Services

Specialized. Not Generalist.

AI & Transformation Advisory

Healthcare AI strategy for operators, technology leaders, and boards.

Health systems, post-acute operators, payer orgs, RCM functions, healthcare IT leadership teams

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PE Advisory

Buy-side diligence. Market thesis. Portfolio AI strategy.

PE firms, $500M–$10B AUM

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Founder & CEO Advisory

Scaling strategy. AI product positioning. Growth inflection.

Healthcare IT founders and CEOs, Series B+

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Speaker + Workshops

Operator perspective on AI, market dynamics, and healthcare IT transformation.

Healthcare IT conferences, PE forums, health system leadership teams, portfolio company boards

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Areas of Expertise

Full-spectrum coverage.
Every operating scale.

Healthcare IT Market Verticals

Health Systems

  • Enterprise EMR strategy and deployment
  • Clinical workflow optimization
  • Health system interoperability and integration
  • Population health and care coordination

Payer Systems

  • Claims processing and member management platforms
  • Analytics and data platforms
  • Care management and utilization review
  • Payer-provider integration

Ambulatory Care

  • Practice management systems
  • EHR and clinical workflow
  • Patient engagement and telehealth
  • Specialty-specific solutions

Home Health & Post-Acute

  • Home health operations and scaling
  • Post-acute care platforms
  • Care coordination and telehealth
  • Home-hospital integration and transitions

Revenue Cycle Management

  • RCM software and services platforms
  • Billing operations and compliance
  • Healthcare economics and revenue optimization
  • Clinical-financial integration

Integration Points Our Differentiator

  • Clinical-financial data bridges
  • Health system-payer-ambulatory connectivity
  • Home health integration with primary care
  • Interoperability and data exchange standards
  • AI capability assessment across vendor categories

Operating Experience Across Scales

Founder Scale

Startup → Product-Market Fit

  • Product development and market validation
  • Go-to-market strategy and early customer acquisition
  • Early-stage team building
  • Fundraising and capital efficiency

Enterprise Scale

$150M–$400M+

  • Enterprise sales organizations and customer relationships
  • Technology transformation at scale
  • Board governance and executive team management
  • PE ownership cycles and growth strategy

PE-Backed Operations

Ownership → Value Creation → Exit

  • Ownership transitions and value creation planning
  • Operational improvement and growth acceleration
  • Management team evaluation and incentive alignment
  • Exit preparation and strategic positioning

Specialist Network & Resources

Depth beyond the principal.

In-House Expertise

  • 40+ years healthcare IT operating experience

    Across full spectrum of verticals and operating scales

  • Computer science background

    Technical depth combined with business acumen

  • Active board governance

    Current portfolio company operations and market visibility

  • Founder and CEO advisory relationships

    Ongoing emerging company counsel

Specialist Network

Hundreds of healthcare IT domain experts cultivated over 40+ years in the industry — deployed on a project basis for specific engagement needs. No external consultant markup. Direct access to senior talent.

  • Clinical workflow and health systems operations
  • Enterprise sales and customer relationship management
  • Regulatory strategy and healthcare compliance
  • Healthcare IT architecture and technology systems
  • Operations and scaling processes
  • Market research and competitive intelligence

Engagement Model

Three to five engagements per quarter.
Principal-level attention on every mandate.

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