Specialist Sector Tier

M&A Advisory Tier

Codex provides transaction-side clarity for investors, founders, and boards in complex or regulated sectors. From rapid diligence scans to exit readiness and bespoke family office mandates, our advisory combines healthcare and biotech expertise with cross-sector agility. Unlike traditional Big 4 processes, Codex delivers senior-led, narrative-rich support designed for high-stakes boardrooms.

Investor Due Diligence Scan

Duration: 3–6 weeks

Ideal for: VC/PE funds, family offices, and angels assessing new targets

Support includes:

💡 Illustrative examples: Supported a VC in assessing a digital health platform under compressed IC timelines; delivered a governance risk sweep for a family-backed biotech entering Europe.

Deep Dataroom Review

Duration: 4–8 weeks

Ideal for: Investors or boards reviewing growth-stage or acquisition-ready companies

This sprint supports:

💡 Illustrative examples: Conducted a dataroom readiness review for a medtech preparing Series C; stress-tested governance documentation for a biotech with cross-border licensing discussions.

Codex partners with internal finance teams or transaction advisors for financial modelling, while focusing on sector diligence, governance, and deal narrative.

Exit Readiness Sprint — Codex Flagship

Duration: 6–10 weeks

Ideal for: Growth-stage ventures or founder-led companies preparing for acquisition

This sprint supports:

💡 Illustrative examples: Prepared a medtech venture for Series C exit discussions; guided a biotech board through investor positioning ahead of a cross-border M&A approach.

Family Office Strategic Transactions

Duration: 6–12 weeks

Ideal for: Family offices managing direct investments or preparing portfolio ventures for exit

This sprint supports:

💡 Illustrative examples: Advised a family office on cross-border biotech acquisition strategy; developed an ESG-integrated reporting framework for a family-backed healthcare venture.

Strategic Transaction Advisory

Duration: 3–12 months

Ideal for: Boards and leadership teams navigating negotiations or integration

This engagement supports:

💡 Illustrative examples: Supported cross-border negotiation strategy for a biotech expansion; designed post-deal integration plan for a digital health platform acquired by a US investor.

The Codex Approach™

 

Insight Structure Momentum

🚨 Specialist services. Premium pricing. Limited capacity. Reserved for high-stakes transactions.

Strategic icon development icon performance icon Regulatory icon coaching icon Structure icon Momentum icon evolution. icon Scaleups. icon Medtech icon artificial intelligence icon projects icon complexity icon discipline icon Collaborative icon Growth icon care icon work icon

Insight

Sector scans, regulatory sweeps, governance diligence

Strategic icon development icon performance icon Regulatory icon coaching icon Structure icon Momentum icon evolution. icon Scaleups. icon Medtech icon artificial intelligence icon projects icon complexity icon discipline icon Collaborative icon Growth icon care icon work icon

Structure

Dataroom preparation, investor narrative alignment, compliance readiness

Momentum

Negotiation input, leadership coaching, and post-deal integration