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.

Whitney Center
Category: Bonds, Financing

$89.895 Million Non-Rated Expansion Financing for Whitney Center HJ Sims closed an $89.895 million non-rated, fixed-rate, tax-exempt bond issue for the Whitney Center expansion project in Hamden, Connecticut.Whitney Center is a continuing care retirement community. It currently includes 170 residential living and seven assisted living units located in a six-story building and 59 skilled nursing [...]

Lutherian Homes Society
Category: Financing, Investment-grade Ratings

Lutherian Homes Society Successfully Reorganizes Capital Structure with a $31.9 Million “BBB-” Rated Bond Issue Provided by Sims “The Lutheran Homes Society Board of Directors was extremely pleased with the professionalism and expertise of HJ Sims’ staff and leadership in the timely structuring and closing of the LHS bond transaction. The LHS Finance Committee Chairman, [...]

Presby’s Inspired Life
Category: Financing, Investment-grade Ratings

Presby’s Inspired Life Refinances Outstanding Variable Rate Bonds in December 2010 with a $40.32 Million “BBB-” Rated Fixed Rate Bond Issue to Achieve a More Stable Debt Portfolio Description Presby’s Inspired Life (“Presby”) is a regional leader in senior living in the greater Philadelphia area that has been serving the area since 1955. Presby and [...]

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