Case Studies

Capital solutions shaped around real borrower needs.

A sample library of client work across senior housing, charter schools, healthcare and nonprofit mission-driven financing.

Institutional planning documents and financial reports

12Sample engagements

Featured Work

Detailed examples of advisory work and financing structure.

Senior Housing

The Village at Orchard Ridge

A start-up continuing care retirement community required a complete capital plan to support development, long-term flexibility and organizational mission.

Start-up CCRC campusSenior housing financingCapital stack structuring

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Senior Housing

South Franklin Circle

A bank debt restructuring required careful negotiation, objective analysis and a financing structure that protected operating flexibility.

Bank debt restructuringIndependent financial adviceSenior living community

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Non-Profit

Saving Non-Profit Missions

We advised a not-for-profit through the acquisition of a New York CCRC out of bankruptcy, helping preserve the community mission.

Bankruptcy acquisitionMission preservationNonprofit senior living

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Case Library

Additional client examples ready for content migration.

Program Financing

$230M Multi-Facility Financing Program

Senior living provider

Healthcare

Benedictine Health System

Healthcare

Benedictine St. Catherine's

Senior Housing

Kensington Park

Education

Connections Education Center of Palm Beach County

Education

Jacksonville School for Autism

Education

Apex Academy

Education

Rhodes School

Healthcare

Seeing Better

Healthcare organization