Case studies
Three markets that looked closed. Three ways in.
Each of these began the same way — a good product, an entrenched market, and a buyer who was never going to be moved on price. What changed in every case was who the product was sold to, and how they heard about it.
Laparoscopic access devices
Patton Surgical Corporation
A single-product company built enough pull to become an acquisition target.
3Incumbents
1Product
2011Acquired
Energy-based vessel sealing
Microline Surgical
Locked out by GPO contracts, so the strategy found a door that wasn’t contracted.
$1.4BU.S. TAM
80%Incumbent share
$5M+New revenue
HealthTech SaaS · remote patient monitoring
Vivify Health
The hospital couldn’t justify buying it, so the patients used it first.
$3.6BTAM
70%Incumbent share
4New channels