Expanded Care Scope CEI is a comprehensive PACE provider combining primary care, hospital services, home health, transportation, social services, and rehab under one model. This integrated offering presents a cross-sell opportunity to healthcare partners (hospitals, insurers, housing facilities) seeking bundled elder care solutions that reduce hospitalizations and support aging-in-place.

Community Engagement Recent partnerships and events (Connected Horse social prescribing program; annual fundraising tournaments) indicate a strategy to deepen community ties and nontraditional care touchpoints. Leverage these networks to introduce joint programs with senior living communities, senior centers, and philanthropically aligned sponsors.

Digital & Analytics Readiness CEI’s tech stack includes Power BI, SAS, SQL Server, and iCIMS, highlighting data-driven operations and performance measurement. This opens doors for collaborations on outcomes analytics, risk stratification, and improved care coordination with payers and analytics vendors.

Leadership Momentum New COO Maria Lozzano appointment in 2026 signals strategic operations strengthening, complementing ongoing CEO leadership since 2021. Engage in conversations about scale, process optimization, and expansion partnerships with payers and health systems seeking mature executive leadership and governance.

Market Positioning As a mid-sized PACE provider in the Bay Area with 50–100M revenue and 201–500 employees, CEI sits between smaller regional programs and larger incumbents. Target opportunities include payer contract expansions, hospital discharge coordination partnerships, and referral networks with similar-sized peers looking to nationalize successful PACE components.