Meeting Prep Dossier

Epiphany Dermatology

derm·Leonard Green & Partners·Austin, TX·70 locations

parkedICP 88https://epiphanydermatology.com

Pain Hypothesis

“Each acquired rural clinic runs different EHR, scheduling, billing. Standardization is manual and slow. Margins leak during 6-12 month integration windows.”

ECHO Fit: Rural/mid-market focus means acquired clinics have minimal tech infrastructure. High add-on pace creates constant integration backlog. MSO model means ops team is stretched across dozens of independently-operated clinics.

What They're Likely Thinking

David Seligman

Updated Title

DISC: SStability-focused

Communication Style

Patient and methodical. Needs detailed timelines and step-by-step plans. Emphasize stability, low disruption, and team impact. Give them time to think -- don't rush decisions.

Their Likely Concerns

•Core pain: Each acquired rural clinic runs different EHR, scheduling, billing

•Scaling integration across multiple locations without disrupting operations

•PE timeline pressure from Leonard Green & Partners -- ROI must be demonstrable within 12-18 months

•Internal team bandwidth to support yet another initiative

•Proving ROI to leadership before committing budget

Questions They'll Ask

?How long does a typical engagement take from kickoff to measurable results?

?How do you work with PE-backed platforms? What does Leonard Green & Partners typically expect to see?

?What does the first 30 days look like? What do you need from us?

?Can you share references from similar organizations in our space?

?How do you handle the differences between our 70 locations?

?What happens if the engagement doesn't deliver expected results?

Decision Triggers

→Board meeting or PE review deadline creating urgency

→Competitor making a visible move in the same space

→Internal champion (or new hire) who has seen this work before

→Escalation of the core pain -- each acquired rural clinic runs different ehr, scheduling, billing getting worse

→Budget cycle timing -- new fiscal year or approved transformation budget

→Failed internal attempt creating openness to outside help

Objections to Expect

We're already handling this internally

That's exactly who we work alongside. We augment your team with structured intelligence -- not replace them.

The timing isn't right

Integration complexity compounds over time. The earlier you have structured intelligence, the less rework downstream.

We need PE approval for any new spend

We can provide the ROI framework Leonard Green & Partners expects. Faster integration = faster value creation.

What makes this different from consulting?

Consulting gives you a report. We give you a live system that captures and surfaces intelligence continuously. The output is software, not slides.

Key Contacts

Name	Title	Status	Flags
David Seligman	Updated Title	researched	DM
Julie Vincent	Chief Integration Officer	researched	DM
Michael Stahl	Chief Integration Officer	researched	DM
Trent Mattison	COO	researched	DM
Gheorghe Pusta	—	researched
R. Todd Plott	Chief Medical Officer	researched

Timeline

2026-06-08

Response received

linkedin_dmpositive

2026-06-08

OUT

test

linkedin_dm

2026-06-08

OUT

Re: Epiphany Dermatology — pe_recap follow-up

outreach_draft·Trent Mattison

2025-06-01

Recapitalized from CI Capital to Leonard Green & Partners

ct_acquisitions·8/10

Conversation Starters

"We've been studying how derm platforms handle post-acquisition integration. One pattern we keep seeing is each acquired rural clinic runs different ehr, scheduling, billing. Is that something you're dealing with?"

Pain hypothesis

"I noticed Recapitalized from CI Capital to Leonard Green & Partners. That usually creates some interesting operational challenges — how is your team handling the transition?"

Recent signal

"We've helped similar platforms with rural/mid-market focus means acquired clinics have minimal tech infrastructure. Would it be useful to walk through what that looked like?"

ECHO fit

Objection Prep

"We already have an integration team / are handling this internally."

That's exactly who we work alongside. ECHO doesn't replace your team — it gives them structured intelligence from every stakeholder conversation so nothing falls through the cracks during integration sprints.

"What makes this different from a consulting engagement?"

Consulting gives you a report. ECHO gives you a live system that captures, structures, and surfaces operational intelligence continuously. The output is software, not slides.

"Our PE sponsor needs to approve any new vendor spend."

We've worked with PE-backed platforms before. The pitch to Leonard Green & Partners is simple: faster integration = faster value creation = better returns. We can provide the ROI framework your sponsor expects.