Xan Smith Email & Phone Number

Bourne Partners is an investment banking advisory and strategic capital investment firm with over 20 years of transactional experience in the Pharma, Pharma and Healthcare Services and Consumer Health/OTC sectors. We are a leader in these sectors having worked with many of the top global strategic and financial investors. We completed over $6 billion of transactions in the past 7 years, and have a longstanding track record of maximizing outcomes for clients on M&A, capital raise and strategic partnering mandates. Xan Smith is responsible for Bourne Partners’ business development activities, with a focus on M&A, capital raise, licensing and partnering opportunities within the firm’s pharmaceutical, pharma and healthcare services and consumer health-focused investment banking advisory practice.Xan Smith began his career in Corporate Banking at Wachovia Securities. Prior to Bourne Partners, he worked in Investment Banking at First Union Capital Markets where he was responsible for corporate finance solutions for select industry and Fortune 1000 clients. Most recently, he served as a Director of Scale Finance LLC where he provided capital and strategic advisory solutions for companies in high growth sectors. His professional experience also includes extensive involvement in real estate development, both with large scale master planned community developer, Crescent Resources, LLC/Morgan Stanley Real Estate, and as a principal of The Fulton Group LLC.Xan received a B.A. in English and a Minor in Business from Wake Forest University (cum laude) and spent an academic year abroad at The University of St. Andrews, Scotland, where he was a member of the University golf team. He also received an M.B.A. degree from Wake Forest University with a concentration in Finance.Outside of Bourne, Xan serves on the Board of Trustees of The O’Neal School and enjoys golf, travel and spending time with his wife, and daughter and son twins.NOTABLE LICENSES: FINRA Registered Series 63, Series 79MERGERS & ACQUISITIONS AND ASSET DIVESTITURES AND PURCHASES (Sell-side and Buy-side)CAPITAL SOURCING AND ADVISORYBUSINESS DEVELOPMENT - LICENSING AND PARTNERING ADVISORYMERCHANT BANKINGSTRATEGIC AND OPERATIONAL CONSULTING