transactions

Monterey County’s Natividad Medical Center explores strategic growth opportunities

July 10, 2021

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

Transaction Type: Advisory Lease

Monterey County’s Natividad Medical center explores strategic growth opportunities in an aim to bridge health inequity.

Illinois Valley Community Hospital has joined St. Margaret’s Health

January 8, 2021

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

Transaction Type: Member Substitution

Illinois Valley Community Hospital in Peru, IL joined St. Margaret’s Health in Spring Valley, IL, a member of SMP Health System.

Beaumont Health announced acquisition of Summa Health

September 1, 2020

Transaction Involving: Non-profit 501(c)3

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

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.

Santa Clara County acquired three facilities from Verity Health

March 6, 2019

Transaction Involving: Investor-owned Local Government

Transaction Type: Asset Purchase

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.

Ohio Valley Hospital has been acquired by Heritage Valley Health System

January 17, 2019

Transaction Involving: Non-profit 501(c)3

Transaction Type: Member Substitution

Ohio Valley Hospital has been acquired by Heritage Valley Health System. We advised Heritage Valley Health System on this transaction.

Indian River Medical Center has joined the Cleveland Clinic

January 17, 2019

Transaction Involving: Academic Local Government

Transaction Type: Lease Member Substitution

Indian River Medical Center has joined the Cleveland Clinic. We advised Indian River Medical Center on this transaction.

Fremont Health has entered into an affiliation with Nebraska Methodist Health System

October 10, 2018

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

Transaction Type: Member Substitution

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.

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

Our Lady of Fatima Villa has been acquired by CareTrust REIT which will lease the healthcare facility to affiliates of a local firm, Kalesta Healthcare.

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

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

Trinity Hospital of Augusta has been acquired by University Health Care System

July 12, 2017

Transaction Involving: Investor-owned Local Government

Trinity Hospital of Augusta has been acquired by University Health Care System. We advised University Health Care System on this transaction.

Good Shepherd Health System has been acquired by CHRISTUS Health

February 7, 2017

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

Transaction Type: Asset Purchase

Good Shepherd Health System has been acquired by CHRISTUS Health. We advised Good Shepherd Health System on this transaction.