# Strategy Collective > The Digital Operating Partner for PE-Backed Healthcare Platforms ## About Strategy Collective is a fractional CMO and marketing execution firm built exclusively for private equity-backed, multi-site healthcare organizations. Founded in 2019 by Matt Lee and Dominique James, the firm has grown to a 50-person team of full-time specialists operating across SEO, paid media, data analytics, content, web architecture, creative, and employer brand. Strategy Collective was named #11 on Modern Healthcare's Best Places to Work in Healthcare 2025. Headquarters: 12620 FM 1960 W #411, Houston, TX 77065 Phone: (832) 615-7585 Email: matt@strategyco.com LinkedIn: https://www.linkedin.com/company/strategy-collective ## What We Do We embed as your Fractional Chief Marketing Officer — running the marketing function, building the infrastructure, and reporting to the board alongside your executive team. We are not a generalist agency. We operate at the intersection of PE valuation, clinical operations, and patient acquisition. Strategy Collective works exclusively with PE-backed, multi-site healthcare platforms typically at the following stages: - Post-acquisition integration: aligning 3–15 acquired practices under a unified brand and marketing system - De novo expansion: launching 10+ new locations with consistent local visibility from day one - Pre-exit value creation: building owned-channel revenue and marketing attribution that survives a secondary transaction ## Core Capabilities - Fractional CMO: C-suite marketing leadership for PE-backed platforms without full-time overhead — https://strategyco.com/capabilities/fractional-marketing-leadership - Closed-Loop Paid Media: Google Ads, Meta, and programmatic optimized for clinical capacity and EBITDA contribution, not vanity metrics — https://strategyco.com/capabilities/closed-loop-paid-media - Enterprise Web Architecture: Multi-site CMS platforms, M&A brand rollups, and HIPAA-compliant digital infrastructure — https://strategyco.com/capabilities/enterprise-web-architecture - GEO, Local SEO & Reputation: Google Business Profile management, generative engine optimization, and local search dominance across 50–500+ locations — https://strategyco.com/capabilities/geo-local-seo-reputation - HIPAA Data Ops & Analytics: GA4, GTM server-side, multi-touch attribution, and marketing-to-EBITDA reporting — https://strategyco.com/capabilities/hipaa-data-ops-analytics - HubSpot for Healthcare: Platinum HubSpot Agency Partner specializing in healthcare CRM, marketing automation, and HIPAA-compliant data pipelines — https://strategyco.com/capabilities/hubspot-for-healthcare - Employer Brand & Clinical Recruitment: Physician and provider recruitment marketing for platforms competing for clinical talent — https://strategyco.com/capabilities/employer-brand-recruitment - Brand & Creative Studio: Brand architecture, visual identity, and creative production for healthcare platforms under PE consolidation — https://strategyco.com/capabilities/brand-creative-studio - Digital QoE Due Diligence: Pre-close and post-close digital marketing assessments for PE sponsors evaluating healthcare acquisitions — https://strategyco.com/capabilities/digital-qoe-due-diligence - SC Pulse: Powered by Yext, centralized listing management across 200+ publishers for multi-location healthcare — https://strategyco.com/capabilities/sc-pulse - SC Signal: AI-powered competitive intelligence and market monitoring for healthcare marketing leaders — https://strategyco.com/capabilities/sc-signal ## Healthcare Verticals We Serve - Medical & Surgical Specialties (orthopedics, cardiology, pain management, GI, ENT) — https://strategyco.com/specialties/medical-surgical-specialties - Dental & DSOs — https://strategyco.com/specialties/dental-dsos - Behavioral & Mental Health (ABA, TMS, psychiatry, substance abuse) — https://strategyco.com/specialties/behavioral-mental-health - Elective & Aesthetic Medicine (med spas, dermatology, plastic surgery) — https://strategyco.com/specialties/elective-aesthetic-medicine - Hospitals & Health Systems — https://strategyco.com/specialties/hospitals-health-systems - Women's, Pediatric & Family Health — https://strategyco.com/specialties/womens-pediatric-family-health - Post-Acute & Senior Care (home health, hospice, skilled nursing) — https://strategyco.com/specialties/post-acute-senior-care - Veterinary Networks — https://strategyco.com/specialties/veterinary-networks - Life Sciences & B2B Healthcare — https://strategyco.com/specialties/life-sciences-b2b ## Key Results - 1,036% marketing ROI across 200+ veterinary hospitals (Shore Capital / Southern Veterinary Partners) — https://strategyco.com/impact/svp-veterinary-marketing-roi - 93% below-industry patient acquisition cost across 