Representative Engagements

Clients count on HJ Sims to provide them with creative solutions and objective advice that is in their best interest, uninfluenced by transaction goals. To learn more, please see this representative sampling of our recent engagements.

LeadingAge
Category: Advising, Derivatives

Utilizing alternative bank structures to provide a more stable capital platform Description On September 1, 2010, HJ Sims (“Sims”) closed a $15 million reissuance and refinancing for LeadingAge (formerly AAHSA). LeadingAge is a national association comprised of over 5,700 member organizations, all of which are non-profit providers of senior services, including continuing care retirement communities, [...]

Lenbrook
Category: Advising, Amendments, Waivers and Restructurings

Sims underwrites $172,775,000 for Lenbrook expansion Lenbrook is a non-profit continuing care retirement community opened in 1983 in Atlanta’s Buckhead community. Currently, the community consists of 225 independent living apartments, a 42-bed skilled nursing center and various common areas, offering high-quality service and amenities to its residents. From 2000 to 2003, Sims worked closely with [...]

Presbyterian Homes Obligated Group
Category: Advising, Capital Strategy

Reorganizing the capital structure to achieve greater financial strength and flexibility and a lower cost of capital Description PHI’s history dates back to 1927, when it began serving seniors as the Presbyterian Homes of Central Pennsylvania. Today, PHI’s affiliated corporations serve over 4,000 senior adults annually throughout Pennsylvania and in Maryland, Ohio and Delaware. As [...]

Meadow Lake
Category: Bonds, Financing

Creative restructuring achieves funding of $62.6 million start-up CCRC in Texas Description Sears Methodist Retirement System, Inc. is a Texas not-for-profit 501(c)(3) exempt organization and is the parent or controlling member of an affiliated group of corporations comprising the Sears Methodist Retirement System (“SMRS”). SMRS has over 1,700 employees and is the largest Methodist senior [...]

Coburg Village
Category: Capital Strategy, Credit Enhancement and Loans, Derivatives, Financing

Sims closes $35.million financing for repositioning Coburg Village (The Lutheran Care Network) and expanding its rental independent units Project Description Coburg Village consists of 210 unit rental retirement housing community located on a 26 acre site in Rexford, Saratoga County, New York. Coburg Village will expand by adding 78 independent living units primarily on an [...]

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