• By engaging Outcome, you gain a trusted and committed partner who intimately understands your company, your sector and your potential investors and acquirers. We will bring our expertise to bear, enhance your value and guide you all the way to a successful transaction.

    Oded Ben-Joseph, PhD Managing Director, Outcome Capital

  • They understood our technology and business as well as anyone.

    Victor Esch, PhD President & CEO, DNAe

  • I have worked with Outcome Capital on multiple, complex transactions. They bring strategic insights and operational experience to the table like no other investment bankers I have ever worked with.

    Lisa Dunlea CEO, XableCath

  • Every member of the Outcome team, from Managing Directors to Analysts, is passionate about what they do, and provides a unique perspective to strategy development and transactional execution. We believe this is a key aspect of Outcome’s strong record of success.

    Arnie Freedman Managing Director, Outcome Capital

The Outcome multi-disciplinary team consists of professionals with a variety of backgrounds —

former CEOs, company founders, institutional investors, bankers, MBAs, and scientists — bringing together a diversity of outlooks, experiences, and knowledge that enable Outcome to develop creative insights and secure the best outcomes for its clients.

Managing Directors

Oded Ben-Joseph, Ph.D. MBA

Managing Director
Oded Ben-Joseph, Ph.D. MBA

Oded Ben-Joseph, Ph.D. MBA

Managing Director LinkedIn

Dr. Ben-Joseph is a Managing Director with Outcome Capital and co-lead of its life sciences and healthcare practice. He brings a unique combination of executive, entrepreneurial, scientific and transactional experience to Outcome Capital and is passionate about assisting cutting-edge life sciences companies in enhancing their strategic value and developing a path to successful liquidity.

Dr. Ben-Joseph also serves on the Board of Directors of life sciences companies: XableCath, a clinical stage medical device innovator developing cost-effective treatment options for peripheral and cardiovascular disease and  ELT Sight, a clinical stage ExTra Laser trabeculotomy for the treatment of glaucoma..   Before joining Outcome Capital, Dr. Ben-Joseph was Managing Director at Boston Equity Advisors, a boutique investment banking firm focusing on private equity and merger and acquisition in the therapeutic medical technology sector.  Prior to that, Dr. Ben-Joseph was an Executive-in-Residence at Oxford Bioscience Partners, a life sciences venture capital firm, and CEO and co-founder of Caliber Therapeutics, a company engaged in the development of catheter-based drug delivery products for the intervention of atherosclerotic diseases. His past managerial and entrepreneurial positions also include President and CEO at Deep Vein Medical, an early stage medtech company dedicated to treating deep venous reflux in patients suffering from chronic venous insufficiency, President and CEO of X-Cell Medical, a clinical stage drug/device convergence company engaged in the development of novel stent-based anti-restenotic drugs, President of Ester Neurosciences, a clinical stage biotech company engaged in the development of novel compounds for the treatment of neurological diseases, and co-founder and CEO of Biolight Phototherapy, a company engaged in the development of laser-based medical devices for the treatment of dermatological disorders and allergies.

His academic appointments include Assistant Professor at the Departments of Radiology and Neuroscience at the University of Michigan, a Visiting Associate Professor at Tokushima University in Japan and a Visiting Scientist at Parke-Davis (Pfizer). Dr. Ben-Joseph has published numerous peer-review scientific papers as well as industry publications and has received numerous awards and scholarships.

Dr. Ben-Joseph graduated with Honors from Imperial College London and received his Ph.D. from the University of Cambridge. He completed his post-doctoral training at the University of Michigan and received an MBA magna cum laude from the University of Bradford. He is a FINRA Securities Representative holding  Series 7, 63 and 79 registration and a Registered Securities Principal holding a Series 24.

Arnold E. Freedman

Managing Director
Arnold E. Freedman

Arnold E. Freedman

Managing Director LinkedIn

Arnie Freedman is a Managing Director with Outcome Capital, and co-lead of its healthcare practice. Mr. Freedman has extensive experience in private equity financing, mergers and acquisitions and preferred securities. His primary focus is in life sciences offerings, including medical devices, diagnostics and drug development. He assists companies with pre-IPO and early stage financing and prepares companies for the rigor required for merger and acquisition activity.

Mr. Freedman has been involved in the management of entrepreneurial businesses for over 25 years, previously as a co-founder and principal in Boston Equity Advisors, LLC, a registered broker-dealer and boutique investment-banking firm. In this company, Mr. Freedman focused on M&A transactions, private placements of debt and equity with institutional investors from the venture capital, private equity, family-foundation and hedge fund community. He uses his knowledge of the private placement process to help clients prepare for the scrutiny of potential investors by conducting a pre-financing review of client operations and corporate structure, recommending changes, assisting management in implementing those changes and preparing documentation investors require including business plans, marketing and insurance reimbursement strategies and financial models. Arnie brings his operating expertise to bear on the advice and counsel he provides to his clients.

Prior to Boston Equity Advisors, Mr. Freedman was the founder and CEO of Rustel, a Russian/American satellite telecommunications company, where he developed an extensive connection to the European investment community. He worked closely and collaborated with investment banking advisors Deutsche Morgan Grenfell, Salomon Brothers, and Creditanstalt International Advisors.

Mr. Freedman is a graduate with honors from the University of Massachusetts. He is a FINRA Registered Securities Representative holding a Series 7, 63 and 79 and a Registered Securities Principal, Series 24.

 

Jonathan R. Wallace

Managing Director
Jonathan R. Wallace

Jonathan R. Wallace

Managing Director LinkedIn

Since co-founding Outcome Capital, Jonathan has focused his efforts on investment banking transactions for technology companies in need of M&A advice or a capital raise. He is an expert at designing corporate capital structures with the objective of increasing flexibility and/or lowering financing costs. Companies use his capital structure advice to help them achieve vital strategic objectives such as: financing an acquisition, retirement of a shareholder equity position, or raising developmental capital. He has been the lead investment banker on more than 30 M&A transactions with an aggregate value of well over $1 billion.

He has extensive industry experience in a number of sectors including application software, financial technology, Ad-tech, government services, and commercial IT services. Jonathan has served on the board of directors for eight growth stage technology companies and often applies this experience to help his investment banking clients plan for capital and liquidity events.

During his career as an investment banker, Jonathan was responsible for the placement of over $5 billion of senior debt, lease financing, subordinated debt, and equity. He has financed the capital needs of over 40 Fortune 500 companies as well as many middle market companies.

Jonathan received a BS in Commerce from the University of Virginia’s McIntire School of Commerce and his MBA with honors from the Darden School of Business.

