Cases: Business Formation & Management

Applied Research Institute - Neurosciences

We have been instrumental in helping a major medical university form a privately funded research institute which is devoted to developing innovative new medical device products. Our team worked closely with the head of the school's Department of Neurosciences to develop the business plan, secure over $ million in initial funding and implement operations. Upstream is playing an ongoing role in forming this operation and is leading the project to evaluate the Institute's initial medical device innovations, manage prototype development projects and develop the associated intellectual property strategies. We are also continuing to lead efforts to secure additional capital for the Institute among private investors.


European Medical Device Company

We were engaged by a leading European medical device company with annual sales in excess of $1 billion to develop the strategy and value the assets for a proposed sale or license of a product innovation. We worked closely with the company's business development and financial team to value their technology in several medical fields of use. Our analysis and advice were critical to decision making, pricing strategy and negotiations. The effort culminated in a successful transfer of the business opportunity to the market leader in the device field.


New Medical Device

Our project entailed providing strategic development and patent analysis around a new medical device for delivery of a pharmaceutical agent for erectile dysfunction. We were involved in producing the package and story for fundraising.

 

Stem Cell Company

We provided strategic direction and support for the merger of a liver assist device company and a human pluripotent stem cell company to produce an unlimited supply of primary liver cells for an artificial liver device. Our involvement included patent portfolio and business support for combining the companies and for directing strategic relationships. The company ultimately went through a reverse merger and reached a valuation of over $800 million dollars. The base technology ultimately encountered problems and we have been involved in the reorganizing opportunity for launch.