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Healthcare Financial Advisory

Not-for-profit and for-profit academic medical centers, healthcare systems, hospitals, behavioral health organizations, long-term care, and other healthcare providers are often looking for capital funding to maintain and grow their market share and services.

We understand the challenges that organizations face, balancing capital needs with debt capacity. Serving as your financial advisor and/or independent registered municipal advisor (“IRMA”), our professionals focus on achieving and implementing the optimal capital strategy within the context of your long-term goals and market conditions.

As advisors, we assess your company’s risk tolerance and help position your organizations’ credit favorably to structure transactions for maximum operating flexibility. Throughout, our bankers are engaged and hands-on, driving the transaction process forward.

Our team of bankers is well-versed across the credit spectrum and with a variety of financial products and transaction sizes. Our bankers’ previous experience includes serving as financial advisors for:

  • ~$5 billion taxable and tax-exempt, public and private debt for an academic medical center with $13.9 billion of revenue in the Midwest through several issuances
  • ~$2.2 billion taxable and tax-exempt, public and private debt for an academic medical center with $5.7 billion of revenue in the Northeast through several issuances
  • ~$2.1 billion tax-exempt and taxable public and private debt for a health system with $3.1 billion of revenue in the Mid-Atlantic through several issuances
  • ~$700 million tax-exempt bond issue for a replacement hospital facility for a health system with $2 billion of revenue in the Midwest
  • ~$250 million tax-exempt private bank debt for a health system with $2 billion of revenue in the Midwest
  • ~$300 million tax-exempt bond issue for a health system with $2.2 billion of revenue in the Northeast
  • ~$118 million tax-exempt bond issue for a children’s hospital with $215 million of revenue in the South
  • ~$45 million tax-exempt bond issue for a rehabilitation hospital with $118 million of revenue in the Mid-Atlantic
  • ~$140 million tax-exempt bond issue for a community hospital with $575 million of revenue in the Mid-Atlantic
  • ~$95 million tax-exempt bond issue for a community hospital with $300 million of revenue in the Mid-Atlantic
  • ~$155 million tax-exempt and taxable debt for a healthcare association with $217 million of revenue in the Mid-Atlantic

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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