Twenty years inside the operations you're buying from.
Independent operational advisory for health services organizations: TPAs, MGUs, provider-sponsored plans, vendors, the plans that buy from them, and the investors backing what comes next. Separate practices, run independently.
For plans & brokers
I work for the plan. When claims pay wrong, a vendor underdelivers, or the parties stop talking to each other, I find the root cause and build the plan that fixes it.
- Under the RFP: vendor vetting before you sign
- Vendor accountability after go-live
- Broken handoffs between vendors
- Complex claims & payment integrity
- COHP & multi-employer arrangements
- The Stakeholder Summit
For TPAs, MGUs & vendors
Fractional COO and CSO leadership for TPAs, MGUs, vendors, and provider-sponsored plans. Where the business is going, and whether the operation can get it there.
- Fractional COO / CSO
- Major escalation resolution
- Growth strategy & new verticals
- Large sales cycle readiness
- Team development & tune-ups
Diligence advisory
Operational due diligence on health tech deals for venture capital and private equity firms. Whether a company works, not just whether it looks good, before you write the check.
- Point solution & benefit vetting
- Cash-pay & tech-enabled payer models
- Claims adjudication platforms
- Cost containment & reference-based pricing
- TPA / MGU / PBM targets
- Post-close operator advisory
- The Diligence series: questions, answered
The practices are kept apart on purpose. I never evaluate an organization for a plan while I'm advising that organization. I hold no commissions, referral fees, contingency, or equity on any side. Any past vendor relationship is disclosed in writing before a plan-side engagement is scoped, and the client decides whether it matters. Read the conflict policy. Want the short version of who I am? Read my bio. Vetting a deal and want to read first? The Diligence series.