John Armstrong, Ph.D.

Managing Director
John Armstrong, Ph.D.

John Armstrong, Ph.D.

Managing Director LinkedIn

Dr. Armstrong is a Managing Director in Outcome Capital’s Biotechnology and Pharma practices. He brings extensive experience in strategic leadership, biopharma R&D, business development, global marketing, and medical affairs. He is a serial entrepreneur, having founded Einstein Science, LLC. (science education) and Immunarm, Inc. (immunology consulting), Popular Immunology e-Magazine, and Lead Horse Technologies, Inc., an AI-driven personalized medicine company.

Dr. Armstrong is also a veteran of Big Pharma, having worked in multiple therapeutic areas at Sandoz, Novartis, Centocor (J&J), Bayer Healthcare, and Galderma/ Nestle Skin Health. With over 20 years of experience leading or supporting international business development, in 2020 alone, Dr. Armstrong led nearly 60 biotech engagements as Head of Discovery for the prescription GBU at Galderma, a global biotechnology company, with deal structures including M&A, in-licensing, co-development, co-promotion, and option agreements. In 2019, as Global Head of Strategic Opportunities at Galderma, Dr. Armstrong supported the successful carve-out from Nestle Skin Health to private equity firm EQT for $10.2 billion. That same year, he also led the due diligence, FTC/anti-trust work, coordination of 3rd-party financing, investment bank validation, and business case presentation toward a multi-billion dollar offer made for acquisition of a commercial asset in the I&I space.

Dr. Armstrong’s leadership history includes Sr. VP of Operations at Maryland-based New World Science and Technology, Inc. (bioinformatics-driven drug discovery), CSO at NYC-based Exergen Biosciences (Natural Language Processing-driven drug discovery), President at Immunarm, Inc., co-Editor-in-Chief of PI e-Magazine, and Chairman of the Board & CEO of angel- and venture-funded LHT for seven years. His leadership has been recognized with the US Army’s Distinguished Leader Award in 1985, the J&J Standards of Leadership Award in 2005, the Bayer Healthcare Leadership Award in 2013, and the Nestle Skin Health trophy for Leadership in Biotechnology in 2017.

Academically, John designed and co-taught programs in immunology at the undergraduate and graduate levels at the University of Maryland at College Park, and with more than 30 publications under his belt, Dr. Armstrong continues to publish in top-tier journals, in addition to being an invited speaker at global summits focused on the future of drug development and AI-driven personalized medicine.

After earning his PhD in immunology from University of Texas Southwestern Medical Center, John served two post-doctoral fellowships – his first in drug biotransformation differences between individuals at Sandoz Pharma in Basel, Switzerland, and his second in signal transduction pathway studies at the US NIH in Bethesda, Maryland. He is a FINRA Registered Securities Representative holding  Series 7 and 63 registration.

Ellen S. Baron, Ph.D.

Managing Director
Ellen S. Baron, Ph.D.

Ellen S. Baron, Ph.D.

Managing Director LinkedIn

Dr. Ellen Baron brings extensive experience in the private placement of securities for life science companies with deep domain expertise across multiple disciplines in pharmaceutical and biotechnology industries.  Ellen is committed to the success of emerging growth companies bringing nearly 30 years of industry experience with proven deal execution and a unique access to the people, resources and markets that are vital for success. She has been involved in the raise of more than $150M of investment capital and has $2B in deals to her credit from her days in pharma and biotech.

Dr. Baron currently serves on the Board of Directors of Tetragenetics Inc., a Boston-based biotech pioneering antibodies to ion channels, Sixth Element Capital, a UK-based oncology focused venture capital fund and SFH, a Maine-based nutraceutical company.

Dr. Baron was most recently a Managing Director at Healthios Capital Markets, LLC, leading their firm’s biopharmaceutical practice. Prior to that she spent 9 years as Partner at Oxford Bioscience Partners, a Boston-based life science venture capital firm where she led numerous therapeutic and diagnostic investments within the $1 billion portfolio of 149 companies.

Ellen previously served as Senior Vice President, Business Development at Human Genome Sciences, a publically traded biopharmaceutical company where she was responsible for all business functions of the Company including corporate partnering, licensing and investor interface.

Ellen previously had spent 20 years at Schering-Plough Corporation in both Research and Development and Business Development. She has over 30 years of operating and investment expertise across the spectrum of the pharmaceutical and biotechnology industries, with particular emphasis in oncology, neurology, and infectious disease. Ellen holds a Ph.D. in Microbiology from Georgetown University School of Medicine and a post-doctorate at the Public Health Research Institute in New York.

Doug Benedict

Managing Director
Doug Benedict

Doug Benedict

Managing Director LinkedIn

Doug is a Managing Director of Outcome Capital focusing on technology and tech-enabled services sectors including IT, Software, Equipment, Communications and Infrastructure.  He has 25+ years of experience serving private and public emerging growth, medium and large enterprise clients, as well as governments, in the areas of M&A, corporate finance, strategy development and capital raising.  Prior to Outcome Capital, Doug was a Partner at Scura Partners in New York where he focused on serving technology clients with their M&A and capital raising efforts.  Previously, he was Managing Director at OEM Capital, a technology-focused investment bank where he concentrated on Technology- and Communications-Enabled Services and Infrastructure, Software, Managed and IT Services.  Operationally, Doug served as Senior Vice President for corporate and strategic development at Cendant Corp., a NYSE-listed global provider of business services in 110 countries across verticals including financial services, technology, real estate, hospitality and travel.  At Cendant, he led three operating units including Preferred Alliance, Global Procurement and Global Supplier Services.  During his career, Doug has led and completed numerous transactions across a variety of technology sectors ranging in size and complexity from $5mm to $1 billion for clients in the US and Europe in the areas of M&A and capital raising.

Doug began his career in the Technology, Telecom and Financial Institutions M&A and corporate finance groups at Citigroup/Salomon Smith Barney, Bank of America, and Prudential Securities.  He has served, and serves, on a number of private and public company Boards of Directors.  He earned his BA in Economics from Harvard and his MBA from the Tuck School of Business at Dartmouth.

Paul Mieyal, Ph.D., CFA

Managing Director
Paul Mieyal, Ph.D., CFA

Paul Mieyal, Ph.D., CFA

Managing Director LinkedIn

Dr. Mieyal is a Managing Director  with Outcome Capital’s biotechnology practice. He brings over 20 years of public and private early-stage life sciences investment and operational experience.

