Services

Services for Investment Banks

Investment Banking for biotechnology, healthcare and life sciences companies can be a complex transaction process, whether from the buy side or the sell side support position. With over 25 years of experience as a startup entrepreneur and senior executive for two Fortune 100 companies, our CEO, Bob Crutchfield, has the broad range of experience and knowledge that can provide value to your firm as a consultant. He has been involved and lead several acquisition teams during his career and can provide transaction insight from the corporate perspective, as well as identify operational, market, leadership and integration risks.

In addition, we offer a wide range of additional services that have been tailored to the needs of the investment banking community.

 

Mergers and Acquisition Support

Most early stage biotechnology, life sciences, and healthcare companies begin with a desired exit in mind. Third Trimester is actively working with the investment banking community to provide strategic M&A consulting for biotechnology, healthcare and life sciences transactions. Third Trimester's team has the industry knowledge, contacts and corporate M&A experience to bring increased transaction value to biotechnology and life sciences deals. Our current services include potential buyer identification, financial synergy model development and strategic posturing for targeted acquiring companies, along with confidential information memoranda and business model construction support.

Early Stage Deal Flow

Third Trimester's approach to the venture market is unique. By using our management interactions as a filter, we identify organizations that have the products, services and/or technology, with the teams and discipline to be successful. These are the companies that we look to assist by providing early stage or angel funding. This approach provides a seamless transition for these companies to acquire early stage funding and allows for little to no interruption from the business development focus. We would welcome the opportunity to partner with your organization in investment opportunities where management and investment capital are needed.

Interim Executive Management and Coaching

Every investor wants to do what is necessary to enhance success. At Third Trimester, we feel that stewardship begins with a disciplined and well managed business approach. Early stage biotechnology and life sciences companies often need interim management support as they transition into an operating company. During this transition period, the type of management support needed depends upon the required short-term objectives. Some organizations need an experienced interim CEO to provide an executive presence to assist with investment development or investment returns. Others may require operational management support as they launch manufacturing and marketing efforts. Still, others may need financial management support via an interim CFO to assist with the development of good financial reporting and disciplines. To meet these needs, Third Trimester has developed a stable of former corporate executives and entrepreneurs who have the bandwidth of knowledge and experience to provide leadership and guidance to early stage biotech and medical device companies across all functional, creative and operational areas.

Sales and Marketing Planning and Forecasting

Out-kicking their coverage is one of the real risk for early stage companies. Often, there is a belief that products ready for market will sell themselves and little strategy, structure or resource allocation is dedicated to the sales and marketing effort. Just as with financial management, a directed sales and marketing effort, with the proper reporting needed to track and measure results, is imperative to success. Third Trimester can assist with creating the proper organizational structure, strategic approach, resource management and reporting to achieve the best rate of return on your early stage investments.

Third Trimester will review sales and marketing assumptions, provide market validation support and will assist with defining the sales processes that will be involved with getting your product or service to market. We will create a forecasting model that incorporates the steps of the sales process to facilitate sales representative management and forecast accuracy. In addition, we can help you develop and execute alternative distribution strategies through strategic alliances or independent representative models. We will work with your management team to create the distribution model that best fits the needs and resource availability of the company.