Investment Banking
Exclusive Financial Advisor to Validic on its Sale to ChartSpan
June 30, 2026
Oppenheimer & Co. Inc. Acted as Exclusive Financial Advisor to Validic on its Sale to ChartSpan
On June 16, 2026, Validic, Inc. (“Validic”) completed its sale to ChartSpan Medical Technologies, Inc. (“ChartSpan”). The terms of the transaction were not disclosed.
Headquartered in Durham, NC, Validic is a privately-owned digital health platform that powers remote patient monitoring by integrating data from 700+ wearables and home health devices. Validic’s Inform product ingests real-time health data from hundreds of sources. Validic’s Impact product enables scalable virtual care and chronic condition management through electronic health record integrated tools.
ChartSpan is a leading care management services company dedicated to scaling the impact of preventive care. Through specialized clinical services, expert care teams and supportive technology infrastructure, ChartSpan helps organizations improve patient outcomes, increase revenue, and reduce the burden of chronic disease.
The combined company brings together ChartSpan’s deep expertise in care management services with Validic’s global Internet of Things and digital health data platform. Together, the two companies will form a unified remote care management offering that combines specialized clinical services, expert care teams, and the technology infrastructure that transforms patient-generated health data into proactive clinical action. The combined company, ChartSpan, will provide clinical services and infrastructure for data-driven care.
This represents the fifth healthcare M&A transaction advised by Oppenheimer in 2026 and the tenth in the last 12 months.
Healthcare M&A and Services Investment Banking
Name:
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Don Ritucci
Title:Managing Director, Head of Healthcare Mergers & Acquisitions
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