Carlsquare Strengthens Healthcare Advisory with Boston Office

Carlsquare Strengthens Healthcare Advisory with Boston Office

Carlsquare has recently made a notable advancement in its North American operations, signaling its commitment to the region by opening a new office in Boston. This new office becomes Carlsquare's third location in North America, following the successful establishment of its offices in San Francisco and Vancouver earlier. The addition of this office enhances Carlsquare's ability to serve a wider array of clients effectively.

Appointment of Greg Hartlein

The firm has also brought on board Greg Hartlein as the Managing Director for its healthcare technology advisory practice. With an impressive background in investment banking and a strong focus on the healthcare technology sector, Greg is well-placed to lead this initiative. He brings a wealth of knowledge and valuable experience which is expected to provide clients with deep insights and strategic advice.

Leadership and Vision

Michael Moritz, Co-Founder and CEO of Carlsquare, emphasized the importance of the new Boston office, stating that it demonstrates Carlsquare's commitment to expanding its North American presence. The expansion is not just about growth; it is also about enhancing the services offered to clients, particularly in the healthcare technology space.

Expertise in Healthcare Technology

John Cooper, Co-Head of North America, pointed out that Greg's extensive knowledge and experience will significantly benefit Carlsquare's clients. He underlined the role that this new office will play in providing essential market insights and sector expertise, ensuring that clients receive top-tier service tailored to their specific needs.

Hartlein's Professional Journey

Before joining Carlsquare, Greg Hartlein had a noteworthy career at D.A. Davidson, where he was instrumental in the establishment of their Boston office. His previous roles at reputable firms like Stephens, ThinkEquity LLC, and Stifel have equipped him with a comprehensive understanding of the investment banking landscape, particularly within the technology sector.

Cultural Fit

Greg Hartlein expressed enthusiasm for joining Carlsquare, describing the company culture as entrepreneurial and mission-driven. He looks forward to collaborating closely with both the North American team and European counterparts to enhance Carlsquare's healthcare technology division.

Growth of Carlsquare's North American Operations

Since its entry into North America, Carlsquare has been on a rapid growth trajectory. The addition of Hartlein as the 16th banker showcases the firm’s aggressive expansion strategy. The Boston office is strategically located to provide better services to clients on the U.S. East Coast, enhancing the firm's reach following its operations in San Francisco and Vancouver.

Impressive Transaction Performance

In terms of performance, Carlsquare has displayed a robust transaction history. In the past year, the firm successfully completed 70 transactions, with a collective deal value of approximately $3.4 billion. This accomplishment solidifies Carlsquare's reputation as a reliable partner for both domestic and cross-border transactions, making it a preferred choice for clients seeking comprehensive investment banking services.

About Carlsquare

Carlsquare stands out as a global technology investment bank with over 25 years of experience. Their expertise lies in advising individuals on mergers and acquisitions, capital markets, and strategic matters. With over 180 bankers active in eight countries, Carlsquare connects clients with private equity, strategic buyers, and investors worldwide, optimizing opportunities for success.

Frequently Asked Questions

What prompted Carlsquare to open a Boston office?

The Boston office aims to expand Carlsquare's presence in North America and enhance service delivery to clients along the U.S. East Coast.

Who is Greg Hartlein and what is his role?

Greg Hartlein is appointed as Managing Director at Carlsquare, where he will lead the healthcare technology advisory practice.

What makes Carlsquare unique in the investment banking sector?

Carlsquare combines local expertise with a global network, connecting clients to a wide range of financial resources and strategic opportunities.

How has Carlsquare performed in recent transactions?

In the last year, Carlsquare completed 70 transactions with a total deal value of approximately $3.4 billion, highlighting its solid reputation in the industry.

What are the future plans for Carlsquare's growth?

Carlsquare looks to continue expanding its North American footprint while enhancing its services in healthcare technology and other sectors.

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