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HEALTHCARE TRANSACTIONS

In the sale to

Sell-Side Advisor

Wadena Cancer Center Project

March 2024

Wadena, Minnesota

New Money
Project Financing

$20,475,000

In the majority investment by

Financial Advisor

In the sale to

Sell-Side Advisor

Has merged with

Financial Advisor

In a strategic growth investment by

Financial Advisor

In the sale to

Financial Advisor

In a growth investment by

Financial Advisor

In the sale of imaging centers to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In its debt refinancing with

Financial Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In a strategic growth investment by

Financial Advisor

In a growth investment by

Financial Advisor

Holland Community Hospital

October 2022

Holland, Michigan

Private Placement
Forward Refinancing

$36,090,000

In the sale of imaging centers to

Sell-Side Advisor

In a growth investment

Financial Advisor

In a growth investment by

Financial Advisor

In a capital investment by

Financial Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In a growth investment by

Sell-Side Advisor

Holland Community Hospital

April 2022

Holland, Michigan

Private Placement Refinancing

$9,240,000

In the sale to

Sell-Side Advisor

In an investment from

Financial Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In a partnership with

Sell-Side Advisor

In a partnership with

Sell-Side Advisor

In a partnership with

Sell-Side Advisor

Southwest General Health Center

December 2021

Ohio

Private Placement
Refinancing

$36,211,312

In a majority recapitalization of

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the acquisition of

Buy-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In a growth capital investment by

Financial Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

Adventist HealthCare

October 2021

Maryland

Forward Refinancing

$48,120,000

Adventist HealthCare

October 2021

Maryland

Fixed Rate Project Financing
Fixed Rate Taxable Refinancing & Project Financing

$208,495,000

In a capital investment from

Sell-Side Advisor

In a partnership with

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In a capital investment by

Financial Advisor

In the sale to

Sell-Side Advisor

In a capital investment from

Financial Advisor

Southwest General

May 2021

Ohio

Forward Refinancing

$53,190,000

In a partnership with

Sell-Side Advisor

Henry Mayo Newhall Hospital

March 2021

California

Refinancing

$30,310,000

Henry Mayo Newhall Hospital

March 2021

California

Project Financing

$5,490,000

Henry Mayo Newhall Hospital

March 2021

California

Insured Taxable Refinancing

$73,890,000

In the sale to

Financial Advisor

In a partnership with

Financial Advisor

Bay Area Hospital District

December 2020

Oregon

Private Placement Refinancing
Project Financing

$50,000,000

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In the sale to

Sell-Side Advisor

Adventist HealthCare

December 2020

Maryland

Refinancing

$18,725,000

In a growth investment by

Sell-Side Advisor

In a partnership with

Sell-Side Advisor

In the sale to

Sell-Side Advisor

To

Sell-Side Advisor

In a strategic investment in

Financial Advisor

Southwest General

August 2020

Ohio

Project Financing & Refinancing

$44,095,000

Southwest General

August 2020

Ohio

Taxable Refinancing

$26,040,000

In a growth capital investment by

Financial Advisor

Holland Hospital

July 2020

Michigan

Refinancing
Bank Direct Purchase

$10,444,444

In the recapitalization by

Financial Advisor

In a partnership with

Financial Advisor

In a growth capital investment by

Financial Advisor

In the acquisition of

Buy-Side Advisor

In the sale to

Sell-Side Advisor

Van Wert County Hospital Association

March 2020

Ohio

Project Financing

$61,290,000

In the sale to

Sell-Side Advisor

In the acquisition of

Buy-Side Advisor

In the acquisition of

Buy-Side Advisor

Beloit Health System, Inc.

