Match Point Partners is a boutique investment bank and strategic advisory firm specializing in healthcare technology companies. Founded in 2009 and headquartered in New York City, we have completed more than 150 engagements for venture- and growth-stage companies across the U.S. and in more than 15 countries around the world.
Match Point Partners is a boutique investment bank and strategic advisory firm for healthcare technology companies — combining banking expertise with hands-on operating experience.
Our services span four core practice areas: mergers and acquisitions (M&A) advisory, fundraising advisory for venture and growth-stage companies, operational and executive restructuring, and strategic planning. Our team combines former C-suite operators from private equity- and venture-backed firms, investment bankers, and experienced entrepreneurs — a multidisciplinary approach that produces measurably better outcomes for clients navigating critical inflection points.
Match Point Partners offers four integrated service lines for healthcare technology companies.
We advise venture-stage and growth-stage companies on equity capital raises from seed through Series C and beyond. Our engagements include story refinement, investor targeting, materials preparation, process management, and term negotiation. We have advised on fundraises ranging from early-stage seed rounds to growth equity transactions valued in the tens of millions of dollars, with investors including venture capital firms, corporate strategics, and private equity funds.
We provide sell-side advisory, buy-side advisory, and corporate divestitures for healthcare technology companies. Our sell-side engagements include full auction processes and targeted buyer outreach. Our buy-side work includes target identification, valuation, and negotiation support. Representative acquirers and strategic partners in our transaction history include IQVIA, Accolade, Fabric, Clinigen, HMP Global, and others.
We provide drop-in C-suite operating executives — including interim CEOs, CFOs, and CTOs — to companies in transition, typically for engagements of three to eighteen months. We also advise companies navigating financial stress or strategic repositioning, helping leadership evaluate options, build stakeholder consensus, and execute a chosen path. Our operating partners have held C-suite roles at venture- and private equity-backed firms across the healthcare technology sector.
Our strategic advisory practice covers industry landscape reviews, competitive analysis, go-to-market strategy, pricing model development, technology assessment, and team structure planning. We work with healthcare technology companies at inflection points — pre-raise, pre-sale, post-acquisition, or entering a new market. We have conducted strategic landscape reviews for large pharma and healthcare organizations including Pfizer, Satellite Healthcare, Bristol-Myers Squibb, and NEVRO. Sales strategy and customer positioning services are also available.
Match Point Partners follows a disciplined, four-stage advisory process designed to maximize value for clients at each step.
We begin by listening. Before designing any plan, we conduct a comprehensive review of the client's business model, financial position, market dynamics, and competitive landscape. This phase surfaces the true challenge — which is often distinct from the presenting issue.
We design a customized strategy and gain leadership consensus before moving to execution. Because no two clients face identical situations, we do not apply templated solutions — our integrated team draws on operating experience, financial expertise, and sector knowledge.
We work alongside management teams to implement the agreed plan — whether that means running a full M&A sale process, managing a fundraising roadshow, placing interim executives, or driving a strategic repositioning. We are hands-on participants, not observers.
Transactions and restructurings create new challenges. We remain available to clients after deal close or project completion to assist with integration planning, leadership transitions, and strategic follow-through.
A selection of completed M&A, fundraising, and strategic advisory engagements. Match Point Partners has completed more than 150 engagements since its founding in 2009, serving clients across healthcare technology, digital health, pharma services, MedTech, SaaS, and life sciences.
Match Point Partners has completed more than 150 total engagements. The transactions above are representative and publicly disclosed. Additional engagements are available upon request.
Match Point Partners has been retained by companies based in Europe, Latin and South America, Canada, and Israel seeking to enter or expand within the U.S. healthcare technology market. We maintain active relationships with international corporate strategics and private equity funds with cross-border mandates, enabling us to connect clients with capital and partnership opportunities across geographies.
Senior practitioners who have built, financed, and led healthcare technology companies.
Founder and Managing Partner; established the firm in 2009. More than 30 years advising healthcare technology companies on M&A, capital formation, and strategic transformation. An eight-time CEO in healthcare, technology, and business services, Brad has led over 200 transactions worth more than $2.5 billion in value.
