Our services are customized to meet the unique needs of each client.


Business Advisory Support

The evolution of how businesses get things done is moving at a rapid pace. Many early stage and growth companies seek the knowledge and relationships of industry experts to provide Advisory Board support as they work through complex and challenging initiatives. We leverage experience and constructive insights to solve problems for healthcare companies and have put this to work either actively engaged as an Advisory Board member or in a consultative manner.


Due Diligence SupportĀ 

Often investors need greater depth to decipher the due diligence information in transactions. We can distill many aspects of healthcare including value-based models, population management, contracts and agreements, synergies and partnership opportunities, and business growth evaluation. We have supported investment teams looking atĀ  small to mid-market companies operating in the delivery/management of healthcare including retail health, ancillary providers, TPAs, and insurers.


Focused Engagements

We confidentially work with many of the leading information services and insight networking firms that connect decision makers and leaders to provide perspectives and insights to investors and others business clients seeking expert advice.


Clients Served

We have directly worked with national and global private equity firms, investment banks, management consultancies, and directly with companies in the retail health, provider, payer, and healthcare management space.