January 2020

Wisconsin

Forward Refinancing

$21,325,000

In its affiliation with

Sell-Side Advisor

In a capital investment by

Financial Advisor

In a merger with

Financial Advisor

In a partnership with

Sell-Side Advisor

In a growth capital investment by

Financial Advisor

In a partnership with

Sell-Side Advisor

In the sale to

Sell-Side Advisor

Bronson Healthcare Group

September 2019

Michigan

Forward Refinancing

$68,720,000

Bronson Healthcare Group

September 2019

Michigan

Project Financing

$59,715,000

Bronson Healthcare Group

September 2019

Michigan

Project Financing

$63,670,000

Bronson Healthcare Group

September 2019

Michigan

Refinancing

$74,380,000

Rogers Memorial Hospital, Inc.

August 2019

Wisconsin

Project Financing

$34,450,000

Rogers Memorial Hospital, Inc.

August 2019

Wisconsin

Refinancing

$5,730,000

Rogers Memorial Hospital, Inc.

August 2019

Wisconsin

Taxable Refinancing

$24,005,000

In the sale to

Sell-Side Advisor

In a merger with

Financial Advisor

In the sale to

SELL-SIDE ADVISOR

In the sale to

Financial Advisor

In a partnership with

Sell-Side Advisor

In a partnership with

May 2019

Wisconsin

Sell-Side Advisor

Baptist Health System

April 2019

Florida

Refinancing

$255,520,000

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In a partnership with

SELL-SIDE ADVISOR

In a growth capital investment by

Financial Advisor

In the sale to

Sell-Side Advisor

Has been acquired by

Sell-Side Advisor

In the sale to

Sell-Side Advisor

In a partnership with

Sell-Side Advisor

In the acquisition of

September 2018

California

Buy Side Advisor

In the sale to

Sell-Side Advisor

In the sale of its Medicare operations to

Sell-Side Advisor

In the sale to

SELL-SIDE ADVISOR

In the sale to

Sell-Side Advisor

Has been recapitalized by

SELL-SIDE ADVISOR

Evangelical Community Hospital

June 2018

Pennsylvania

Private Placement
Restructuring

$17,371,471

Evangelical Community Hospital

June 2018

Pennsylvania

Project Financing

$50,095,000

Evangelical Community Hospital

June 2018

Pennsylvania

Taxable Refinancing

$19,365,000

In a partnership with

Sell-Side Advisor

Bronson Healthcare Group

February 2018

Michigan

Forward Private Placement
Refinancing

$47,975,000

In the sale to

Sell-Side Advisor

in the sale to

Sell-Side Advisor

Carson Tahoe Regional Healthcare

December 2017

Nevada

Project Financing
Refinancing

$105,000,000

Adventist HealthCare

December 2017

Maryland

Private Placement
Project Financing

$40,000,000

Adventist Health System/West

December 2017

California

Taxable Private Placement
Project Financing

$150,000,000

Hampton Regional Medical Center

December 2017

South Carolina

Project Financing
Refinancing

$33,570,000

In the sale of select assets to

Sell-Side Advisor

In a partnership with

Financial Advisor

In the sale to

Advisor

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

Baptist Health System

August 2017

Florida

Refinancing

$55,525,000

In a growth equity financing

ADVISOR

In a growth equity financing

ADVISOR

In the sale to

SELL-SIDE ADVISOR

Bowling Green Medical Center

April 2017

Kentucky

Private Placement
Project Refinancing

$28,545,000

Trinitas Regional Medical Center

April 2017

New Jersey

Refinancing

$82,970,000

In the sale to

SELL-SIDE ADVISOR

Henry Mayo Newhall Hospital

February 2017

California

Project Financing
Refinancing

$109,625,000

Doctors Community Hospital

February 2017

Maryland

Refinancing

$64,165,000

In the sale to

SELL-SIDE ADVISOR

Adventist HealthCare

December 2016

Maryland

Private Placement Refinancing

$126,395,000

Adventist HealthCare

December 2016

Maryland

Project Financing

$269,750,000

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

Conway Medical Center

December 2016

South Carolina

Project Financing

$48,405,000

Community Foundation of Northwest Indiana

