The BroadBranch team is a dynamic group of problem solvers with a wide range of industry and business expertise. While diverse in thought, background, and life experiences, we share a passion for our work and a drive to generate value for everyone we support. To us, nothing less is acceptable.
Experienced team leader skilled in delivering high-performance outcomes for organizations. Industry experience in healthcare, technology, cybersecurity, and international work. Deep overseas experience in China, Francophone Africa, and Europe. Extensive work in Southeast Asia, West and Southern Africa, Latin America, and Europe. Courtney speaks English, French, Chinese, and Spanish. BA, Middlebury College. MA, University of Bradford (England). Rotary International Peace Fellow (2011-2012).
Partner & Co-Founder
Leader, mentor, and strategist. Over 40 years of experience in strategy, corporate development, risk management, compliance and auditing across North America, Asia, and Europe. Held positions at Capital One, AT&T, PolyOne, and BP. Jazz enthusiast and supporter of mental health initiatives. BA, Middlebury College. MBA, University of Chicago.
Greg has 15 years of experience working with customers providing products and services across a range of industries including life science, healthcare and diagnostic spaces. In addition to supporting customers directly, Greg’s industry experience in a variety of roles at Eurofins and Human Genome Sciences.
Experience leading core business expansion, competitor analysis, and acquisition engagements for healthcare, life science, industrial, and cybersecurity clients. Former teacher, coach, and education entrepreneur. Avid traveler, skier and grill master. BA, Trinity College. MBA, UVA Darden School of Business.
Strategy and finance professional, delivering strategy and market analyses across a range of sectors. Previous experience providing public and private sector clients with support on a variety of needs, including due diligence, strategic budgeting, revenue forecasting, and business operations strategy. Skier, biker, and aspiring cook. BA in Economics, Hamilton College.
Director of People & Culture
Informed by data and analysis, inspired by people and the power of human connection to expand understanding and solve problems. Diverse experience across a range of sectors and organizations in organizational culture & strategy, market and competitor assessments, brand management, and communications. BA, Northwestern University. MBA, The Anderson School of UCLA.
Director of Business Development
Creative and zealous business development enthusiast. Experience assisting healthcare (pharmaceutical/device/
Innovator, strategist, and cultivator of data-driven solutions. Extensive experience in life science research and development, healthcare diagnostics and therapeutics, and market research. Proficient in Spanish and Japanese. Avid traveler, culinarian, and technophile. BS in Microbiology, Penn State University. PhD in Biochemistry, Virginia Tech.
Personable, observant, driven, and curious Senior Associate who’s passionate about delivering insightful analyses that drive strategic decision-making for our clients. She leverages her interdisciplinary and technical background, as well as a multicultural upbringing, to inform her unique perspective. Tatiana is fluent in English and Spanish, with working proficiency in French. BA in Chemistry & Biochemistry (engineering track), Middlebury College
Analytical and curious professional with a passion for understanding and solving complex problems. Experience in account management, cloud computing, customer success, and product adoption. Fluent in German and French with in-depth knowledge of the American and European business environments. Aviation enthusiast, traveler, and aspiring Improv actor. MA in International Management and French, Heriot-Watt University, Edinburgh and MBA from Grand Valley State University, Michigan.
Experienced in quantitative and qualitative data gathering and analysis, with a focus on market evaluation and go-to-market strategy in life science and diagnostics industries. Collector and reader of German and Chinese-language books. MA in European Literature from Humboldt University of Berlin, and BA in Government and German Studies from Cornell University.
Thoughtful and detail-oriented analyst dedicated to thoroughly investigating strategic challenges and delivering impactful results. Passionate about fostering connections and preserving company culture in a hybrid work environment. Experience with M&A due diligence, new market entry, competitor analysis, voice of customer analysis and strategic visioning in the medical device, biomaterials and food industries. Dog lover, generous baker and novice, but enthusiastic, rock climber. BA in Geosciences, Hamilton College.
Detail oriented quick learner with a penchant for interdisciplinary work and analytical rigor. Experience with go-to-market strategy development, voice-of-customer studies, and due diligence research across a broad array of industries. Recent work has focused on the life sciences market. Prior experience in healthcare operations, with a focus on process improvement initiatives. Traveler, squash player, and amateur chef. BA in Philosophy, Politics, and Economics, University of Pennsylvania.
