Chairman, Kadenwood Group
Igor Sokolovsky
Igor Sokolovsky is Chairman of Kadenwood Group and chairs its advisory group. He has spent over twenty years in healthcare and life sciences investment banking: as a Managing Director at Guggenheim Securities, Moelis & Company and Edgemont Partners, and before that in healthcare mergers and acquisitions at Lehman Brothers, J.P. Morgan and Citigroup.
He has advised on Express Scripts' acquisition of Medco Health Solutions, Thermo Electron's merger with Fisher Scientific and Celesio's sale to McKesson. For Thomson Reuters, he advised on the sale of a majority stake in its Financial & Risk business to Blackstone and on the all-share sale of Refinitiv to the London Stock Exchange Group.
New York
At the firm
What he is responsible for.
- As Chairman he chairs the advisory group rather than the executive line.
- Consulted on healthcare situations without clean precedent.
- Based in New York.
Career
Where he has worked.
- 2025 to present
Stratifind. Co-founder, Chief Executive Officer and Director.
A precision oncology company developing a tissue-based DNA and RNA test for lung cancer.
- 2024 to 2025
Edgemont Partners. Managing Director.
Led the firm's coverage of diagnostics, life science tools and animal health.
- 2022 to 2024
Moelis & Company. Managing Director, Mergers & Acquisitions.
Advised biopharmaceutical, diagnostics and animal health companies on mergers, acquisitions and restructurings. Member of the Fairness Opinion and Valuation Committee.
- 2014 to 2022
Guggenheim Securities. Managing Director, Mergers & Acquisitions.
Eight years advising on mergers and acquisitions across healthcare, animal health, and media and information services.
- 2010 to 2014
Citigroup. Director, Healthcare Mergers & Acquisitions.
Healthcare services: providers, payors and the drug supply chain.
- 2007 to 2010
J.P. Morgan. Vice President, Healthcare Investment Banking.
Coverage of healthcare services clients.
- 2004 to 2007
Lehman Brothers. Associate and Vice President, Healthcare Mergers & Acquisitions.
- 2002 to 2004
UBS. Associate Director, Investment Banking.
- 1997 to 2000
Stern Stewart & Co.. Management consultant.
Advised clients on the design and implementation of EVA-based value management systems.
Transactions
Transactions he has advised on.
Listed by bank, with that bank’s role as named in the transaction’s announcement or filing. Years are completion years.
Guggenheim Securities
- 2022Mallinckrodt: Chapter 11 plan of reorganization.Investment banker to Mallinckrodt.
- 2022IRI: merger with The NPD Group.Financial advisor to IRI.
- 2021Refinitiv: all-share sale to the London Stock Exchange Group, at an enterprise value of about $27 billion.Advisor to Thomson Reuters, a shareholder of about 45%.
- 2021Vivial: $215 million sale of mGage to Kaleyra.Exclusive financial advisor to Vivial and mGage.
- 2020Asahi Kasei: acquisition of Veloxis Pharmaceuticals, at an equity value of about $1.3 billion.Financial advisor to Asahi Kasei.
- 2020ProQuest: acquisition of Innovative Interfaces.Exclusive financial advisor to ProQuest.
- 2020Clarivate: sale of the MarkMonitor brand protection business to OpSec Security.Exclusive financial advisor to Clarivate.
- 2018Thomson Reuters: sale of a 55% interest in its Financial & Risk business to Blackstone, with CPPIB and GIC investing alongside, valuing the business at about $20 billion.Lead advisor to Thomson Reuters.
- 2018Zoetis: acquisition of Abaxis for about $2 billion in cash.Financial advisor to Zoetis.
- 2018Corium International: sale to Gurnet Point Capital, valued at up to $504 million.Financial advisor to Corium.
- 2018Viamet Pharmaceuticals: sale to NovaQuest Capital Management.Financial advisor to Viamet.
