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Case Studies

Selected deals. Anonymized.

A small sample of recent work. Names and identifying details are omitted to protect client confidentiality.

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$2.4M closed in 11 days

Regional manufacturer secured $2.4M bridge financing in 11 days

A mid-Atlantic packaging manufacturer needed bridge capital to cover a supplier prepayment after a bank line was paused mid-quarter.

Operating theatre under bright surgical lights, masked clinicians working below in low ambient light.

Medical DevicesMedical devices

3 networks, 6 months

Surgical device manufacturer expanded into three new provider networks in six months

A West Coast surgical device manufacturer engaged the firm to open accounts at regional hospital systems where prior reps had stalled.

Medical DevicesMedical devices

Multi-state contract closed in 9 weeks

Surgical instruments manufacturer secured multi-state distribution contract in 9 weeks

A regional surgical instruments manufacturer needed to expand beyond direct sales without building an internal distribution team. The firm structured and closed a multi-state distribution contract that opened access to 240 private practice doctor's offices.

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Product SalesConsumer products

Full margin protected at national scale

Wellness brand landed national placement in physician offices without giving up its margin

A health and wellness brand had a distribution offer on the table, but the terms would have erased its margin. The firm renegotiated the structure so the brand got the placement and kept its economics.

Stainless steel process vessels and piping in an industrial production facility.

Wholesale BrokerageMedical devices

18% landed-cost reduction

Medical device maker cut landed costs 18% by going to source

A medical device company was buying raw materials and consumables through several layers of middlemen and overpaying for it. The firm brokered a direct, recurring supply relationship that cut landed cost and held it.

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Go-to-Market StrategyIndustrial products

First purchase orders in 7 weeks

Industrial product reached first purchase orders in 7 weeks

An industrial product had no route to market and no traction selling direct. The firm built the go-to-market strategy and then used its own distribution reach to open the channels, turning a stalled launch into purchase orders.

Most of what the firm closes is not on this page.

Confidentiality is the default. If you want to talk through a specific deal type, write us.

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