Investment Focus & Expertise

Bourne Partners specializes exclusively in healthcare and life sciences, providing investment banking services to companies and private equity firms operating in these sectors: Target Companies Healthcare and pharmaceutical companies seeking capital, strategic advice, or M&A support. Sector Expertise Deep expertise across pharma, pharma services, healthcare services, and consumer health. Pharmaceuticals — Pharmaceutical companies and products across therapeutic areas Pharma services — Contract manufacturing, CROs, and pharmaceutical services providers Healthcare services — Healthcare delivery, post-acute care, and healthcare facilities Consumer health — Over-the-counter products and consumer healthcare brands

Key Capabilities

Bourne Partners provides a range of investment banking services tailored to the healthcare sector: Service Description M&A Advisory Buy-side and sell-side merger and acquisition services Capital Raising Equity and debt capital raises for growth and acquisition Strategic Advisory Strategic alternatives and business planning Direct Investments Bourne Partners Strategic Capital equity investments Sector Research Thought leadership on pharma, healthcare services, and consumer health Transaction Support Due diligence support and financial analysis

Sector Coverage

Bourne Partners maintains deep expertise across multiple healthcare verticals: Compounding — Pharmaceutical compounding services and facilities Infusion therapy — Home and alternate site infusion therapy providers Pharma services — Contract manufacturing organizations and research services Healthcare services — Healthcare delivery and post-acute care Consumer health — OTC and consumer healthcare products }> Pro Tip Bourne Partners is unique in the Charlotte market as a dedicated healthcare investment bank. They serve both companies seeking capital and private equity firms seeking healthcare sector expertise. Their thought leadership provides valuable market insights.

How to Work With Bourne Partners

Engaging with Bourne Partners requires demonstrating your company's fit within healthcare verticals: 1 Define Your Healthcare Focus Clearly articulate your position within pharma, pharma services, healthcare services, or consumer health. 2 Prepare Financial Documentation Have detailed financials ready, including historical performance and projections relevant to healthcare metrics. 3 Identify Your Objective Determine whether you need M&A advisory, capital raising, or strategic guidance. 4 Leverage Healthcare Networks Connect through healthcare-focused attorneys, accountants, or industry advisors with Bourne relationships.

The Value of Financial Preparedness

Bourne Partners and their PE clients expect detailed financial information specific to healthcare: Healthcare Metrics • Revenue by product/service line • Payer mix analysis • Regulatory compliance status • Pipeline analysis Operational Data • Customer concentration • Contract analysis • Capacity utilization • Regulatory matters }> How Eagle Rock Helps We help healthcare companies prepare for investment banking engagement or PE investment by building detailed financial models, healthcare-specific analytics, and operational dashboards. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions