James Terwilliger Email and Phone Number
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Corporate executive experienced in management consulting, financial analysis, valuations, capital raising, mergers and acquisitions, strategic planning, sales and marketing, business development and board of director responsibilities. Healthcare industry experience includes biotechnology, pharmaceutical, medical device, healthcare services, and management consulting. Corporate experience includes Ernest & Young and Johnson & Johnson. “Wall Street” experience includes ten years experience in equity capital markets as a senior healthcare research analyst. Institutional research coverage includes companies in the cardiology, oncology, orthopedics, services and technology sectors. Highly competitive Ivy League academic background includes graduate degree from Yale University School of Medicine.Specialties: •2005 Master Stock Picker by “The Wall Street Journal” •2002 StarMine ranking as one of the top medical device analysts for earnings accuracy •Multiple publications including Barron’s and Investors Business Daily •Series 7, 63, 86, 87
Paulson Investment Company, Llc.
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Senior Managing Director - Healthcare StrategiesPaulson Investment Company, Llc.Tennessee, United States
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Private Investor - Family Office Focused On Healthcare InvestingSelf-Employed Apr 2022 - Present
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Senior Managing Director - Healthcare StrategiesPaulson Investment Company, Llc. Feb 2016 - PresentInvestment bank with a focus on the healthcare sector.
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Healthcare StrategiesNewport Coast Securities, Inc. Jun 2014 - Feb 2016
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Senior Vice President - Healthcare Equity ResearchWunderlich Securities May 2013 - Feb 2014
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Medical Device & Outsourcing AnalystThe Benchmark Company, Llc Jan 2012 - May 2013Investment thesis includes cardiovascular, orthopedics, oncology, HCIT & outsourcing servcies. Covergare includes CSII, EXAC, HCSG, ICUI, SMA, TRNX and VASC. Investment thesis is based on bottoms-up analysis of financial model, balance sheet, current product offering, new product pipeline, competitor analysis, sector valuations and industry analysis & trends.
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Executive Managing Director - Healthcare ResearchDuncan-Williams, Inc. 2008 - Aug 2012Memphis, Tn, UsInvestment thesis includes cardiovascular, cancer, orthopedics, outsourcing services, and HCIT. Coverage includes ARAY, CPSI, CSII, ERT, EXAC, HCSG, ICUI, KNSY, MMSI, SMA, VAR, VASC, & WMGI. Formulated investment thesis based on bottoms-up analysis of financial model, balance sheet, current product offering, new product pipeline, competitor analysis, sector valuations, industry trends and market conditions. -
President, Ceo & Board MemberNeurorecovery, Inc. 2006 - 2008•Negotiated and executed sale of company from business development efforts through due diligence and closing •Managed company turnaround with a 50% reduction in G&A expenses and a 50% increase in R&D expenses •Raised multiple rounds of financing including private capital, convertible debt and a million dollar line of credit •Communication experience includes investor/company presentations for road show, equity conference (JP Morgan), industry roundtable (American Academy of Neurology), board of directors and press releases
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Vice President, MarketingNeurorecovery, Inc. 2005 - 2006•Developed company presentation material, positioning thesis, and investor relations materials •Worked with senior management on strategic plan, financial plan and business development efforts •Regulatory/clinical accomplishments include clinical protocol development (Phase II/III trial), orphan drug application, FDA briefing book and FDA meeting, and management of clinical trial material (CTM)
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Senior Vice President, Medical Device & TechnologyMorgan Keegan & Company 2000 - 2005•2005 Master Stock Picker – Ranked fourth out of 57 analysts for stock performance by the Wall Street Journal •2002 StarMine ranking as one of the top three medical device analysts for earnings accuracy•Top ranked analyst (out of 15 analysts) on a quarterly basis based on stock performance in 2001 •Research investment thesis focused on cardiovascular disease, cancer, orthopedic conditions and HCIT •Companies include ATSI, CPSI, DSCP, HTRN, KNSY, MMSI, SRDX, WMGI, VAR, and VTAL •Active in sales/trading calls to institutional accounts and analyst/management marketing trips •Formulated investment thesis based on bottoms-up analysis of financial model, balance sheet, current product offering, new product pipeline, competitor analysis, sector valuations, industry trends and market conditions
