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.

Affinity Living Group
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Sims was approached by an affiliate of Affinity Living Group to provide financing in connection with the acquisition of a portfolio of two senior living communities in North Carolina comprised of 176 assisted living beds and 40 memory care beds.

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Havenwood-Heritage Heights
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HJ Sims recently advised this large New Hampshire Life Plan Community on a debt refinancing that resulted in a lower interest rate, more flexible covenants and additional capital for improvements at the community.

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Merrill Gardens
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As a result of its past relationship, Sims was approached by affiliates of Merrill Gardens, LLC to co-invest with other accredited investors in its recently formed investment fund RDMV, LLC.

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Legacy at Willow Bend
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The Legacy at Willow Bend Retirement Community, Inc. is a Life Plan Community located on 24 acres approximately 20 miles north of downtown Dallas in Plano, Texas. It consists of 12 independent living villas, 102 independent living apartments, 40 assisted living units, 18 memory care units and 60 nursing beds.

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Carillon
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Carillon is a non-profit Life Plan Community located in Lubbock, Texas. The community is located on 25 acres adjacent to Texas Tech University and consists of 256 independent residential units, 45 assisted living units and 140 skilled nursing beds.

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HJ Sims Locations

2150 Post Road, Suite 301
Fairfield, Connecticut 06824
Phone: (800) 457-1935
Fax: (203) 256-2377

101 North Federal Highway, Suite 501
Boca Raton, Florida 33432
Phone: (888) 457-1935
Fax: (561) 368-9401

100 Wood Avenue South, Suite 203
Iselin, New Jersey 08830
Phone: (800) 300-9040
Fax: (732) 590-0522

8500 Normandale Lake Blvd, Suite 540
Bloomington, MN 55437
Phone: (888) 803-3430
Fax: (952) 683-7543

City View Plaza I
Road 165, Km. 1.2 #48, Suite 215
Guaynabo, PR 00968
Phone: (877) 418-5395
Fax: (939) 205-2916

Collier Place II,
3001 Tamiami Trail N., Suite 102,
Naples, Florida 34103
Phone: (800) 593-9167

Orlando, Florida
Phone: (407) 363-4493
Fax: (407) 363-2036

Austin, Texas
Phone: (512) 519-5000
Fax: (512) 519-5015

Rockville, Maryland
Phone: (301) 424-9135
Fax: (203) 418-9083

Philadelphia, Pennsylvania
Phone: (215) 854-6428
Fax: (626) 605-8573