Transaction Diligence

Insights to enable healthcare investments

Healthcare is complex, nuanced, and growing. Investing in healthcare services and technology businesses requires thoughtful insight and deep domain expertise to ensure that sponsors can de-risk investments and identify new opportunities. Chartis brings together highly experienced transaction advisors and experts across strategic, clinical, operational, and technical domains, an expansive industry network, and proprietary analytics for a thorough and insightful diligence process that untangles complexities, mitigates risks, and secures real value. Our team’s depth of understanding across all of healthcare’s many nuanced sectors, access to industry leaders, and considerable transaction experience provides sponsor clients with unmatched value when it is most critical.

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Meet our Transaction Diligence leaders

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.

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.

Keith Lukasik

Partner

Keith Lukasik is a Partner in Strategic Transformation with over 15 years of healthcare strategy and financial advisory experience.

Brian Spendley

Senior Partner

Brian Spendley is a Senior Partner in Strategic Transformation. He brings over 10 years of experience providing strategic advisory services to leading health systems, provider organizations, healthcare investors, and their portfolio companies.