Highly Profitable, FINRA-Registered Life Sciences Strategic Advisory & Investment Banking Firm
FINRA-Registered Life Sciences Advisory Firm Posts 3.67M EBITDA
On NextCompany since August 27, 2026 (today)
Location undisclosedEstablished 2011
Business overview
A FINRA-registered advisory firm concentrates on life sciences and healthcare. It delivers buy-side and sell-side M&A services. The firm also handles capital placement and divestitures. Sixteen active corporate clients generate its revenue. No client exceeds 10 percent of total revenue. Projected 2026 revenue totals 8353341 dollars. Expected 2026 EBITDA reaches 3674067 dollars. Founders remain open to structured transition arrangements.
Who is a good fit for this business
- Strategic buyers seeking life sciences advisory platforms review this firm.
- Investors interested in FINRA-registered broker-dealers evaluate this opportunity.
- Acquirers open to founder transition arrangements consider this boutique operation.
Details
Frequently Asked Questions
The firm provides buy-side and sell-side M&A execution. It also offers capital placement and divestitures. Strategic partnering advisory completes its offerings.
The firm serves 16 active corporate clients. No single client contributes more than 10 percent of revenue. This structure supports revenue stability.
The firm projects 8353341 dollars in 2026 revenue. It expects 3674067 dollars in EBITDA. Monthly advisory fees cover most fixed costs.
The firm operates as a FINRA-registered Broker-Dealer. Active transaction team members hold required certifications. This status creates operational barriers.