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The Chartis Group Received Investment from Riordan, Lewis & Haden

Friday, November 30, 2012

William Blair & Company acted as exclusive financial advisor to The Chartis Group (“Chartis” or the “Company”) in connection with the investment received from Riordan, Lewis & Haden (“RLH”). The transaction closed on November 30, 2012.  Terms of the deal were not disclosed.

Chartis is the foremost provider of strategic management consulting and advanced operations consulting services to leading healthcare organizations across the United States.  Comprised of uniquely experienced professionals, Chartis is exclusively focused on thought-leading and market changing engagements directly related to advancing healthcare delivery on behalf of its clients.  The Company’s consulting approach and solutions combine an incisive knowledge of healthcare economics, deep understanding of healthcare markets, and the rigorous employment of data analytics, with a distinctive application of critical and innovative thought.  Over the past decade, Chartis has delivered unparalleled results for its clients and developed a clearly differentiated market position evidenced by its long-standing, recurring client relationships and its sustained, robust growth.

RLH is a leading private equity firm based in Southern California which invests in high growth, lower middle market, enterprises.  Focused on business services, healthcare, and government services, RLH has a demonstrated track record of consistent success over the past 30 years.  The firm currently manages over $600 million of assets.

William Blair was engaged by Chartis to evaluate various strategic and financial alternatives.  In connection with the engagement, William Blair advised Chartis regarding the merits of a transaction, marketed Chartis to potential investors, coordinated the due diligence process and assisted in negotiating the key elements of the letter of intent and definitive purchase agreement.

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