Cereona Partners is uniquely positioned to liase between executive teams, board shareholders, and sponsors to support growth and transactions.

Services

Value Creation Strategy

We develop value creation plans, and execute strategic growth initiatives for new partnerships, business development, market expansion and acquisitions.

Advisory & Deal Origination

We source and qualify promising new platform investments and add-on opportunities, for sponsors ranging from $50m AUM to $50b AUM, as well as corporate acquirors. Member of Finalis Securities.

Executive Engagement

We conceptualize and execute a tailored event experience, conference, or roundtable to achieve strategic goals, and thoughtfully bring industry professionals together.

Our Approach

Insightful. Nuanced. Bold.

Our Promise

Apply bespoke, data-driven analysis to deliver real, impactful results

Operate effectively within the system and know when to take an outside view

Design win-win-win solutions for investors, operators, and shareholders

Cereona Founder: Opal Joshi

Opal has been a partner and strategic advisor to investment firms and innovators at the forefront of healthcare for over 15 years.

Venture Partner at Outcomes Collective Growth Capital
Led sponsor coverage for venture capital, growth equity, and middle market sponsors at Leerink Partners
Former investor at Novo Holdings, Principal Investments. Executed buyout opportunities within pharma services and healthcare technology
Built business development and partnership functions at category-defining companies: Roivant Sciences, Flatiron Health, and Formation Bio
Holds an MBA from Wharton and undergraduate degrees in Actuarial Science and Finance from The Ohio State University

Contact us: opal.joshi@cereona.com

Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Cereona Partners LLC and Finalis Securities LLC are separate, unaffiliated entities.

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