Case studies

We actively engage with our portfolio companies to support them in the execution of key initiatives. Below are a few areas we have specifically been able to drive value for our portfolio


Account Targeting

“Serent enabled us to take our wealth of industry knowledge and institutionalize it with data to re-target our sales force at the most attractive potential customers”

Glen Laschober, CEO Cardon Outreach



Cardon Outreach is a leading outsourced provider of revenue cycle management services, helping over 900 hospitals and clinics optimize revenue recovery for uninsured and underinsured patients. Prior to investment, Cardon's organic growth had stalled.


  • Along with the Chief Revenue Officer, Serent worked to prioritize hospitals by service line using internal and external data and define a list of hospitals for each sales rep to target in their regions
  • The Account targeting work led to changing the focus from “whale-hunting” large hospitals to targeting more predictable set of hospitals


Account targeting helped revitalize organic sales growth and bring greater predictability to forecasting that growth.