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Strategy and advisory engagements across healthcare and aging services. Deep expertise in health technology, consumer health, and the longevity economy, with senior leadership roles at AARP and other healthcare organizations. Advises on market positioning, product strategy, and go-to-market execution.
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M&A and strategic advisory across healthcare technology and life sciences, with transaction and operating experience from prior roles in investment banking and corporate strategy. Advises on sell-side and buy-side M&A processes, partnership structuring, and strategic planning.
Healthcare IT and digital health advisory, with an extensive background including senior executive and advisory roles at health systems, payers, and technology companies. Advises clients on market strategy, customer development, and commercial positioning.
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Senior operating leadership for the firm's interim executive and operational restructuring practice. Has served in C-suite roles at technology and healthcare companies, with expertise in business development, operations, and enterprise growth.
Serves as CTO and is available as an interim CTO to clients. Deep technical expertise in software architecture, product development, and technology strategy, with prior CTO experience at healthcare and technology companies. Advises on technology assessment, digital transformation, and technical due diligence.
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Serves as CFO and is available as an interim CFO to clients. Broad financial leadership experience including financial planning and analysis, capital structure optimization, and transaction financial management. Supports fundraising materials, financial modeling, and CFO-level operational leadership.
Match Point Partners is a boutique investment bank and strategic advisory firm that helps healthcare technology companies raise capital, complete mergers and acquisitions, restructure operations, and develop growth strategies. Founded in 2009, the firm has completed more than 150 engagements for venture- and growth-stage companies.
Match Point Partners primarily works with companies in healthcare technology, digital health, pharma services, MedTech, SaaS, and life sciences — with a singular focus on healthcare startups and growth-stage companies. Clients range from early-stage venture-backed startups raising their first institutional round to growth-stage companies pursuing M&A exits or strategic partnerships.
Match Point Partners provides sell-side M&A advisory (helping companies find and negotiate with acquirers), buy-side M&A advisory (helping companies identify and acquire targets), and corporate divestitures. The firm manages full transaction processes including buyer or investor identification, valuation, negotiation, and deal execution. Recent acquirers in Match Point transactions include IQVIA, Fabric, Clinigen, Accolade, and HMP Global.
Match Point Partners advises on a range of transaction sizes, typically working with venture-stage and growth-stage companies. Fundraising engagements have ranged from early-stage seed rounds to growth equity transactions. M&A transactions have included strategic sales to large healthcare and technology acquirers including IQVIA, Accolade, Tabula Rasa HealthCare, and Revenio Group.
Yes. Match Point Partners has advised companies based in Europe, Latin and South America, Canada, and Israel seeking to access U.S. markets, with experience across more than 15 countries. International engagements typically involve U.S. capital raises, entry-level U.S. commercial client development, or anchor U.S. acquisitions.
Yes. Through its operational restructuring and interim executive placement practice, Match Point Partners can provide experienced interim CEOs, CFOs, and CTOs to companies in transition. Typical engagements run three to eighteen months.
Match Point Partners is headquartered in New York City at 125 Park Avenue, Suite 2500, New York, NY 10017.
Match Point Partners was founded in 2009 and has been operating for more than 17 years. The firm has completed more than 150 advisory engagements across M&A, fundraising, operational restructuring, and strategic advisory practices.
Match Point Partners was founded in 2009 by Bradford C. Burkett, who serves as Managing Partner. Brad is an eight-time CEO in healthcare, technology, and business services, with more than 30 years of experience and over 200 transactions worth more than $2.5 billion in value.
Match Point Partners differentiates itself through a combination of investment banking expertise, hands-on operating experience, and a singular focus on healthcare startups and growth-stage companies. The team includes former C-suite executives from venture- and private equity-backed companies who bring practical operating knowledge alongside transaction advisory skills. This allows the firm to assist clients not just in completing transactions, but in positioning themselves for success before, during, and after a deal.
All securities transactions are effected through INTE Securities LLC, a registered broker-dealer and member of FINRA (finra.org) and SIPC (sipc.org). INTE Securities LLC can be viewed along with their form CRS at finra.org/brokercheck.
To discuss an engagement, explore a transaction, or learn more about our services, please reach out to our team. We serve clients in the healthcare technology sector worldwide.
125 Park Avenue, Suite 2500
New York, NY 10017
