Gain a sophisticated, investor-grade equity story when you hand CIM development to an expert who crafts CIMs that command double-digit variables.

Leveraging 25 years of enterprise narrative expertise, including two decades leading marketing at McKesson and Availity, I equip teams with CIMs and equity stories that are clear, convincing, and ready for diligence. And because the healthcare technology learning curve is already built in, the diligence processes advance without delay.

Far in advance of the process and as an ally to their sales and marketing teams, I will engage directly with the portfolio company’s growth leaders and provide actionable recommendations designed to support and strengthen the future diligence story.

I support private equity firms and the healthcare technology growth teams who are preparing for an investment or exit event. By taking development of the CIM, equity story, or enterprise narrative off the shoulders of internal marketing leaders, they will be able to focus all of their energy on growing your asset. Meanwhile, your narrative will be in the hands of a healthcare technology storyteller who will prioritize this work above all else.