About match point partners

Match Point provides a unique blend of value-added investment banking, strategic, and operating services to healthcare and technology firms. Founded in 2009, with offices in New York City, San Francisco, and Washington D.C., our team of experienced entrepreneurs, bankers, and operators collaborates to develop and execute creative, innovative, and often out-of-the-box solutions to help our clients achieve superior value.

Our Approach

Unique Advisory Firm

Match Point is a unique full service advisory firm comprised of experienced entrepreneurs, C-suite operators from VC and PE backed firms, and bankers. We work together to leverage our operating experience and advisory knowledge to assist our clients through inflection points or pivots.

Unique Approach

We listen and learn before we design a plan and gain consensus. Then we work with the team to implement the plan and drive success. This unique approach drives better results through harnessing the power of varied perspectives and experience.

Flexible and Customizable Solutions

To us, one size does not fit-at-all. Our integrated multi-disciplinary approach provides a customized solution for the issues at hand.

Proven Results

We are the leading firm for emerging healthcare and technology firms. We are now in our 10th year, having served over 100 clients in M&A, capital raising, operations, and strategy assignments.

Suite of Solutions

Fundraising / M&A

Fundraising advisory services for venture and growth stage companies.

Traditional M&A services including sell-side, buy-side, corporate divestures and joint venture formation

Operations / Restructuring

Drop-in executives to fill key gaps and/or reposition the company.

Assisting clients in evolving situations to determine the best path forward and then executing along that path


Our team has broad-based experience in healthcare and technology which we bring to bear in strategic advisory services such as industry reviews, forecasts, business/pricing models, team structure, technology and other facets.

Sales support / customer positioning

Global Experience

We have been engaged by global companies looking to access the U.S. fundraising, technology, and healthcare markets. Our experience allows us to assist companies as they look to raise capital, land their first U.S. clients, and/or make an anchor acquisition. We maintain relationships with both international strategics and private equity funds.

Meet Our Team

Bradford C. Burkett

Managing Partner

Jody Holtzman

Managing Director

Joe F. Edwards

Managing Director

Jan Barker

Managing Director

Hans Kastensmith

Operating Partner

Al Holmes


Peter Kase


Glenn Rothman

Operating Partner

Jon McIvor


Engagements and Transactions

Completed a Sale of the Company to:

Completed a Sale of the Company to:

Completed a Sale of the Company to:

Completed a Strategic Assignment:


Completed a Sale of Qcentive Division to:

Consummated a Series B Equity Fundraise Funding Provided by:

Completed a Sale of the Company to:

Consummated a Series A Equity Raise Funding Provided By:

Consummated a $27mm Series C Equity Raise Funding Provided by:

Completed a Sale of the Company to:

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New York City

125 Park Ave, Suite 2500
New York, NY 10017

San Francisco

535 Mission Street
San Francisco, CA 94105

Washington, D.C.

400 N. Capitol St. NW
Washington, D.C. 20001