Background:
The Ascension Team represents a Broadtree Partners, the private equity owner of AMM Healthcare. AMM is a medical care organization recognized across North Carolina as an innovator in primary and specialty care, operating several highly profitable locations for over 40 years.
Client Objective:
The client recognized the arbitrage opportunity present between the acquired real estate cost versus the value creation available through a sale leaseback transaction. A sale leaseback transaction would allow the client to generate meaningful capital that it could reinvest into the business to fund future growth.
Solution:
Ascension’s team leveraged its diverse investor network, bringing in multiple competitive offers from buyers including healthcare/medical-focused private and institutional investors. After multiple rounds and thoroughly vetting all interested parties, the Ascension team and Broadtree Partners collectively selected a private, well capitalized investment management firm with a track record in medical office and healthcare property investments. Ultimately, the deal closed quickly and at favorable terms to both parties.
Leave a Comment