Ometz Partners
We cut through the AI noise for private equity’s health and wellness buy-and-builds.
We tell sponsors and portfolio CEOs which AI to adopt and which to ignore, then do the work inside the platform and its add-ons, measured against the deal case. The partner who scopes the engagement delivers it.
The noise
Heard of the agent platform your board mentioned last week? Or the one that replaced it this week?
Keeping up is close to impossible, and it is not the job. The job is to decide what is worth adopting in a company like yours, deploy the few things that fit, and show the value in your own numbers.
We are technology agnostic. We recommend tools on fit and cost, build on the systems you already run where they work, and say so when the answer is not new software.
54,095
AI tools listed in one public directory when we read it on 9 October 2026. A directory count, not a market census. Few of them will matter to your business; finding those is the work.
The noise, and what it returns, in published numbers
1.5
new AI tools listed every hour, on average, in a single public directory: its counter rose from about 47,400 in April 2026 to 54,095 on 9 October 2026, roughly 35 a day
3,499
newly funded AI companies worldwide in 2025, close to ten a day, up 70.8% on 2024
Stanford HAI, AI Index Report 2026, Chapter 4 Economy (Quid data) (2026)
56%
of CEOs say their companies realized neither higher revenues nor lower costs from AI investments in the past twelve months; one in eight report both
PwC, 29th Global CEO Survey (more than 4,000 CEOs, 95 countries and territories) (2026)
37%
of organizations surveyed can attribute any EBIT impact to their AI use, while 88% now use AI in at least one business function
McKinsey, The State of AI: Global Survey 2026 (1,719 respondents, published August 2026) (2026)
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Why this focus
A firm that claims every sector cannot tell signal from noise either.
We work through private equity because sponsors buy outcomes on a clock: a value-creation plan with a baseline, owners and a date. That is how we work anyway, and one method can run across a portfolio instead of being reinvented company by company.
We go deep in health and wellness because the partners have spent their careers inside its value chain, from chemicals and ingredients through pharma services and consumer health to the multi-site platforms that deliver care. That depth lets a diagnostic find the money in weeks rather than months, and keeps us out of clinical decisions that are not ours to make.
Our specialty is buy-and-build, where the mid-market creates and loses the most value. A platform and its add-ons are integrated against the deal case, with value capture measured rather than assumed. Technology earns its place in that plan on fit, cost and risk.
How the technology work runs
Fewer tools, chosen on fit, cost and risk, and reviewed every quarter.
The same cycle runs in every program. We tell you when the answer is not new software, and where we resell a product or receive a referral fee, we say so before you decide.
- 01MapWhat the business needs, measured against the Diagnostic baseline.
- 02MatchTools compared on fit, cost and risk, including the systems you already run.
- 03DeployBuilt and integrated with governance and an audit trail.
- 04ReviewThe stack reviewed on a fixed cycle; what does not earn its place goes.
How an engagement starts
Every engagement starts with a Diagnostic. What follows depends on what it finds.
01 · The front door
Performance Diagnostic
Two to four weeks at a fixed fee, agreed in writing. Senior operators work from your own systems and people: revenue, margin, cost-to-serve, cycle time and cash, reconciled to the P&L. You leave with three improvement plays, each priced with its value, cost and risk, and a 90-day plan. The findings are yours whether or not we continue.
For sponsors, the Portfolio Diagnostic runs the same method and metric definitions across several portfolio companies, so baselines can be compared and plays ranked.
How the Diagnostic works02 · If the plan needs an owner
A fractional or interim seat
Fractional on a monthly retainer, interim for a defined term, or a sprint of about ninety days. Ometz Partners is the accountable partner in the seat, and you meet the person before anything is signed.
03 · If the thesis is buy-and-build
Buy-and-build support
Integration for the platform and each add-on: systems, workflows, pricing and people, tracked against the deal case from the first hundred days.
Programs, scoped and priced after the Diagnostic
Commercial Growth
More revenue and better price realization from the customers, pipeline and coverage you already have, then from the segments you choose to win.
Customer & Patient Access
Faster, simpler access for patients, clients and customers, at a lower cost to serve.
Operations Performance
Lower cost, shorter cycle times and more cash from the work behind the front line.
Performance Measurement
One set of numbers, defined once, that leadership, the board and the sponsor all trust.
Technology Strategy & Deployment
The technology the business needs, chosen on fit, cost and risk, deployed against a number, and reviewed every quarter.
Why Ometz Partners
The rigor of a strategy firm, with the structure changed.
