Transaction Structuring, Terms & Execution

Transactions That Advance Your Strategic Goals
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End-to-End Support Negotiating and Structuring Transactions

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 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
  • 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
  • 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.

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