Wardell Advisors

Your trusted strategic advisor

Wardell Advisors delivers an insider’s perspective and effective support to high-potential digital health companies for their growth, fundraising, business development, competitive analysis, and strategic alternative needs.

With unparalleled expertise in Digital Health, AgeTech, LongevityTech, Digital MedTech, and Prescription Digital Therapeutics, we are your trusted partner for establishing relationships with external decision-makers and getting to an agreement. Building on founder Steven Wardell’s deep network of industry and investor relationships and his experience scaling digital health companies to successful exits, Wardell Advisors gives clients rapid exposure to industry stakeholders and the advantages you need for success.

Our Sectors

Expertise Across Key Domains

We deliver deep insider perspective and effective support for high-potential companies across these core domains:

  • Digital Health - tech companies selling tech solutions into the big budgets of healthcare (including ProviderTech, PayerTech, PharmaTech, and Employer HealthTech)

  • AgeTech - tech companies offering products to address the Silver Tsunami of seniors facing the problems of aging

  • Consumer Digital Health & LongevityTech - tech companies offering wellness solutions for consumers who want to optimize their health

  • Digital MedTech - medical devices with a software story

  • Prescription Digital Therapeutics (PDTx) - tech companies selling software therapeutics that need FDA clearance or approval

Our Services

Growth

Find pilot customers, sales channel partners, and product development partners. Test adjacent markets.

Valuation & Deal Advisory

Deliver data-based valuation utilizing comparable deals and cash flow analyses. Provide support for complex deal negotiation.

Fundraising

Formulate fundraising strategy, identify aligned investors, conduct outreach, make introductions.

Competitive Intelligence

Gather competitive and market intelligence from buyers and key opinion leaders.

Selling Materials

Develop and test fresh messaging for pitch, executive summary, investor deck, and financial plan.

Strategic Alternatives

Source and develop options for fundraising, licensing, and trade sales.

Digital Health Operator and Wall Street Insider

Steven Wardell brings decades of operational execution and the investor’s perspective to early-stage digital health companies:

  • Investor analyst: first Wall Street sell-side equity-research analyst to focus exclusively on Digital Health while at Leerink Partners. Produced first sell-side investor conference focused exclusively on Digital Health. Named Rising Star by Institutional Investor.

  • Growth executive: senior marketing, business development, and finance executive at leading digital health companies backed by NEA, Flybridge, New Leaf, and Excel.

  • Host of Investor Events: host of the live DigitalHealth InvestorTalk Show and Digital Health investor events. Register for upcoming events at: StevenWardell.Eventbrite.com. Subscribe to the DigitalHealth InvestorTalk Podcast on Apple Podcasts and Spotify.

  • Thought leader: views cited in Wall Street Journal, Bloomberg, Xconomy, Kiplinger, Axios, STAT, The MedTech Strategist, Telehealth & Telecare Aware, Pharmacy Times, Modern Healthcare, and Bearing on Health.

  • Education: Steve holds degrees from Harvard College, Harvard Business School, and Cambridge University and is a graduate of the MIT Entrepreneurship Lab.