Evolution Venture Partners

What Evolution Venture Partners does

Evolution Venture Partners (EVP) is a New York-based healthcare investment banking boutique operating as a registered trade name of J. Alden Associates, Inc., founded in 2013. The firm is structured around two managing partners, Philip Taub and John Andreadis, who together maintain a 25+ year track record in life sciences advisory spanning over 150 public and private offerings (Taub) and 100+ financings (Andreadis). EVP serves early to mid-stage companies across healthcare, biotechnology, health and wellness, and adjacent technology sectors, as well as venture capital funds and their portfolio companies, and public companies seeking additional capital or M&A activity.

EVP's product set consists of four core advisory offerings: Capital Raising (institutional fundings via VC, private equity, corporate strategics, and family offices), Mergers & Acquisitions Advisory (domestic and international transaction design and execution), Strategic Partnering/in-licensing (asset pipeline assessment, portfolio showcasing, and parallel non-dilutive capital processes), and VC Portfolio Solutions (follow-on financings, strategic partnering sourcing, M&A, and wind-down support). All securities transactions are routed through American Global Wealth Management, a FINRA/SIPC-registered broker-dealer.

EVP generates revenue through transaction-based advisory fees, success fees on completed deals, and bespoke advisory retainers negotiated per mandate. The firm has a headcount of 1-10 employees, uses a sales-led go-to-market model driven entirely by partner relationships and referral networks, and has no proprietary technology platform, no patents, and no venture capital backing. The firm is privately held with no disclosed ownership structure beyond its parent entity J. Alden Associates, Inc.

Name

Evolution Venture Partners

Legal name

J. Alden Associates, Inc.

Website

https://evovp.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Evolution Venture Partners is a New York-based healthcare investment banking boutique founded in 2013 by managing partners Philip Taub and John Andreadis, providing capital raising, M&A advisory, strategic partnering, and VC portfolio solutions to life sciences, biotechnology, and health & wellness companies.

Ownership category

akta.pro rank

Product category

Healthcare Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Venture Capital Fundraising Placement (FSAEALAC)

Keywords

• Healthcare investment banking
• Capital raising services
• Mergers acquisitions advisory
• Life sciences advisory
• Biotech strategic partnering

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Banking Advisory: EVP provides investment banking services including capital raising, M&A advisory, and strategic partnering for healthcare, biotechnology, and life sciences companies. Revenue is generated through transaction-based fees, success fees on completed deals, and advisory retainers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Evolution Venture Partners is a healthcare investment banking boutique that provides advisory services to life sciences, biotechnology, and health & wellness companies. Its core services include capital raising (venture financings, IPO preparation, and public market capital access), mergers & acquisitions advisory, strategic partnering and in-licensing support, and venture capital portfolio solutions including follow-on financings and wind-down advisory. Securities transactions are executed through American Global Wealth Management, with the firm operating as J. Alden Associates, Inc.

Product overview

Evolution Venture Partners is a healthcare investment banking boutique offering advisory services. The firm operates as a single-service model providing investment banking services to the life sciences, biotechnology, and health & wellness industries. The core offerings consist of Capital Raising, Mergers & Acquisitions Advisory, Strategic Partnering Services, and VC Portfolio Solutions. These services are delivered through the managing partners and a network of advisors without a platform or software product architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves3 records

Direct peers

• EF Hutton: Small/mid-cap investment bank with active healthcare and biotech coverage, providing capital raising and advisory. Overlaps with EVP in target client size, healthcare specialization, and transaction types.
• A.G.P. / Alliance Global Partners: Healthcare-focused boutique investment bank and broker-dealer serving small/mid-cap biotech issuers with capital raises and advisory. Comparable to EVP in target client profile, healthcare specialization, and transaction types (PIPEs, follow-ons, M&A).
• Maxim Group: Healthcare-specialist boutique investment bank providing capital raising and advisory services to emerging life sciences and healthcare companies. Closely comparable to EVP's target market, deal sizes, and sales-led model.
• H.C. Wainwright & Co. Healthcare-focused boutique investment bank providing capital markets advisory, equity raises, and M&A to small/mid-cap biotech and life sciences companies. Highly comparable business model and client base to EVP, with a similarly specialized healthcare focus.
• WestPark Capital: Healthcare-active boutique investment bank providing capital raising, advisory, and institutional research to small/mid-cap life sciences companies. Comparable in service scope and target issuer profile to EVP.
• Roth Capital Partners: Boutique investment bank with strong small/mid-cap and healthcare practice, providing capital raising, M&A advisory, and equity research. Comparable in scale, sector focus, and service mix to EVP.
• Aegis Capital Corp. Boutique investment bank and broker-dealer with healthcare and life sciences focus, providing capital markets execution and advisory. Comparable to EVP in boutique scale and biotech client base.

Broad incumbents

• Jefferies Healthcare Group: Global investment bank with a large healthcare franchise advising biotech and pharma on capital markets and M&A. Overlaps with EVP at the larger end of EVP's mandate range but offers much broader global distribution.
• Piper Sandler Healthcare Group: Mid-market full-service investment bank with a dedicated healthcare group covering biotech, medtech, and life sciences. Larger incumbent competing for many of the same healthcare advisory mandates EVP targets, but with broader sector and product coverage.
• Leerink Partners (now SVB Securities / Leerink): Healthcare-dedicated investment bank (now part of SVB Securities/Leerink franchise) providing advisory and capital markets services to biotech and life sciences companies. Larger incumbent peer overlapping directly with EVP's healthcare focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Customer concentration

• LinkedInlinkedin.com/company/evolution-venture-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evolution Venture Partners