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A 4-hospital regional system I advised in the Midwest was bleeding $38 million a year in outmigration. Orthopedic, cardiology, and oncology patients in their primary service area were driving 45 minutes past their facility to a competitor brand. The CMO knew. The board knew. But the marketing team was running service line campaigns out of […]

A $640M long/short equity fund I advised in Greenwich blew its 2024 capital raise window with $185 million still on the table. Why? Because the IR team was tracking allocator conversations across two Excel files, a shared Outlook inbox, and a Notion page nobody updated past July. By the time they reconstructed which family office