Tracy Weber Email and Phone Number

Work on case teams and provide strategy consulting services for clients in the healthcare industry. Example projects include:• Determined the pricing and packaging strategy for a portfolio launch of next generation clinical decision support tools• Helped a private equity firm evaluate an investment in a cloud-based medical imaging company• Evaluated the market opportunity for medical mobile apps for a leading provider of healthcare information• Researched potential bolt-on acquisitions in the medical cost containment sector for a private equity firm

Provide consulting services for clients directly and through other consulting firms. Services include: business strategy, market research, and business and financial modeling. Client sectors include: healthcare, technology, private equity, venture capital, and wealth management. For a full list of services, case studies, and client testimonials, see company website at www.wellesleystrategy.com. Example projects include:• Assessed digital therapeutic chronic care management and prevention business opportunities for a global diabetes care company• Built business and financial models for a top teaching hospital’s start-up next-generation medical transportation company (Uber/Lyft)• Developed a glucose monitoring technology forecast with sensitivity analysis for a global medical device company• Responded to an RFP and secured patient engagement research funding from a healthcare philanthropic foundation• Created an ROI NPV model to assess the sustainability of a statewide patient experience survey• Conducted due diligence to help a private equity firm assess a commercial automation and robotics equipment company

• Took on market research and business development initiatives to help a private equity firm improve and grow its portfolio companies in the consumer products, business services, and manufacturing sectors• Created project plans, wrote surveys, developed target call lists, conducted interviews, analyzed responses, determinedrecommendations, and summarized key findings for board meeting presentations

• First professional hired and worked alongside the founder to develop the firm’s investment management strategy, wealth management services, marketing collateral, and sales tools• Created investor pitch book used to help grow assets under management from $0 to $200MM+

• Made investments to grow the company’s largest business group into areas beyond its established business lines• Managed an internal incubator and screened, selected, and helped grow start-up businesses• Partnered with Corporate Development team to identify and evaluate prospective acquisition targets• Project managed acquisition activities including: business analysis, valuation, deal structure, due diligence, negotiationstrategy, integration, and close• Investment focus areas included: wireless infrastructure and services, software defined radios, remote monitoring, and location based services

• Held product management and strategic planning roles. • Products supported included: video server, wireless broadband transceiver, software support service, and a blade communication infrastructure server.

• Identified, defined, and determined implementation architectures for next-generation services• Focus areas included: broadband technologies, and display-based, data, and voice recognition services