Managing Director
and access,
Samantha brings over 25 years’ experience advising on mergers and acquisitions, including the last 15 years focused on healthcare sectors. Samantha closed over 20 transactions as Director of Business Development for Pacific Pulmonary Services, at the time the 5th largest home respiratory therapy company in the US. At PPS, Samantha sourced, valued, negotiated and led diligence and integration on acquisition transactions ranging from $5 million to $200 million in value, including the ultimate sale of PPS to Teijin (Japan). Samantha started her career in sales with P&G, but quickly pivoted to investment banking, where her clients could benefit from her analytical superpowers at the highest level. She is attracted to representing founders, where the transactions are most often ‘game changing’ or ‘once in a lifetime’ in nature. Samantha’s experience also includes corporate strategy, capital raising and distressed turnaround & restructuring. Prior to PPS, Samantha worked as Vice President in M&A Advisory for Key Capital Markets (Key Bank), opened the San Francisco M&A office for Key, and was co-Founder of Instream Partners LLC, a NASD-registered investment bank, providing M&A advisory, capital raising and independent equity research for public and private middle market companies. Samantha graduated from Yale University with Bachelor of Arts in Economics and Political Science, and was Captain of Yale’s Women’s Track & Field earning All-East, All-Ivy and achieved five Yale records. She now takes her athletic talents to the water, where she enjoys kitesurfing with her family steps from her home in Puerto Rico. In addition, Ms. Lincoln is a health nerd, certified in functional medicine as a health coach, promoting healthy living and therapeutic nutrition (mostly to her husband of 25 years and their disinterested teenagers).