Understanding M&A from a CMO’s lens: Lessons from Carbon Health

Carbon Health went from 4 to 140 clinics in under three years. It built new sites and acquired existing ones at the same time.

Some of these potential acquisitions looked strong on paper. Great reviews. Loyal patients. Well-run operations. But the chart data told a different story.

In this session, Caesar Djavaherian, Co-founder of Carbon Health and now CMO of Charta Health, shares what he learned about revenue quality during rapid M&A. Why it degrades even at well-run clinics. Why patient satisfaction is not a proxy for quality of care. And why, with the technology available today, there is no longer an excuse for flying blind.

What you will learn:

• Why revenue quality tends to slip after an acquisition, and what drives it
• The assumptions operators make based on strong reviews that fall apart once you look at the charts
• The signals in chart data that should give you pause before you sign
• How to build oversight into the deal process instead of bolting it on after close
• How to bring a new team's charting and coding up to standard without slowing the business

Whether you are evaluating your next acquisition or integrating your last one, this conversation is a practical look at scaling without losing sight of care quality.