Prior to joining Outcome Capital, Dr. Mieyal most recently served as Managing Director of Life Sciences Investments at Wexford Capital. He was previously Vice President of Wechsler & Co., a broker-dealer and proprietary investment firm.

Dr. Mieyal has served as a director or observer on the boards of numerous life sciences companies, including AZTherapies, Danube Pharmaceuticals, Ellipse Technologies, ElMinda Ltd, GlobeImmune, Interventional Spine, Invuity (IVTY), MiCardia, Microbiogen Pty, Nephros (NEPH), Nile Therapeutics (NLTX), OncoVista (OVIT), Onset Medical, Optiscan Biomedical, Pear Tree Pharmaceuticals, Rebound Therapeutics, Reverse Medical, Shape Memory Therapeutics, Sophono, Tigris Pharmaceuticals, and Viseon.

From 2010 to 2012, Dr. Mieyal served as the CEO of publicly-traded Nephros, Inc. (NEPH), during which period, he completed strategic in-licensing and out-licensing transactions for the company’s products and led negotiations with the FDA which resulted in the clearance of the company’s hemodiafiltration system in the U.S.

Dr. Mieyal earned his Ph.D. in Pharmacology from New York Medical College and his B.A. in Chemistry and Psychology from Case Western Reserve University. He is a Chartered Financial Analyst and a member of the CFA Institute, the CFA Society of New York, and the New York Academy of Sciences. He is a FINRA Registered Securities Representative holding  Series 79 and 63 registrations.

Tom Peltier

Managing Director
Tom Peltier

Tom Peltier

Managing Director LinkedIn

Tom is a Managing Director of Outcome Capital, and focuses his efforts on providing investment banking services in the defense, intelligence, and government sectors, as well as in the commercial technology services sector.  His 25+ years of experience at both Stifel, Nicolaus & Company and Legg Mason have given him a long-term and in-depth knowledge of these segments that enables him to provide unique insights of significant value to clients. Tom has assisted clients in both the public and private sector markets.  He is best known for his track record in the government outsourcing and technology services market.  He has completed over 70 M&A transactions and 30 public offerings raising over $5 billion in proceeds.

Tom was the founder and Group Head of the Aerospace, Defense and Government Services Group at Stifel, Nicolaus and Company (including the former Legg Mason investment banking business) before joining Outcome Capital.  He has been a trusted advisor to many successful executives, founders and boards in the market and maintains an extensive network among both the sources of capital for these companies as well as the potential buyers of these businesses.  He has a reputation for successfully closing complicated transactions where multiple parties may have varying goals.  His clients have included Private Equity firms and their portfolio companies, as well as public companies and entrepreneur-owned businesses, including NCI, Booz Allen, CACI International, Engility/TASC, Veritas Capital, Silver Lake Partners, CM Equity, and LLR Partners, among others.  He has represented companies in sales to financial buyers such as Arlington Capital, New Mountain Capital, J.H. Whitney, and Accel KKR, as well as to strategic buyers such as Lockheed Martin, ManTech International, Serco and ICF International.  He has also helped buyers complete key acquisitions and assisted many other firms such as Booze Allen, ICF, NCI, SRA, complete their IPOs.

He received his BA from Bates College and his MBA from the Darden School of Business at the University of Virginia.  Tom was a senior consultant in Price Waterhouse’s Office of Government Services in Washington, D.C., where he worked with numerous civilian agencies.  He was selected as the 2010 “Dealmaker of the Year” by the Washington Chapter of the Association for Corporate Growth.  Tom sits on several non-profit boards and is a frequent speaker at various industry conferences.

Parag Sheth

Managing Director
Parag Sheth

Parag Sheth

Managing Director

Parag is a Managing Director at Outcome Capital.  His strategic perspective assists entrepreneurs in realizing the full value of their vision through a successful exit or a growth financing transaction.  Having scaled several venture-backed companies, Parag
appreciates the peaks and valleys of the entrepreneurial journey.  His deep operating and professional venture investment experience enables him to be a trusted advisor to CEOs and companies across the growth spectrum.

Parag’s experience spans multiple sectors and geographies. He has deep knowledge of the SaaS, Tech, Tech-enabled services and Healthcare IT sectors. In addition, Parag has conducted business on multiple continents and is well versed in what it takes to start, operate and exit a business in countries around the globe.

His prior experience includes high-growth companies such as High Street Partners (exit to HG Capital), Hillcrest Labs (exit to CEVA – Nasdaq: CEVA), Vibrant Solutions (exit to TEOCO), Woodwind Communications (exit to VINA Technologies – Nasdaq: VINA), and Data Labs (exit to Yurie Systems). Parag was also the Founder and CEO of Adelie Group.

Parag has a Bachelors in Electrical Engineering from the University at Buffalo and an MBA from the Robert H. Smith School of Business at the University of Maryland. Parag serves on the Board of Directors of Mindshare.

Senior Management

Vikki Birkett

Vice President, Operations and Accounting
Vikki Birkett

Vikki Birkett

Vice President, Operations and Accounting LinkedIn

Vikki Birkett is Vice President of  Operations and Accounting at Outcome Capital, bringing experience from the non-profit as well as for-profit arenas.  She comes from an accrediting agency where she performed financial reviews and determined the financial viability of post-secondary schools and universities seeking accreditation.  Earlier, as Controller of the Workhouse Arts Center, Vikki administered all things financial on a 55-acre campus offering performing arts, education, and art exhibition and sales.  Vikki was formerly the Executive Director of the Maryland State USBC.

Vikki holds a BS in Business Management from the University of Maryland.  She and her son Weston reside in Alexandria, Virginia, where she served as Vice Chair of Finance for the Alexandria Chamber of Commerce.  She remains active in local political, civic and business associations.

Thomas F. Busby, III

Vice President
Thomas F. Busby, III

Thomas F. Busby, III

Vice President LinkedIn

Thomas Busby is a Vice President  and has been with Outcome Capital since 2015.  He focuses on medical technology, digital health and life science services segments with particular interest in innovative life science companies that deliver patient impact by leveraging novel approaches.  Thomas is driven by the desire to identify disruptive technologies and services that require unique strategic thought and assistance to realize their full market potential. Thomas has been published in leading life science journals Life Science Leader and The Pharma Letter, and also serves on the board of HealthTech Build, a Boston-based digital health innovation group.

Prior to his career in life-science investment banking, Thomas pursued his passion for the public service and non-profit sectors working in a variety of leadership and management positions, and at one time held a Massachusetts teaching license.

