Cases
Representative Matters: Healthcare Financing: Represented Popular Bank in a $75 million acquisition
revolving credit facility to a Montreal-based real estate investment firm
a Chicago-based health services provider on their joint venture acquisition of three nursing homes in Delaware.
Represented Popular Bank, as agent
lead lender, in a $65 million syndicated acquisition financing of three skilled nursing homes in Southern California.
Represented CIBC Bank USA in a $47 million construction loan for a skilled nursing home facility located in Eugene, Oregon.
Represented CIBC Bank USA in a $40 million term loan
refinancing of eight assisted living facilities
skilled nursing homes in Minnesota to Monarch Healthcare Management, an operator of senior living centers.
Represented Popular Bank in a $40 million term loan to a REIT based in New York on a refinancing of four skilled nursing facilities located in Oklahoma
Texas.
Represented Popular Bank, as agent
lead lender, in a $30 million syndicated acquisition financing for skilled nursing homes
assisted living facilities in New York.
Represented certain subsidiaries of Petersen Health Care, one of the largest nursing home operators in Illinois, in obtaining for its nursing home portfolio some $140 million in financing: from two revolving credit facilities agented by Credit Suisse AG, New York Branch, a term loan from Sector Financial Inc. (an affiliate of Credit Suisse)
a mezzanine term loan from an affiliate of GMF Capital, a private equity firm.
Other Syndicated Secured Financings: Represented Balchem Corporation (NASDAQ: BCPC), a chemical manufacturer,
its U.S. subsidiaries in a $500 million syndicated secured financing with J.P. Morgan Chase as administrative agent.
Represented J.P. Morgan Chase as agent
lead lender in a $165 million syndicated secured financing to one of the nation's largest turkey processing companies.
Represented Lake Forest Bank & Trust Company, N.A. in its extension of a $37.1 million secured, revolving credit facility to an investment fund of an opportunistic real estate investment firm.
Private Equity Sponsor-Led Financings: Represented Twin Light Capital, a private equity firm focused on the seniors housing
healthcare sector, in its $36 million acquisitions of Hudson Manor, an assisted living facility in Tampa, Florida,
13 additional assisted living facilities.
Represented Associated Bank as agent
lead lender in a $19 million senior secured financing to High Street Capital, a private equity fund located in Chicago, Illinois, in its acquisition of a feed mill company that provides feed to farms throughout the Midwest region of the United States
the deal also involved subordinated
seller debt.
Represented Clock Spring Company, Inc., a leading global manufacturer of composite pipeline
pipe work repair solutions, in its financings to enable the acquisition of Citadel Technologies, a manufacturer of engineered carbon-fiber composite repairs, including restructuring the existing revolver
real estate loan,
completing equity financing
conventional
convertible loans from a private equity firm.
Represented Associated Bank as agent
lead lender in a $15 million secured financing to Merit Capital, a Chicago private equity fund, in its acquisition of a calibration, inspection
repair of electronic
mechanical test instrument company.
Represented Lake Forest Bank & Trust Company, N.A. in its extension of a $23 million credit facility to non-profit corporation that owns
runs the Abraham Lincoln Presidential Library in Springfield, Illinois.
Specialty Lending - Warehouse, Insurance
Tax Liens: Represented CIBC Bank USA as agent
lead lender in a $175 million secured financing to a middle market specialty finance firm to make healthcare related loans as-needed to its customers.
Represented CIBC Bank USA as agent
lead lender in a $38 million secured financing to MidCap Financial, to permit MidCap to make various real estate related loans on an as-needed basis to its customers.
Represented CIBC Bank USA as agent
lender in a $50 million warehouse line of credit to CNH Finance, an asset based lender.
Represented Lake Forest Bank & Trust on a $20 million loan to The Plexus Group, a privately-owned insurance brokerage
risk management consulting firm.
Represented Integro UK, the specialty insurance brokerage firm, in connection with its $2.5m (c.2.03m) investment into Bermuda-based underwriting technology start-up Helix Underwriting Partners Ltd., with Integro's investment giving Helix an enterprise valuation of $10 million (c.8.12m),
simultaneously on a restructuring of Helix to permit expansion.
Represented Associated Bank in a $10 million revolving loan for tax liens.
Represented Associated Bank/TLH in a $10 million revolving loan for tax liens, to provide borrowers statutory return on investment through tax certificates at auction.
