Corporate Finance

Healthcare

Charles Baltic

Charles Baltic
Managing Director

Telephone: (212) 705-0496
Email: cbaltic@needhamco.com

Charles Baltic joined Needham & Company in March 2009. Charles is the Co-Head of the Investment Banking Healthcare Group. He has over 20 years of experience working with life sciences and healthcare companies in a significant variety of transactional contexts. Prior to joining Needham, Charles was a Managing Director and Head of the Biotechnology Investment Banking practice at CRT Capital Group from 2006 to 2009. From 2001 to 2006, he served as a Managing Director in Healthcare Investment Banking at Wachovia Securities (now Wells Fargo Securities) where he founded Wachovia’s Biotechnology Investment Banking practice. Prior to Wachovia, he was with Healthcare Investment Banking at Cowen and Company from 1996 - 2001. Prior to beginning his investment banking career in 1996, Charles practiced corporate and securities law with Dewey Ballantine, representing numerous healthcare and securities clients. He currently is a member of the Board of Directors of MEI Pharma (NASDAQ: MEIP), a public development-stage oncology focused biopharmaceutical company. Charles also is a founding Trustee of the Hope Funds for Cancer Research, a Trustee of the Washington Biotechnology and Biomedical Association (WBBA) and a former Director of Med-Vantage Inc., a private health informatics company which was acquired by IMS Health in 2011. He holds B.A. and J.D. degrees from Georgetown University and an MBA degree in finance from the Wharton School of the University of Pennsylvania.

Simon Gill

Simon Gill
Managing Director

Telephone: (212) 705-0378
Email: sgill@needhamco.com

Simon Gill rejoined Needham & Company in January 2010 as Co-Head of the Investment Banking Healthcare Group, having been a senior banker at the firm in 2003 - 2006. He has over 30 years of investment banking experience, working primarily with U.S. as well as Canadian, European and Israeli healthcare companies. He has been involved in over 300 transactions in his career, and in the last eight years has completed over 60 financing and M&A transactions for healthcare companies. Prior to rejoining Needham, Simon was Co-head of U.S. Healthcare Investment Banking at RBC Capital Markets. He began his career with Credit Suisse First Boston in London in 1982. He has worked in the U.S. since 1984, mainly focused on providing financial advisory and capital raising services for U.S. healthcare companies. In addition to RBC and CSFB, he has worked at SBC Warburg (now called UBS) and Prudential Securities, where he was Head of Investment Banking. Simon graduated from the University of Oxford in 1982 with MA and BA degrees.

Simon Gill

Adam Mostafa
Vice President

Telephone: (212) 705-0312
Email: amostafa@needhamco.com

Adam Mostafa joined Needham & Company in June 2011. Adam has broad experience working with healthcare and technology companies across a variety of transactional frameworks. His experience spans a range of equity, convertible and debt financings in the public and private markets, as well as M&A and advisory assignments, for both public and private companies. Prior to joining Needham, Adam was a Vice President in Investment Banking at CRT Capital Group from 2007 to 2011. From 2003 to 2007, he served as a portfolio management associate at AQR Capital Management, a quantitative hedge fund. At AQR, Adam was responsible for rebalancing, hedging and managing long-short and long-only equity portfolios. Prior to AQR, he was with the Healthcare Investment Banking Group at Citigroup, serving as a financial analyst. He holds a B.A. degree in Economics from Brown University.

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