Expert operational leadership to help clinical research sites optimize performance, expand into new therapeutic areas, and position for strategic growth or acquisition.
Expertise in Healthcare Operations, Finance, and Strategic Growth
Our operations team brings comprehensive experience in the healthcare industry, with specialized expertise spanning operations, finance, and business development. This unique background positions the team as invaluable strategic partners for clinical research sites looking to scale, optimize, or prepare for acquisition.
With experience in high-level leadership roles including Vice President of Operations at major healthcare organizations, our team has developed deep expertise in operational excellence, financial management, and strategic growth planning for healthcare organizations.
Our team also has experience in M&A advisory, providing exceptional insight into market trends, buyer landscapes, and what makes clinical research sites attractive acquisition targets. We understand exactly what private equity firms and strategic buyers are looking for when evaluating potential investments.
Drawing on this extensive experience, our team is now leading IPTB's expansion in the Tampa Bay region and into new CNS-related research areas. We bring a unique operator's perspective—someone who can evaluate your site, identify opportunities for improvement, make strategic decisions, and execute on operational plans that drive growth and value creation.
VP of Operations Experience at Major Healthcare Organizations
VP of Operations at Clinical Research Organizations
Healthcare & Life Sciences M&A Experience
Healthcare Administration & Business Leadership
Expertise in Healthcare Operations & Finance
Leading CNS Expansion & Regional Growth
Strategic guidance to optimize operations, drive growth, and position your site for success
Position your family-owned or independent clinical research site for a successful sale to private equity or strategic buyers. We evaluate your operations, identify value drivers, and implement improvements that maximize valuation.
Streamline operations, reduce costs, and improve efficiency across all aspects of your clinical research site. We bring a proven operator's perspective to identify and eliminate inefficiencies.
Expand your site's capabilities and market presence. We help you identify new therapeutic areas, develop sponsor relationships, and scale operations strategically.
Improve financial performance through better budgeting, forecasting, and decision-making. We bring healthcare finance expertise to maximize profitability and cash flow.
A proven methodology to evaluate, strategize, and execute operational improvements
Comprehensive assessment of your operations, financials, and market position to identify strengths and opportunities
Develop a tailored action plan with clear priorities, timelines, and measurable goals aligned with your vision
Implement operational improvements with hands-on leadership and guidance to drive tangible results
Monitor performance, make data-driven adjustments, and continuously improve operations for sustained growth
Unlike traditional consultants who provide recommendations and walk away, our consultant brings an operator's mindset. They don't just tell you what to do—they evaluate, make strategic decisions, and help execute the plan. This hands-on approach ensures real change happens and drives measurable results.
We work with clinical research sites at various stages of growth and transition
Independent or family-owned clinical research sites looking to prepare for a sale to private equity or strategic buyers. We help maximize valuation and position your site attractively.
Sites experiencing rapid growth that need operational infrastructure, financial management, and strategic planning to scale sustainably and maintain quality.
Sites looking to expand into CNS or other neuropsychiatric therapeutic areas and need guidance on capability development and sponsor relationship building.
Sites facing operational challenges, declining enrollment, or financial pressure that need a turnaround strategy and hands-on operational leadership.
Sites planning geographic expansion or multi-site development that need strategic planning, site selection guidance, and operational standardization.
Recently acquired sites that need operational improvements to meet new ownership's performance expectations and value creation plans.
VP-level operations leadership at major healthcare and clinical research organizations
Deep understanding of what buyers look for and how to maximize site valuation
Healthcare finance background to improve profitability and financial performance
Currently leading IPTB's expansion in CNS therapeutic areas—understands the landscape
Not just recommendations—we evaluate, decide, and help you execute
Track record of operational improvements and growth at multiple organizations
Schedule a consultation to discuss your site's operational challenges and growth opportunities
Comprehensive evaluation and recommendations
Hands-on operational leadership and execution
Free 30-minute call to discuss your needs and goals
Custom engagement plan with clear deliverables and pricing
Begin assessment or advisory work within 1-2 weeks
See measurable improvements in 60-90 days
Ready to take your clinical research site to the next level?
Schedule Your Free Consultation