Executive Advisory & Operating Partner
Led by Juan M. Ortiz — Former CEO and operating partner focused on scaling, integrating, and strengthening multi-site and platform businesses.
Partnering with private equity firms, boards, and founder-led platforms to clarify strategy, align operating models, and strengthen performance.
Providing hands-on CEO and senior leadership support during periods of growth, acquisition, transition, or performance stabilization.
Leading transaction execution and post-merger integration while driving disciplined operational improvement across multi-site and platform businesses.
Grew a PE-backed primary care platform from 4 to 18 centers, tripling revenue to $90M. Built payer relationships, integrated acquisitions, and secured credit facilities to position the company for multi-state growth.
Led the growth and sale of the largest Hispanic-focused retail pharmacy chain in the US — a PE-backed, $450M business — to CVS Health. Launched specialty pharmacy, wholesale, and e-commerce platforms, negotiated a $65M credit facility, and delivered a 228% EBITDA improvement post-acquisition.
Advised and built a value-based primary care platform for this venture studio.
Supported strategic planning and corporate development initiatives at a Fortune 20 healthcare company, working across business units post-acquisition
Led operations for a $400M value-based provider network serving 20,000+ Medicare Advantage patients across South Florida.
Unlike traditional consultants, my perspective comes from years of operating experience. As a former CEO, I’ve led teams, managed growth, and navigated the realities of scaling organizations firsthand. That background allows me to advise leaders with practical insight grounded in execution.
I work with private equity firms, boards, investors, and founder-led platforms navigating growth, transition, and performance.
Ready to move your platform forward? Let's talk.
Juan M. Ortiz
Miami, Florida