
Member Substitution
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Marshfield Clinic Health System joins Sanford Health
January 2, 2025
Transaction Involving: Non-profit 501(c)3 Physicians
Transaction Type: Member Substitution
Assignment: Sell-Side
Marshfield Clinic Health System has joined Sanford Health. We advised Marshfield Clinic Health System on this transaction.
Achieving superior results for community institutions
Our Experience



Blount Memorial Hospital in Blount County, TN joins Prisma Health
December 3, 2024
Transaction Involving: Local Government
Transaction Type: Lease Member Substitution
Assignment: Sell-Side
Blount Memorial Hospital in Blount County, TN joins Prisma Health
Achieving superior results for community institutions
Our Experience



Liberty Hospital joins The University of Kansas Health System
July 1, 2024
Transaction Involving: Academic Local Government
Transaction Type: Lease Member Substitution
Assignment: Sell-Side
Liberty Hospital has joined The University of Kansas Health System. We advised Liberty Hospital on this transaction.
Achieving superior results for community institutions
Our Experience



Gerald Champion Regional Medical Center has joined CHRISTUS Health
July 1, 2023
Transaction Involving: Faith-Based Non-profit 501(c)3
Transaction Type: Member Substitution
Assignment: Sell-Side
Gerald Champion Regional Medical Center has joined CHRISTUS Health. We advised Gerald Champion Regional Medical Center on this transaction.
Achieving superior results for community institutions
Our Experience



Mid-Columbia Medical Center has joined Adventist Health
June 1, 2023
Transaction Involving: Faith-Based Non-profit 501(c)3
Transaction Type: Member Substitution
Assignment: Sell-Side
Mid-Columbia Medical Center has joined Adventist Health. We advised Mid-Columbia Medical Center on this transaction.
Achieving superior results for community institutions
Our Experience





Genesis Health System has joined MercyOne
March 3, 2023
Transaction Involving: Faith-Based Non-profit 501(c)3
Transaction Type: Member Substitution
Assignment: Sell-Side
Genesis Health System has joined MercyOne. We advised Genesis Health System on this transaction.
Achieving superior results for community institutions
Our Experience



Olathe Health has joined The University of Kansas Health System
January 5, 2023
Transaction Involving: Academic Non-profit 501(c)3
Transaction Type: Member Substitution
Assignment: Sell-Side
Olathe Health has joined The University of Kansas Health System. We advised Olathe Health on this transaction.
Achieving superior results for community institutions
Our Experience



University of the Sciences has joined St. Joseph’s University
June 1, 2022
Transaction Involving: Academic Non-profit 501(c)3
Transaction Type: Member Substitution
Assignment: Sell-Side
University of the Sciences in Philadelphia, PA has joined St. Joseph’s University in Philadelphia, PA. We advised University of the Sciences on this transaction.
Achieving superior results for community institutions
Our Experience



Illinois Valley Community Hospital has joined St. Margaret’s Health
January 4, 2021
Transaction Involving: Faith-Based Non-profit 501(c)3
Transaction Type: Member Substitution
Assignment: Sell-Side
Illinois Valley Community Hospital has joined St. Margaret’s Health, a member of SMP Health System. We advised Illinois Valley on this transaction.
Achieving superior results for community institutions
Our Experience



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.
Achieving superior results for community institutions
Our Experience



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.
Achieving superior results for community institutions
Our Experience



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.