Strategic Healthcare Consulting
Strategic brief: CMS has opened cardiac ablation to ambulatory surgery centers effective January 1, 2026. The site-of-service shift in one of cardiology's most valuable procedural lines is now structural — not hypothetical.
Historical Lessons
- GI Endoscopy: Structural migration from hospital to ASC is now the standard site-of-service for routine diagnostic and therapeutic procedures.
- Cardiac Cath: Historical precedent shows high-volume procedural lines inevitably follow structural reimbursement incentives toward lower-cost settings.
Why EP is Different
Structural Urgency
The site-of-service shift for cardiac ablation is not hypothetical. Effective January 1, 2026, CMS policy creates a mandatory structural decision point for HCA health systems.
THE DEFENSIVE MOAT — PATTERN RECOGNITION
We have seen this movie. Twice.
GI endoscopy and cardiac catheterization both followed predictable trajectories after CMS opened the ASC site. The first 18–24 months determined who controlled the resulting market — hospital systems that moved early, or physician-owned and PE-backed ASCs that captured the volume and the referral chain. EP is now at month zero.
GI Endoscopy
Hospitals lost the line
Before the structural shift hit the P&L, physician-owned and PE-backed centers had already seized the volume, referral networks, and long-term GI economics.
Cardiac Cath
Early movers preserved share
Early adopters of ASC joint ventures and specialist alignment secured superior case mix and long-term cardiology market share.
EP Ablation
The window is now
Higher-margin EP economics and PFA’s rapid ASC volume acceleration make the first 18–24 months critical to securing your decade-long market position.
STRATEGIC CADENCE
The EP Ablation Strategic Framework
01
FRAME the Impact
Assess structural site-of-service shifts. Quantify the migration of cardiac ablation procedural lines to ASC environments.
02
DIAGNOSE Leakage
Identify clinical and financial leakage within current HCA hospital networks. Analyze physician alignment and referral patterns.
03
DESIGN Models
Architect new service delivery models. Structure joint ventures and clinical integration strategies optimized for the ASC transition.
04
DECIDE Capital
Formulate capital allocation recommendations. Drive executive decisions on infrastructure and long-term asset positioning.
FOUNDERS
Leadership Team
Ian Roy
Co-Founder / CEO
20-year U.S. Navy SEAL Officer with extensive leadership experience across Naval Special Warfare in complex, high-risk environments. Founding architect of Shield AI — shaped the initial vision, secured early customer support, raised capital, and developed the launch plan for advanced autonomy and AI-driven systems in mission-critical settings. Brings a proven ability to build, scale, and execute under pressure at the intersection of national security, artificial intelligence, and autonomous systems.
Jack Brodowicz
Co-Founder / COO
Former U.S. Navy SEAL Officer and graduate of the United States Naval Academy, where he was a multi-sport Division I athlete. Served in multiple leadership roles within Naval Special Warfare, including as Operations Officer responsible for planning and executing mission sets across a large geographic theater in support of a special operations task force. Led cross-functional teams, coordinated interagency efforts, and managed complex operational architectures in high-stakes environments.
Dr. Antony Chu, MD / MBA
Co-Founder / CMO · Cardiologist
Yale / MIT-trained clinical cardiac electrophysiologist operating at the intersection of clinical medicine, engineering, and AI. Internationally recognized expert in bioelectric cardiac signal processing, complex ablation, and machine-learning-enabled clinical decision systems. Has led development of platforms integrating continuous biometric data, wearable sensors, and predictive algorithms for real-time risk stratification. Underpins Sovryn’s vision of multi-agent, data-integrated intelligence for human performance and disease forecasting.