Thomas completed his MBA at Suffolk University’s Sawyer Business School on full academic scholarship where he was President of the school’s Graduate Business Association and class speaker at graduation. Prior, he completed a BS in Philosophy with Honors from Suffolk’s College of Arts & Sciences. Committed to giving back, Thomas is currently the President of the College of Arts & Sciences Alumni Board of Directors. Thomas is a FINRA Registered Securities Representative holding his Series 79 and 63.

Craig A. Steger

Senior Vice President, Life Science
Craig A. Steger

Craig A. Steger

Senior Vice President, Life Science LinkedIn

Craig is a Senior Vice President of Life Sciences at Outcome Capital and brings corporate and commercial expertise in the diagnostic and life science space.  A business leader with extensive global experience in the life sciences and healthcare industries, Craig has held various executive positions from start-up companies through large, well-established international corporations.  His success building commercially viable and sustainable enterprises has lead to the completion of several successful acquisitions over the past several years including Caliper Life Sciences, HandyLab and BioHelix. In addition to his role as Vice President of Life Sciences at Outcome Capital, Craig also volunteers with mentoring activities for Women in Biotech and as an Advisor to Springboard Enterprises.

Craig’s scientific background and business experience spans sales, marketing, business development, licensing, strategic partnerships and operations.  His key successes include developing and launching new businesses at Fisher Healthcare, HandyLab, Becton Dickinson and Caliper Life Sciences within the diagnostic market space.  Craig’s knowledge of the diagnostic and life science tools markets has allowed him to develop markets across the globe and leverage strategic partnerships to further market expansion for many of his clients.

Craig holds a Bachelor of Science from the University of Wisconsin – Madison and a Master of Science from Yale University.  He is a FINRA Registered Securities Representative holding  Series 79 and 63.

Analysts and Associates

Elena Bonetti

Research Analyst
Elena Bonetti

Elena Bonetti

Research Analyst LinkedIn

Elena Bonetti is a Research Analyst in Outcome Capital’s life science practice . Within her role at Outcome, Elena facilitates extensive market research across multiple verticals including medical device, biotechnology, digital health, diagnostics and life science services. Drawing from deep knowledge of financial markets, Elena assists Outcome’s clients in market sizing, market share analysis and growth outlooks to inform strategic positioning and align technologies with their respective markets. Elena also directly supports Outcome’s clients in their administrative and process-related needs.

Prior to joining Outcome, Elena was a legislative intern for the Commonwealth of Massachusetts. As an active community member and lifelong North End resident, Elena currently serves as a member and financial secretary to several nonprofit and benefit organizations in the Boston area.

Elena completed her BSBA in Finance with a minor in Business Law at Suffolk University, graduating Summa Cum Laude as a Sawyer Business School Honors Scholar.

Nicholas Frame, Ph.D.

Senior Associate
Nicholas Frame, Ph.D.

Nicholas Frame, Ph.D.

Senior Associate LinkedIn

Dr. Nicholas Frame is a Senior Associate in the life science practice at Outcome Capital bringing a unique combination of scientific, strategic and transactional expertise. A scientist by training with a focus in amyloid and cardiovascular diseases, Dr. Frame has published multiple first-author manuscripts and received pre-doctoral training grants to advance his research. Shifting his focus to life science innovation and development, Nick has advised numerous medical device, biopharma, diagnostics and services companies on their go-to-market strategies as it relates to capital raise, partnering and M&A transactions

Seeking to support others navigating the transition from academia to industry roles, Nick has mentored numerous undergraduate and doctoral students from leading programs including Harvard University, Johns Hopkins University, and Boston University among others.

Nick holds a B.A. from Johns Hopkins University in biophysics and earned his Ph.D. in biophysics from Boston University School of Medicine. Nick is a FINRA Registered Securities Representative holding his Series 79 and 63.

Thomas Joyce

Associate
Thomas Joyce

Thomas Joyce

Associate LinkedIn

Thomas is an Associate at Outcome Capital. He brings extensive experience in valuation, life science banking and market research. Prior to Outcome, Thomas spent six years at Silicon Valley Bank where he originated and underwrote complex credit transactions for life science and healthcare companies, performed strategic advisory services with a focus on Dx/Tools mergers and acquisitions and published market insights. Prior to SVB, Thomas was responsible for originating and analyzing private equity transactions at Kamylon Capital, a principal investment firm.

Thomas earned a bachelor’s degree in finance with a minor in economics from Suffolk University’s honors program, graduating summa cum laude and as a member of the Beta Gamma Sigma Honors Society. He is also an MBA candidate at the University of North Carolina, Chapel Hill’s Kenan-Flagler School of business, and has passed level I of the CFA exam. Thomas is a FINRA Registered Securities Representative holding his Series 79 and 63.

John Moffa

Analyst
John Moffa

John Moffa

Analyst LinkedIn

John is an Analyst at Outcome Capital, where he focuses on M&A, capital raising and advisory assignments for the firm’s technology and ADGS clients. Prior to joining Outcome Capital, John gained investment banking experience at Piper Sandler, where he focused predominantly on capital raises for REIT clients and private real estate operators. Prior to his experience in investment banking, John was an Acquisitions Analyst for a private equity real estate fund sponsor.

John holds a Bachelor of Science degree in Economics from University of Virginia.

Vincent Peterson

Associate
Vincent Peterson

Vincent Peterson

Associate LinkedIn

Vincent is an Associate at Outcome Capital with comprehensive financial experience. His expertise includes financial modeling, business valuations, and financial reporting. Prior to joining Outcome Capital, Vincent gained extensive transaction experience at Baker Tilly, LLP, where he led buy-side/sell-side diligence engagements and completed corporate projection models for middle market clients. Prior to Baker Tilly, LLP, he performed attestation services at CohnReznick, LLP, including international experience in Australia.

Vincent holds a Bachelor of Science degree from Duquesne University and Master of Science degree in accounting from St. John’s University. He is also a Certified Public Accountant and has passed CFA Level I.

Logan Pontell

Associate
Logan Pontell

Logan Pontell

Associate LinkedIn

Logan is an Associate at Outcome Capital. His experience includes transactions within the technology, government contracting, and industrial space. Additionally, he brings extensive expertise in consulting, financial due diligence, and accounting through his previous roles. Prior to joining Outcome Capital, he performed both buy and sell-side financial due diligence for middle market companies at BDO USA, LLP. Prior to his transaction work, Logan was a Consultant with CFGI, LLC where he completed wide-ranging finance and accounting consulting projects.

Logan holds a Bachelor degree in Finance and Accounting from Virginia Tech. He is also a Certified Public Accountant.

Senior Advisors

Dalia Cohen, Ph.D.

