Ernst & Young LLP (EY) is a global professional services firm that has been in business since 1849. They provide a variety of services including accounting, auditing, tax, and consulting services. EY works with many high-growth companies and has been involved with companies like Google since they were very small. The presentation discusses how EY helps empower and nurture "gazelle" companies, which are defined as fast-growing companies, through the various services they provide. Specific examples are given of companies that grew substantially with EY's help. Trends in healthcare innovation and some promising areas and companies in the mHealth field are also highlighted.

1. Empowering
mHealth gazelles
E&Y’s hypergrowth companies practice (SGM)
@ mHealthCon, New Brunswick NJ
01 December 2011

2. Fast facts about
Ernst & Young LLP
Well-known facts:
► Been around a while: since 1849
(including predecessors)
► Global: 150,000+ people in
140+ countries
► Premiere Big4 accounting firm
Little-known facts:
► Entrepreneur of the Year for 25 years & Winning Women Entrepreneurs for 4 years
► Heavily involved with emerging economy entrepreneurs: Endeavor Entrepreneur,
EO/GSEA, EY Fellows Program, other support
► Google (NASD: GOOG) become a client @ 5 employees, still a client
01 December 2011 Page 1 Empowering mHealth gazelles

3. E&Y’s gazelle preserve
80%
of top-20 IPOs since
…and a host of high-caliber, fast- 2007 are E&Y Clients
growing businesses Source: E&Y LLP analysis, November 2011.
Top 20 IPOs in range Jan 1, 2007 – Sep 22, 2011.
► We empower gazelles for success
► How?
► By superserving the client with advisory, tax, audit,
transaction & other services. Try us – we’ll surprise you.
01 December 2011 Page 2 Empowering mHealth gazelles

4. Nurturing and empowering
the gazelle: a case study
revenue $35.8bn TTM
$ bn
IPO
$0.35bn $3.2bn
$0.0002bn
Not to scale
time
1999 2002 2004 2011
01 December 2011 Page 3 Empowering mHealth gazelles

5. Tracking gazelles in the wild
01 December 2011 Page 4 Empowering mHealth gazelles

6. How do you find the next
innovative market leaders? (origination 101)
► If you know the answer, email ► March of the 10,000
JohnD@kpcb.com
5-year aggregate KPI’s
► Volume, engagement, filters
Raw
► Volume: Kiss a lot of frogs leads 10,000
► Engagement: Superserve the
market before they’re clients,
increase as you filter
Qualified
► Filters: VC-style criteria leads 1,000
Pursuits 100
► Apply best practices
Clients 30
10 market leaders
01 December 2011 Page 5 Empowering mHealth gazelles

7. Gazelle hunting: cast a wide net
(even non-clients end up benefiting, plus adding value to clients)
EYecosystem
EY stealth project #1
coming 1Q 2012
EYclient
EY stealth project #2
coming 1Q 2012
01 December 2011 Page 6 Empowering mHealth gazelles

8. Gazelles in healthcare innovation
[a more refined
target]
01 December 2011 Page 7 Empowering mHealth gazelles

9. Spotting the footprints…
health innovation trend watch
Trends A few specific focus areas
► Outcomes-based medicine ► Revenue innovations
► Utilization incentive Outcome incentive
► Decentralization of POC ► Subscription medicine
► Consumerization of healthcare
► Tech: better, faster, cheaper
► Concierge medicine ► Sujoy Guha’s 10 minute, $10 vasectomy
► Desktop gene sequencing
► Consolidation of providers
► Business model innovations
► Making Big Data useful
► Frequently mHealth-enabled
► Global connectivity ► Integrated health systems like McKesson
and Essence Healthcare
► Global virality…not in a good way
► Disruptive technologies
► Disruptive business models
01 December 2011 Page 8 Empowering mHealth gazelles

10. 3 cool /ideas in mHealth
(a “fantasy baseball” VC portfolio)
Does not represent an official endorsement or investment recommendation by Ernst & Young LLP.
Solely a personal opinion of what David Shrier finds interesting this month.
Caveat Emptor.
Ernst & Young LLP may have financial, business or other relationships with one or more of these companies.
Connecting patients Connecting patients Connecting all
and doctors and payers HCPs
► Notice a common theme…?
01 December 2011 Page 9 Empowering mHealth gazelles

11. On a personal note…my big sister also
speaking about mHealth in December
► Next week’s national mHealth conference, Washington DC
► Harvard’s Center on Media and Child Health (CMCH)
www.CMCH.tv
01 December 2011 Page 10 Empowering mHealth gazelles

12. > Entrepreneurship starts with “E”.
> Ernst & Young LLP.
David L. Shrier
► Entrepreneur in residence, Ernst & Young LLP
Connect with me:
► @DavidShrier
► david.shrier@ey.com
► 40° 45' 21" North + 73° 59' 11" West
// 5 Times Square, NYC
Photo © 2011 Dianne and David Shrier.
Used with permission.
01 December 2011 Page 11 Empowering mHealth gazelles