FDE Outreach Research Campaign Report (Updated)
Generated: 2026-01-22 Total Organizations: 24 right-sized prospects Target Size: 30-150 employees (small-to-medium regional players) Regions: Midwest + New England/Mid-Atlantic
Executive Summary
This updated report contains prospect data for DaisyAI's FDE outreach campaign, targeting smaller regional healthcare organizations (30-150 employees) that could benefit from clinical case management and utilization review solutions.
Key Changes from Initial Research
- Reduced target size from 50-200 to 30-150 employees
- Removed large organizations like A.I.M. Mutual (~200+ employees), GI Associates (~200-500 employees)
- Focused on truly regional players that are owner-operated or physician-led
- Added priority tiers to guide outreach sequencing
Results Overview
| Vertical | Count | Top Tier 1 Prospects |
|---|---|---|
| Workers' Compensation | 4 | Spooner Inc, The Lawson Group |
| Behavioral Health | 5 | Cedar Ridge, Nicasa, Transitions of WI |
| Cardiology | 4 | Toledo Cardiology, Southern Indiana H&V |
| Pulmonology | 3 | Pulmonary Associates of Lancaster |
| Outpatient Clinics | 2 | Neighborhood HealthSource |
| Ambulatory Surgery Centers | 6 | Effingham ASC, The Surgery Center, Tri-Cities |
Tier 1 Priority Prospects (Best Fit)
These organizations best match DaisyAI's ideal customer profile: right size, strong pain points, identifiable leadership.
1. Spooner Incorporated
- Location: Westlake, OH
- Employees: ~51
- Vertical: Workers' Compensation
- CEO: Joe Spooner (President)
- Why: Family-owned since 1975, one of 10 certified Ohio MCOs. Handles high volume of prior auth and medical necessity reviews. A+ BBB rating indicates quality focus.
2. The Lawson Group
- Location: Concord, NH
- Employees: ~50-100
- Vertical: Workers' Compensation
- CEO: Scott Lawson (President & Founder)
- Why: Unique full-service TPA model with nurses and case managers on staff. Perfect fit for clinical case management solutions.
3. Cedar Ridge Behavioral Health Solutions
- Location: Cambridge, OH
- Employees: ~50-100
- Revenue: $11.7M
- Vertical: Behavioral Health
- CEO: Alicia Beynon (CEO/Owner)
- Why: CARF accredited, expanding with new detox center. Residential + outpatient = complex authorization needs.
4. Nicasa Behavioral Health Services
- Location: Round Lake, IL
- Employees: ~76
- Vertical: Behavioral Health
- CEO: Bruce Johnson
- Why: 1 of only 9 state-licensed facilities in IL. 55+ years serving community. Substance use + mental health + gambling = diverse UR needs.
5. Transitions of Western Illinois
- Location: Quincy, IL
- Employees: ~45
- Vertical: Behavioral Health
- Executive Director: Mark Schmitz
- Why: Newly designated CCBHC in 2024. 70 years serving Adams County. CCBHC certification = enhanced Medicaid compliance requirements.
6. Toledo Cardiology Consultants
- Location: Toledo, OH
- Employees: ~40-60
- Vertical: Cardiology
- Why: Only private cardiology practice in Northwest Ohio. 17 physicians, independent model = they control their own operations and purchasing decisions.
7. Southern Indiana Heart & Vascular
- Location: Columbus, IN
- Employees: ~30-75
- Vertical: Cardiology
- Why: Most experienced cardiovascular group in South Central Indiana since 1987. Multiple locations in Columbus, Greensburg, Seymour, North Vernon.
8. Pulmonary Associates of Lancaster
- Location: Lancaster, PA
- Employees: ~25-40
- Vertical: Pulmonology
- Why: 17 physicians covering 8 specialties. Board-certified team with advanced diagnostic technology. CPAP/BiPAP authorizations are major pain point.
9. Effingham Ambulatory Surgery Center
- Location: Effingham, IL
- Employees: ~40-100
- Vertical: ASC
- Administrator: Jean Dunaway, RN, CASC
- Why: 4 ORs, ~550 cases/month = high volume with significant authorization workload. Administrator since 2009.
10. The Surgery Center (Middleburg Heights)
- Location: Middleburg Heights, OH
- Employees: ~30-80
- Vertical: ASC
- Administrator: Barbara P. Draves, CASC
- Why: Owner-operated since 1984. 23-hour stay capabilities. Administrator on CASC board = industry connected.