Senior Advisor
Dalia Cohen, Ph.D.

Dalia Cohen, Ph.D.

Senior Advisor LinkedIn

Dr. Cohen is an accomplished biologist bringing significant drug discovery and development expertise to Outcome Capital, leveraging her academic, pharmaceutical and biotech experience.

In 2017, Dr. Cohen co-founded The RNA Medicine Company and served as the Company’s Chief Scientific Officer (CSO) until 2019. Currently, she remains the scientific advisor of the company. The RNA Medicine Company focuses on identifying small molecules targeting the biogenesis of oncogenic microRNAs. Between 2006 and 2017, Dr. Cohen served as CSO at Beryllium, a specialized target-based protein structure and characterization CRO (acquired by UCB Pharma), Asterand, a global supplier of human tissue and tissue-based research services and Rosetta Genomics, a microRNA-based diagnostic company. During her tenure at Rosetta, three diagnostic tests based on microRNA for differential diagnostics of tumors were developed.

Dr. Cohen also held several executive positions at Novartis, including Vice President and Global Head of Functional Genomics. While at Novartis, Dr. Cohen initiated the Histone Deacetylase Inhibitor program. One of the inhibitors was approved by the FDA for the treatment of Multiple Myeloma. Prior to Novartis, Dr Cohen was an adjunct professor at the UMDNJ-Robert Wood Johnson Medical School.

Dalia is currently a member of the scientific advisory boards of the Massachusetts Life Sciences Center. She holds a Bachelor of Sciences in biology, a Master’s degree in virology and a Doctorate in cell biology from the Israel Institute of Technology. She completed her postdoctoral training at the Albert Einstein College of Medicine.

Patrick M. Dewar

Senior Advisor
Patrick M. Dewar

Patrick M. Dewar

Senior Advisor LinkedIn

Patrick “Pat” Dewar founded The Trenton Group, LLC after 34 years of experience in the international aerospace, defense and security industry. As an expert in international industrial and government relations, Mr. Dewar advises customers and company boards on global business strategy, technology and product investment, government relations / partnering and counter-trade arrangements that benefit both government and industry. Mr. Dewar and his partners have created and grown business around the globe, worked at the highest levels of government and industry, as well as academia.

Mr. Dewar was the first Executive Vice President of Lockheed Martin International, Chairman of Lockheed Martin Global and a corporate officer from 2010 until his retirement. Lockheed Martin International works with customers worldwide to deliver products, technologies and services – including aircraft, integrated air and missile defense, commercial satellites and cybersecurity – to meet clients’ national security and citizen services needs.

From July 2013, Pat was responsible for Lockheed Martin’s global operations, developing and executing strategies aimed at growing business, investing in and acquiring companies, and strengthening international customer relationships and industrial partnerships in 70 countries. He led key country strategies for seven growth markets and oversaw the highest growth elements within the organization. During his tenure, LM International added more than 1,000 jobs, achieved or surpassed all financial goals and surpassed market growth rates.

Mr. Dewar has been a board member on the US-India Business Council, the US-UAE Business Council, the UAE-based Global Aerospace Summit board, and the British-American Business Advisory Board.

With over three decades of international business experience, Pat served in senior executive roles at Lockheed Martin, including as Senior Vice President of Corporate Strategy and Business Development (which included Corporate Development for M&A activity), where he led the corporation to a record backlog in 2011 and 2012 with more than $80 billion in firm orders. In 2009, as Vice President of Corporate International Business Development, he transformed the leadership of Lockheed Martin U.K., and through acquisitions, he helmed Lockheed Martin Australia Ltd., growing it to more than 600 employees and doubling sales. Pat’s other roles at Lockheed Martin have included Vice President of US Presidential Helicopter Program and Vice President of Business Development for its Electronic Systems division. He also has served as Chairman of Boards of Directors for LM U.K. Holdings Ltd.; LM Australia Pty. Ltd.; and all international subsidiary Boards.

He began his career in 1982 as a Missile Guidance Engineer on the Trident II FBM Program for GE. From 1984 to 1987, he served as Project Engineer in the Micro Tel Division of Adams Russell, where he designed electronics and software in support of advanced surveillance receivers for U.S. intelligence agencies. In 1988, he worked as Chief Engineer of the Hypervelocity Interceptor Program at GE Aerospace before being promoted to Program Manager of Interceptor Programs in 1992.

Pat is a fellow of the Royal Aeronautical Society and has published papers with the Institute of Electrical and Electronic Engineering, the American Institute for Aeronautics and Astronautics and the Precision Strike Weapon Symposium. He holds a B.S. in Engineering from Swarthmore College and an M.S. in Electrical Engineering from Drexel University. He currently lives in Potomac Falls, Virginia.

Christopher Fountain

Senior Advisor
Christopher Fountain

Christopher Fountain

Senior Advisor LinkedIn

Chris has a proven track record leading companies in the information technology industry, including SaaS application, cybersecurity, content management and compliance software companies. These companies served a variety of markets including government, financial services, healthcare, consumer goods, manufacturing, and energy.  He’s demonstrated strong general management capabilities with a focus on growth.  His experience includes running global operations for software companies headquartered in the United States and the United Kingdom where he lived in 2004 and 2005.

 

Since 1991, Chris has worked exclusively for private-equity and venture capital backed companies.  Over his 20+ years in C-level management, he’s led efforts to raise capital and completed several successful exits, generating strong shareholder returns.  During this same period, he’s served on seven boards – three of which were as an independent director.

 

Chris graduated cum laude from the University of Michigan with a B.S. degree in Industrial & Operations Engineering.

Don Haut, Ph.D.

Senior Advisor
Don Haut, Ph.D.

Don Haut, Ph.D.

Senior Advisor LinkedIn

Dr. Don Haut brings a broad life-science business perspective to Outcome Capital from senior executive and Board positions in Strategy, M&A, and General Management, with deep domain expertise across multiple disciplines in pharmaceutical, biotech, and medical device industries.  Don is an experienced transaction professional with over $4B in deals to his credit.

Dr. Haut is the Chief Business Officer a Sherlock Bioscience, a molecular diagnostics company. He currently serves on the Board of Directors for three health care companies: MiMecore Therapeutics, Arthrosurface, and Xiros. Prior, he was  Chief Business Officer at Histogenics Corporation and Vice President for New Business Ventures at The Medicines Company, where he was responsible for leading that company’s deal to license Alnylam’s PCSK9 inhibitor. Previously, he was the Senior Vice President for Strategy and Business Development at Smith and Nephew’s Advanced Surgical Devices Division, where he was responsible for all strategy development, M&A and licensing activities, and also built and ran Smith & Nephew’s Women’s Health business. Dr. Haut also previously held similar roles at 3M, JSB Partners and McKinsey and Company.