December 2016

Indiana

Refinancing/Project Financing

$95,190,000

In the sale to

SELL-SIDE ADVISOR

Deborah Heart and Lung Center

November 2016

New Jersey

Private Placement Refinancing

$10,253,000

Hallmark Health System

November 2016

Massachusetts

Private Placement
Real Estate Financing

$15,700,000

Regional West Medical Center

November 2016

Nebraska

Refinancing/Project Financing

$68,470,000

In the sale to

SELL-SIDE ADVISOR

In a partnership with

FINANCIAL ADVISOR

Bronson Healthcare Group

October 2016

Michigan

Refinancing

$115,010,000

Holland Hospital

October 2016

Michigan

Refinancing/Project Financing

$41,320,000

Adventist Health System/West

September 2016

California

Refinancing

$280,010,000

Deborah Heart and Lung Center

September 2016

New Jersey

Taxable Private Placement
Project Financing

$14,350,000

Adventist Health System/Sunbelt Obligated Group

August 2016

Florida

Project Financing/Refinancing

$173,250,000

Beacon Health System

August 2016

Indiana

Private Placement
Project Financing

$50,000,000

In a partnership with

SELL-SIDE ADVISOR

Adventist Health System/West

July 2016

California

Private Placement
Project Financing

$200,000,000

Adventist Health System/Sunbelt Obligated Group

July 2016

Florida

Project Financing/Refinancing

$202,750,000

Anderson Hospital

July 2016

Illinois

Private Placement Refinancing

$21,198,198

Doctors Community Hospital

June 2016

Maryland

Private Placement Refinancing

$73,445,000

In its investment by

SELL-SIDE ADVISOR

Anderson Hospital

May 2016

Illinois

Private Placement Refunding

$18,258,035.71

Mercy Health Corporation

May 2016

Illinois

Project Financing/Refinancing

$475,020,000

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In a capital investment by

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In a partnership with

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In a growth equity financing led by

ADVISOR

Adventist Health System/West

July 2015

California

Taxable Private Placement Project Financing

$150,000,000

Rogers Memorial Hospital Incorporated

July 2015

Wisconsin

Taxable Private Placement Project Financing

$25,000,000

Valley Health System

July 2015

Virginia

Refinancing

$120,165,000

Adventist Health System/West

June 2015

California

Refinancing/Project Financing

$187,500,000

Baptist Health System

June 2015

Florida

Financial Advisor

$250,000,000

Hallmark Health Systems

June 2015

Massachusetts

Private Placement

$30,000,000

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In a private placement by

ADVISOR

In a private placement by

ADVISOR

Community Foundation of Northwest Indiana

April 2015

Indiana

Refinancing

$58,560,000

The Medical Center

April 2015

Kentucky

Private Placement Refinancing

$23,434,000

In the sale to

SELL-SIDE ADVISOR

In the sale to

ADVISOR

Adventist HealthCare, Inc.

December 2014

Maryland

Private Placement Financing/Project Financing - February 2014

$25,000,000

Hunterdon Healthcare

December 2014

New Jersey

Refinancing/Project Financing

$42,735,000

Adventist HealthCare

November 2014

Maryland

Taxable Private Placement/Refinancing-November

$25,330,000

Bronson Healthcare Group

November 2014

Michigan

Taxable Private Placement Refinancing/Project Financing

$94,365,000

In the acquisition of

BUY-SIDE ADVISOR

In a private placement by

ADVISOR

Conway Hospital Inc.

October 2014

South Carolina

FHA Section 242/223(f) Refinancing

$20,000,000

In the sale to

SELL-SIDE ADVISOR

St. Luke's Hospital of Duluth

September 2014

Minnesota

Taxable Private Placement Refinancing/Project Financing

$9,975,000

Rogers Memorial Hospital Incorporated

August 2014

Wisconsin

Refinancing/Project Financing

$51,785,000

Deborah Heart and Lung Center

May 2014

New Jersey

Private Placement Refinancing

$16,148,000

Mile Bluff Medical Center, Inc.

