A representative selection across the four platforms, described by role, structure and hold rather than by a headline return. Where a name is confidential, the situation is still described honestly.
Selection is representative rather than exhaustive, and is not a complete list of the firm's positions.
Acquired from family ownership in a succession situation and operated by the firm's affiliated management platform since close. Capital structure sized to the census trough rather than the stabilized case.
Recapitalized an existing ownership group that needed certainty of close to protect continuity of care. Operating leadership retained, reporting and controls rebuilt to the firm's standard.
Ground up redevelopment of a downtown parcel in a market the firm knows, taken from entitlement through lease up and retained on the balance sheet rather than sold at stabilization.
Built to a named operating tenant's specification against a long lease, underwritten on the tenant's business rather than on a residual value assumption.
Financed revenue producing equipment for an operator the firm had underwritten before, structured as a lease with purchase rights at term.
Released capital from owned equipment for a growing operator without giving up equity, priced on collateral the firm can value and remarket itself.
A minority position taken alongside operating management in a business outside the three core platforms, sized so the outcome is meaningful but never structural to the balance sheet.
Provided capital into a timing constrained situation where speed and certainty were worth more to the counterparty than the last increment of price.
Fields marked "to confirm" are awaiting the firm's own verified data. Nothing on this page should be read as an indication of future results. See disclosures.
