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Dave Sheppard, CMAA
Global M&A, OutSourced B,D&L Leader for SME (Small and Medium Enterprises) & Emerging Technology Healthcare Companies
Professional Background
Dave Sheppard, CMAA, is an exceptionally accomplished leader in the realms of mergers and acquisitions (M&A) as well as organic growth strategies. With a robust career spanning decades, he has cultivated a reputation for being a results-driven executive who excels in developing strategic initiatives while ensuring tactical execution translates to tangible growth for organizations of various sizes. His leadership acumen allows him to inspire cross-functional teams to not just meet but exceed their goals, fostering a culture of high performance and innovation.
Dave's international experience is particularly impressive, having successfully adapted his initiatives to cater to local market dynamics while simultaneously achieving overarching global objectives. His approach blends strategic foresight with actionable plans, positioning businesses for sustainable success in competitive markets.
Education and Achievements
Dave's educational background reflects his commitment to excellence in the field of mergers and acquisitions. He pursued studies at the prestigious Thunderbird School of Global Management, earning the designation of Certified Mergers & Acquisitions Advisor (CMAA). This rigorous academic training has been instrumental in shaping his analytical frameworks for navigating complex M&A transactions and contributes to his strategic mindset.
Dave's career is marked by a series of notable achievements that stand as testament to his capabilities and innovative spirit. For instance, he took an inherited Organic Vitality Rate of 3%—the percentage of total sales attributed to new product innovations—and transformed it into an impressive projected rate of approximately 20% within just two years. This remarkable turnaround exemplifies Dave's adeptness at injecting creativity and strategic impetus into product development, thereby enhancing organizational vitality.
Another cornerstone of his career was his instrumental role in launching a German business group that successfully penetrated a new market segment, transitioning from being a non-player to an innovator and market disruptor within a year, as confirmed by independent market research. Such milestones highlight Dave's capacity not only to identify new opportunities but also to lead teams through the phases of market entry and brand establishment effectively.
In his tenure at a Fortune 500 company, Dave propelled a global business group to double its volume within five years. His keen understanding of market dynamics and growth strategies was pivotal in driving this expansion. Additionally, one of his crowning achievements is contributing to the creation of a startup that achieved the largest IPO in the State of Oregon during the 1990s—a remarkable feat that underscores his entrepreneurial spirit and strategic foresight.
Furthermore, Dave launched a company from inception to generating $18 million in sales within just two years—a testament to his strategic planning and operational execution skills. His involvement with the MedWorld team has also been significant, providing key advisory roles on small and medium-sized enterprises (SMEs) exiting with valuations ranging from $5 million to $200 million, demonstrating his influence in elevating businesses to new heights.
Organizations
Over the course of his career, Dave Sheppard has held various prestigious positions across multiple organizations, showcasing his versatility and in-depth industry knowledge. He formerly served as the Global M&A; Outsourced Business Development Leader for Medical SMEs and Emerging Technology Companies at MedWorld Advisors. This role solidified his reputation as a strategic advisor and facilitator of growth through M&A transactions.
In addition to his role at MedWorld Advisors, Dave has exhibited his seasoned expertise as a Strategic Advisor at ATL Technology, LLC, and PMD Solutions. His insight and strategic direction have contributed to these organizations' growth and direction in rapidly evolving markets.
As the Executive Vice President of Sales and Marketing at Invicta Medical, Dave leveraged his sales acumen to elevate the company's market presence, generating significant revenue growth and positioning the brand as a trusted player in the industry. His previous roles as Vice President of Sales and Marketing at Medconx, Inc., and General Manager of LED Solutions at Excelitas Technologies further highlight his leadership in driving sales strategies and expanding market share.
Historically, Dave has also held several Vice President positions at Covidien, where he orchestrated global OEM sales and marketing operations. These roles provided him with a wealth of experience in navigating the complexities of international business, forging strategic partnerships, and effectively aligning product offerings with market demands. Before his extensive career in the medical sector, Dave began his journey as a Senior Sales Representative at CIBA Vis
Highlights
MedWorld Advisors is excited to once again be representing our clients (and meeting new ones) with major strategics @ BIO-EUROPE Spring in Barcelona next week. I'm looking forward to seeing friends, clients, and business acquaintances on March 18–20, 2024. Informa Connect Johnson & Johnson Boehringer Ingelheim Bayer IQVIA Roche Merck Bristol Myers Squibb Eli Lilly and Company GSK
#Medworld #strategicpartnerships #mergersandacquisitions David Cheung Wissam Abousleiman Michael Gentile Estelle Black Florence Joffroy-Black CMAA Florence Henry-Leroux Jeremy Thomas MBA Ryan⭐ Stellar Eric S. Heinz, MBA #barcelona
With all due respect, Amanda Pedersen has lost perspective of the patient. As a 60+ male who can benefit from LDT's (for example - Prostrate), I am disappointed by the lack of true investigation into this topic. Going deeper, (as an example) if you review the current state of Prostrate diagnosis today, the standard of care is PSA. I challenge anyone with integrity to factually state that PSA is accurate and reliable.
With LDT's being created that can provide someone like me a more accurate understanding of my potential prostrate cancer status, I am grateful that innovators are working on these types of solutions AND making them available via CLIA labs. My father was diagnosed with Prostrate cancer - due to PSA tests - and (my personal opinion) suffered needlessly on a premature basis due to this diagnosis. He later passed away due to bladder cancer (another topic altogether).
Ms. Pederson seems to suggest that the FDA will make access to LDT's available in a reasonable manner. However, history suggests that the FDA is not easy to work with - when it comes to newer technologies that they do not understand. In this case, I am suggesting that liquid biopsies are an answer to prayer for many potential cancer patients. As an example, see the success that Guardant Health has achieved in lung cancer.
In summary, please do not complicate my (as a patient) access to care. Please advocate for my ability to make my own choices. Otherwise, I may die before the FDA makes a "reasonable determination" on these types of new technologies.
With sincere respect and desire for patient advocacy..... Cheers - Dave Sheppard, CMAA
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.
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