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.

Sinai Residences of Boca Raton
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HJ Sims utilizes innovative financing structure to finance $214 million start-up CCRC with over $75 million sold to retail investors “Working with Sims on the $250 million Sinai project since its inception and through closing this week ahs been a total pleasure. Their financial acumen, counsel, leadership, innovation, availability and professionalism allowed our project to be successfully financed. you could not ask for a better financial development partner.” -Mel Lowell, Chief Operating Officer, Jewish Federation of South Palm Beach County Description Federation CCRC Operations Corp. is a Florida not-for-profit corporation that was organized to develop, own and operate a continuing care retirement community (“CCRC”) to be known as Sinai Residences […]

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Lutheran Village at Miller’s Grant
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HJ Sims works with client over 8 years to overcome a changing economy and finance a start-up CCRC at 5.81% “HJ Sims became a long-term partner assisting us over many years as we navigated through the challenges of financing a start-up in these changing financial times. While we always had confidence in our project, Aaron Rulnick’s steady counsel and guidance helped us arrive at a very successful financing.” -Geary Milliken, President/CEO, Carroll Lutheran Village and Lutheran Village at Miller’s Grant Description The Lutheran Village at Miller’s Grant, Inc. (“LVMG”) is a Maryland not-for-profit corporation that was organized in 2005 to own a continuing care retirement community (“CCRC”) on approximately 50 […]

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Jewish Senior Services
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Sims Provides $62 million flexible bank financing for replacement project “The HJ Sims team was amazing throughout our financing process – with many ups and downs and curves along the way – they stayed the course with us and ultimately provided a great financing solution for our project that the Board of Directors and Management team is proud of.” -Andrew Banoff, Chief Executive Officer, Jewish Senior Services Background Jewish Senior Services, based in Fairfield, Connecticut, has been a leader and trusted provider of skilled nursing and senior care services for over 40 years. It owns and operates The Jewish Home, a 360-bed skilled nursing and rehabilitation facility and also provides […]

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Lions Gate
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Refinancing generates significant savings and provides flexibility for future development “We have now completed our second successful bond offering with HJ Sims. The team brought the financial discipline, market analysis and senior living expertise which allow us to financially position and grow our organization and remain competitive. our Board of Trustees and I could not have been more pleased with the outcome!” -Morris S. Funk, Chief Executive Officer, Lions Gate Background Lions Gate is a Type B continuing care retirement community in Voorhees, NJ, approximately 20 miles southeast of Philadelphia, affiliated with the Jewish Federation of Southern New Jersey. Opened in 2006, the community has 164 independent living apartments and […]

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Carroll Lutheran Village
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Refinancing generates significant savings and provides flexibility to support start-up campus and future health care “HJ Sims has been involved with our organization for multiple financings and is a high integrity partner with a strong understanding of our mission and purpose!” -Geary Milliken, Chief Executive Officer, Carroll Lutheran Village Background Carroll Lutheran Village (“CLV”) located in the rolling hills of Westminster, Maryland, is a 551-unit continuing care retirement community. CLV is regarded as a leader in providing extraordinary care for seniors in the Carroll County area. CLV financed a significant expansion project with proceeds from a Series 2004 bond issue, $41.616 million of which were outstanding. A portion of the outstanding […]

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