Carlsquare Strengthens North American Presence with New Boston Office and Key Executive Appointment

Carlsquare Expands Its North American Footprint

Carlsquare, a renowned global technology investment bank, has announced the launch of its Boston office, further solidifying its presence in North America. This new location represents the third North American office for Carlsquare, following the successful openings of its branches in San Francisco in April 2023 and Vancouver in August 2023. The establishment of the Boston office underscores Carlsquare's commitment to amplifying its operational footprint within the region and enhancing service delivery to its clients.

In conjunction with the commencement of the Boston office, Carlsquare has appointed Greg Hartlein as the Managing Director, who will spearhead the healthcare technology advisory practice from this location. According to Michael Moritz, Co-Founder and CEO of Carlsquare, “The launch of our Boston office underscores our commitment to growing Carlsquare's footprint in North America.” The decision to expand into the Boston market is strategic, given the city's rich ecosystem of healthcare innovation.

John Cooper, Co-Head of North America for Carlsquare, echoed the importance of Hartlein's experience, stating, “Greg's expertise, combined with our strong track record in healthcare technology ensures that our clients benefit from market insight, sector experience, and the global platform Carlsquare is known for.” Hartlein is praised for his in-depth knowledge of the healthcare technology sector, which will be instrumental in driving the growth of Carlsquare’s advisory capabilities.

Previously, Hartlein had an impressive tenure at D.A. Davidson, where he was influential in launching their Boston office and was a vital member of the technology investment banking team. He also served at various prestigious firms, including Stephens, ThinkEquity LLC, and Stifel, where he honed extensive expertise in the investment banking arena. Hartlein expressed enthusiasm about joining Carlsquare and highlighted the firm’s entrepreneurial and mission-driven culture, which aligns closely with the values of its clientele: “I am thrilled to join this team, led by Susan and John in North America and in tight partnership with our European colleagues, to drive the continued growth of our healthcare technology franchise.”

Since Carlsquare commenced its North American operations in 2023, the firm has demonstrated impressive growth, expanding its team and bolstering capabilities. Hartlein's onboarding marks the addition of the 16th banker to the firm in North America. The Boston office positions Carlsquare to better serve clients along the U.S. East Coast, ensuring they can tap into the expertise and services the company is well-regarded for.

In 2024, Carlsquare proved its mettle by completing 70 transactions, totalling a remarkable deal value of $3.4 billion, further establishing its reputation as a reliable partner for both domestic and cross-border transactions.

About Carlsquare

Carlsquare has been a leading global technology investment bank for over 25 years, specializing in mergers & acquisitions, capital markets, and strategic advisory services. With a team of over 180 bankers working across 8 countries, Carlsquare integrates local expertise with a vast global network, effectively connecting clients with private equity, strategic buyers, and investors worldwide. As they grow, Carlsquare remains dedicated to delivering top-tier service and facilitating exceptional outcomes for their clients. For additional information, please visit Carlsquare's website.