Private Equity Advisory

Private Equity Advisory

Uncovering and unlocking value across the healthcare investment life cycle

Private Equity Advisory

Uncovering and unlocking value across the healthcare investment life cycle

Faced with the repercussions of COVID-19, healthcare investors and portfolio companies seek new opportunities for growth and value creation. As the private equity healthcare market continues to undergo great change, executing resilient, intelligent strategies has never been more important.


The COVID-19 pandemic has had a significant impact on the global economy, dramatically affecting financial performance and investment decision-making. Today’s intensely competitive healthcare private equity market requires the right advisory partner to drive the next strategic imperatives and plan for the road ahead.

Chartis is uniquely positioned to help investors anticipate and navigate what’s next in today’s rapidly evolving healthcare landscape. We bring decades of experience in healthcare transaction services, partnership and venture formation, value creation, and growth and exit strategy.

We can help.

Our Private Equity Advisory practice comprises a dedicated team of seasoned senior advisors supported by the firm’s unmatched healthcare expertise, market knowledge, and industry access. Together, we help our clients identify and unlock untapped value in their healthcare investments.

Our key offerings include:

  • Transaction Due Diligence

  • We are a comprehensive due diligence advisory partner that brings together highly experienced transaction teams; deep functional experts across strategic, clinical, operational, and technical domains; and proprietary analytics to provide investors with critical advantages in information and insights as they evaluate prospective healthcare transactions.

  • Value Creation Support

  • We employ a multi-disciplinary, expert-led, and analytically rigorous approach to pre-integration planning, integration management, new entity stand up, and ongoing performance improvement that enables portfolio companies to rapidly develop and realize scale-driven efficiencies, achieve best-in-class clinical and operational performance, and accelerate growth.

  • Growth & Exit Planning

  • We serve as growth architects partnering with portfolio companies and their investors to develop sound growth strategies and tactical execution plans to launch new lines of business, expand customer channels, and enter new markets. Further, we help investors maximize returns by strategically identifying the optimal exit pathway and plan for successful exit.

  • Provider Partnership Development

  • Our unmatched experience and relationships across the healthcare delivery sector uniquely positions us to serve as a trusted guide to facilitate innovative, high-value strategic partnerships amongst investor-backed platforms, health systems, payors, and other provider entities. Our team of experienced advisors supports our clients from partnership identification through planning, partnership formation, and integration and execution. Learn more about our Partnership and M&A Solutions >

  • Payor and Value-Based Care Advisory Services

  • We advise our clients on how to navigate the ever-changing landscape of healthcare financing and create new streams of revenue, ranging from payor-provider partnerships to direct-to-employer strategies as well as government program partnerships. We understand what it takes to be successful in a value-oriented model, both in terms of internal clinical and analytical capabilities and infrastructure, as well as market-facing strategies to gain covered lives. We have served both providers and health plans in formulating strategies as well as served as the joint advisor to providers and health plans seeking to create joint ventures. Our partners have practical knowledge of what is required to be successful, having served as executives both in health plans as well as in leading CINs.

Featured Private Equity Advisory Leaders

Eric Mayeda
Director, PE Advisory Practice Leader
[email protected]

Aaron Bujnowski
Director, Integrated Delivery Network Leader and PE Advisory
[email protected]

Todd Fitz
Director
[email protected]

Sri Mani
Director
[email protected]

Nick Herro
Principal
[email protected]

Brian Spendley
Principal
[email protected]


Insights

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Brief

Partner with Purpose: How to Build a Winning Playbook to Guide Health System Partnership Strategy

Many hospitals and health systems are considering integrated partnerships more urgently than they have in the past — and perhaps with partners that have historically been considered unlikely.

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As Medicare Advantage Enrollment Booms, Healthcare Entities Need to Plan Around Key Trends

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Get in touch.

Private Equity Advisory | Healthcare | The Chartis Group