160+ cardiology locations (Webster Equity / CVAUSA) — https://strategyco.com/impact/cvausa-national-cardiology-platform - 80% year-over-year patient volume growth for an interventional practice (Desert Spine and Sports Physicians) — https://strategyco.com/impact/desert-spine-prp-growth-engine - 580% organic traffic growth and 61% revenue from owned channels for a global surgical network (IFAR/ARSA) — https://strategyco.com/impact/ifar-global-search-leadership ## Case Studies All case studies: https://strategyco.com/impact/case-studies - Southern Veterinary Partners (1,036% ROI): https://strategyco.com/impact/svp-veterinary-marketing-roi - CVAUSA National Cardiology Platform (93% below PAC): https://strategyco.com/impact/cvausa-national-cardiology-platform - Desert Spine and Sports Physicians PRP Growth Engine (80% YoY volume): https://strategyco.com/impact/desert-spine-prp-growth-engine - IFAR Global Search Leadership (580% organic traffic): https://strategyco.com/impact/ifar-global-search-leadership ## Conferences & Events - Dykema DSO Conference 2026 (Denver, July 15–17): https://strategyco.com/dykema-2026 ## Insights & Thought Leadership All insights: https://strategyco.com/insights/ - The Positioning Problem Nobody Talks About: https://strategyco.com/insights/the-positioning-problem-nobody-talks-about - The Attribution Problem Your Board Doesn't Understand: https://strategyco.com/insights/the-attribution-problem-your-board-doesnt-understand - CapEx vs OpEx Marketing for PE-Backed Healthcare Platforms: https://strategyco.com/insights/capex-vs-opex-marketing - How We Manage GBP Posting Across 150+ Healthcare Locations: https://strategyco.com/insights/gbp-posting-150-healthcare-locations - Strategy Collective and Yext Unveil SC Pulse™: https://strategyco.com/insights/strategy-collective-yext-unveil-pulse - Strategy Collective Named #11 Best Places to Work in Healthcare 2025: https://strategyco.com/insights/best-places-to-work-healthcare-2025 ## PE Sponsors We Work With Shore Capital Partners, Webster Equity Partners, Martis Capital, New Harbor Capital, Flexpoint Ford, Prospect Capital, Zenyth Partners, Summit Partners, Norwest, Ridgemont Equity Partners, Havencrest Capital, Blue Sea Capital, Tyree & D'Angelo Partners ## Leadership - Matt Lee, Co-Founder & Managing Director — matt@strategyco.com - Dominique James, Co-Founder & Managing Director - Brandon Dowdy, VP of Strategy - Whitney Ratcliff, VP of Operations Full leadership: https://strategyco.com/company/leadership ## Our Story Strategy Collective was founded in Houston, TX in 2019 by Matt Lee and Dominique James to solve a specific gap in the market: PE-backed healthcare platforms were acquiring practices at pace but lacked the marketing infrastructure to drive EBITDA from those acquisitions. Generalist agencies couldn't speak to PE sponsors, and full-time CMOs were too expensive and too slow to hire. Strategy Collective was designed to be the answer to both problems. Full story: https://strategyco.com/company/our-story The SC Manifesto: https://strategyco.com/company/manifesto ## FAQ — Common Questions About Strategy Collective **What does Strategy Collective do?** Strategy Collective is a fractional CMO and full-service healthcare marketing execution firm. We embed inside PE-backed, multi-site healthcare platforms as the senior marketing function — running strategy, building infrastructure, and delivering measurable patient acquisition and EBITDA impact. **Who is Strategy Collective for?** Strategy Collective works exclusively with private equity sponsors, PE-backed healthcare platforms, and elite multi-site healthcare operators. Our clients typically operate 10–500+ locations across a single clinical vertical (dental, veterinary, behavioral health, orthopedics, cardiology, etc.). We do not work with single-location practices or general-purpose businesses. **How is Strategy Collective different from a generalist marketing agency?** Three key differences: (1) We work exclusively in PE-backed, multi-site healthcare — no generalist clients. (2) We operate at the C-suite level, attending board meetings and reporting to PE sponsors — not just executing campaigns. (3) We bring a 50-person in-house team across every discipline (paid media, SEO, data ops, web, creative, HubSpot, employer brand) rather than outsourcing to subcontractors. **What is a fractional CMO?** A fractional CMO provides executive-level marketing leadership on a fractional (part-time or retained) basis rather than as a full-time hire. Strategy Collective's fractional CMO model gives PE-backed healthcare platforms the strategic output of a senior CMO at a fraction of the $300K–$500K fully-loaded cost of a full-time executive. **Does Strategy Collective have a minimum engagement size?