David Keiser

Senior Vice President, Equity Research Analyst


Dave joined Northcoast Research in April, 2009 as Senior Vice President and Equity Research Analyst covering the Orthopedic Equipment and Medical Technology sectors. Prior to joining Northcoast Research, Dave was a Senior Analyst at FTN Midwest Securities from 2004-2009 on the Healthcare team. Prior to becoming a sell-side research analyst, Dave was an industry consultant at Health Research International from 2000-2004. Through both his personal experience and ongoing research, Dave and his team have developed a vast array of industry contacts to draw from including more than 50 orthopedic surgeons, nurses, and surgery schedulers and 60-70 hospital CFOs, VPs of Finance, and Controllers. Dave also maintains regular contact with privately held U.S. hospital bed manufacturers, privately held U.S. infection control and surgical suite manufacturers, 60 U.S. neurologists and neurosurgeons, 150 U.S. optometrists, privately held U.S. contact lens distributors, 100 wound care nurses, privately held orthopedic contract manufacturers, and 30 anesthesiologists. Dave has been recognized by StarMine as the number 1 analyst nationally in the Healthcare Equipment and Supplies sector for EPS estimate accuracy in 2014, 2015 and 2017. In addition to providing proprietary equity research and custom research data to institutional investors, Dave has presented his research findings to a number of public company and private equity management teams.


Orthopedic Implant Manufacturers

Medical Device Manufacturers

Smith & Nephew plc - SNN

Cooper Companies, Inc. - COO

Stryker Corporation - SYK

Hill-Rom Holdings - HRC

Wright Medical Group – WMGI

Integer Holdings Corporation - ITGR

Zimmer Holding – ZBH

STERIS Corporation – STE

Medical Waste

Dental Equipment

Stericycle, Inc. – SRCL

Align Technology - ALGN

DENTSPLY SIRONA Inc. – XRAY

Henry Schein – HSIC

Patterson Companies - PDCO

Veterinary Product Manufacturers & Distributors

IDEXX Laboratories, Inc. - IDXX

Contact Information

phone    216.468.6904 (direct)
mobile   440.263.6856
email     dave.keiser@northcoastresearch.com