Services

  • Mergers & Acquisitions
  • Capital Markets

Sectors

  • Healthcare

Affiliations

  • Centre for Global Health Leadership, Founding Member
  • Brown University Alumni Board, Board Member 
  • Pathway Healthcare, Strategic Advisory Board Member
  • Dion Healthcare, Strategic Advisory Board Member
  • Santa Monica College Foundation, Board Member

Biography

James Castro leverages his diversified professional background—spanning corporate finance, healthcare strategy, and healthcare policy—to assist healthcare providers in creating sustainable enterprise value that prioritizes patient outcomes. Implementing value-based care initiatives designed to reduce the cost of care while improving patient outcomes is central to his differentiated approach (e.g., migration from fee-for-service to alternative reimbursement models designed to incentivize greater coordination).

Prior to joining B. Riley Securities, Mr. Castro led Strategy and Corporate Development for a specialized orthopedic care organization where he helped develop a case management platform leveraging a proprietary provider network. He then joined a full-service reproductive care company (i.e., medical practice, assisted reproductive technologies, cryo-storage, and surgery center) to develop scalable growth strategies. He began his corporate finance career as an investment banker with Houlihan Lokey and its affiliated private equity division, Century Park Capital Partners. James has led M&A transactions within multiple healthcare service categories including Behavioral Health (e.g., Intellectual and Developmental Disabilities, Sub-Acute Mental Health, Acute Psychiatric Hospitals, Substance Use Disorder, and Addiction Treatment), dental, physician practice management, outsourced pharma, and airway health. In addition to U.S.-based transactions, James is also collaborating with the global clinical community to develop private investment opportunities to enhance access to care in middle- and low-income countries.

He received a bachelor's degree in Economics from the UCLA, master's degree in Healthcare Leadership (Healthcare Management & Policy) from Brown University, and master's degree in Global Healthcare from Oxford University (Nuffield Department of Primary Care Health Sciences in partnership with Saïd Business School).

B. Riley Securities is a leading middle market investment bank that provides a full suite of corporate finance, advisory, sales and trading and equity research. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary equity research.