We revel in our client’s successes.
They are the heroes of their own stories and we’re proud to play a guiding role. At Reasoned Advisory, our case studies reflect our mission and approach by prioritizing authentic, plain-spoken storytelling. To foster openness, all case studies remain anonymous. Each solution is thoughtfully tailored in collaboration with the client to meet their unique goals. While every situation is different, common challenges often emerge, making these experiences valuable for learning and discussion.
Balancing Growth with Stability
A community-focused healthcare provider set out on an ambitious journey—expanding its primary service area by taking on a billion-dollar project. This transformative initiative promised to enhance care access and reach but reshaped the financial profile of the organization considerably. To support its vision, the organization needed a strategic approach to managing resources and mitigating risks effectively, fluidly balancing the changing demands with financial capacities.
Navigating a Merger…
Mergers can feel overwhelming, but for Thomas Jefferson University (TJU), the integration of Lehigh Valley Health Network was a chance to grow stronger together. Nearly doubling the size of the organization, the merger created exciting opportunities—but also a lot of complexity making data and feedback difficult to attain. Through it all, Jefferson focused on aligning its mission with smart financial strategies to navigate this big transition.
“Dave shows a remarkable ability to distill a wide range of information into actionable ideas, all while aligning decision-makers throughout the organization.”
Laura Kernaghan, CFA
Chief of Investments, The Chicago Community Trust