Unique Operating Philosophy

Our approach is consultative in nature; first learning and understanding before concluding or recommending. We approach every assignment with intellectual curiosity, dedication to meeting our clients’ objectives and innovation, creativity and precision in developing and successfully achieving the optimal solution for our client. We accept a limited number of transactions per year in order to deliver the highest quality of customer service, advice and transaction execution. Our advice is free of any conflicts of interest and we place our client’s interests above all others. Your success is our success.

Industry Focus

The healthcare and insurance industries are complex, highly regulated and continually evolving. Our thorough understanding of these unique dynamics, 25-year history of successful transactions in the industry and substantial relationships with industry executives, investors and thought leaders enables us to remain abreast of current trends and issues which enhances our ability to provide timely and appropriate advice to our clients.

Transaction Experience

In completing nearly $15 billion in M&A, financing and advisory transactions, we have advised over 100 companies in numerous healthcare and insurance industry sub-sectors during strong and difficult market conditions. With this extensive experience we have developed industry expertise in multiple areas of healthcare and insurance and the skill, knowledge and judgment essential to providing superior advice, counsel and transaction execution in all market and economic environments.

Commitment to Excellence

Quality and commitment to excellence are essential to our successfully representing and advising our clients. Simply said, mistakes cost. We commit resources to and focus on attention to detail in developing and delivering the highest quality, error free work product and communication on our clients’ transactions.

Senior-Level Attention

Every transaction with Katabiann is led by an experienced and committed senior-level professional. We take on a limited number of assignments each year such that every assignment and client engagement receives ongoing and active senior level attention and the benefit of our 25-year plus industry and advisory experience.

Independence, Objectivity and Candor

Unique from other advisory firms, Katabiann is not affiliated with nor conflicted by any economic or other relationship with an internal capital source, research product or sales or trading department. This independence enables us to deliver completely objective, unbiased and candid advice.

Focus on Long-Term Partnership

Katabiann’s client-partnership philosophy is focused on the long term. We work closely with our clients to identify, understand and achieve their goals and pursue a strategy focused on achieving these goals. We provide the best advice to the client without bias toward a specific outcome.