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 Expert  726173

Expert in Finance, Licensing, Life Sciences Investing, Business Development, General Management,


Available for your Consulting and Expert Witness Needs

Texas (TX)
USA
Education Work History Career Accomplishments Consulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

From its inception in 2003, Expert led a team of healthcare professionals to raise $325 million and manage a royalty-based private equity fund to acquire royalties from research institutes, inventors, and companies until his departure in 2009. Prior to 2003, he directed a public royalty investment company in Canada from 1993 until he initiated its sale in 2002. His responsibilities have included: raising capital, business development, negotiations, licensing, strategic initiatives, and creating deal structures, workout situations, financial management and investor relations. He has been active in searching, analyzing and investing in biotech and pharmaceutical products for a total of sixteen years. Previous to his interest in that industry, he held positions as a senior financial and operational executive in a major Canadian industrial company. His peers regard him as a person with high integrity and moral principles.
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investment

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private equity fund

He led the investment, financial, strategic and investor relations' functions of a TSX-listed corporation. Identified, assessed and negotiated investments in the pharma/biotech sector. Conducted media interviews. Chairman of the Investment Committee. Reported to the board of directors. Results:

• Led and implemented the strategy of this public company growing its revenue by 80% and increasing its profits by 250% over two years. • Successfully led the board in a review of the company's strategic options. • Identified a motivated buyer for the company and negotiated the sale at an 80% premium over non-cash assets.

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investment management

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return on investment


Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities: Houston, Texas;  Pasadena, Texas;  Beaumont, Texas;  College Station, Texas;  Baytown, Texas;  Bryan, Texas;  Sugar Land, Texas;  Port Arthur, Texas;  Galveston, Texas;  and Missouri City, Texas.

Education:
Year   Degree   Subject   Institution   Honors
2003   CFA Designation   Finance   CFA Institute  
1980   MBA   General Management   University of Western Ontario   Magna Cum Laude
1977   CA Designation   Accounting   Institute of Chartered Accountants  
1975   Bachelor of Commerce   Commerce   University of Toronto   Magna Cum Laude

Work History:
Years   Employer   Title   Responsibilities

2009 to

 

(Undisclosed)

 

Head Consultant

 

Consultant to healthcare industry for business development, licensing, strategy and finance.

2003 to 2009

 

Capital Royalty LP

 

Managing Partner

 

Managing Partner of Capital Royalty from the firm's inception in May 2003 to January 2009. Led a small team of healthcare investment professionals to raise and manage the capital for this first-time fund. Chaired the Investment Committee and had full responsibility for all due diligence and deal negotiations.

1999 to 2002

 

Drug Royalty Corpration Inc.

 

President and CEO

 

Led the investment, financial, strategic and investor relations' functions of this TSX-listed corporation. Identified, assessed and negotiated investments in the pharma/biotech sector. Conducted media interviews. Chairman of the Investment Committee. Reported to the board of directors.

1993 to 1999

 

Drug Royaly Corporation Inc.

 

Vice-President & CFO

 

Managed the financial, strategic and investor relations functions of this public corporation. Identified and negotiated investments. Hired a staff of six. Reported to a part-time President at MDS Capital Corp.

1980 to 1992

 

Indal Limited

 

Vice-President

 

Various positions including head of internal audit, vice-president financial services, vice-president corporate development, executive vice-president and general manager of a business unit

1975 to 1977

 

Ernst & Ernst

 

Auditor

 

Audit responsibilities


Career Accomplishments:
Associations/Societies

Licensing Executives Society CFA Institute Association of University Technology Managers

Licenses/Certifications

CFA CA (retired)


Consulting Services:
Selected Consulting Examples:
  • licensing for a biotech
  • advising a CEO on negotiation strategy
  • evaluation of financial viability of a door manufacturer
Recent Client Requests:
  • Expert for consulting on Energy security power generation.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Expert in Paron v. Rothstein Kass.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1977 to 2003   Canada  
2003 to 2009   USA   hold a greencard

Market Research:
very knowledgeable about the biotech and pharmaceutical industry

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

 

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