetings and diligence. Where appropriate, this can include introductions to business development teams at potential partners. The work runs in both directions: U.S. companies seeking partners or distribution abroad, and companies outside the U.S. seeking U.S. and global partners.
Decision, negotiation, and risk strategy: A candid outside view before you commit, covering whether a deal is worth doing, where your leverage is, how to approach the other side, what could go wrong, and when to walk away.
Crossbridge advises on:
The firm advises companies in life sciences, healthcare, technology, and other industries, as well as investors.
How We Engage
Each engagement is scoped at the start to a specific decision or project. Strategic Advisory is provided under its own engagement letter, separate from any legal representation. Where a matter also needs legal work, the firm can handle it under a separate legal engagement, so the strategy and the documents stay consistent.
What Clients Receive
A senior advisor who stays involved as the matter develops, not a report delivered and handed off.
A clear view of the options, the trade-offs, and which considerations should carry the most weight.
Practical preparation for the meetings and negotiations that matter, including partner and investor diligence.
Advice that accounts for how the final terms will be written, because the strategy and the terms are considered together.
Business advice for decisions that matter.
If you are weighing a partnering, licensing, financing, or other major business decision, you are welcome to get in touch.