Integration & Value Capture
A Structured Approach to Maximize Value
Chartis partners with you to ensure the success of your integration initiatives. We assist on the overall integration, assimilation, and transition efforts critical to achieving the value of the transaction. Our team tailors the level of support needed to your organization as you design integration and transition plans, create functional area alignment for value capture, build a common culture, and execute tactical integration work plans. Integration workstreams we typically lead or manage include clinical Operations and programming, shared services, including Finance, IT, HR, communications, branding and marketing, organizational design, physician enterprise, and research and education.
Where appropriate, we establish and manage the integration management office (IMO) to provide the needed structure, process discipline, facilitation, and oversight for timely execution of all integration initiatives.
Capturing Unrealized Opportunities
Throughout our integration and value capture engagements, Chartis draws upon our depth and breadth of talent to coordinate various integration workstreams and initiatives on your behalf. We collaborate to evaluate your M&A portfolio and existing partnerships, determining how they can be enhanced—and capture unrealized opportunities from the original partnership value proposition in areas such as thoughtful rationalization or optimal deployment of clinical services, creating streamlined cost structures, and leveraging existing infrastructure and capabilities.
Related Insights
Meet Our Partnership Leaders
Ann Edwards
Ann Edwards is a Director with Chartis and co-leader of the firm’s Partnerships practice with vast experience in post-merger integration. 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, Managing Director and Managing Director of Chartis. 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 Director with Chartis' Performance practice and Co-Leader of the Partnerships 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 Director with Chartis and Co-Leader in the Partnerships practice at the firm. He has over 20 years of experience providing strategic, partnership, and financial advisory services to a range of healthcare industry clients.
Parrish Aharam
Parrish Aharam is a Director in the Informatics and Technology practice within Chartis. He has 20 years of experience in consulting with a focus on the provider, payer, and private equity sides of healthcare.
Jodi Capistrant
Jodi Capistrant is a Director at Chartis and a member of the firm’s Performance practice. Jodi brings nearly 20 years of healthcare experience creating strategies and advanced care delivery models to achieve organizational goals, superior outcomes, experience, and efficiency.
Glenda Owen
Glenda Owen is a Principal in the Chartis Revenue Cycle Transformation practice. She brings over 30 years of experience in hospital and ambulatory/physician practice revenue cycle across.
Isaac Squyres
Isaac Squyres brings to our clients more than 20 years of experience guiding senior executives and organizations through high-stakes challenges, periods of dynamic change, and significant moments of opportunity.
