Talha Waheed

Talha Waheed is a Partner at Soaren Health, where he leads buy-side advisory and deal origination across dental, medical aesthetics, and specialty clinic verticals. He brings a rare combination of enterprise product leadership, hands-on healthcare operations experience, and deep sector fluency that allows him to evaluate acquisition targets with the precision of a due diligence analyst and the commercial instinct of an operator.

At Soaren, Talha has originated and managed active buy-side mandates across dental practices, pediatric dental clinics, orthodontic groups, medical aesthetics platforms, and plastic surgery practices throughout Ontario, California, and Florida. He has built proprietary deal-sourcing infrastructure across six healthcare verticals, developed financial screening frameworks for evaluating practice-level EBITDA, provider retention risk, revenue concentration, and payor mix, and has led confidential outreach to clinic owners, physician founders, and multi-site operators on behalf of institutional and independent acquirers.

Before moving into healthcare M&A advisory, Talha spent nearly two years at IBM as a Senior Product Manager leading a 10,000-plus user Oracle Cloud HCM enterprise transformation spanning five business units and twenty parallel workstreams. He owned backlog prioritization, release sequencing, go/no-go launch decisions, and cross-functional delivery, skills that translate directly into managing complex due diligence timelines, coordinating across buyer legal and financial teams, and structuring acquisition workflows with zero missed milestones. He also led AI governance product strategy for IBM Watson AI Governance, reducing enterprise compliance exposure by fifteen percent, an experience that deepened his ability to evaluate technology risk and regulatory alignment in healthtech acquisition targets.

At Scotiabank, Talha served as Associate Product Manager on a B2B mortgage platform serving over 10,000 brokers, where he launched an eSignature and consent management feature that improved funnel conversion by ten percent and achieved zero compliance findings at regulatory review. This work sharpened his fluency in regulated environments, stakeholder alignment across legal and compliance functions, and the disciplined requirements definition that mirrors the rigor of M&A due diligence checklists and closing conditions.

In healthcare operations, Talha has worked directly with some of Ontario's largest multi-site clinic operators and referral networks. His operational experience spans primary care clinic management, collaboration with the largest cardiology and endoscopy referral networks in Canada, and engagement with multi-location operators running complex, physician-led practices. This hands-on exposure to how clinics actually run, from patient throughput and staffing models to lease structures and referral economics, informs every target evaluation he conducts and ensures Soaren's advisory recommendations are grounded in operational reality, not just spreadsheet projections.

Talha holds a Bachelor of Business Administration from the Schulich School of Business at York University, consistently ranked among Canada's top business schools and recognized globally for its strength in finance, strategy, and entrepreneurship. He is a Certified SAFe Scrum Master and holds Oracle Cloud HCM certifications. His Schulich training in corporate finance, valuation, and strategic analysis provides the analytical foundation for the financial modeling, comparable transaction analysis, and deal structuring that define Soaren's buy-side advisory work.