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Healthcare Investment Banking Group

Matrix's Healthcare Investment Banking Group is focused on providing independent and objective advisory services to healthcare organizations, both for-profit and not-for-profit, across the healthcare spectrum.

Our dedicated professionals have depth and years of expertise and draw upon their extensive experience working with healthcare organizations delivering:

Matrix Healthcare Sectors:

  • Hospitals and Healthcare Systems
  • Academic Medical Centers
  • Behavioral Health
  • Managed Care
  • Telemedicine Services
  • Outpatient & Ambulatory Care Providers
  • Ancillary Services (Labs, Diagnostics, Imaging, Dialysis)
  • Long-Term Care
  • Home Health & Post-Acute Care
  • Physician Practices

Group Heads lead each engagement with a hands-on approach and are heavily involved throughout every transaction process. In structuring mergers & acquisitions and capital markets transactions, our Healthcare bankers consider the complexities of different regulatory environments, reimbursement challenges, and other nuances that healthcare organizations navigate.

Our bankers have successfully advised on over 250 completed engagements, including serving as strategic/M&A advisors on a variety of different structures of healthcare transactions and financial advisors on over $15 billion of taxable and tax-exempt healthcare debt.

Amanda Verner Thompson and Vasanta Pundarika serve as Co-Heads of Healthcare Investment Banking at Matrix, with 30 years of combined experience successfully advising healthcare companies.

Matrix Healthcare Group:

Amanda Verner Thompson

Co-Head of Healthcare Investment Banking,
Managing Director
athompson@matrixcmg.com (667) 217-3315
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Vasanta B. Pundarika

Co-Head of Healthcare Investment Banking,
Managing Director
vpundarika@matrixcmg.com (667) 217-3316
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Casey Van de Walle

Director cvandewalle@matrixcmg.com (667) 217-3318
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Anthony R. Hoffman, CPA

Analyst ahoffman@matrixcmg.com (667) 217-3326
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Healthcare Transactions

  • CLIENT
  • Client Description
  • Transaction Description
  • TYPE
  • Client Location
  • DATE
  • CLIENT: Achieve TMS
  • Client Description: A behavioral health provider specializing in Transcranial Magnetic Stimulation (TMS) that operates centers in Southern California, Oregon and Alaska
  • Transaction Description: Provided valuation advisory services to Achieve TMS
  • TYPE: Corporate Valuation
  • Client Location: San Diego, CA
  • DATE: March 2021
  • CLIENT: Montana Children’s Home and Hospital d/b/a Shodair Children’s Hospital
  • Client Description: A not-for-profit pediatric psychiatric provider in Montana with a robust continuum of care and dedicated inpatient psychiatric beds
  • Transaction Description: Advised on the successful issuance of its Series 2020A/B Bonds
  • TYPE: Municipal Advisory
  • Client Location: Helena, MT
  • DATE: October 2020

Healthcare Press Releases

  • August 6, 2021 -
    Amanda Verner Thompson, Co-Head of Matrix’s Healthcare Investment Banking Group, Appointed to Board of Directors for HealthCare Access Maryland

    RICHMOND, VA/BALTIMORE, MD – August 6, 2021 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce that Amanda Verner Thompson was recently appointed to the Board of Directors for HealthCare Access Maryland (“HCAM”). HCAM’s Board of Directors provides strategic focus and guidance to […]

  • June 10, 2021 -
    Co-Heads of Matrix’s Healthcare Investment Banking Group Featured in ABF Journal’s Top Women in Asset-Based Lending

    RICHMOND, VA/BALTIMORE, MD – June 10, 2021 – Matrix is pleased to announce that Amanda Verner Thompson and Vasanta Pundarika have been named to ABF Journal’s 2021 Top Women in Asset-Based Lending. Female professionals from multiple disciplines including, strategic advisors, lenders, private equity, accounting and legal were included in this […]

  • February 11, 2021 -
    Matrix 2020 Year In Review

    We sincerely hope that you and your families are well and safe. 2020 will certainly be a year we will always remember. None of us could have imagined all the difficulties we would be facing: a pandemic that spread quickly throughout the world; businesses closed; family and friends unemployed; remote […]

  • January 22, 2021 -
    Matrix is Moving!

    RICHMOND, VA/BALTIMORE, MD – January 22, 2021 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the relocation of their downtown Richmond headquarters from James Center II to Gateway Plaza, effective February 1, 2021.  Their new address will be:  Gateway Plaza, 800 East […]

  • January 13, 2021 -
    Matrix Expands Healthcare Investment Banking Group, Welcomes New Team Members

    RICHMOND, VA / BALTIMORE, MD – January 13, 2021 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, has expanded its Healthcare Investment Banking Group with the addition of two new team members. Casey Van de Walle has joined the firm as a Director.  She was previously […]

  • November 3, 2020 -
    Matrix Announces the Successful Issuance of Shodair Children’s Hospital’s Series 2020A/B Bonds

    RICHMOND, VA / BALTIMORE, MD – November 3, 2020 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has served as financial advisor to Montana Children’s Home and Hospital d/b/a Shodair Children’s Hospital (“Shodair”) on the successful issuance of its Series 2020A/B Bonds.  Shodair, […]