Health-tech SaaS, federal health, and regulated AI sit at the center of the practice. Adjacent industries with comparable regulatory exposure engage the firm on a case-by-case basis.
The firm is engaged where compliance has to defend itself against a credentialed assessor. The sectors below share that common pressure point. Adjacent industries with similar regulatory posture are considered case by case.
Founders typically reach out when an enterprise deal stalls on a compliance question.
EHR vendors, clearinghouses, revenue-cycle platforms, clinical workflow tools, and digital health startups operate under three or four overlapping regimes simultaneously. The work is to make the program defensible at the table where the question is being asked, whether that table is a HITRUST assessor's, a procurement security review at a hospital system, or a Series B due diligence call.
Engagements at this stage usually combine privacy program architecture with audit readiness inside a single fixed-scope build. The deliverable has to scale with the company without compounding consultant dependency.
VA, DHA, CMS, and the agencies adjacent to them.
The firm is engaged on the civilian and contractor sides of federal health work. Program design under FedRAMP and NIST 800-53. Privacy reviews against agency-specific implementations of HIPAA. Audit support for organizations preparing for OIG inspection.
The principal spent three years inside the Veterans Health Administration Office of Inspector General as a healthcare auditor and inspector. That work informs every federal engagement the firm takes today. SDVOSB set-aside eligible under the firm's primary NAICS.
A sector that did not exist as a compliance category two years ago.
Organizations deploying clinical decision support, administrative automation, or patient-facing conversational AI now operate under emerging governance regimes including ISO 42001 and the NIST AI Risk Management Framework. The regulatory floor is still being written.
The firm is engaged to design AI management systems that meet the obligations forming now and accommodate the ones arriving over the next eighteen months. The principal holds the Lead Auditor credential for ISO 42001.
The three core sectors above share one quality: compliance has to defend itself against a credentialed assessor or a regulated counterparty. The industries below sit inside the same pressure zone. The firm is engaged here when the regulatory posture lines up with what the practice is built for.
Claims clearinghouses, EDI vendors, and transaction intermediaries operating under HIPAA Privacy and Security Rules, the Transactions and Code Sets Rule, and counterparty BAA obligations that compound across hundreds of trading partners.
Commercial health plans, MA organizations, TPAs, and PBMs navigating CMS program audits, HIPAA enforcement, NAIC market conduct review, and the security expectations carried over from sponsor and broker contracts.
Integrated delivery networks and academic medical centers preparing for OCR enforcement, Joint Commission compliance review, vendor security assessments under hospital procurement, and the privacy operations that have to scale with the system.
Pharma, biotech, medical device, and clinical research organizations operating under HIPAA, GxP-adjacent quality systems, and the data-handling expectations of regulators and sponsor contracts. Engagements typically center on the boundary between research use and PHI.
Portfolio companies inside healthcare-focused PE platforms preparing for add-on diligence, post-close integration, or exit. The firm is engaged to surface compliance liabilities before they price the deal and to operationalize the program a strategic buyer will inherit.
Companies whose product is the model. Clinical decision support, diagnostic AI, administrative automation, and patient-facing conversational AI built on architectures that did not exist as compliance categories three years ago. Engagements combine privacy program design with ISO 42001 and NIST AI RMF posture.
Payment processors, financial platforms, and embedded-finance providers that touch HSA, FSA, healthcare lending, claims funding, or provider revenue cycle. Programs sit at the seam between PCI DSS, GLBA, state money-transmission, and HIPAA when PHI rides the rails.
Telehealth platforms, virtual care providers, remote monitoring networks, and digital therapeutics. The firm is engaged on state licensure compliance, cross-state PHI handling, FDA software guidance posture, and the privacy architecture that has to hold across modalities.
Benefits administration platforms, employer-sponsored health programs, employee assistance networks, and ancillary services that sit close enough to PHI that the regulators treat them as covered. If the regulatory posture maps, the firm is engaged. If it does not, the discovery call ends with a referral.
Thirty minutes with the principal. We discuss the regulatory pressure point, the timeline, and whether the firm is the right fit. Direct answers, both directions.