services
Commercial diligence, go-to-market strategy, and post-close growth execution for PE-backed healthcare companies that need to move faster than their current commercial setup allows.
Our PE advisory work spans claims automation, data analytics, Medicaid services, and health information management.
who this is for
For PE operating partners, deal teams, and portfolio company leadership. Whether you're pressure-testing a thesis before close, building the commercial engine post-acquisition, or trying to unstick a growth plan that isn't converting, we bring healthcare-specific commercial rigor.
the challenge
PE-backed healthcare companies often have strong products and loyal customers, but their commercial engines were built for founder-led sales, not sponsor-level growth targets. The gap between the investment thesis and the operating reality shows up fast.
Evaluating a deal
“We need to pressure-test the thesis with real buyer evidence before the IC meeting, and we have three weeks.”
Testing an expansion bet
“The vertical expansion looks promising on paper, but we don't know if buyers will actually pay for it.”
Growth isn't converting
“We're 18 months post-close and the commercial team still doesn't have real targets, personas, or a pipeline that tracks.”
what we deliver
typical engagements
2-4 weeks
Rapid thesis pressure-testing across market demand, buyer behavior, and commercial risk. Built for deal cycles where rigor and speed both matter.
deliverables
4-6 weeks
Primary research-led test of buyer demand, differentiation, and execution risk for targeted vertical expansion moves.
deliverables
6-10 weeks
End-to-end commercial strategy: buyer research, segmentation, channel prioritization, sales process design, and target-setting tied to board-level milestones.
deliverables
case study
client engagement
A PE-backed healthcare SaaS company providing claims processing automation to risk-bearing providers across the U.S. The company had a strong product and a loyal customer base, but was entering a phase where investors expected it to scale significantly faster than its commercial setup could support. Customer acquisition had historically been driven by the CEO's relationships, which was effective early on but not a scalable path to double-digit revenue growth.
starting point
what we delivered
Blind spots closed
Lost-deal feedback loop and buyer persona research gave the commercial team visibility into why deals were stalling and which segments to prioritize.
Commercial targets live
Marketing and sales operating against defined quarterly acquisition targets, pipeline coverage ratios, and lead generation benchmarks for the first time.
Growth roadmap funded
Board presentation tied market opportunity, customer insights, and commercial execution into one story, securing resource commitment for the next growth phase.
Additional case studies available upon request.
frequently asked questions
Yes. Our diligence sprint model is designed for 2-4 week windows with focused analysis that supports an informed investment decision.
We run strict engagement boundaries, no cross-client data reuse, and client-specific confidentiality controls for all research, interview notes, and outputs.
Yes. We routinely work under NDA with controlled stakeholder access and can structure evidence collection around approved channels and disclosure limits.
Deliverables are structured for decision forums: concise findings, explicit tradeoffs, risk-weighted recommendations, and clear next steps.
If helpful, yes. We often support first-phase execution to ensure strategy translates into decisions, ownership, and measurable early progress.
Bring your thesis, timeline, or growth problem. We'll tell you what we can do and how fast.
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