Aquilo Partners is a life science investment bank specializing in mergers & acquisitions, licensing/partnership transactions and private placements. We are a consummate niche player; our specialty is forging long-lasting relationships with leaders in the life science space. Our collective life science banking experience includes:- Advising on more than $15 billion in M&A and partnering transactions; raising over $8 billion in capital- Maintaining top-tier relationships throughout the global life science industry- Biotechnology, big pharma, specialty pharma, medical devices, research tools and diagnosticsSpecific Engagements: - Perform financial valuation analysis via financial models, DCF, trading comparables, and precedent transaction comparables methodologies - Prepare all process-related materials, including pitch materials, management presentations, and outreach trackers- FINRA Registered Representative with Series 79 and Series 63 securities certifications

Trinity Partners, LLC. is a leading life sciences consulting firm that provides strategic and commercial insights to healthcare, pharmaceutical, and biotechnology companies worldwide. Specific Engagements: - Built and maintained an Excel model estimating patient exposure to pharmaceuticals to inform safety reports filed to the FDA- Estimated market opportunities and potential utilization for a novel therapy through primary and secondary market research integrating both qualitative and quantitative analysis - Qualitative and quantitative primary market research, writing and testing surveys, managing vendors, and conducting interviews with KOLs, physicians, and payers- Managed project workstreams on multiple team-based projects and mentoring new associates on project-related tasks and work-life balance

Specific Engagements:- Developed a formal business case and 5-year pro forma for a new Specialty Health Infusion Management Solution and presented to VP and senior executives - Researched Co-Pay Offset and Patient Assistance Programs funded by drug manufacturers, non-profit foundations, and third party organizations- Analyzed internal and external Patient Assistance services services and financials to evaluate potential utilization for infusion management solution requiring collaboration with program executive and service price negotiations- Awarded the Undergraduate Intern McKesson Corporate Citizenship Award for extensive work with the Giving Comfort Foundation

- Completed data analysis and chart review of sleep apnea devices under head cardiologist- Synthesized project information correlating sleep apnea and heart failure and formulated conclusions and recommendations in a formal research paper

- Worked directly with physicians making rounds and in the operating room- Traveled to rural areas with head surgeon for patient consultations and surgical procedures - Gained thorough knowledge of the healthcare industry and medical terminology

- Gained exposure to health and environmental risk assessment consulting associated with medical devices, metal toxicity, and asbestos containing compounds - Researched and provided litigation support on cases related to potential asbestos exposures from friction materials and various consumer products