Legacy DNA

What Legacy DNA does

Legacy DNA is a privately held, founder-led healthcare commercialization and enterprise value advisory firm founded in 2009 by Dr. Roxie Mooney, DBA, and headquartered in Orlando, Florida. The firm serves PE-backed and mid-market healthcare companies with $10M-$250M in revenue that are preparing for an exit within 12-36 months, with vertical specialization in specialty pharmacy, healthtech, women's health, longevity, and AgeTech. Its core intellectual property is the Enterprise Value Creation System (EVCS), a proprietary six-stage closed-loop framework (Value Gap, Exit Readiness, Commercial System, Value Flywheel, Buyer Lens, Exit Outcome) that maps where growth stalls and where enterprise value is built or lost in healthcare businesses.

Name

Legacy DNA

Legal name

Legacy DNA

Website

https://legacy-dna.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy DNA is a founder-led healthcare commercialization advisory firm that helps PE-backed and mid-market healthcare companies ($10M-$250M revenue) build commercialization systems and prepare for premium exits, anchored by its proprietary Enterprise Value Creation System (EVCS) framework.

Ownership category

akta.pro rank

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Exit Readiness Sprint: 90-day engagement for companies needing clearer, stronger story. Clarifies customers, markets, positioning, and builds unified narrative.
2. Premium Acquisition Sprint: 90-day engagement for companies preparing to engage investors or strategic acquirers. Crafts buyer-ready narrative, packages proof, and maps target acquirers.
3. Growth Engine Partnership: 12-month engagement embedding fractional CMO leadership, demand systems, and valuation dashboards. For companies scaling toward premium exit.
4. Exit Readiness Diagnostic: Focused paid diagnostic that pinpoints where growth is breaking and what to fix first. 30-minute session reviewing scorecard results.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Legacy DNA is a senior-led healthcare commercialization and enterprise value advisory firm that helps mid-market healthcare and healthtech companies ($10M-$250M revenue) build commercial systems that translate growth into enterprise value, primarily in preparation for a premium exit. Services are delivered through the proprietary Enterprise Value Creation System (EVCS) framework via structured 90-day sprints (Exit Readiness Sprint, Premium Acquisition Sprint) and a 12-month Growth Engine Partnership that embeds fractional CMO leadership.

Product overview

Legacy DNA offers a unified commercialization and valuation advisory service centered on its proprietary Enterprise Value Creation System™ (EVCS) — a six-stage framework for moving healthcare companies from growth to premium exit. The core EVCS framework is delivered through structured engagement products: the 90-day Exit Readiness Sprint™ and Premium Acquisition Sprint™ for targeted interventions, and the 12-month Growth Engine Partnership™ for sustained embedding of fractional CMO leadership and valuation dashboard systems. Entry pathways include the Exit Readiness Scorecard™ (self-assessment), Exit Readiness Diagnostic (paid assessment), and Strategic Fit Call. Supporting offerings include a free AI Prompt Guide for self-diagnosis and the book 'Winning in Healthcare' documenting the EVCS methodology through case studies. The firm is not a technology platform but a senior-led professional services firm.

Differentiator

Problem solved

Functional benefit

Brands

• Enterprise Value Creation System (EVCS): Proprietary six-stage framework for moving a healthcare company from growth to a premium exit, mapping where enterprise value is built or lost.
• Exit Readiness Scorecard
• Exit Readiness Sprint
• Premium Acquisition Sprint
• Growth Engine Partnership

Quantifiable outcome

• BioPlus scaled from $750M to $2B revenue with 13 consecutive quarters of growth
• +4 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Jarrard Phillips Cate & Hancock: Healthcare-focused strategic communications and change management consultancy. Directly comparable to Legacy DNA because it serves providers, payers, and growth-stage healthtech with positioning, narrative, and M&A-related communications strategy.
• Sage Growth Partners: Healthcare consulting and marketing firm combining strategy, market intelligence, and creative services for providers, payers, and healthtech. Closely overlaps with Legacy DNA's mix of commercialization consulting and revenue-driving marketing engagements.
• SPM Marketing & Communications: Healthcare marketing and communications agency serving pharma, OTC, and health clients with brand strategy and launch support. Comparable to Legacy DNA on healthcare marketing, commercialization, and senior-led engagement model.
• Healthcare Success: Healthcare marketing agency serving hospitals, health systems, payers, and growth-stage healthtech with digital marketing and full-funnel demand programs. Overlaps Legacy DNA's healthcare-specific go-to-market consulting for growth and exit contexts.
• Concentric Health Experience: Healthcare agency blending brand, communications, and marketing strategy with patient and provider insights. Comparable to Legacy DNA on senior-led commercial strategy and category positioning for healthcare brands.
• Unlock Health: Healthcare marketing agency combining media, creative, and analytics for hospital systems and growth-stage healthtech. Comparable to Legacy DNA on healthcare go-to-market execution and engagement-based pricing.

Broad incumbents

• FINN Partners (Healthcare Practice): Global communications firm with a sizable healthcare practice offering public relations, change communications, and transaction communications. Overlaps Legacy DNA's positioning and narrative services as part of a much broader portfolio.
• ZS Associates: Global management consulting and technology firm with deep healthcare and life-sciences practices covering strategy, sales, and marketing. Overlaps Legacy DNA's healthcare commercialization and value-creation category at enterprise scale.
• McKinsey & Company (Healthcare Practice): Global management consulting firm with a healthcare practice spanning payer, provider, and pharma services strategy. Adjacent competitor to Legacy DNA for senior-led commercialization and exit-readiness work at the high end of the market.
• Bain & Company (Healthcare Practice): Global management consulting firm with a healthcare practice focused on provider, payer, and pharma services growth and M&A strategy. Overlaps Legacy DNA's mid-market healthcare value creation and exit positioning work at enterprise scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/legacy-dna-marketing-group
• Xx.com/legacydnagroup
• Facebookfacebook.com/legacyDNA

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy DNA