Keystone Capital has sold The Greeley Company to The Chartis Group, a portfolio company of Audax Private Equity

Lincoln acted as the exclusive financial advisor to The Greeley Company and its private equity investor, Keystone Capital, working closely with shareholders and management to find the right partner for the business to continue its growth trajectory. This was a global advisory engagement providing transaction expertise and managing the preparatory, marketing, negotiation and diligence phases of the process.

Founded in 1986 and headquartered in the greater Boston, Massachusetts area, Greeley is a leading provider of clinical effectiveness, regulatory compliance, CMS remediation and physician and medical staff services. Having served over 2,000 organizations nationwide, Greeley’s areas of expertise include clinical practice optimization, medical staff alignment, regulatory compliance and quality, accreditation and credentialing and privileging. The Greeley brand is the recognized industry gold-standard in helping many of the most well-known names in healthcare meet the dynamic, ever-growing regulatory frameworks.

The Chartis Group is a mission-based, values-driven firm and a leading provider of comprehensive advisory and analytics services to the healthcare industry. Since inception, the company’s unyielding mission has been to materially improve the delivery of healthcare in the world. Chartis provides a comprehensive, cross-functional approach to clients’ most pressing and complex needs that is unmatched in the industry.

Keystone Greeley Chartis Audax 2019
  • 2019
    Close Year
  • Business Services | Healthcare
    Industry
  • PE Backed
    Client Type
  • Strategic | Domestic
    Transaction Type
  • USA
    Countries
Lincoln was the absolute right choice to advise us given their relevant expertise and our history of success with them. The team did an excellent job working seamlessly with the Keystone and Greeley teams from start to finish on this transaction, providing excellent advice and bringing invaluable insights.
David Greer
Managing Director at Keystone Capital

Meet our Senior Team