We Bring You Unmatched Healthcare Expertise.

We are 100% focused on healthcare.

 

Combined, our three founders have deep healthcare industry and investment banking expertise:

 

  • Done deals in a variety of healthcare areas, including multiple physician practice specialties, over the past four decades.

 

  • Served as the interim chief executive of a large physician group.

 

  • Served as a board member and majority owner of a healthcare finance business.

 

  • Held medical school faculty appointment in connection with instructing medical residents and medical school faculty on the business of healthcare.

 

  • Advised medical group clients on the successful rollup of practices.

 

  • Advised medical group clients in connection with the disposition of their assets.

 

  • Advised healthcare finance companies in connection with recapitalization.

 

  • Worked for large investment banks including Goldman Sachs, Jefferies Broadview, and Piper Jaffray.

 

 

Steering is Right-Fit M&A™

 

For many clients (and especially their advisors) M&A is just about dollars. But the best price for the wrong deal might just cost you more that you ever imagined. That’s why many mergers fail.

 

This is especially true for healthcare clients in which the closing of the transaction isn’t the end, it’s the beginning of an ongoing relationship.

 

Yes, price matters. We strive to maximize value, the best price in the context of your other concerns. Depending on your goals, aspirations, and desired future, that includes valuable factors such as culture, leadership, personal chemistry, degree of certainty, and degree of retained risk. It’s Right-Fit M&A™.

You Will Deal Directly With A Firm Founder

Jamal Carty

Managing Partner and Co-Founder of Steering Advisors

jcarty@steeringadvisors.com

 

Prior to Steering Advisors, Mr. Carty was a Senior Portfolio Analyst at Highland Capital Management LP, a $45 billion fixed income hedge fund manager. Prior to joining Highland, Mr. Carty was a Senior Associate with Financial Technology Partners where he worked on M&A and private financings within securities technology. Prior to that, he worked for Jefferies Broadview and Goldman Sachs where he advised software, telecom and digital and mobile media companies on M&A. He received his MBA from Harvard Business School and a Bachelor’s degree in Economics from Princeton University. 

 

Mark Weiss

Managing Partner and Co-Founder of Steering Advisors

markweiss@steeringadvisors.com

 

For over 30 years, Mr. Weiss served as a healthcare attorney with a national practice representing large physician groups, entrepreneurial physicians, healthcare facilities, other healthcare businesses in a wide range of medical specialties and industry areas, in connection with which he advises on mergers, acquisitions and other business combinations. Previously, Mr. Weiss held an appointment as a Clinical Assistant Professor of Anesthesiology at the University of Southern California’s Keck School of Medicine at which he taught a lectures series on the business issues impacting medical practice. He is a frequent speaker and writer on healthcare business topics. Mr. Weiss received an A.B. degree in History from the University of California, Irvine and a J.D. degree from the University of Southern California.

 

Weijun Zang

Managing Partner and Co-Founder of Steering Advisors

wzang@steeringadvisors.com

 

Prior to Steering Advisors, Mr. Zang was a Director in the Investment Banking Group of Ladenburg Thalmann & Co. Prior to that Mr. Zang was a Senior Portfolio Analyst at Highland Capital Management LP, a $45 billion fixed income hedge fund manager. Prior to Highland Capital, Mr. Zang worked for the Technology Investment Banking Group of Piper Jaffray in its Palo Alto office where he worked on various public / private financings and M&A transactions for domestic and foreign companies. Prior to that, Mr. Zang spent five years working in the technology strategy and engineering divisions at Nuxone Inc., a software startup, and S3 Inc., a leading graphic chip designer in Santa Clara, California. He has an MBA from the Wharton School of the University of Pennsylvania, an MS from Cornell University, and a BS from Chongqing University of China.