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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.

Proud member of:


Proud to be a part of:

Proud Sponsor of:

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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Barrett F. Smith

Analyst bsmith@matrixcmg.com (667) 238-3870
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Healthcare Transactions

  • CLIENT
  • Client Description
  • Transaction Description
  • TYPE
  • Client Location
  • DATE
  • CLIENT: Green Castle Recovery Centers, LLC d/b/a Sanford Behavioral Health
  • Client Description: A residential and outpatient behavioral health provider focused on specialized services including addiction treatment, mental healthcare and eating disorder treatment
  • Transaction Description: Advised on comprehensive capital strategy and capital raise
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Grand Rapids, MI
  • DATE: October 2022
  • CLIENT: Berger & Burrow Enterprises, Inc. d/b/a Dynamic Mobile Imaging
  • Client Description: A premier provider of portable digital x-rays, ultrasounds, EKGs, holter monitors, echocardiograms and dopplers for patients in skilled nursing facilities, assisted living homes, correctional facilities, universities, and home settings
  • Transaction Description: Advised on the sale to True North Health Navigation LLC d/b/a DispatchHealth
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: December 2021
  • 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

  • October 11, 2022 -
    Matrix Announces Successful Capital Raise for Sanford Behavioral Health

    RICHMOND, VA / BALTIMORE, MD – October 11, 2022 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Green Castle Recovery Centers, LLC d/b/a Sanford Behavioral Health (“Sanford”) on a successful capital raise. Sanford is a residential and outpatient behavioral health provider […]

  • December 20, 2021 -
    Matrix Announces the Successful Sale of Berger & Burrow Enterprises, Inc. d/b/a Dynamic Mobile Imaging

    RICHMOND, VA / BALTIMORE, MD – December 20, 2021 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised Berger & Burrow Enterprises, Inc. d/b/a Dynamic Mobile Imaging (“Dynamic” or “DMI”), on its successful sale to True North Health Navigation LLC d/b/a DispatchHealth, […]

  • 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 […]