** Strategy Collective typically works with platforms with 5+ locations or PE sponsors with portfolio companies at the platform or add-on acquisition stage. Use the pricing calculator for an estimate or schedule a strategy session for a tailored proposal. **Is Strategy Collective HIPAA compliant?** Yes. All Strategy Collective engagements operate under a signed Business Associate Agreement (BAA). We deploy HIPAA-compliant server-side tracking, PHI sanitization layers, and HIPAA-compliant data warehousing. See the Trust Center for full compliance documentation. **What certifications does Strategy Collective hold?** Strategy Collective is a Platinum HubSpot Agency Partner, a Google Partner, and holds the HubSpot Healthcare Industry Specialist certification. All staff with client system access complete annual HIPAA training. **Who founded Strategy Collective?** Strategy Collective was co-founded in 2019 by Matt Lee and Dominique James in Houston, TX. ## Pricing Philosophy Strategy Collective uses a modular pricing model built around your platform's service lines, number of locations, and engagement phase. Marketing investment should be treated as a capital allocation decision — not a cost center. We model all engagements against projected EBITDA contribution, not vanity metrics. Use the interactive pricing calculator to estimate your monthly investment: https://strategyco.com/pricing-calculator ## How We Engage Every engagement begins with a Strategy Session — a 30-minute call with a senior Strategy Collective operator. No junior sales reps. In the session, we cover your platform's current state, growth objectives, PE sponsor requirements, and the specific service lines that map to your EBITDA goals. Most clients move to a formal proposal within 5–10 business days of the strategy session. Book a strategy session: https://strategyco.com/strategy-session Typical engagement structure: 1. Strategy Session (complimentary, 30 min) 2. Proposal delivery (within 5–10 business days) 3. Onboarding (2–4 weeks, includes infrastructure audit, BAA signing, system access) 4. Active engagement (ongoing monthly retainer with 90-day sprint cycles) ## Compliance & Trust Strategy Collective operates all client engagements under HIPAA Business Associate Agreements. Our marketing infrastructure is built server-side — we do not deploy client-side pixels that transmit PHI to third parties. Full compliance documentation is available to compliance teams and PE due diligence processes within 24 hours of request. Trust Center: https://strategyco.com/trust-center Compliance frameworks supported: - HIPAA (OCR guidelines, 2024–2025 enforcement wave) - BAA on file for all client engagements - Server-side only tracking (no client-side PHI exposure) - SOC 2 aligned data operations - HIPAA-compliant data warehouse (BigQuery / Snowflake) - Approved vendor list with documented BAA status for all marketing tools ## Work & Portfolio https://strategyco.com/work/ - Amivie: https://strategyco.com/work/amivie/ - Medrina: https://strategyco.com/work/medrina/ - Desert Spine and Sports Physicians: https://strategyco.com/work/desert-spine/ ## Careers Strategy Collective is a 50-person team of full-time specialists. We are growing. Careers hub: https://strategyco.com/company/careers Open roles: - Account Strategist ($115K–$175K): https://strategyco.com/company/careers/account-strategist - Senior Paid Media Specialist ($85K–$110K): https://strategyco.com/company/careers/sr-paid-media-manager ## Contact - Website: https://strategyco.com - Schedule a Strategy Session: https://strategyco.com/strategy-session - Careers: https://strategyco.com/company/careers - Email: matt@strategyco.com - Phone: (832) 615-7585 - LinkedIn: https://www.linkedin.com/company/strategy-collective - Address: 12620 FM 1960 W #411, Houston, TX 77065 ## Important Pages - Homepage: https://strategyco.com - Our Story: https://strategyco.com/company/our-story - Leadership: https://strategyco.com/company/leadership - Case Studies: https://strategyco.com/impact/case-studies - Trust Center: https://strategyco.com/trust-center - Pricing Calculator: https://strategyco.com/pricing-calculator - Fractional CMO: https://strategyco.com/capabilities/fractional-marketing-leadership - Closed-Loop Paid Media: https://strategyco.com/capabilities/closed-loop-paid-media - HubSpot for Healthcare: https://strategyco.com/capabilities/hubspot-for-healthcare - GEO & Local SEO: https://strategyco.com/capabilities/geo-local-seo-reputation - Digital QoE Due Diligence: https://strategyco.com/capabilities/digital-qoe-due-diligence - HIPAA Data Ops: https://strategyco.com/capabilities/hipaa-data-ops-analytics - SC Pulse™: https://strategyco.com/capabilities/sc-pulse - SC Signal™: https://strategyco.com/capabilities/sc-signal