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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. Group members have depth and years of expertise working with companies in various healthcare sub-sectors, including hospitals and healthcare systems, behavioral health organizations, managed care companies, telemedicine providers, in addition to other ancillary services, including dialysis, urgent care, laboratories, and long-term care.

Our dedicated professionals draw upon their extensive experience working with healthcare organizations in delivering merger & acquisition advisory services, as well as strategic and capital markets advisory services, including municipal advisory. We understand the complexities of different regulatory environments, reimbursement challenges, and other nuances that healthcare organizations have to navigate on a daily basis.

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, and over 230 completed engagements.


Healthcare Team

Amanda Verner Thompson

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

Amanda is Co-Head of Healthcare Investment Banking and is responsible for new client development and managing all aspects of client transactions. She advises not-for-profit and for-profit healthcare clients on mergers and acquisitions, valuations, tax-exempt and taxable financings, and strategic advisory, including strategic options and strategic capital planning. Amanda’s clients across the country include hospitals, healthcare systems, behavioral health companies, telehealth companies, managed care companies, and long-term care facilities, among others. Prior to joining Matrix, she worked on over 115 healthcare banking engagements, including serving as M&A advisor on the sale of Achieve TMS, financial advisor to Rochester Regional Health on multiple debt issuances, M&A advisor on the affiliation of Safe Harbor Behavioral Health to UPMC Hamot, valuation advisor to Maryland Physicians Care, M&A advisor to New Mexico Health Connections on the sale of its commercial business to Evolent Health, and M&A advisor on an equity raise for InnovaTel Telepsychiatry. Amanda has spent her entire career working in healthcare investment banking.  She was previously a Director with Raymond James & Associates Healthcare Finance Group where she led the managed care and telehealth advisory efforts. She joined Raymond James in 2012 following the acquisition of Morgan Keegan and joined Morgan Keegan in 2007 with the acquisition of Shattuck Hammond Partners, a boutique healthcare investment bank. Amanda graduated from Duke University with a B.A. in Biology and a minor in French. She is qualified as a FINRA General Securities Representative (Series 7), General Securities Principal (Series 24), Municipal Advisor Representative (Series 50), Municipal Securities Principal (Series 53), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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Vasanta B. Pundarika

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

Vasanta is Co-Head of Healthcare Investment Banking. She is responsible for new client development and managing all aspects of client transactions.  She advises not-for-profit and for-profit healthcare clients on mergers and acquisitions, valuations, tax-exempt and taxable financings, and strategic advisory, including strategic options and strategic capital planning. Vasanta has specific expertise with health systems, behavioral health, telemedicine, and ancillary healthcare services.  Prior to joining Matrix, she was instrumental in successfully advising on numerous transactions, including serving as M&A advisor on the sale of Achieve TMS, financial advisor on multiple debt issuances by Mayo Clinic, M&A advisor on the acquisition and joint venture of Saint Louis University Hospital, financial advisor on the funding of the replacement hospital project by Essentia Health, M&A advisor on the sale of Glens Falls Hospital’s dialysis business, and financial advisor on multiple debt issuances by WVU Medicine, among many others. Vasanta has spent her whole career working as an investment banker in the healthcare industry. She was previously a Director in Raymond James’ Healthcare Finance Group, which she joined upon the acquisition of Morgan Keegan, and the acquisition of Shattuck Hammond Partners prior to that. Vasanta graduated with Honors from Princeton University, where she received an A.B. degree in Anthropology. She is also qualified as a FINRA General Securities Representative (Series 7), Municipal Advisor Representative (Series 50), Uniform Securities Agent (Series 63), and Investment Banking Representative (Series 79).

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