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As a firm of senior attorneys all with extensive in-house experience, we bring a unique blend of legal and business expertise to the table.

We’ve worked not only as external legal advisors but also as senior business executives and in-house counsel.  Our hands-on experience spans helping companies at every stage – from guiding start-ups seeking growth capital to assisting publicly traded mid-cap companies expand into new markets.  With our broad and in-depth knowledge, we don’t just provide legal advice.  We partner with companies to achieve their broad business goals, drawing on years of experience managing and growing businesses from the inside.

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Bio Snapshot

  • Strategic client advisor
  • Experienced public company CLO & Corporate Secretary
  • C-Suite business roles including CEO & COO
  • Complex Dealmaker in Pharma/Life Sciences Industry, has led multi-billion dollar M&A transactions
  • VC Investor
  • Savoy Magazine, Power 300 Top Executives in Corporate America (2024)
  • Leading roles on corporate, industry and community-focused boards
  • University of Pennsylvania Law School

Representative, Multifaceted Leadership

Recent Engagements

AI‑Powered Diagnostic Developer (Nasdaq‑Listed)

  • Scope: Strategic planning for commercial rollout of noninvasive diagnostic tests

  • Services: Drafting and negotiating commercial supply and distribution agreements; SEC filings and disclosure review; compliance program enhancements; privacy and data‑use consent frameworks


Rare‑Disease Genetic Testing Company (Publicly Traded)

  • Scope: Employment, FINRA, and regulatory support for novel genetic assays

  • Services: Executive employment and equity‑incentive plan design; FINRA review matter; review of clinical‑trial recruitment and patient‑consent processes; FDA and CLIA compliance counseling


Oncology & Neurology Therapeutics Company (Fully Commercialized)

  • Scope: Global expansion strategy and licensing

  • Services: Structuring and negotiating multi‑territory distribution and licensing deals; outside‑counsel management and budget oversight; development of SOPs for promotional activities; anti‑corruption and export‑control training


Mid‑Stage Biotech (Pre‑Series B to Series C)

  • Scope: Governance build‑out and financing readiness

  • Services: Formation and documentation of board and committee charters; independent‑director onboarding; cap‑table audit and option‑plan approvals; preparation for venture‑capital diligence


Cell‑Therapy Platform Company (Clinical Stage)

  • Scope: Clinical trial compliance and vendor management

  • Services: Clinical‑trial site agreements and CRO oversight; GxP documentation programs; patient‑data privacy and HIPAA‑aligned policies


Specialty Pharma Licensing Partner (Small‑Cap)

  • Scope: BD & licensing negotiations with Big Pharma

  • Services: Structuring milestone‑based license deals; diligence on partner IP portfolios; drafting co‑development governance and steering‑committee charters


Biomanufacturing CDMO (Service Provider)

  • Scope: Commercial contracting and liability management

  • Services: Master services agreements (MSAs) for biologics manufacturing; quality‑assurance and indemnification clauses; insurance‑program reviews; cross-border logistics and customs counseling


Gene‑Editing Venture (Pre‑IPO)

  • Scope: Public‑company readiness and disclosure controls

  • Services: Drafting disclosure‑controls and procedures policies; coordinating mock audit for SOX internal controls; SEC‑filing support and underwriter due‑diligence response; D&O‑insurance procurement


Philanthropic Research Organization (Not‑for‑Profit)

  • Scope: Governance and compliance programs

  • Services: Board governance charters and conflict‑of‑interest policies; grant‑application and award‑agreement templates; IRS and OMB compliance counseling; impact‑reporting frameworks

Awards

  • Savoy Magazine, Power 300 Most Influential Executives in Corporate America
  • Johns Hopkins Center for Health Disparities Solutions
  • Apex Leader, Leadership Philadelphia