Don obtained his MBA at Washington University’s Olin School of Business, his PhD in Molecular Biology at the University of Missouri-Columbia, and his undergraduate degree at the College of Wooster.

Karl Hess

Senior Advisor
Karl Hess

Karl Hess

Senior Advisor LinkedIn

Karl Hess serves as Senior Advisor to Outcome Capital’s digital health and healthcare information technology  practices. Having interacted extensively with hundreds of digital health companies over the years, as well as with dozens of their healthcare and life sciences investors, customers and partners, Karl has become known as a leading subject matter expert on the topics of successful digital health business models, commercialization, investment and technologies. From pharmaceuticals to medical devices and software (SaMD), digital health tools and therapeutics and health optimization and population health management platform technologies to entire care delivery ecosystems, Karl has helped design, develop and commercialize dozens of innovative products and services across the healthcare and life sciences industries, representing hundreds of millions of dollars in incremental revenues and more than $20B in value-unlocking transactions.

Karl also serves as Managing Director of OnDigitalHealth Consulting, LLC, a specialized strategy consulting firm which he founded to serve the burgeoning and rapidly diversifying digital health industry, serving clients across the healthcare and life sciences spectrum. Karl was formerly CEO of Kalico Partners, LLC, a technology-enabled provider and population health management organization (PHMO), and Chief Digital Health Officer of Collain Healthcare, a former subsidiary of LG CNS. Prior to Collain, Karl held the role of Vice President, Corporate Development at Welltok, Inc., a digital health and wellness company revolutionizing the way population health managers align consumer actions and behaviors with the right incentives and rewards. In one of his earliest digital health endeavors, Karl was a key member of the commercial team at Welldoc, Inc., helping to bring Welldoc’s BlueStar platform to market, one of the world’s first, and most successful, digital therapeutics. Earlier in his career, Karl worked for several start-up and Fortune 500 molecular diagnostics, biopharmaceutical, medical technology companies and consulting firms including Genentech, Becton Dickinson and PRTM, principally across product development and management, and market, business and corporate development, licensing and M&A.

Over the years Karl has had the opportunity to participate in two successful exits as an entrepreneur and work on and lead projects for 9 of the Top 20 pharmaceutical companies, 11 of the Top 20 medical device firms and 4 of the Top 25 PE firms, and has had global management responsibilities of leading extended teams of up to 500 and ~$300MM P&L.

Karl began his career as a life sciences researcher, conducting pre-clinical cancer and human genetics research at The University of Texas Southwestern Medical Center, and biotechnology R&D for what are now several subsidiaries of Thermo Fisher Scientific, Inc.

Karl received a B.A. in Biology and an M.B.A. both from The University of Texas at Austin.

Scott Johnson

Senior Advisor
Scott Johnson

Scott Johnson

Senior Advisor LinkedIn

Scott is CEO of Zephyr.  Zephyr is the industry’s fastest growing software provider of real-time test management software used by over 17,000 companies.   Zephyr is experiencing strong yoy growth (35%+ since 2014).  Zephyr was acquired by Frontier Capital in 2016.  The acquisition has allowed Scott to invest in Zephyr’s team and product as well as complete an add-on acquisition.  Zephyr has offices in King of Prussia, San Jose, London and Bangalore.

Prior to Zephyr, Scott was the President and CEO of Social Solutions Global. The mission of SSG is to help transform lives.  SSG’s Efforts to Outcomes (ETO®) and Apricot software are used by over 10,000 NPO’s and public sector agencies helping to transform the lives of 27m people!  SSG is the recognized market leader in providing case management and outcomes management tools for organizations working with those most at risk in society.  SSG’s growth (35% yoy since 2012) and mission focus were recognized by the leading SaaS private equity firm, Vista Equity Partners, and as a result, Vista acquired Social Solutions in June 2014. The partnership has allowed SSG to accelerate its growth, invest in new products, invest in employees and move into international markets.

Scott has a deep understanding of the NPO and Public Sector markets from his experience at Social Solutions, Oracle, Curam Software as well as running his own NPO.  He was instrumental in creating go to market strategies and executing on PE based metrics to create enterprise value and successful exits.  Haley was acquired by Oracle and Curam was acquired by IBM.

Scott and his family have a mission to transform lives and make a positive impact in the world. They have adopted a son from Ethiopia, two sons and daughter from Ghana. Scott established Jehovah-Jireh, an NPO that has opened its first orphanage in 2014 QwaQwa, South Africa and in 2016 opened a bible college in Orissa, India.  Scott is also the varsity basketball coach for West-Mont Christian Academy.  Scott, his wife Michelle, and their 7 children live in Boyertown, PA.

Paul Juniewicz, Ph.D.

Senior Advisor
Paul Juniewicz, Ph.D.

Paul Juniewicz, Ph.D.

Senior Advisor LinkedIn

Dr. Juniewicz serves as Senior Advisor with Outcome Capital’s Biotechnology and Pharma practices. He brings extensive scientific, strategic and operational expertise in public and private life science companies.

He is currently Senior Director of Business Development at Takeda Pharmaceuticals Oncology Business Unit focusing on late-stage clinical oncology opportunities. Prior to that, Dr. Juniewicz served as Senior Director for Oncology Search & Evaluation in Takeda’s Center for External Innovation (CEI). In this role, he led the scouting of external oncology opportunities as well scientific and technical due diligence for several transactions including, among others, MD Anderson, Turnstone Biologics, Memorial Sloan Kettering Cancer Center, Shattuck Labs, Molecular Templates, Maverick Therapeutics, as well as the Japan licensing of cabozantinib (Exelixis) and niraparib (Tesaro) and the merger and acquisition of Ariad Pharmaceuticals. Based on his accomplishments Paul was awarded the title of Distinguished Research Fellow in Oncology in 2019.

Dr. Juniewicz started his professional career with Sterling Drug as a bench research scientist and then took a position as Oncology Project Manager overseeing several oncology projects. Following the acquisition of Sterling Drug by Sanofi, Paul rose to the role of VP Oncology Project Management and oversaw the development of oncology projects that resulted in global regulatory approvals for several agents including oxaliplatin for colorectal cancer, rasburicase for tumor lysis syndrome and aflibercept for colorectal cancer.

