Strategic Options & Portfolio Services
Uncover and understand your partnership opportunities
Chartis helps you identify and evaluate potential partners, beginning with a robust and comprehensive partnership plan explicitly linked to your mission, goals, and enterprise strategy. We bring a structured process to strategy development including evaluating potential partners, ensuring a high degree of alignment between parties on all key dimensions, and developing and articulating a strong business case and value proposition for the partnership for all stakeholders. Our work includes sell-side, buy-side, and merger of equal types of transactions.
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Meet our Strategic Options & Portfolio Services leaders
Ann Edwards
Ann Edwards is a Senior Partner in Financial Transformation and co-leads the Mergers & Integration practice. Ann has more than 30 years of experience leading strategic, operational, and financial improvements for healthcare providers.
Chris Regan
Chris Regan is a Founding Partner of Chartis and is a Managing Partner in Strategic Transformation, where he co-leads the Partnerships/M&A practice. 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
John Wiest is a Senior Partner in Financial Transformation and co-leads the Mergers & Integration 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
Rob York is a Senior Partner in Strategic Transformation and co-leads the Partnerships/M&A practice. He has over 20 years of experience providing strategic, partnership, and financial advisory services to a range of healthcare industry clients.
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.
Sue Anderson
Sue Anderson is a Partner in Strategic Transformation and has more than 20 years of healthcare management consulting experience advising hospitals, health systems, academic medical centers, and physician practices.
Harrison Burns
Harrison Burns is a Partner in Strategic Transformation. With over 15 years of experience, he has been privileged to serve many leading healthcare organizations across the country. He specializes in the areas of: strategic partnerships, mergers and acquisitions, and joint ventures; enterprise strategy and growth planning; clinical transformation; service line planning; ambulatory network development; and financial performance improvement.
Brett Pederson
Brett Pederson is a Senior Partner in Strategic Transformation and co-leads the Strategic Planning practice.
