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Case studies

How we’ve helped.

Experience across our team

Patient lives touched
1M+
Philanthropic dollars raised
$1B+
Estimated median returnArden Clark projects · 2024–2026
7:1

Patient reach and fundraising span our team’s careers. The 7:1 figure reflects internally estimated new revenue and cost savings relative to our fees.

Patient access

42%

admissions growth

In 15 months, without acquisitions or added headcount.

Mental Health Cooperative · Tennessee

Demand was there. Admissions still lagged.

Principal Scott Palmer led an effort to connect outreach, referrals, and intake so all teams could work together to improve conversions.

Read the full story: Mental Health Cooperative · Tennessee

The opportunity

Mental Health Cooperative, a $120M nonprofit behavioral health system serving communities across Tennessee, faced persistently low admissions despite clear demand for its services. Leadership needed to understand where demand was being lost and build a reliable path from first contact to enrollment.

What we did

  • Defined priority audiences, mapped consumer and referral journeys, and identified intake as the primary conversion constraint.
  • Connected market strategy, outreach, referral development, and intake conversion in one operating model.
  • Introduced pipeline protocols, dashboards, and executive oversight to make performance and ownership visible.

What changed

Annualized admissions rose from 20,604 to 29,148 over 15 months. Call-to-enrollment time fell below 40 minutes. These results were achieved without acquisitions or added headcount.

The team

Scott Palmer · Troy Groenke

Download case study PDF: Mental Health Cooperative · Tennessee

Government funding

$50M

grant request

Submitted on time, with 30+ letters of support.

Grant submission, not a funding award.

Moffitt, Speros, & regional partners

Ten partners. One grant deadline.

We built a project plan, coordinated the partners, and ensured a quality submission was completed on time.

Read the full story: Moffitt, Speros, & regional partners

The opportunity

The Florida Oncology and Radiopharmaceutical Growth Engine (FORGE) proposal brought together radiopharmaceutical capabilities, facility construction, workforce development, and incubator operations. The coalition needed a cohesive application for the Economic Development Administration’s Industry Transformation Path program on a compressed timeline.

What we did

  • Connected technical, clinical, and operational details to a shared economic narrative.
  • Coordinated budgets, specifications, and documents across the five projects in a shared workspace.
  • Framed clear decisions to streamline executive approvals and keep the submission moving.

What changed

The coalition delivered a comprehensive, on-time EDA ED-900 submission backed by more than 30 letters of support. The work gave partners a unified plan for advancing precision oncology and economic development in Tampa Bay.

This case covers the completed submission. It does not report a funding award.

The team

Monica Silva Gutierrez · Alexis Lehmann · Matt McCabe · Nora Bergman · Claire Duvallet · Veronica Descotte

Download case study PDF: Moffitt, Speros, & regional partners

Care delivery

Lifelong
recovery

A connected model of care

Shared workflows and clearer handoffs across teams.

Hazelden Betty Ford Foundation

A plan for care beyond treatment.

We helped connect treatment with ongoing recovery support and built a research pilot to study what worked.

Read the full story: Hazelden Betty Ford Foundation

The opportunity

Hazelden Betty Ford Foundation’s Lifelong Recovery initiative sought to connect individual treatment episodes into a guided recovery journey for patients, families, and alumni. The work reached across clinical services, alumni relations, family programming, research, technology, philanthropy, finance, and operations.

What we did

  • Framed the model across first outreach, treatment, discharge planning, recovery coaching, alumni engagement, and long-term support.
  • Co-designed workflows and warm handoffs with frontline teams and organized a research pilot.
  • Established project plans, integrated budgets, decision logs, and management routines to keep the work coordinated.

What changed

The work created a structured model leaders could manage and teams could execute, with clearer departmental alignment and stronger integration across the treatment continuum. The research pilot was designed to measure recovery capital, quality of life, and engagement to inform future decisions about scale, payer value, and policy.

The team

Nora Bergman · Trevyr Meade · Troy Groenke

Download case study PDF: Hazelden Betty Ford Foundation

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