Private Equity

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RM Global Partners

RM Global Partners was founded in 1992 as a life sciences investment bank and strategic advisory firm. The firm operates from headquarters in New York and an...

RM Global Partners logo

RM Global Partners

RM Global Partners was founded in 1992 as a life sciences investment bank and strategic advisory firm. The firm operates from headquarters in New York and an office in Tel Aviv, positioning itself at the intersection of US capital markets and Israeli health-tech innovation. Its advisory work spans biopharmaceuticals, medical devices, diagnostics and consumer digital health — a deliberate concentration that has shaped its entire deal flow and talent base for three decades. The firm’s core business is transaction advisory: mergers, acquisitions, licensing deals and private financings for companies from startup to multinational scale. It also runs a fund management arm anchored by the RMGP BioPharma Investment Fund, a vehicle built in collaboration with strategic partners that have included Johnson & Johnson and Takeda. The fund targets early-stage biotechnology opportunities, drawing on the firm’s transatlantic sourcing capability. The advisory and fund businesses reinforce each other — advisory mandates surface deal flow, and the fund provides a vehicle for the principals and their limited partners to commit capital alongside the strategic advice. RM Global Partners lists six managing directors — Bruce Roberts, Ted Moon, Yaron Breski, Assaf Keret, Lisa Wisniewski and Jack Springer — supported by a director and two associates. The firm clears securities transactions through Beech Hill Securities, a FINRA-member broker-dealer, which provides its regulatory infrastructure. The leadership group reflects the firm’s geographic split: US-based senior bankers run coverage in North America while the Tel Aviv office, led by Yaron Breski, anchors the firm’s Israeli deal sourcing and bio-innovation relationships. What distinguishes RM Global Partners structurally is its two-pronged model: an advisory practice that earns fees from transaction mandates, paired with a proprietary biopharma fund that allows the firm to invest principal and third-party capital into the same sector it advises. That alignment — or potential conflict — places it closer to a merchant banking construct than a pure advisory shop, a structure more common in European family offices than among US FINRA-member firms of its size.

General information

Firm type

Private Equity

Year founded

1992

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Bruce Roberts

Managing Director

Ted Moon

Managing Director

Yaron Breski

Managing Director

Assaf Keret

Managing Director

Lisa Wisniewski

Managing Director

Jack Springer

Managing Director

Ted Kim

Director

Abhi Dey

Senior Associate

Dan Bermingham

Research Associate

Sector focus

Healthcare ServicesEnterprise SoftwareFinTechAI/ML

Frequently asked questions

Who runs investment decisions at RM Global Partners?

Managing directors Bruce Roberts, Ted Moon, Yaron Breski, Assaf Keret, Lisa Wisniewski and Jack Springer oversee mandates. Ted Kim serves as Director.

Does RM Global Partners participate in fund commitments or only direct deals?

The firm manages the RMGP BioPharma Fund and the Global BioAccess Fund while also arranging direct financing for portfolio companies.

What investment stages does RM Global Partners typically target?

Assignments range from start-ups to multinational corporations in the life sciences sector.

Which sectors does RM Global Partners focus on?

The firm concentrates on biopharmaceuticals, medical devices, diagnostics and consumer or digital health.

How does RM Global Partners source proprietary deal flow?

It draws on a network of corporations, investment funds, family offices and management teams built since 1992.

Where does RM Global Partners maintain offices?

Headquarters are at 880 Third Avenue, New York. A second office is located at 9 Yehuda Ha-Levi Street, Tel Aviv.

Is RM Global Partners structured as a single family office?

Public materials describe an investment banking and fund management platform serving multiple clients rather than a single-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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