Transaction Structuring, Terms & Execution
End-to-end support negotiating and structuring transactions
Chartis has extensive experience helping clients negotiate and structure transactions to achieve long-term strategic, financial, organizational, and growth goals. We facilitate a process to define terms and the contours of the partnership for buy-side, sell-side, and third-party “honest broker” transactions.
To get to a term sheet and letter of intent, we focus on the following areas of transaction structuring: partnership/transaction strategy, governance model, operations and management structure, economic model and funds flow, physician enterprise design, and IT/digital infrastructure.
Managing all phases of the deal
Once a preferred partner is chosen and the transaction terms have been agreed to and memorialized through a LOI, we help to conduct financial and operational diligence, manage regulatory approvals, quantify quality, service, and cost improvement opportunities, prepare stakeholder communications, and assess cultural and change management readiness.
Chartis provides overall process management support, including management of other third-party advisors, across all phases of transaction structuring: from letter of intent (LOI) preparation and regulatory review through definitive agreement (DA) development and the closing of the transaction. We work as sell- and buy-side advisors to individual clients. We also work jointly for two or more parties in instances when clients prefer to have an “honest broker” representing both of their interests.
Related insights
Meet our Transaction Structuring, Terms & Execution 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.
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.
Mark Salierno
Mark Salierno is a Senior Partner in Strategic Transformation. Mark's 20 years of experience in management consulting includes more than 15 years in the healthcare industry.