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Senior Vice President, Healthcare ResearchSanders Morris Harris, Inc. 1998 - 2000•Performed institutional research focused on medical device and healthcare technology companies•Companies include Arterial Vascular, Datacope, InfoCure, Kensey Nash, Medical Manager, MedQuist and Varian Medical Systems •Assisted investment banking team with secondary offerings, acquisitions and private placements •Formulated investment thesis based on bottoms-up analysis of financial model, balance sheet, current product offering, new product pipeline, competitor analysis, sector valuations, industry trends and market conditions
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Healthcare Research AssociateNeedham & Company, Inc. 1997 - 1998•Research team covered over twenty-five healthcare companies in the medical device, healthcare services, physician practice management and hospital/health management sectors •Research covered financial/balance sheet analysis, product analysis, new product visibility, competitor analysis, sector valuations, industry and reimbursements trends, and sector index trading analysis •Companies included Guidant, Medtronic, American Oncology, PhyCor, MedPartners, and MedCath•Assisted in the Development of an emerging market healthcare outsourcing report that summarized over 60 small-cap and private companies which was used as a foundation for the investment banking team
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Manager - Business Analytics, Sales & MarketingJohnson & Johnson Health Care Systems Inc. 1995 - 1997Piscataway, New Jersey, Us•Managed consolidated sales and contracting for multiple operating companies including medical/surgical supplies, pharmaceuticals, diagnostic equipment and consulting services •Division generated over $4 billion dollars in yearly revenue •Responsible for account development in the south-central region of the Unites States leveraging profitability •Involved in target identification, financial account analysis, account team management, client negotiations and contract development •Member of Pricing Strategies Group with focus on product bundling opportunities, market share protection, market share growth and competitive positioning strategy -
Senior Consultant, Healthcare DivisionErnst & Young 1994 - 1995London, Gb•Focused on Organizational Repositioning, Turnaround and Strategic Planning service lines •Developed financial improvement plans that supported core business and strategic goals •Comprehensive financial and operational review of all departments, programs, and clinical services •Multiple analytical and quantitative techniques were utilized to assess current performance •Client results were compared to industry standards/benchmarks and internal financial projections •Deliverables were presented to senior management and hospital board members to develop collaborative implementation plans including SISPs (Strategic Information System Plans)
James Terwilliger Skills
James Terwilliger Education Details
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Yale School Of MedicineHealth Care Management & Health Care Finance -
Slippery Rock University Of PennsylvaniaMinor Concentration In Allied Health Services Administration
Frequently Asked Questions about James Terwilliger
What company does James Terwilliger work for?
James Terwilliger works for Paulson Investment Company, Llc.
What is James Terwilliger's role at the current company?
James Terwilliger's current role is Senior Managing Director - Healthcare Strategies.
What is James Terwilliger's email address?
James Terwilliger's email address is jt****@****ent.com
What schools did James Terwilliger attend?
James Terwilliger attended Yale School Of Medicine, Slippery Rock University Of Pennsylvania.
What skills is James Terwilliger known for?
James Terwilliger has skills like Financial Modeling, Valuation, Equities, Mergers And Acquisitions, Financial Analysis, Investments, Strategy, Private Equity, Capital Markets, Due Diligence, Investment Banking, Equity Research.
Who are James Terwilliger's colleagues?
James Terwilliger's colleagues are Brandon Firby, Raj Duggal, Ronald Tracy, Richard Barnes, Carl 'van' Bergen Rylander, Jim Beck, Joseph Alhadeff.
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