TRANSACTIONS
Most Recent Transactions
Representative Transactions By Mid-Market Bankers By Category:
Apparel
Automotive
Business Services
Construction and Building Products
Consumer Products
Energy - Alternative Energy
Energy - Oil & Gas
Energy - Power & Utilities
Environmental
Financial Services
Gaming
Healthcare
Industrial Products
Infrastructure
Media
Metals & Mining
Public Company
Real Estate
Restaurant & Food Service
Retail
Technology
Telecommunications
Transportation
Water
SORTABLE TABLE OF ALL TRANSACTIONS
Publicly Traded Seniors Housing and Nursing Home Company
Identified, structured and negotiated $22 million financing for two senior housing projects
Financing / Financial Advisor
Medical Clinics
Advised, structured, and led to
market as managing underwriter
20M IPO and 15M secondary offering
PO & Secondary /
Financial
Advisor Underwriter
Life Care Company
Advised, structured, and led to market as managing underwriter 15M IPO and 25M secondary offering
IPO & Secondary /
Financial Advisor Underwriter
Privately Held Drug Discovery Company
Sale of Company
M&A / Financial Advisor
Publicly Traded Seniors Housing and Nursing Home Company
Advice in connection with unsolicited offer for target in the same industry. Resulted in repurchase of 6.9%
toehold
M&A / Takeover Defense and
General Financial Advisor
Publicly Traded Generic OTC Pharmaceutical Manufacturer
Sale of generic, private label manufacturer of OTC health and beauty products, owned by private multi-billion dollar international holding company.
M&A / Exclusive Sale Mandate
Publicly Traded Owner of Nursing Homes
Advice on growth capital, acquisitions and strategic alliances
M&A / Financial Advisor
Publicly Traded Home Infusion Therapy Company
Advice in connection with M&A and Financing
M&A / Financial Advisor
Life Care Facility
Structured 75M mortgage financing
Private Placement of Debt / Financial Advisor
Life Care Facility
Privately placed 35M of long term tax-exempt bonds
Private Placement of Debt / Placement Agent
Nursing Homes
Privately placed 30M of long term tax-exempt bonds to refinance existing non-exempt debt
Placement Agent / Private Placement of Debt
Hospital
Structured and placed 45M of long term tax-exempt debt
Private Placement of Debt /
Placement Agent
Hospital
Privately placed 50M of tax-exempt debt
Placement Agent / Private Placement of Debt
Hospital
Conducted reorganization and then sale of Philadelphia Hospital
Reorganization / Financial Advisor
Medical Equipment
Sale of Company
Placement Agent / Private Placement of Debt