Purpose-built to unlock value for healthcare investors & companies
Chartis is a leading advisor to healthcare-focused private equity (PE) firms and investor-backed platforms. From inception to exit, our dedicated PE Advisory Practice helps you uncover and realize untapped value in healthcare services and technology investments.
Proven experience to plan for what’s next
In today’s intensely competitive and rapidly evolving healthcare investing landscape, advantages in information and execution have never been more important. The Chartis Private Equity Advisory Practice brings deep sector-specific expertise, extensive knowledge of healthcare market dynamics, access to an unparalleled network of industry leaders, and sophisticated data and analytic capabilities to help financial sponsors and portfolio companies act with clarity and conviction today and navigate what’s next.
Our client impact
We are privileged to advise many of the leading and largest healthcare delivery organizations, services and technology platforms, and investors.
Assets under management
Of the 50 largest US metro areas
Of the 25 largest US physician groups
Of the "Best Hospitals Honor Roll, US News & World Report"
Related insights
Meet our Private Equity 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.
Nick Herro
Nick Herro is a Senior Partner in Strategic Transformation. His experience includes advising healthcare providers, health plans, and investors in buy/sell-side transaction diligence, value-based care, and strategic planning.
Eric Mayeda
Eric Mayeda is a Managing Partner and co-leads the Strategic Transformation Line of Business. He has over 20 years of healthcare management consulting experience, serving as a senior advisor and strategist to leading healthcare-focused PE firms, public and private healthcare services and technology companies, health systems, and payers.
Tom O'Toole
Tom O'Toole is a Partner in Strategic Transformation. Since joining the firm, Tom has primarily worked with academic medical centers and integrated delivery networks on key strategic issues, including enterprise strategic planning, clinical network strategy development, ambulatory network development, and more.
Keith Lukasik
Keith Lukasik is a Partner in Strategic Transformation with over 15 years of healthcare strategy and financial advisory experience.