Dr. Juniewicz numerous accomplishments include over 100 external opportunities reviewed with 10+ entering due diligences each year, development of Takeda’s oncology strategy, oncology scouting and partnering activities at AACR, ASCO & ASH, JP Morgan and BIO meetings.

Dr. Juniewicz received a BS from Rutgers University, an MS and a Ph.D. from North Carolina State University. He completed his postdoctoral training at Johns Hopkins University.

Shawn Manning, Ph.D.

Senior Advisor
Shawn Manning, Ph.D.

Shawn Manning, Ph.D.

Senior Advisor LinkedIn

Dr. Manning serves as a Senior Advisor with Outcome Capital’s biotechnology practice and manages its UK operations. He brings significant experience of the UK and European Capital markets, strong relationships within the European Life Science industry, entrepreneurial flair and a strong academic background to Outcome Capital. He is committed to enhancing the corporate and shareholder value of innovative life science companies.

Before joining Outcome Capital, Dr. Manning accrued over 25 years of international Life Sciences experience, including over 3 years as Founder and Managing Director of strategic and financial advisory firm, Akesios Associates. Shawn also spent over 12 years as a rated Equity Analyst with Dresdner Kleinwort Benson, SG-Cowen, Société Generale, and Singer Capital Markets, covering ‘Big Pharma’, speciality and emerging pharmaceutical, and biotechnology. Since 2005 Manning’s research supported over £500 million in new funding for Life Science companies. Before entering the City of London, Manning spent 5 years consulting to the pharmaceutical industry, and managing Datamonitor’s Healthcare practice. In this capacity he also worked alongside European, US and Japanese pharmaceutical companies, leading consultancy projects focusing primarily on strategic product positioning, including portfolio, opportunity and pricing analysis.

Manning holds a Doctorate degree from the University of Oxford (Hertford College), specialising in infectious disease and a BSc (Hons) and ARCS from Imperial College, London. He is a Fellow of the Royal Society of Medicine, a member of the Advisory Board for OBN, the UK’s largest Life Sciences industry network, and Chairman of OBN’s investment and tax Special Interest Group (itSIG).

Michael Montgomery, MD

Senior Advisor
Michael Montgomery, MD

Michael Montgomery, MD

Senior Advisor

Dr. Montgomery serves as Senior Advisor to Outcome Capital’s Biotechnology and Pharma practice. He brings extensive expertise in bench-top molecular biology research, clinical practice, drug development and marketing in both biotech and Big Pharma. He has developed several database solutions in the field of project management, resulting in two J&J  IMAGE awards, and has spoken at multiple events on the successful application of software and data management solutions to real world medical problems. He has designed and run both US and Global Phase 2, 3 and 3b trials in cardiovascular disease, peripheral vascular disease, stroke, inflammatory diseases and the first Phase 4 Registry in Polycythemia Vera, REVEAL. He holds a key patent in the use of JAK1 inhibitors. Dr. Montgomery also led Incyte Corporation’s Global Medical Affairs department that he helped create. He has been CMO of both Caduceus Communications LLC, a clinical communications company and Lead Horse Technologies Inc., an AI company. He currently sits on the PhRMA Foundation Translational Medicine Grant Review Board and is a Co-Founder of Stable Solutions LLC, a medical and machine learning consultancy.

In addition to his experience in the biotech and pharma sectors, Dr. Montgomery’s medical and research career includes attending physician at Parkland and Dallas Veterans Hospitals, Cardiology Research Fellow at Washington University School of Medicine and Associate Professor at Temple Medical School Department of  Anatomy & Cell Biology. Dr. Montgomery is widely published in peer-reviewed medical and scientific journals on various topics including stroke, peripheral and arterial vascular disease, dermatology and oncology. He received his MD from Columbia University College of Physicians and BSc degree from McGill University.

J. Chuck Morrison BS, MBA

Senior Advisor
J. Chuck Morrison BS, MBA

J. Chuck Morrison BS, MBA

Senior Advisor LinkedIn

Chuck Morrison serves as a Senior Advisor at Outcome Capital’s diagnostics and biotechnology practices. He brings significant expertise and a track record in successfully structuring, negotiating and executing acquisitions, licensing, partnerships, and distribution transactions. Chuck is a business development executive with over thirty years of life science, biotechnology and diagnostic expertise, including 13 years of corporate business development. He is a leader in the life science sector with proven business acumen, international experience, integrity, strategic vision and focus on execution. Known for driving results and overcoming difficult challenges.

Chuck is currently a non-executive Board Member for GenePOC, Inc., a molecular diagnostic company developing point-of-care platforms for the rapid detection of infectious diseases (recently acquired by Meridian Bioscience). He is also Head of Business Development at Proteomics International, Perth, Australia. PI has developed a proprietary mass spectrometry biomarker discovery platform and has recently discovered biomarkers for the diagnosis of diabetic kidney disease. Previously, Chuck held various managerial positions at PerkinElmer, NEN Life Sciences and DuPont Medical Products.

Chuck is currently providing strategic consulting services to early-stage and smaller biotech companies, positioning toward merger & acquisitions, partnerships, licensing and joint ventures, as well as team building, product commercialization and carving out a path to commercialization.

Cathy A. Petti, MD

Senior Advisor
Cathy A. Petti, MD

Cathy A. Petti, MD

Senior Advisor LinkedIn

Dr. Petti serves as Senior Advisor to Outcome Capital’s diagnostics and digital health practices. She is a health technology executive and diagnostics expert with a unique combination of clinical, scientific and operational expertise, focusing her efforts in the molecular diagnostics, genomics and digital health verticles. She serves as a strategic, interim Chief Medical Officer providing companies with top-down market perspective and an extensive thought leader network. Dr. Petti supports strategic corporate activities related to technology assessments, clinical trial and regulatory strategies, and pathways to commercialization. She has assisted numerous companies across the value-add chain, successfully facilitating private equity financings, government contracts and merger and acquisition transactions amounting to hundreds of millions of dollars. She serves on the Advisory Boards for Pathogenomix, Life365, and Becton Dickinson. As an entrepreneur supporting innovative early-stage technologies, Dr. Petti founded MoDx.ai, a knowledge domain platform integrating diagnostics, digital health and Artificial Intelligence.

Among her senior executive roles, Dr. Petti served as Global Head at Novartis Diagnostics where she was responsible for expanding global markets for their core products and building R&D teams for three de novo franchises. As Chief Health Officer at Ancestry, Dr. Petti built a direct-to-consumer genetic testing portfolio and served on the executive team that led to private equity investments at enterprise value of $2.6 billion. She also led ARUP Infectious Diseases Laboratory, one of the country’s largest infectious diseases laboratories and pioneered research in DNA sequencing.

