Transactions: Capital Raising
Carter-Haston Investment Partners, L.P.
| Company Description: |
Carter-Haston Investment Partners, L.P. is a Tennessee limited partnership organized to invest primarily in existing Class A and B apartment communities located in the Southeast, Southwest and Midwest United States currently under distressed ownership or presenting unique upside opportunities |
| Transaction: |
Private placement of the limited partnership interests in connection with a first close of Carter-Haston Investment Partners, L.P ("CHIP's") |
| Transaction Value: |
$11,025,000 |
| Our Role: |
Served as placement agent for the fund |
SunCrest Healthcare, Inc.
| Company Description: |
SunCrest owns and operates home health agencies in the Southern United States |
| Transaction: |
Private placement of senior and subordinated debt and equity to finance the acquisition of HomeChoice Health Services, Inc. |
| Transaction Value: |
Undisclosed |
| Our Role: |
Served as financial advisor to the company |
TriStar Healthcare, Inc.
| Company Description: |
TriStar owns and operates home health agencies in the Southern United States |
| Transaction: |
Private placement of subordinated debt and equity to finance acquisitions |
| Transaction Value: |
$4 million |
| Our Role: |
Served as financial advisor to the company |
Ramsay Youth Services, Inc. (formerly, Nasdaq: RYOU)
| Company Description: |
Provider of healthcare and behavioral treatment programs and services for at-risk youth |
| Transaction: |
Private placement of mezzanine capital |
| Transaction Value: |
$10 million |
| Our Role: |
Served as advisor to the company |
ChanneLinx, Inc.
| Company Description: |
Software provider to the building materials and construction industry |
| Transaction: |
Private placement of equity capital |
| Transaction Value: |
$20 million |
| Our Role: |
Served as advisor to the company |
Medshares, Inc.
| Company Description: |
Provider of home care services |
| Transaction: |
Private placement of senior debt and equity capital |
| Transaction Value: |
$25 million |
| Our Role: |
Served as advisor to the company |
MESA International, Inc.
| Company Description: |
Manufacturing process software company |
| Transaction: |
Private placement of mezzanine capital |
| Transaction Value: |
$3.8 million |
| Our Role: |
Served as advisor to the company |
eDr Network, Inc.
| Company Description: |
Online marketplace for the eyecare industry |
| Transaction: |
Private placement of equity capital |
| Transaction Value: |
$13 million |
| Our Role: |
Served as advisor to the company |
Value Music Concepts, Inc.
| Company Description: |
Music retailer in outlet centers |
| Transaction: |
Private placement of senior debt, mezzanine and equity capital |
| Transaction Value: |
$14 million |
| Our Role: |
Served as advisor to the company |
U.S. Corrections Corp. (since has been acquired by Corrections Corporation of America)
| Company Description: |
Private corrections company |
| Transaction: |
Private placement of mezzanine and equity capital |
| Transaction Value: |
$60 million |
| Our Role: |
Served as advisor to the company |
Service Resources, Inc. (now Prenova, Inc.)
| Company Description: |
Facilities and energy management company |
| Transaction: |
Private placement of equity capital |
| Transaction Value: |
$3 million |
| Our Role: |
Served as advisor to the company |
Capital Funding Group, Inc.
| Company Description: |
Specialty lender to the skilled nursing and assisted living facility industry |
| Transaction: |
Private placement of senior credit facility |
| Transaction Value: |
$13 million |
| Our Role: |
Served as advisor to the company |
Physician Informatics, Inc.
| Company Description: |
Provider of healthcare IT software and services |
| Transaction: |
Private placement of equity capital to finance acquisitions and for other growth activities |
| Transaction Value: |
$5 million |
| Our Role: |
Served as advisor to the company |
CBLPath, Inc.
| Company Description: |
Provider of anatomic pathology lab services |
| Transaction: |
Private placement of mezzanine and equity capital to finance acquisition |
| Transaction Value: |
$3.5 million |
| Our Role: |
Served as advisor to the company |
National Medical Solutions, Inc.
| Company Description: |
Operator of wound care treatment centers |
| Transaction: |
Private placement of equity capital to finance acquisition |
| Transaction Value: |
$4 million |
| Our Role: |
Served as advisor to the company |
HealthMont, Inc.
| Company Description: |
Owns and operates non-urban hospitals |
| Transaction: |
Private placement of senior debt and equity capital to acquire assets of New American Healthcare, Inc. out of bankruptcy |
| Transaction Value: |
$24.5 million |
| Our Role: |
Served as advisor to the company |
Dental Health Associates, Inc.
| Company Description: |
Owner and operator of dental practices |
| Transaction: |
Private placement of equity capital to complete the acquisition of a dental practice network in Georgia, Florida and North Carolina |
| Transaction Value: |
Undisclosed |
| Our Role: |
Served as advisor to the company |
SeniorHealth Incorporated
| Company Description: |
Owns and operates psychiatric and rehabilitation hospital facilities |
| Transaction: |
Private placement of equity capital |
| Transaction Value: |
$7 million |
| Our Role: |
Served as advisor to the company |
Liberty Fibers Corporation (f/k/a Lenzing Fibers)
| Company Description: |
Manufacturer of rayon staple fibers |
| Transaction: |
Private placement of Debtor-In-Possession (DIP) financing |
| Transaction Value: |
$10 million |
| Our Role: |
Served as advisor to the company |
Caregiver Services, Inc.
| Company Description: |
Provider of in home assisting living services, primarily in Florida |
| Transaction: |
Private placement of senior debt and mezzanine capital |
| Transaction Value: |
$23.75 million |
| Our Role: |
Served as advisor to the company |
National Renal Alliance, LLC
| Company Description: |
Owns and operates non-urban dialysis clinics |
| Transaction: |
Private placement of senior debt and equity capital |
| Transaction Value: |
$17.7 million |
| Our Role: |
Served as advisor to the company |
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