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

IPO & 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

 

 

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

Hospital

 

 

 

Structured and placed 45M of long term tax-exempt debt

Private Placement of Debt / Placement Agent