Private Equity Advisory

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.

Contact Our Team

Our solutions

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.

Supporting PE firms with over

$3 T

Assets under management

Working in over

90 %

Of the 50 largest US metro areas

Serving

76 %

Of the 25 largest US physician groups

Serving

90 %

Of the "Best Hospitals Honor Roll, US News & World Report"

Related insights

More Private Equity Insights

Mounting headwinds in Medicare Advantage market haven’t stopped growth

The Medicare Advantage market is at an inflection point. In addition to increasing competition and slowing growth, revenue cuts and regulatory scrutiny may impact market opportunity.

How providers can materially improve care for patients with SUD

Substance use disorder (SUD) platforms that provide care across the continuum can tremendous impact. We discuss three essential goals and the related areas on which SUD providers need to focus.

Understanding the healthcare maturity curve guides successful private equity investing

Every sector of the healthcare industry is on its own maturity journey. Its position on the curve dictates how to assess the business, how to find and maximize growth, and how to create value.

Meet our Private Equity Advisory leaders

Sri Mani

Senior Partner

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

Senior Partner

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

Managing Partner and Leader, Strategic Transformation

Eric Mayeda 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

Partner

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.