- 2016Thomson Reuters: $3.55 billion sale of its Intellectual Property & Science business, which became Clarivate, to Onex and Baring Private Equity Asia.Financial advisor to Thomson Reuters.
- 2016Biotie Therapies: $363 million sale to Acorda Therapeutics.Financial advisor to Biotie.
- 2016Alexza Pharmaceuticals: sale to Grupo Ferrer.Financial advisor to Alexza.
- 2016Pozen: acquisition of Tribute Pharmaceuticals, valued at about $146 million.Financial advisor to Pozen.
Moelis & Company
- 2023Sorrento Therapeutics: Chapter 11 case, including the sale of its stake in Scilex Holding.Investment banker to Sorrento.
Citigroup
- 2014Celesio: sale to McKesson, valued at about $8.3 billion including debt when announced.Fairness opinions to Celesio's management and supervisory boards.
- 2013Assisted Living Concepts: sale to TPG.Financial advisor to the special committee.
- 2013ReSearch Pharmaceutical Services: sale to KKR.Exclusive financial advisor to RPS.
- 2012Express Scripts: acquisition of Medco Health Solutions, with Medco shareholders receiving $29.1 billion in cash and stock.Financial advisor to Express Scripts.
- 2012Catalyst Health Solutions: sale to SXC Health Solutions for about $4.4 billion.Financial advisor to Catalyst.
- 2012Dignity Health: acquisition of U.S. HealthWorks.Exclusive financial advisor to Dignity Health.
- 2011Genesis HealthCare: $2.4 billion sale of its real estate to Health Care REIT.Financial advisor to Genesis.
- 2011RehabCare Group: sale to Kindred Healthcare, valued at about $1.3 billion including debt.Financial advisor to RehabCare.
- 2011Catalyst Health Solutions: $525 million acquisition of Walgreens Health Initiatives.Financial advisor to Catalyst.
- 2011HMS Holdings: $400 million acquisition of HealthDataInsights.Financial advisor to HMS.
J.P. Morgan
- 2009Triumph HealthCare: $570 million sale to RehabCare Group.Advisor to Triumph.
Lehman Brothers
- 2007Kindred Healthcare: combination of Kindred Pharmacy Services with AmerisourceBergen's PharMerica in a dual Reverse Morris Trust.Financial advisor to Kindred.
- 2006Thermo Electron: merger with Fisher Scientific, creating Thermo Fisher Scientific, at an equity value of $10.6 billion plus $2.2 billion of net debt.Financial advisor to Thermo Electron.
- 2006Diagnostic Products: sale to Siemens for about $1.86 billion in cash.Exclusive financial advisor to Diagnostic Products.
- 2006Psychiatric Solutions: $210 million acquisition of Alternative Behavioral Services.Advisor to Psychiatric Solutions.
- 2005Medco Health Solutions: $2.2 billion acquisition of Accredo Health.Financial advisor to Medco.
- 2005Omnicare: unsolicited acquisition of NeighborCare, at about $1.8 billion including net debt.Financial advisor to Omnicare.
- 2005FEI Women's Health: $281.5 million sale to Barr Laboratories.Sole financial advisor to FEI.
Coverage
Sectors and transaction types.
Sectors
- Healthcare services: providers, payors and the drug supply chain.
- Biotechnology and specialty pharmaceuticals.
- Life science tools and diagnostics, including labs and lab services.
- Animal health.
- Media and information services.
Transaction types
- Mergers and acquisitions, including unsolicited acquisitions.
- Divestitures and carve-outs.
- Spin-offs, including a dual Reverse Morris Trust.
- Activist defense.
- Fairness opinions.
- Restructurings, including Chapter 11 cases.
Education
Where he studied.
- MBA in Finance, The Wharton School, University of Pennsylvania.
- BS in Finance, Leonard N. Stern School of Business, New York University.
Igor chairs the advisory group of Kadenwood Group. The rest of the team, the advisory group and the firm's structure are on the Firm page.