Dr. Petti shares her expertise and leadership with several global non-profit organizations and regulatory agencies, including having chaired committees for the Clinical and Laboratory Standards Institute; served as program lead for Infectious Diseases Society of America; and advised the FDA Microbiology Device Committee. Previously, Dr. Petti was a Governor Appointee and member of the Board of Directors for Utah’s Science, Technology and Research (USTAR) Initiative. Committed to underserved populations, she received the College of American Pathologists’ Humanitarian Award for her work in providing diagnostic testing in sub-Saharan Africa;was awarded the 2015 ASM-IUSSTF Indo-US Professorship in Microbiology; and served as 2019 Visiting Professor to Infectious Diseases Institute, Kampala, Uganda.

As a practicing infectious diseases clinician, Dr. Petti provides a critically relevant understanding of healthcare drivers for adoption of new technologies. She has held academic appointments as Professor of Medicine and Pathology at leading institutions; and is frequently invited to speak on topics in clinical diagnostics, healthtech innovations, global health, and women’s entrepreneurship. Dr. Petti holds an AB from Harvard University and MD from Duke University. She is an internist, and dual board certified in infectious diseases and medical microbiology.

Caroline Popper MD MPH

Senior Advisor
Caroline Popper MD MPH

Caroline Popper MD MPH

Senior Advisor LinkedIn

Dr. Popper serves as Senior Advisor in Outcome Capital’s molecular diagnostics and biotechnology practices. She brings significant expertise and track record in positioning novel technologies toward successful implementation and commercialization. Dr. Popper is also the Co-Founder and President of Popper and Company, a specialty consulting firm focused in diagnostics, information-generating tools and healthcare analytics, where she and her team leverage their extensive knowledge of the trends and forces shaping the life sciences industry and its participants.

Dr. Popper has more than 25 years of hands-on biotech/life sciences operating experience. An internist and pathologist, she combines medical and scientific perspective with knowledge gained from managing a wide spectrum of life sciences businesses in diagnostics, devices and drug discovery. Her business management experience in both Fortune 500 and start-up settings – and extensive track record creating strategic and business partnerships in the biotech arena – is key to the insights she provides to her clients.

During a 10-year career at Becton Dickinson (NYSE: BDX), Dr. Popper’s global responsibilities included clinical affairs, marketing, strategy, and business development. She was the founding General Manager of BDGene, a start-up focused, with its partner Millennium Pharmaceuticals, on development of novel cancer diagnostics. Subsequently, she was the Chief Business Officer for MDS Proteomics, a drug discovery company with operations in the U.S., Canada and Europe.

Dr. Popper received her medical degree from the University of the Witwatersrand (South Africa) and her M.P.H. from Johns Hopkins University (Baltimore). She completed her residencies in internal medicine and in pathology at Johns Hopkins. Dr. Popper is and Advisory Board member of the Bloomberg Johns Hopkins School and Public Health and inHealth, the Hopkins Precision Medicine Initiative. She is a board member of Diversigen (a microbiome-based company) and LBT Innovations (an Australian AI-based lab automation company).

Herbert Torfs, Ph.D., EMBA

Senior Advisor
Herbert Torfs, Ph.D., EMBA

Herbert Torfs, Ph.D., EMBA

Senior Advisor LinkedIn

Dr. Torfs serves as a Senior Advisor at Outcome Capital’s diagnostic and medical device practices. He brings signifiant expertise and track record in marketing and business development with over 20 years experience. Dr. Torfs is passionate about propelling innovative products and technologies to drive change through increased access, quality of care and accurate diagnostics where and when it matters most.

Dr. Torfs operational experience spans from early-stage innovative companies to large multi-national strategic players where he launched multiple products in the EMEA region and worldwide. Many of those products resulted in a paradigm shift in diagnostic practices, based on health economic evidence and improved diagnostics for better patient outcomes.

Dr. Torfs is also the Founder and President of DIATOR BVBA, a consulting firm supporting early stage marketing during product development, guiding early market access and devising Go-To-Market strategies. DIATOR also provides interim management and strategic consulting services to early-stage biotech and diagnostic companies.

Herbert holds an MSc in Biology and Ph.D. in Physiology and Molecular Biology, both from the Catholic University of Leuven, Belgium, and an EMBA from Hult-Ashridge Business school London Campus.

Steven Wardell

Senior Advisor
Steven Wardell

Steven Wardell

Senior Advisor LinkedIn

Steven Wardell serves as Senior Advisor to Outcome Capital’s digital health and healthcare information technology practices, bringing hands-on operating and entrepreneurial expertise stemming, among others, from his role as a leading research analyst covering the digital health sector for Wall Street investors

Steven also serves as Managing Partner of Wardell Advisors, a consulting firm to digital health companies on growth, corporate development, partnerships, and strategic alternatives. He is the author of The Future of Digital Health, and he hosts the DigitalHealth InvestorTalk show. which explores industry topics of interest to investors. He is the founder of the Boston chapter of Health 2.0 and has been a board member of the Harvard Business School Healthcare Alumni Association and led its Roundtable program.

On Wall Street, at Chardan Capital Markets and SVB Leerink, Mr. Wardell was the first sell-side analyst to focus exclusively on digital health. He achieved prominence in the industry by publishing the first investor white paper on the digital health sector in 2014 and creating its first digital health stock index. He made important stock calls for investors on Teladoc, Fitbit, Livongo, WebMD, HealthEquity, and Nuance, among others. He was named a Rising Star by Institutional Investor magazine and is routinely quoted in the Wall Street Journal, STAT, Bloomberg, and more. In 2018, he became the first sell-side research analyst to initiate coverage on the digital therapeutics sector.

Mr. Wardell has built an extensive network in the digital health sector of investors, company leaders, product purchasers, key opinion leaders, and corporate development executives and is known for convening the marketplace of investors and company leaders through his investor events. For example, he created the first sell-side investor conference focused exclusively on digital health in 2015, and his digital health investor reception at the Annual JP Morgan Healthcare Conference became among the largest at the event.

Prior to Wall Street, Mr. Wardell worked as a marketing, business development, and finance executive at digital health companies including as a member of the founding management team and head of marketing at Activate Networks, a data analytics company with a novel data product focused on physicians for the pharma commercial market that was sold to Decision Resources Group, and as head of business development at PatientKeeper, a mobile electronic medical record company that was sold to Hospital Corporation of America.

Mr. Wardell holds a BA from Harvard College, MPhil from University of Cambridge and MBA from Harvard Business School.

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