Trusted Advisor

A key component of our practice consists of engaged advisory relationships with CEOs who have retained ST Advisors to act, in effect, as a shadow board member or consigliere. As ST Advisors has no need to promote a specific agenda, our goal is simply to provide Outsider Perspective With Insider Knowledge® to our clients and help them address the strategic challenges facing their businesses.

What is Outsider Perspective with Insider Knowledge® ?


Intellectual integrity is a core value at ST Advisors, which means we are committed to always giving our best, most thoughtful, and honest advice. A CEO’s constituents, including investors, board members, clients, employees — even the balance of the senior management team — all have their own goals, needs, and agendas. ST Advisors’ only agenda is serving our clients as best and as truthfully as we can.

We do this by bringing our clients “dispassionate passion.” This means we are passionate about healthcare, the companies we work with, and the work we do. However, because we sit outside daily operational challenges, we can provide dispassionate advice and guidance based on our 25 years of healthcare IT and IT-enabled services experience. This is the value we bring through Outsider Perspective with Insider Knowledge®.

Examples of Outsider Perspective with Insider Knowledge® In Action:


  • Facilitate introductions to potential partners
  • Provide ongoing input on business and capital strategy issues
  • Build awareness among equity research analysts and investment banking firms
  • Discuss whether a potential acquisition makes strategic sense
  • Attend a meeting with a competitor who is also a potential acquirer
  • Participate in a call with the client’s leadership team and external counsel to review and discuss a term sheet received from a potential strategic partner
  • Preview a board deck that addresses some challenging issues

Clients referring to us as their “brain-on-call,” “sounding board,” and “trusted advisor” are some of our most cherished accolades.

Retained Advisor In Action


“ST Advisors was instrumental in our successfully finding a strategic partner. They helped us orient ourselves amid the noise in the market, serving almost as an additional board member. They enabled us to mature and clarify our strategy, sort through options and potential partners, and successfully transition the business.”

– William Kelly

CEO of Treo Solutions (2002 - 2014)

“Working with ST Advisors is like having a close and trusted friend at the table to provide valuable insight and strategic advice.”

– Angie Franks

CEO of Healthland (2010 - 2013)