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  • Write:

    contact@serialstagema.com

  • Book a Strategy Session:

    https://bit.ly/SSMA-strategy-session

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Welcome to Serial Stage MedTech Advisors!

Scale
Your MedTech Company,
Avoid Burning Your Investment Runway

GUIDING MEDTECH INNOVATIONS FORWARD
with clarity, strategy, and focus.

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Merger and Acquisition
events
5+
IPO
events
1
Features

What MedTech Founders and C-Suite "Risk"
(and How We Prevent It)

It’s not just what we do — it’s how we do it.

We help early–mid stage MedTech companies bridge strategy gaps between clinical, marketing, and sales teams by identifying specific HCPs by actual claims + reimbursement data, uncover HCP pains and motivational drivers, prove value, win coverage, and activate sites, without unnecessary burn rates.

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• Risk: Costly Mis-Hires.

Prevented by Serial Stage MedTech Advisors’ fractional leadership/consulting teams until volume justifies FTEs; strategic planning; incorporating claims and reimbursement based data to identify where to hire and place sales personnel.

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• Risk: Claim Drift & Rework.

Prevented by claims councils aligning IFU, evidence, and marketing.

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• Risk: Evidence That Doesn’t Move Access.

Prevented by staged RWE/registries mapped to payer/VAC questions.

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• Risk: HCPs/Contracts That Don’t Convert.

Prevented by local activation playbooks and utilization targets by site.

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• Risk: Stalled Value Analysis Committees.

Prevented by VAC dossiers, site-of-care economics, and pre-wired champions.

 

While every specialty physician could be a potential user of your product(s), only some are short sales-cycle targets. Many MedTech marketers do not have field sales backgrounds, even fewer have successful field sales experience. Real World Evidence (RWE) studies are often an additional expense necessity due to clinical teams structuring studies without understanding necessary endpoints needed for effective field sales marketing and health access. Mis-identify short sales-cycle HCP targets, deliver flat messaging, miss one VAC cycle, and your company can lose six months of sales revenue.

About

Leadership That Moves Business Forward

MedTech leadership experience that led to → 5 value-creation M&A events (acquired by J&J, Stryker, Hologic, Teleflex, and Cytyc) →1 IPO event (Entellus), and 21 private specialty practice M&As.

Serial Stage MedTech Advisors icon on white background showing stylized “S” in teal and graphite.
"
Jonathan Lehmann
and
Jonathan Burkett
/   co-founders

We guide businesses forward with clarity and confidence.

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Services

Solutions That
Drive Business Forward

Focused. Strategic. Built for growth.

Business Strategy
& Planning

We help organizations define clear objectives, align teams, and build roadmaps that drive long-term value and adaptability in changing markets.

  • Strategy & Fundraise Readiness
  • Strategic roadmapping
  • Business model development
  • Competitive positioning
  • Stakeholder alignment

Market Research
& Insights

Our team delivers data-driven insights into customer behavior, industry trends, and market dynamics — empowering strategic decisions.

  • Industry and competitor analysis
  • HCP claims-reimbursement analysis
  • HCP behavior profiling
  • Trend and opportunity mapping
  • Go-to-market research reports

Operations & Process
Optimization

We identify inefficiencies, improve workflows, and streamline core processes to increase productivity, reduce costs, and support sustainable scaling.

  • Workflow assessment and redesign
  • KPI tracking and process audits
  • Technology integration consulting
  • Resource and cost efficiency planning
  • Operational risk identification
Our Team

Meet the Experts Driving
Your MedTech Business Forward

Expert guidance. Results you trust.

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Do you have any questions?