Wardell Advisors

Your insider advantage

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

With unparalleled expertise, we are your trusted partner for establishing relationships with external decision-makers and achieving your milestones. Building on founder Steven Wardell’s deep network of industry and investor relationships and his experience scaling digital health companies to exits, Wardell Advisors gives you rapid exposure to industry stakeholders and the advantages you need for success.

Our Sectors

Deep Expertise Where Tech Meets Healthcare

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 enterprise budgets of healthcare (including ProviderTech, PayerTech, PharmaTech, Employer HealthTech, and TechBio)

  • 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 - companies developing nextgen medical devices powered by advanced software

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

Execution-Driven Advisory Services

Growth & BD

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

Valuation & Deal Structuring

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, and make introductions.

Competitive Intelligence

Gather real-time insights directly from enterprise buyers and industry key opinion leaders.

Investor Materials

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

Strategic Alternatives

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

Wall Street Insider Meets Healthcare Operator

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

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

  • Proven operator: senior marketing, business development, and finance executive at leading digital health companies backed by NEA, Flybridge, New Leaf, and Excel. Scaled venture-backed companies from early traction to exit.

  • 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, Kiplinger, Axios, STAT, The MedTech Strategist, Telehealth & Telecare Aware, Pharmacy Times, and Modern Healthcare.

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