Representative Engagements

Category: Investment-grade Ratings

Asbury Maryland Obligated Group

Asbury’s Maryland Obligated Group (the “Maryland Obligated Group”) consists of two life plan communities – Asbury Methodist Village and Asbury~Solomons – owned and operated by Asbury Atlantic, Inc. (“Atlantic”).


Charter School for Applied Technologies

Charter School for Applied Technologies (CSAT) is a New York charter school located in Buffalo. The School began operations in 2001 offering grades K-6 for 700 students.


Westminster Communities of Florida

Presbyterian Retirement Communities, Inc., d/b/a Westminster Communities of Florida, and its affiliates constitute the largest group of life plan communities in Florida with a total of 3,244 units including 2,025 residential units, 468 assisted living units and 751 skilled nursing units.


Cadbury at Lewes

Cadbury at Lewes, Inc. is a Life Plan Community located in Lewes, Delaware, less than 2 miles from the Atlantic Ocean and Delaware Bay. The community opened in 2007.



Founded in 1980, Lenbrook Square Foundation, Inc. d/b/a Lenbrook is a nationally accredited continuing care retirement community located in the affluent Buckhead neighborhood of Atlanta, GA. Lenbrook originally consisted of an 18-story building with independent living apartments, skilled nursing services and common areas.

Talk to an HJ Sims Banker Today

HJ Sims Video Series

HJ Sims Culture
Special Offer Give Your Board Our Expertise
top image

Our banking experts can provide a customized presentation to your Board on the topic of your choice.