May 2014

Wisconsin

Refinancing/Project Financing

$28,135,000

In the acquisition of

ADVISOR

Adventist HealthCare

February 2014

Maryland

Taxable Private Placement/Refinancing - December

$25,000,000

Henry Mayo Newhall Memorial Hospital

February 2014

California

Refinancing/Project Financing

$70,000,000

In the sale of a majority interest to

SELL-SIDE ADVISOR

In a strategic partnership with

ADVISOR

In the sale to

SELL-SIDE ADVISOR

Elmhurst Memorial Healthcare

December 2013

Illinois

Swap Termination

$63,000,000

Elmhurst Memorial Healthcare

December 2013

Illinois

Swap Termination

$48,000,000

Henry Mayo Newhall Memorial Hospital

December 2013

California

Private Placement Refinancing/Project Financing

$89,555,000

Adventist HealthCare, Inc.

December 2013

Maryland

Private Placement New Money

$25,000,000

Sacred Heart Healthcare System

December 2013

Pennsylvania

Bridge Loan

$4,800,000

Community Foundation of Northwest Indiana

October 2013

Indiana

Private Placement Refinancing

$25,412,259

Evangelical Community Hospital

October 2013

Pennsylvania

Private Placement Refinancing

$19,694,697

In the acquisition of

BUY-SIDE ADVISOR

Adventist Health System

August 2013

Florida

Private Placement New Money

$485,000,000

Conway Hospital Inc.

August 2013

South Carolina

Swap Termination

$33,845,000

Illinois College of Optometry

August 2013

Illinois

Swap Termination

$12,500,000

Illinois College of Optometry

August 2013

Illinois

Refinancing/Project Financing

$61,005,000

RWJ Hamilton

August 2013

New Jersey

Private Placement Refinancing

$27,038,035

Adventist HealthCare, Inc.

June 2013

Maryland

Private Placement Refinancing

$15,623,500

Beaver Dam Community Hospitals, Inc.

June 2013

Wisconsin

Refinancing/Project Financing

$42,995,000

Lowell General Hospital

May 2013

Massachusetts

Refinancing/Project Financing

$61,005,000

Sacred Heart Healthcare System

April 2013

Pennsylvania

Private Placement Refinancing

$19,069,036

Hallmark Health

March 2013

Massachusetts

Private Placement New Money

$20,000,000

Hallmark Health

March 2013

Massachusetts

Private Placement Refunding

$49,606,423

Holland Hospital

February 2013

Michigan

Refinancing/Project Financing

$37,010,000

In the sale to

SELL-SIDE ADVISOR

In a private equity investment by

SELL-SIDE ADVISOR

In the sale of 4 ambulatory surgery centers

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

Adirondack Medical Center

November 2012

New York

Private Placement Refinancing/Project Financing

$12,817,439

Adventist Health System

November 2012

Ohio

Refinancing

$232,125,000

Community Foundation of Northwest Indiana

November 2012

Indiana

Refinancing/Project Financing

$175,020,000

Conway Hospital Inc.

November 2012

South Carolina

Fixed Rate Conversion

$44,790,000

Lowell General Hospital

November 2012

Massachusetts

Private Placement Refunding

$37,500,000

Martin Memorial Medical Center

November 2012

Florida

Refinancing

$29,780,000

Southwest General Health Center

November 2012

Ohio

Project Refinancing

$54,355,000

St. Luke's Hospital of Duluth

October 2012

Minnesota

Refinancing/Project Financing

$81,595,000

In a private placement by

PLACEMENT AGENT

In the sale to

SELL-SIDE ADVISOR

Adventist Health System

August 2012

Florida

Refinancing

$276,965,000

Adventist Health System

August 2012

Florida

Private Placement Refinancing

$473,320,000

Carson Tahoe

August 2012

Nevada

Refinancing

$52,930,000

Watertown Regional Medical Center, Inc.

