Medical Products & Services
Athena Diagnostics
Prior to its successful acquisition by Fisher Scientific, we provided strategic planning and sales
advisory services to Athena Diagnostics. Athena is a leading provider of advanced neurological
diagnostic assays and a reference laboratory dedicated to the development and
commercialization of diagnostic testing for neurological disorders. Using innovative technologies,
Athena provides neurologists and other physicians with diagnostic answers that can improve the
quality of health care for patients in a cost effective manner.
Atlantis Components
We provided strategic planning and advisory services to the senior management team of Atlantis
which led to the successful acquisition of the company by Astra Tech.
Beacon Hospice
We provide strategic planning and sales advisory services to this leading hospice service
company. Beacon Hospice, a for-profit business, is the largest hospice provider in New England
and one of the leading hospice providers in the U.S. We were instrumental in the raising of private
equity and the formation of the board of directors. We are investors in Beacon Hospice.

Cambridge Heart
At Cambridge Heart, we have provided a variety of successful coaching assignments and teambuilding
skills for the senior management of this publicly traded company. We have also worked
as the strategic and tactical coaches for the sales team at Cambridge Heart. Cambridge Heart is a
leading innovator in the United States of hardware and software tools for predicting sudden
cardiac arrest.

CareCentric Solutions
Introduced by the venture investors, we worked with the founding CEO, the senior management
team, and the investors to provide strategic direction and management alignment for this
manufacturer of handheld hardware and software point-of-care tools for the home health care
market. We additionally provided Customer Voice services to CareCentric Solutions.

CardioFocus
We worked with the founding CEO and the early-stage investors of CardioFocus to successfully
effect a seamless management transition and to assist in successfully closing their second round
of venture financing. CardioFocus is a privately held company that has developed highly
innovative photonics-based cardiovascular devices.
Creative Imprints
We have acted as the strategic advisors for the founding management of this leading
manufacturer of unique printing materials and services for the medical industry. We have also
successfully recruited key additions to the senior management team. Creative Imprints is a rapidly
growing company with well-known and well-established leading customers in the medical
equipment industry.

Global Telemedix
We worked with the founding CEO to develop a refocused business plan and to bring together the
completion of a successful round of venture financing. We also provided interim VP of Sales
Services for this leading e-healthcare application service provider, which provides highperformance
clinical collaboration and advanced medical imaging over the Internet. We were
investors in Global Telemedix.

Home Medical of America
Working with the senior management of HMA, we provided the strategic planning for this leading
national provider of integrated products and services for the home health care industry. We
additionally served as the strategic coaches for a number of the senior management of HMA,
assisting in the exploration and assessment of new market opportunities.

Kontron Medical
We successfully provided the strategic coaching for the senior management team while assisting
this worldwide manufacturer of medical equipment in the writing of their business and marketing
plans as they entered totally new markets.
MDI Instruments: EarCheck
Introduced by the company's early-stage investors, we provided interim CEO services for two
years in addition to directing the strategic planning and fund-raising for this manufacturer of
highly innovative pediatric medical products for both the consumer and the physician markets.
We negotiated the successful sale of MDI Instruments to Becton Dickinson following the
company's very successful launch of its sales and marketing plans. We were an investor in MDI
Instruments.
Following Becton Dickinson’s decision to jettison their entire consumer product division three
years later, we were heavily involved in the subsequent purchase of the company from BD, the
writing of its business plans and the restart of the EarCheck product which today is sold through
a number of outlets both in-store and online.
Medelle
We worked with the early stage investors and the founding management to create their business,
financial and sales plans for this emerging manufacturer of women’s reproductive health
products.
PSI Medical
We have provided a variety of strategic planning and company assessment services for this
innovative technology development and licensing company. We provided proactive strategic and
tactical execution roles in two of PSI's early-stage spin-offs, PSI Medical and PSI Environmental,
assisting in the venture fund-raising process of both companies.
Spryance
We provided business planning, financial planning and fundraising and sales advisory services to
this rapid growth start up specializing in an innovative and technology-rich solution to provide
medical transcriptions. This work which culminated in a successful merger and acquisition of
Heartland Information Services.

Transfusion Technologies
Introduced by the venture investors, we provided the highly experienced founding management
with analytical assessment tools of the company's internal processes, in addition to providing
Customer Voice services to the company's customers and prospects. This work led to a successful
round of venture investing and strategic partnerships and the successful sale of the company to
Haemonetics. Transfusion Technologies is a rapidly expanding medical device company that
provides innovative systems that enable the collection and separation of red blood cells.
Vidacare
We provide a variety of business planning and sales advisory services to this leading supplier of
Intraosseous Infusion systems, which is a complete and innovative solution for immediate
vascular access.
Zoll Medical
We have provided sales and sales management advisory and planning services in territory
management, sales planning and compensation planning to this leading manufacturer of defibrillator
products and solutions sold to hospitals and EMS organizations worldwide.
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