About Us

Our Firm

A boutique advisory firm dedicated exclusively to healthcare companies seeking strategic investor engagement and capital solutions.

Who We Are

Firm Overview

Dedicated Healthcare Expertise

Brittany Financial is a boutique advisory firm dedicated exclusively to the healthcare sector. We combine deep industry knowledge with capital markets expertise to help companies navigate the complex landscape of investor relations and capital formation.

Our focused approach means we understand the unique challenges facing healthcare companies— from diagnostics and biotechnology to medical technology and digital health. This specialized knowledge allows us to deliver tailored strategies that resonate with the right investors.

15+

Years Experience

$2B+

Capital Raised

 50+

Transactions

Our Core Values

  • Sector Specialization

    Deep expertise in healthcare capital markets

  • Strategic Partnership

    Long-term client relationships

  • Data-Driven Insights

    Intelligence-led communications

  • Execution Excellence

    Proven track record of results

Our People

Founder Profile

David Holmes brings deep healthcare capital markets expertise and a proven track record of delivering exceptional results for healthcare companies.

DH

David R. Holmes

Founder & Managing Partner

David Holmes brings more than 15 years of experience in corporate finance and investor relations, with a specialized focus on the healthcare sector, including life science tools, diagnostics, and biotechnology. His expertise in capital markets and strategic communications has enabled him to design and execute comprehensive investor relations and capital advisory programs for companies operating in oncology, molecular diagnostics, and liquid biopsy over the past decade.

Prior to founding Brittany Financial, David served as Managing Director within the Diagnostics & Life Science Tools practice at The Gilmartin Group in New York. Before joining Gilmartin, he was a Director at LifeSci Advisors, where he worked with both public and private companies across the medtech, diagnostics, and life science tools sectors. At these leading investor relations firms, David advised clients on corporate positioning, investor targeting, and capital markets strategy, supporting companies through multiple stages of growth and financing.

David's experience across investment banking, diagnostics, and investor relations uniquely positions him to advise healthcare companies navigating complex capital markets and evolving commercial landscapes.

What We Do

Experience

We have successfully executed a wide range of transactions across the healthcare sector, from early-stage capital raises to strategic M&A transactions.

Capital Raising

Equity and debt financing, private placements, and public offerings for growth-stage healthcare companies.

M&A Advisory

Strategic advisory on mergers, acquisitions, and partnerships for healthcare companies at all stages.

Investor Relations

Comprehensive IR programs including messaging, earnings support, and institutional investor engagement.

Sector Intelligence

Market research, competitive benchmarking, and investor perception studies across healthcare verticals.

$2B+

Capital Raised

50+

Transactions

100+

IR Programs

15+

Years Serving Healthcare

Our Reach

Network

Our extensive network spans institutional investors, family offices, hedge funds, and strategic acquirers across the healthcare sector.

Institutional Investors

  • Public equity funds
  • Healthcare-focused funds
  • Long/short equity funds
  • Crossover funds

Private Capital

  • Private equity firms
  • Family offices
  • Venture capital
  • Direct investors

Strategic Partners

  • Healthcare companies
  • Strategic acquirers
  • Industry consultants
  • Legal & accounting firms

Geographic Reach

US

Primary Market

Europe

Key Secondary

Asia

Growing Presence

Why Choose Us

Differentiated Approach

We take a fundamentally different approach to healthcare advisory—one that combines deep sector expertise with personalized service and measurable results.

01

Healthcare Exclusivity

Unlike generalist firms, we focus exclusively on healthcare. This specialization means we understand the nuances of different sub-sectors—from diagnostics to digital health—and know which investors are active in each space.

02

Boutique Model

Our boutique structure means every client works directly with senior professionals. You'll never be passed to junior analysts—we bring the full weight of our experience to every engagement.

03

Data-Driven Strategy

We leverage proprietary market intelligence and analytics to develop strategies backed by data. Our recommendations are grounded in reality, not theory, ensuring measurable outcomes for our clients.

04

Long-Term Partnership

We build lasting relationships with our clients, not one-off transactions. Many of our clients have worked with us for years, trusting us as their ongoing strategic advisor for capital markets matters.