Senior Associate with a comprehensive, evidence-based approach to solving multi-faceted challenges. Experience with due diligence research and analysis, go-to-market strategy, and competitor analysis in the life sciences, healthcare, and cybersecurity markets. Prior experience in economic and education policy research and analysis for government agencies and policy research organizations. Avid concertgoer, fitness enthusiast, and playlist curator with a particular affinity for Italian food. BA in Public Policy and Leadership, University of Virginia.
Innovative Analyst passionate about leveraging hard-to-find market insights to develop growth strategy for clients. 2+ years experience consulting for companies (large public to startups) across healthcare, the life sciences and cybersecurity. Continual delivery in competitive intelligence, voice-of-customer and due diligence studies. Currently driving Marketing and DEI efforts at BroadBranch. BA in Economics and Political Science from Scripps College.
Evidence-driven decision maker committed to providing clear and concise solutions. Experience doing acquisition due diligence and competitor analysis in life science, medical device, and cybersecurity industries. Enjoys engaging in community service initiatives within the DMV area. Boston sports fan, self-proclaimed foodie, and dog lover. BBA in International Business and Management, Minor in Mandarin, Georgetown University.
Collaborative team member who enjoys tackling large-scale problems by breaking them down into their constituent parts. Sam advocates for always looking at the bigger picture while maintaining a keen eye for detail. He has previous experience in primary research, quantitative research, start-up operations, live events, and journalism. B.A. in Political Science, UCLA.
Lifelong learner unencumbered by borders, subject matter, or status quo. Experience answering the unanswerable across government, non-profit, and corporate settings with a focus on using data-driven research to promote meaningful change. Dabbler of many languages, animal lover, and voracious reader. BA in Government and Russian, Georgetown University. MSc in International Relations, University of Edinburgh.
A dedicated team player who never shies away from a challenge. A relentless analyst with a budding passion for solving overarching business problems. Previous experience in healthcare law and consulting. A novice chef, passionate golfer, traveler, and lifelong New York sports fan. BA in Economics, Minor in Finance, College of William and Mary. MS in Global Commerce, University of Virginia.
Observant and dedicated analyst with a drive to enhance aspects of economic efficiency and equity spanning diverse industries. Previous experience grounded in economic-side research of a wide variety of antitrust claims, including price and wage-fixing, and intellectual property infringement. Aspiring karaoke singer, Pilates novice, and avid Formula 1 fan. BA in Economics and American Studies, University of Virginia.
Director of Operations
Strategic and committed decision maker with a passion for maximizing efficiency and productivity. Experience in process improvement, relationship management, and growth strategy. Currently focused on business development and operations, marketing and brand management, recruiting and hiring, and performance metrics and KPIs. BA in Biology, University of Virginia.
Dedicated problem-solver driven by a passion for strategy, logistics, and operations. Currently focused on strategic budgeting, platform management, and internal operations. Previous experience in Fund Accounting and Financial Services. BS in Marketing and Supply Chain Management, minor in Economics, Indiana University.
Thought leader in global growth strategies, international M&A, and post-merger integration. Senior executive/corporate officer roles at United Technologies, Armstrong World Industries, and Digitas. Restructuring experience with Bain Capital. Recognized developer of talent, and McKinsey & Company engagement leader. Consultant to non-profits in conservation and education. BSEE Kettering University (first in class). MBA, Harvard Business School (GM Fellow; Tau Beta Pi Spencer Fellow).
Delivers intelligence and advisory services to industry, private equity, and hedge fund clients. Expertise in cyber security, risk management, M&A, and international intelligence. Published author. Avid golfer and fisherman. BA, James Madison University. MBA, UCLA Anderson School of Management and Universidad Adolfo Ibáñez Escuela de Negocios.
Internal control and compliance expert, supporting a range of domestic and global industries. President, Wilkerson and Associates. Former Director of Internal Audit, ICMA-RC, and Audit Manager, Deloitte & Touche. Certified Public Accountant, Internal Auditor, and Fraud Examiner. Cook, baker, and sometimes marathoner. BA, University of Notre Dame.