August 2012

Wisconsin

Refinancing/Project Financing

$16,680,000

SunLink

July 2012

Sale of Memorial Hospital and Convalescent Center to

In the sale to

SELL-SIDE ADVISOR

Marshfield Clinic

June 2012

Wisconsin

Project Financing

$104,090,000

Beaver Dam Community Hospitals, Inc.

May 2012

Wisconsin

Private Placement Refinancing

$16,900,000

Beaver Dam Community Hospitals, Inc.

May 2012

Wisconsin

Private Placement Refinancing

$8,845,000

Mercy Alliance, Inc.

May 2012

Wisconsin

Refinancing/Project Financing

$169,475,000

Regional West Medical Center

April 2012

Nebraska

Private Placement Refunding

$32,544,734

In a private placement by

PLACEMENT AGENT

Martin Memorial Medical Center

February 2012

Florida

Project Financing

$126,905,000

Regional West Medical Center

February 2012

Nebraska

Private Placement Refunding

$23,161,032

Anderson Hospital

December 2011

Illinois

Private Placement Refunding

$18,438,920

Hallmark Health Systems

December 2011

Massachusetts

Private Placement Conversion & New Money

$30,755,000

Hallmark Health Systems

December 2011

Massachusetts

Private Placement Refunding

$50,963,080

Lowell General Hospital

December 2011

Massachusetts

Private Placement Conversion

$47,025,000

Southwest General Health Center

December 2011

Ohio

Refinancing/Project Financing

$63,045,000

Bronson Healthcare Group

November 2011

Michigan

Project Financing

$22,900,000

Bronson Healthcare Group

November 2011

Michigan

Taxable Project Financing

$79,000,000

In the sale to

SELL-SIDE ADVISOR

In a private equity investment by

PLACEMENT AGENT

Community Foundation of Northwest Indiana

October 2011

Indiana

Private Placement Refunding

$41,895,000

Community Foundation of Northwest Indiana

October 2011

Indiana

Private Placement Refunding

$19,015,000

Conway Hospital Inc.

October 2011

South Carolina

Private Placement Conversion

$45,855,000

Adventist HealthCare

September 2011

Maryland

Private Placement Refunding

$59,980,000

Adventist HealthCare

September 2011

Maryland

Refinancing

$57,205,000

Conway Hospital Inc.

September 2011

South Carolina

Private Placement Refunding

$19,510,000

St. Bernard Hospital & Healthcare System

August 2011

Illinois

Project Financing

$6,000,000

In a strategic partnership with

ADVISOR

In the sale to

SELL-SIDE ADVISOR

Daviess County Hospital Association

May 2011

Indiana

Refinancing/Project Financing

$20,135,000

In the sale to

SELL-SIDE ADVISOR

Effingham Hospital

December 2010

Georgia

Taxable Recovery Zone Economic Development & Revenue Bonds

$30,940,000

In the sale to

SELL-SIDE ADVISOR

Bronson Healthcare Group

September 2010

Michigan

Tax Exempt Revenue & Revenue Refunding Bonds

$189,260,000

In a private equity investment by

PLACEMENT AGENT

In the sale to

SELL-SIDE ADVISOR

Mercy Alliance, Inc.

June 2010

Wisconsin

Refinancing/Project Financing

$48,445,000

In the sale of assets to

SELL-SIDE ADVISOR

In the sale of MSO to

SELL-SIDE ADVISOR

In the sale of PCMS to

SELL-SIDE ADVISOR

In the purchase of the MediQual division of

BUY-SIDE ADVISOR

In the purchase of

BUY-SIDE ADVISOR

In the purchase of

BUY-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In a private equity investment by

PLACEMENT AGENT

In the purchase of

BUY-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the sale to

SELL-SIDE ADVISOR

In the purchase of

SELL-SIDE ADVISOR