I’ve built the systems that close it, as the operator inside a PE-backed healthcare platform. I size the gap that’s most acute, then build the system that captures it, and your team runs it when I’m gone.
Lower-middle-market healthcare PE · platforms roughly $20M to $250M in revenue · sign-to-close through exit
The Gap
The thesis modeled the outcomes, not the infrastructure to deliver them.
No operating visibility
"We can't see what's happening at the platform between board meetings."
No predictable growth
"We're underwriting a growth number the team can't explain."
No repeatable integration
"The last add-on was a scramble, and the thesis needs several more."
The Engagement
Closing that gap is a bounded unit of work that starts by sizing the prize and ends with the capability in the hands of your team.
01
Size
The Value Lever Diagnostic: fixed fee, six to eight weeks. I baseline the company and size the highest-leverage lever: the business case, the targets, and what the build is worth. You decide to build with a number in front of you, not a pitch.
02
Build
I build the system that captures the lever, embedded with the team, on the operating cadence the board reads. Priced against what the diagnostic found, not by the hour.
03
Transfer
The team operates what we built. I write the documentation, train the owner, and leave. The capability compounds after I am gone, which is what protects the value at exit.
What I Build
How the company is run
KPIs, planning cadence, governance, board reporting, unit economics.
Operating Cadence
How it grows organically
Referral infrastructure, acquisition and retention, new markets and service lines, payer rates and service mix.
Commercial Engine
How it grows by acquisition
Deal criteria, operational diligence, integration management, post-close tracking.
Add-On Strategy & Integration
What you get
Outcomes the work produces
01
Visibility
Real numbers between board meetings, with explanations, without asking twice.
02
Predictability
Growth the fund can underwrite, because a system produces the number.
03
Capability
The platform can execute what the thesis assumed. Gaps close for good.
04
Defensibility
The value built in the hold is legible to the next buyer.
How I Work
Inside,
not alongside
I operate inside your rhythm. In your meetings, your cadence, your team. The work happens in context, not in a parallel workstream competing for attention.
Build,
not advise
I don't hand you a strategy deck and wish you luck. I build the systems, tools, and processes with your team, so the people who run them are the ones who built them.
Yours,
not mine
When the build is done, the systems are yours. Your team runs them. I move on. The capability compounds after I'm gone.
About Me

Four years as Chief Transformation Officer of a PE-backed multi-site physician services platform.
16 → 36
Practices
100 → 400+
Providers
$50M → $100M+
Revenue
I designed the investment thesis, then crossed to the operator side and built the infrastructure to deliver it. Investors design the thesis, consultants advise on it, operators run it, and each sees only their piece. I’ve built the whole chain, from thesis to infrastructure to results.
Now I do that work inside other PE-backed healthcare platforms. I embed with the leadership team, build the operating, growth, and integration infrastructure the platform needs, then leave the team running it.
Testimonials
From the platforms I built with
Just closed, growth that's running behind the thesis, or an add-on that was a scramble. Tell me what's happening, and I'll tell you if I can help.
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