01
Operational Transformation
We step into health plans and TPAs where operations are failing, stalled, or being built from scratch. We define the target operating model, sequence the work, and drive the change from current state to running state.
Healthcare Operations Advisory
When healthcare operations break, you don't need another report. You need someone who has built the fix.
Sage & Grey Advisors helps health plans, TPAs, and healthcare organizations diagnose what's broken, design what needs to change, and stand up operations that actually run. Regulated healthcare expertise, delivered at the executive level.
01Assess
Find what's truly broken, not what was reported.
02Design
Define the target state and a practical path to reach it.
03Deliver
Drive the change. Stay until it runs without us.
What We Do
Every engagement starts with what's broken, not with what we sell.
02
Stand-Up & Build-From-Zero
When a new function, plan, or line of business has to exist where nothing did before, we build it. Claims, enrollment, EDI, utilization management, provider data, member services, and CMS compliance, designed to operate from day one.
03
Regulatory & Compliance Advisory
Medicare Advantage, Medicaid, and CMS compliance are not afterthoughts. We make sure the operation is built to meet the mandate, not retrofitted after the audit.
04
M&A and Integration Strategy
Acquisitions and divestitures break things quietly. We bring the operator's view to integration — what gets missed, what fails downstream, and how to keep the business running while the org chart changes underneath it.
05
Analytics & Data Governance
We help organizations move from reporting they cannot trust to governed, enterprise data they can run decisions on.
06
Fractional & Advisory Leadership
For organizations that need senior operational leadership without a permanent hire, we provide executive-level presence on a fractional or engagement basis — including defining the permanent role we are eventually handing off.
Our Approach
The method, in three moves.
Senior judgment, applied in sequence. No theater, no decks for their own sake.
01
Assess
We start by finding out what is really broken, not what was reported as broken. Honest diagnosis before any recommendation.
02
Design
We define the target state and the practical path to reach it, sequenced for an organization that still has to operate while it changes.
03
Deliver
We drive the transformation end to end and stay until the function stands on its own.
Who We Serve
Built for the organizations others find too complex.
- ◆Health plans, including Medicare Advantage and I-SNP
- ◆Third-party administrators
- ◆Managed care organizations
- ◆Provider groups and health systems
- ◆Private equity & investors performing operational diligence
- ◆Organizations standing up new regulated lines of business
Why Sage & Grey
Four reasons clients keep us in the room until the work is done.
We've operated from the inside.
Not consultants parachuted in to observe. We have owned these functions before, during, and after acquisitions, and we know what actually breaks.
We build, then leave it running.
Our signature is walking in as the first of our kind, building the function from nothing, staffing and training the team, and leaving something that runs without us.
We translate both directions.
Equally fluent in technical architecture and the executive conversation — turning operational problems into the financial and strategic terms leadership can act on.
We are senior by design.
Director- and executive-level strategic judgment focused on your problem. Never a junior team learning on your engagement.
About the Firm
Wisdom, built to last.
Sage & Grey Advisors was founded on more than two decades of healthcare operations and transformation experience spanning payer operations, clinical analytics, EHR platforms, data governance, and enterprise change.
The firm was built by a leader known for a single pattern: being brought into organizations to assess what was broken, design what needed to change, and build functions that lasted.
The name carries that same intention. Sage and Grey are named for what we build to last — and sage itself means wise. A quiet reminder of the standard we hold ourselves to: seasoned judgment, the long view, and work meant to outlast our engagement.
20+
Years in healthcare ops
Payer
& Provider experience
CMS
Regulated environments
Executive
Level engagement
In the room
Healthcare is complex. The conversations don't have to be.
We work shoulder to shoulder with leadership teams of every background — translating operations, regulation, and data into decisions the whole organization can act on.
Let's talk
Let's talk about what's not working.
Whether you are standing something up, cleaning something up, or preparing for what comes next — a focused conversation is the best place to start.