The partner who sells delivers.
The person you meet in scoping leads the Diagnostic, runs the program and reports against the targets agreed at the start. Fixed fee and priced plays, for companies between $20M and $500M in revenue and the sponsors behind them.
We share the risk of the plan we write.
Every program is measured against the baseline set in the Diagnostic. Where the work allows, we put part of our fee at risk against the targets we agree with you. If those measures do not move, that part is not invoiced.
Technology agnostic, and open about it.
We match tools on fit, cost and risk, and review the stack on a fixed cycle. Where we resell a product or receive a referral fee, we tell you before you decide, and show you the alternatives we considered.
Measured against your own baseline.
Progress is reported from the baseline the Diagnostic set, from sources you can audit. The figures on this site are cited market benchmarks. We publish no client numbers, logos or testimonials.
Industries
Sectors we know from the inside.
The Performance Radar
Fourteen questions on whether the business is ready to put AI to work.
Seven dimensions, from strategy and data to governance and culture. A self-assessment that shows where to look first. The measured baseline, taken from your own systems, comes from the Performance Diagnostic.
Run the Performance RadarSample output
Illustrative scores. Yours are computed from your answers.
Questions
The questions buyers ask first.
CEOs, COOs, CFOs and private equity operating partners at companies between roughly $20M and $500M in revenue, and the sponsors behind them. We work through private equity, across a sponsor's portfolio and inside individual portfolio companies. Our depth is health and wellness, along the value chain from chemicals and ingredients through pharma services and consumer health to food and beverage, and in multi-site care platforms such as DSOs, home health and MSOs. Our specialty is buy-and-build, which is also how we work in financial services: with PE-backed roll-ups in wealth management, broker-dealers, RIA aggregation and CPA and advisory platforms.
With a scoping conversation, then a Performance Diagnostic. The Diagnostic runs for two to four weeks at a fixed fee agreed in advance. We build a baseline from your own systems and from time with the people who do the work, find where growth, margin, cost, speed or cash are being lost, and hand you three improvement plays, each sized and priced, with a 90-day plan for the first. The findings are yours whether or not we continue together. If the Diagnostic shows a program will not pay back, we say so and do not propose it.
We use three engagement models and do not publish a rate card or list any fee on this site. The Performance Diagnostic is a plain fixed fee. Programs that follow are fixed-scope, with deliverables, timing and measures written down before work starts. Interim and fractional seats run on a monthly retainer or for a defined term. Every proposal states what the work will be measured against.
Every program is measured against the baseline set in the Diagnostic. Where the work allows, we put part of our fee at risk against the targets we agree with you in writing. If those measures do not move, that part is not invoiced. The mechanics are set per proposal, never published, and the Diagnostic itself stays a plain fixed fee.
We are technology agnostic. We recommend tools on fit and cost, build on the systems you already run where they work, and tell you when the answer is not new software. Where we resell a product or receive a referral fee, we tell you before you decide, and we show you the alternatives we considered. That disclosure is written into every proposal.
AI is a tool, not the starting point. We begin with the performance problem: growth, margin, cost, speed or cash. Then we redesign the work and deploy automation, data pipelines and AI where they remove effort or improve decisions. Where a pricing rule, a planning routine or a clearer handoff solves the problem, that is what we recommend. The Technology Strategy & Deployment program runs that cycle: map needs, match tools on fit, cost and risk, deploy, and review the stack every quarter.
We access only what the work requires, under your data and security policies, and automated steps keep an audit trail. Where our work handles protected health information, we sign a Business Associate Agreement before any such data is shared. We do not claim certifications we do not hold; during the Diagnostic we walk your security and compliance teams through our controls so they can assess them directly.
We do not provide investment, legal, tax or medical advice, and we do not make clinical, quality-release or supervisory decisions; those stay with your licensed professionals, your Quality Unit and your compliance team. We do not present market benchmarks as client results, and we do not publish client numbers, logos or testimonials. If the Diagnostic shows that a program will not pay back, we tell you.
No. Every statistic on this site is a third-party market benchmark from published research, shown with its source and year. Your results are measured against your own baseline, set in the Performance Diagnostic.
Next step
Find out where performance is being lost, and what it is worth to fix.
אומץOmetz is Hebrew for courage. Progress starts with seeing what matters clearly, and with the nerve to act on it.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.
Scope a DiagnosticA short written request: name, company, role, revenue band, whether you are PE-backed, and the question you want answered. A partner replies in writing.