Chartis has extensive experience helping clients negotiate and structure transactions to achieve long-term strategic, financial, organizational, and growth goals. We facilitate a process to define terms and the contours of the partnership for buy-side, sell-side, and third-party “honest broker” transactions.
To get to a term sheet and letter of intent, we focus on the following areas of transaction structuring: Partnership/transaction strategy, governance model, operations and management structure, economic model and funds flow, physician enterprise design, and IT/digital infrastructure.
Managing All Phases of the Deal
Once a preferred partner is chosen and the transaction terms have been agreed to and memorialized through a LOI, we help to conduct financial and operational diligence, manage regulatory approvals, quantify quality, service, and cost improvement opportunities, prepare stakeholder communications, and assess cultural and change management readiness.
Chartis provides overall process management support, including management of other third-party advisors, across all phases of transaction structuring: from letter of intent (LOI) preparation and regulatory review through definitive agreement (DA) development and the closing of the transaction. We work as sell- and buy-side advisors to individual clients. We also work jointly for two or more parties in instances when clients prefer to have an “honest broker” representing both of their interests.
Ann Edwards is a Director with The Chartis Group and co-leader of the firm’s Partnerships practice with vast experience in post-merger integration. Ann has more than 30 years of experience leading strategic, operational, and financial improvements for healthcare providers.
Chris Regan is a founding partner, Managing Director and Managing Director of The Chartis Group. 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.
John Wiest is a Director with The Chartis Group’s Performance practice and Co-Leader of the Partnerships practice. He is a senior executive with more than 35 years of experience leading, transforming, and advising integrated healthcare systems and other providers across the care continuum.
Rob York is a Director with The Chartis Group and Co-Leader in the Partnerships practice at the firm. He has over 20 years of experience providing strategic, partnership, and financial advisory services to a range of healthcare industry clients.
Harrison Burns is a Principal with The Chartis Group. Harrison brings over 10 years of experience in health system partnerships/mergers and acquisitions, enterprise strategic planning, ambulatory network development, and service line planning.
Brett Pederson is a Director with The Chartis Group and a leader in the firm’s Strategy practice specializing in partnerships and mergers and acquisitions.
Mark Salierno is a Principal with The Chartis Group and a leader in the Strategy and Partnership practices.
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