In an investment banking landscape often dominated by career financiers and generalist institutions, Nelson Advisors has cultivated a distinct identity rooted in the operational experience of its leadership. The firm’s "Founders for Founders" philosophy is not merely a marketing tagline but a fundamental operational differentiator that dictates its approach to client selection, deal structuring and negotiation strategy.

The recent initial public offering (IPO) of HeartFlow represents a significant milestone in the convergence of artificial intelligence (AI) and medical technology. The company, which is focused on diagnosing and managing coronary artery disease (CAD), successfully navigated a challenging market to complete a landmark public debut on the Nasdaq Global Select Market under the ticker symbol HTFL. The offering was met with robust investor demand, leading to a significant increase