transactions

has joined We advised National Health Investors, Inc. on this transaction.
Read More
has joined We advised National Health Investors, Inc. on this transaction.

Kentucky River Medical Center has been acquired by Quorum Health

November 4, 2021

Transaction Involving: Investor-owned

Transaction Type: Asset Purchase

Assignment: Sell-Side

National Health Investors (NYSE: NHI), a publicly traded Real Estate Investment Trust (REIT) has divested Kentucky River Medical Center in Jackson, KY to Quorum Health. This was NHI’s sole acute care hospital, and the transaction reflects a portfolio management strategy to focus on core business operations. We advised National Health Investors, Inc. on this transaction.

Achieving superior results for community institutions

Our Experience
has sold its 50% interest in to We advised Temple University on this transaction.
Read More
has sold its 50% interest in to We advised Temple University on this transaction.

Jefferson Health has purchased interest in Health Partners Plan from Temple University

November 1, 2021

Transaction Involving: Academic

Transaction Type: Purchased Interest

Assignment: Sell-Side

Temple University in Philadelphia has divested its 50% ownership stake in Health Partners Plans (HPP) to Jefferson Health. HPP is a non-profit hospital-owned Medicare and Medicaid Health Maintenance Organization (HMO) covering 290,000 lives in Eastern-Pennsylvania. The transaction was valued at $305 million. We advised Temple University on this transaction.

Achieving superior results for community institutions

Our Experience
evaluates growth opportunities We advised both Natividad and the County on this project
Read More
evaluates growth opportunities We advised both Natividad and the County on this project

Monterey County’s Natividad Medical Center explores strategic growth opportunities

July 1, 2021

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

Transaction Type: Strategic Advisory

Assignment: Advisory

Monterey County’s Natividad Medical center explores strategic growth opportunities in an aim to bridge health inequity. We advised both Natividad and the County on this project.

Achieving superior results for community institutions

Our Experience
has merged to join We advised Illinois Valley on this transaction.
Read More
has merged to join We advised Illinois Valley on this transaction.

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
announced acquisition, did not close We advised Beaumont Health on this transaction.
Read More
announced acquisition, did not close We advised Beaumont Health on this transaction.

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.

Achieving superior results for community institutions

Our Experience
has joined We advised J.C. Blair Health System on this transaction.
Read More
has joined We advised J.C. Blair Health System 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.

Achieving superior results for community institutions

Our Experience
has acquired three facilities from We advised Santa Clara County on this transaction.
Read More
has acquired three facilities from We advised Santa Clara County on this transaction.

Santa Clara County has acquired three facilities from Verity Health

March 1, 2019

Transaction Involving: Investor-owned Local Government

Transaction Type: Asset Purchase

Assignment: Buy-Side

St. Louise Regional Hospital, O’Connor Hospital and DePaul Health Center joined Santa Clara County’s public healthcare delivery system after Verity Health filed for Chapter 11 protection. We advised Santa Clara County on this transaction.

Achieving superior results for community institutions

Our Experience
has been acquired by We advised Heritage Valley Health System on this transaction.
Read More
has been acquired by We advised Heritage Valley 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.

 

Achieving superior results for community institutions

Our Experience
has joined We advised Indian River Medical Center on this transaction.
Read More
has joined We advised Indian River Medical Center 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.

Achieving superior results for community institutions

Our Experience
has entered into an affiliation with We advised Fremont Health on this transaction.
Read More
has entered into an affiliation with We advised Fremont Health 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.

Achieving superior results for community institutions

Our Experience
has been acquired by in partnership with Kalesta Health Group We advised Our Lady of Fatima Villa on this transaction.
Read More
has been acquired by in partnership with Kalesta Health Group We advised Our Lady of Fatima Villa on this transaction.

Our Lady of Fatima Villa has been acquired by CareTrust REIT and Kalesta Health Care

September 24, 2018

Transaction Involving: Faith-Based Investor-owned

Transaction Type: Asset Purchase

Assignment: Sell-Side

Our Lady of Fatima Villa has been acquired by CareTrust REIT which will lease the healthcare facility to affiliates of, Kalesta Healthcare. We advised Our Lady of Fatima Villa on this transaction.

Achieving superior results for community institutions

Our Experience
has been acquired by We advised Ellwood City Hospital on this transaction.
Read More
has been acquired by We advised Ellwood City Hospital 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.

Achieving superior results for community institutions

Our Experience