Debt and Derivative Advisory

Coins and financial chart

Helping Healthcare Organizations Fund Critical Capital Needs

We combine extensive experience with a broad range of financial products to help healthcare organizations fund critical capital needs. As an independent financial advisor, we strive for our interests to be fully aligned with those of our clients to provide objective and proactive guidance for outside funding.

Connect with Our Consulting Team

Connect with Our Consulting Team

Connect with Our Consulting Team
Examples of our work include the following:
Plan of Finance Development

Structure and evaluate the benefits of your organization’s overall financing strategy.

Bank Solicitations

Solicit interest for investment banking services and/or commercial credit proposals.

Capital Markets Stakeholder Management

Develop a strong investor relations strategy and navigate the rating update processes.

Transaction Execution and Management

Design and manage the financing process to secure optimal pricing for debt and derivative swaps.

Ongoing Capital Structure Monitoring

We work on retainer to monitor and optimize the composition of your organization’s debt and derivative portfolio.

How We Help
A Trusted Financial Advisor

We start by developing an in-depth understanding of your organization’s current strategic and financial positions. Then we work with you to preserve the strength of your credit position so you can access the broadest possible funding sources and secure the right fit at the right terms.

Our Experts
Matt Robbins provides partnership and financial advisory services for a broad range of healthcare clients engaged in various types of transactions, such as borrowings, debt restructurings, derivatives, mergers, acquisitions, and joint ventures.
Marek Kowalewski
Marek Kowalewski works with healthcare organizations nationwide, providing financial advisory services in the areas of fixed and variable bond financings, private bank negotiations, interest rate swaps, capital structure strategy, and credit positioning.
Steve Sohn
With more than 20 years of finance experience, Steve Sohn advises healthcare clients nationwide on credit positioning, financial risk management, debt offerings, interest rate swaps, private/public financial transactions, and capital structure performance.