11. Tri-Cities Surgery Center
- Location: Geneva, IL
- Employees: ~30-80
- Vertical: ASC
- Administrator: Joseph G. Ollayos
- Why: Administrator is president of IL ASC Association board. Multi-specialty (ENT, ophthalmology, GI, urology, general surgery).
Tier 2 Prospects (Strong Fit)
Behavioral Health
| Organization | Location | Employees | Leader |
|---|---|---|---|
| Woodhaven Residential Treatment Center | Dayton, OH | ~19 | Kyle Zink (ED) |
| Northstar Behavioral Health | Maplewood, MN | ~88 | Ross Newcombe (CEO) |
Cardiology
| Organization | Location | Employees | Leader |
|---|---|---|---|
| Michigan Heart Group | Troy, MI | ~50-100 | Steven Ajluni, MD (CEO) |
Pulmonology
| Organization | Location | Employees | Leader |
|---|---|---|---|
| Pulmonary Associates Inc. | Wynnewood, PA | ~20-50 | - |
| Pulmonary Physicians Inc. | Ohio | ~20-50 | - |
ASCs
| Organization | Location | Employees | Leader |
|---|---|---|---|
| Wisconsin Specialty Surgery Center | Kenosha, WI | ~30-60 | Kristy Minatto, RN |
| Ohio Valley Ambulatory Surgery Center | Belpre, OH | ~30-60 | Tracey Hood, RN |
Outpatient
| Organization | Location | Employees | Leader |
|---|---|---|---|
| Neighborhood HealthSource | Minneapolis, MN | ~100-150 | Steve Knutson (CEO) |
| Penn Psychiatric Center Inc. | Collegeville, PA | ~30-60 | - |
Tier 3 Prospects (Good Fit / Smaller)
| Organization | Vertical | Location | Employees | Leader |
|---|---|---|---|---|
| Minutemen OhioComp | Workers' Comp | Cleveland, OH | ~9 | - |
| Cardiology Associates of Michigan | Cardiology | Macomb/St. Clair, MI | ~25 | Dr. Mark Zainea |
| Eye Center of Columbus | ASC | Columbus, OH | ~30-80 | Mary Meier |
| Mackinaw Administrators | Workers' Comp | Brighton, MI | ~50-100 | Bill Brown |
Vertical Pain Points Summary
Workers' Compensation TPAs/MCOs
- High volume of prior authorization requests
- Evidence-based medical necessity reviews
- Return-to-work program management
- State compliance (especially Ohio BWC)
Behavioral Health Centers
- Level of care determinations
- Concurrent review requirements (residential stays)
- CCBHC compliance documentation
- Dual-diagnosis complexity
Cardiology Practices
- Imaging authorization (echo, nuclear, CT)
- Procedure authorization (cath, ablation)
- Medical device prior auth
- ~90% of cardiologists now health system-employed (independents are rare)
Pulmonology Practices
- CPAP/BiPAP authorization
- Pulmonary function testing authorization
- Specialty medication access (biologics)
- Sleep study authorizations
Ambulatory Surgery Centers
- Procedure authorization requirements
- Site-of-service determinations
- Multi-specialty documentation needs
- High case volumes = high auth volumes
Outreach Recommendations
Approach by Tier
Tier 1 (11 organizations):
- Personalized outreach from Thomas or Michael
- Research specific pain points before contact
- Reference industry-specific challenges (e.g., "Ohio BWC compliance" for Spooner)
Tier 2 (9 organizations):
- Template-based outreach with light personalization
- Follow up on Tier 1 non-responses
Tier 3 (4 organizations):
- Include in broader marketing campaigns
- May be too small for immediate ROI
Geographic Clustering
For efficient in-person meetings, consider clustering:
- Ohio cluster: Spooner, Cedar Ridge, Toledo Cardiology, Surgery Center (Middleburg), Ohio Valley ASC
- Illinois cluster: Nicasa, Transitions of WI, Effingham ASC, Tri-Cities Surgery
- Pennsylvania cluster: Pulmonary Associates (Lancaster), Pulmonary Associates Inc. (Wynnewood), Penn Psychiatric
Appendix
- Full organization data:
data-updated.csv - Total Tier 1 prospects: 11
- Total Tier 2 prospects: 9
- Total Tier 3 prospects: 4
- Organizations with CEO/Leader identified: 18 of 24 (75%)
- Organizations in target employee range (30-150): 24 of 24 (100%)
Report generated for DaisyAI FDE outreach campaign. Data current as of January 2026.