Updated:
RM Global Partners
RM Global Partners has specialized in life sciences investment banking since 1992, operating from New York and Tel Aviv.
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
Multi Family Office
Year founded
1992
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
880 Third Avenue, 16th Floor, New York, NY 10022, United States
Additional offices
Tel Aviv, Israel
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
Frequently asked questions
How does RM Global Partners source its deal flow?
The firm sources transactions through its dual presence in New York and Tel Aviv, with managing directors covering the Americas, Europe, Israel and Asia. Its long-tenured team — operating since 1992 — draws on relationships with corporations, institutional investors and family offices within the life sciences ecosystem. The Tel Aviv office specifically targets Israel’s dense bio-innovation cluster.
What is the RMGP BioPharma Investment Fund and who backs it?
The RMGP BioPharma Investment Fund is a fund vehicle managed by the firm that invests in early-stage biotechnology opportunities. The fund was developed with strategic partners — the firm’s website names Johnson & Johnson and Takeda as collaborators. It allows RM Global Partners to deploy capital alongside the advisory work it conducts for life science companies.
Does RM Global Partners operate as a family office or an investment bank?
RM Global Partners is structured as an investment banking and strategic advisory firm, not a family office. However, its fund management arm — the RMGP BioPharma Investment Fund — gives it a capital-deployment capability that resembles a merchant banking model. The firm clears securities through Beech Hill Securities, confirming its broker-dealer regulatory posture.
Which sectors does RM Global Partners explicitly cover?
The firm concentrates on life sciences. Its stated coverage includes biopharmaceuticals, medical devices, consumer and digital health, and diagnostics. The advisory team does not claim expertise outside these verticals — it is a pure sector specialist.
Who leads the investment banking team at RM Global Partners?
The firm lists six managing directors on its public website: Bruce Roberts, Ted Moon, Yaron Breski, Assaf Keret, Lisa Wisniewski and Jack Springer. Yaron Breski appears to lead the Tel Aviv office, while the US-based MDs run North American coverage. The firm has not publicly designated a single CEO or managing partner.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: