Non-profit 501(c)3

Beaumont Health announced acquisition of Summa Health

September 1, 2020

Transaction Involving: Non-profit 501(c)3

Transaction Type: Advisory

Assignment: Buy-Side

Beaumont Health announced the acquisition of Summa Health but did not close. We advised Beaumont Health on this transaction.

J.C. Blair Health System has joined Penn Highlands Healthcare

June 14, 2019

Transaction Involving: Non-profit 501(c)3

Transaction Type: Member Substitution

Assignment: Sell-Side

The Huntingdon, PA-based J.C. Blair Health System has officially joined Penn Highlands Healthcare. J.C. Blair Memorial Hospital, a 71-bed, non-profit community hospital, is now known as Penn Highlands Huntingdon, making it the fifth hospital in the Penn Highlands Healthcare system. We advised J.C. Blair Health System on this transaction.

Ohio Valley Hospital has joined Heritage Valley Health System

January 11, 2019

Transaction Involving: Investor-owned Non-profit 501(c)3

Transaction Type: Member Substitution

Assignment: Buy-Side

Ohio Valley Hospital has joined Heritage Valley Health System. We advised Heritage Valley Health System on this transaction.

Indian River Medical Center has joined the Cleveland Clinic

October 12, 2018

Transaction Involving: Academic Local Government Non-profit 501(c)3

Transaction Type: Lease Member Substitution

Assignment: Sell-Side

Indian River Medical Center has joined the Cleveland Clinic. The Cleveland Clinic has entered into a long-term lease agreement with Indian River County and a membership substitution transaction with Indian River Medical Center. We advised Indian River Medical Center on this transaction.

Fremont Health has joined Nebraska Methodist Health System

October 10, 2018

Transaction Involving: Faith-Based Non-profit 501(c)3

Transaction Type: Lease Member Substitution

Assignment: Sell-Side

The Dodge County (Neb.) Board of Supervisors, Fremont Health Board of Trustees and Nebraska Methodist Health System Board of Directors approved a strategic partnership between Fremont Health and Methodist. The newly created subsidiary of Methodist, Methodist Fremont Health, will lease Fremont health facilities, including Fremont Health Medical Center, from Dodge County. We advised Fremont Health on this transaction.

Ellwood City Hospital has been acquired by Americore Health LLC

October 30, 2017

Transaction Involving: Investor-owned Non-profit 501(c)3

Transaction Type: Asset Purchase

Assignment: Sell-Side

Ellwood City Hospital has been acquired by Americore Health LLC. We advised Ellwood City Hospital on this transaction.

Good Shepherd Health System has joined CHRISTUS Health

February 7, 2017

Transaction Involving: Faith-Based Non-profit 501(c)3

Transaction Type: Member Substitution

Assignment: Sell-Side

Good Shepherd Health System has joined CHRISTUS Health. We advised Good Shepherd Health System on this transaction.

Ingalls Health System has joined UChicago Medicine

October 12, 2016

Transaction Involving: Academic Non-profit 501(c)3

Transaction Type: Member Substitution

Assignment: Buy-Side

Ingalls Health System has joined UChicago Medicine. We advised UChicago Medicine on this transaction.

Aria Health has joined Thomas Jefferson University

July 8, 2016

Transaction Involving: Academic Non-profit 501(c)3

Transaction Type: Member Substitution

Assignment: Sell-Side

Aria Health has joined Thomas Jefferson University. We advised Aria Health on this transaction.

Community Health Center of Branch County has entered into a phased merger with ProMedica

February 16, 2016

Transaction Involving: Local Government Non-profit 501(c)3

Transaction Type: Consolidation

Community Health Center of Branch County has entered into a phased merger with ProMedica. We advised Community Health Center of Branch County on this transaction.

KishHealth System has been acquired by Northwestern Memorial Healthcare

December 3, 2015

Transaction Involving: Academic Non-profit 501(c)3

Transaction Type: Member Substitution

KishHealth System has been acquired by Northwestern Memorial HealthCare. We advised KishHealth System on this transaction.

Platte Valley Medical Center has been acquired by SCL Health

October 6, 2015

Transaction Involving: Faith-Based Non-profit 501(c)3

Transaction Type: Member Substitution

Platte Valley Medical Center has been acquired by SCL Health. We advised Platte Valley Medical Center on this transaction.