Equity stories that drive premium valuations
I shorten the pre-process readiness timeline while dramatically improving the quality and sophistication of the equity story. As a 25-year healthcare technology insider and a professional storyteller, I turn around equity stories and enterprise narratives much faster than most. In addition, I bring two decades of experience leading marketing enterprise positioning for McKesson and Availity, thereby eliminating the steep learning curve of an industry outsider who has never worked among payers or providers.
In addition to writing the equity story or business narrative, my services include a comprehensive review of your portfolio company's marketing activities. Private equity companies use this intelligence to make go-to-market improvements during or before the pre-process readiness phase, or while they're courting future buyers as a way to make their asset more attractive.
I support private equity firms and healthcare technology portfolio companies who are preparing for an investment or exit event.
Most healthcare technology marketing teams wait too long to evolve their enterprise narrative into one that will hold up as an equity story. Most (if not all) companies will begin drafting their equity story only once they're actively preparing for a recapitalization event. By waiting until the time of recap to write the equity story, key parts will ring hollow because they aren’t reinforced in customer perceptions or market conversations. As a result, the buyer's diligence interviews with clients and stakeholders won’t validate the company’s claims, leaving those buyers skeptical and valuation multiples at risk.
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