
"Tracy’s work has been exceptional. She has come to understand the intricacies of our business, impressing key stakeholders at a forecasting summit. Here, she was interacting for the first time with our commercial leaders as if she had been plugged into the business at a high level for years."
-- Jeremy Trinidad | Head of Global Strategy, Insights and Analytics, Ascensia Diabetes Care
"Excellent - great listener, self-starter, motivated, thorough, thoughtful. Tracy grasped the scope we needed and ran with it."
-- Chip Truwit, MD, FACR | Chief Innovation Officer, Upstream Health Innovations; Chief of Radiology, Hennepin County Medical Center; Professor of Radiology, University of Minnesota
"Tracy brings intelligent analysis, business insight and strategic vision to her work. She is strongly driven to understand highly complex issues and expertly adapts her findings to produce actionable plans for clients. We found her research and advice invaluable."
-- Barbra G. Rabson | President and CEO, Massachusetts Health Quality Partners
Wellesley Strategy Advisors is a strategy consulting firm.
Services
Market Research & Strategic Planning
- • Business plan development
- • Fundraising pitch decks
Private Equity Services
- • Due diligence assessments
- • Value creation studies
Business & Financial Modeling
- • Cash flow forecasts
- • ROI models
- • Pricing strategies
- • Business analytics
Marketing & Sales Enablement
- • Presentations
- • Lead generation
Sample Clients and Industries

Healthcare

Strategy Consulting

Private Equity

Healthcare

Private Equity

Healthcare

Data Analytics

Strategy Consulting

Education
Case Studies
Business & Financial Modeling
- • Glucose monitoring forecast for a worldwide diabetes care company
- • Model for a digital health startup business plan and fundraising
- • Financial sustainability assessment for a patient engagement service
Business Strategy
Private Equity Services
- • Due diligence assessment of an industrial robotics company
- • Value creation study for a flooring manufacturer