Navigate transactions with confidence
Strategic M&A and partnerships have become essential to stay competitive, achieve scale, harness innovation, diversify revenue, and deliver value. Chartis helps you navigate this complexity with confidence. Our teams bring decades of transaction expertise to clients to unlock value in a constantly evolving landscape.
Our solutions
- M&A Strategy
- Transaction Diligence
- Post-Merger Integration
- Transaction and Strategic Alliance Development
- Portfolio Optimization: Remediation, Divestitures, and Spin-Off Assessment
Expert guidance. Proven impact.
Many organizations are turning to new markets, new capabilities, and new partnerships to position themselves for the future. At Chartis, we bring deep healthcare expertise to every transaction. Whether you are a provider, payer, technology company, healthcare service company, retail company, investor, or innovator, we partner with you to clarify your objectives, structure the deal, and deliver measurable results.
Our teams combine consulting rigor with industry experience to ensure solutions are grounded in insight and impact. With objectivity and the expertise of leaders who have advised complex healthcare transactions, we help you make bold moves with confidence and lasting value.
Unparalleled healthcare expertise
Our teams include not only strategists and seasoned transaction executives, but also informaticists, finance and clinical leaders, clinical quality experts, physicians and nurses, health plan specialists, digital advisors, AI experts, communications specialists, and futurists.
This unmatched breadth of expertise across the healthcare ecosystem enables us to anticipate challenges from every angle and deliver solutions that create lasting value.
Related insights
Meet our M&A Strategy and Transaction Advisory Leaders
Sri Mani
Sri Mani is a Senior Partner in Strategic Transformation and leads the Private Equity Advisory practice. He brings over 20 years of experience in healthcare management consulting and investment banking.
Chris Regan
Chris Regan is a Founding Partner of Chartis and is a Managing Partner in Strategic Transformation, where he co-leads the Partnerships/M&A practice. He has a wide range of experience in the healthcare field, having led over 150 engagements for provider, payer, and life sciences clients across the country over his 35-year career.
Jeff Weiss
Jeff Weiss is a Managing Partner and a Co-Leader of the Strategic Transformation line of business at Chartis. Jeff brings close to 30 years of prior consulting experience focused on helping clients build and launch new businesses, implement strategy and manage organizational change, redesign organizations and restructure board governance, develop and manage strategic partnerships, engage in post-merger integration, effect internal alignment and manage cross-departmental and cross-functional collaboration, and negotiate complex agreements.
Amy Woodrum
Amy Woodrum is a Senior Partner in Strategic Transformation. Her primary focus has been advising academic medical centers on strategic planning initiatives and developing advanced financial modeling to support strategic partnerships.
Rob York
Rob York is a Senior Partner in Strategic Transformation and co-leads the Partnerships/M&A practice. He has over 20 years of experience providing strategic, partnership, and financial advisory services to a range of healthcare industry clients.
Tej Shah
Tej Shah co-leads HealthScape Advisors, a Chartis Company. Tej works with clients across the healthcare industry to improve quality, experiences, and costs for patients through integration, standardization, and value-based reimbursement.
Jeremy Stenger
Jeremy Stenger is a Senior Partner at HealthScape Advisors, a Chartis Company. He provides critical strategic, operational, and financial guidance to clients across all sectors of the healthcare industry.
Dan Delaney
Dan Delaney is a Managing Partner and co-leads HealthScape Advisors, a Chartis Company. With more than 25 years of experience in the dynamic healthcare industry, Dan advises health plans and specialty health organizations on strategy, growth, and transformation.
