Higher Education, Healthcare and Other Not-for-Profit Institutions

Not-for-profit entities (“NFPs”) have some of the most complex financing and hedging needs, and SFG is highly specialized in advising such clients on achieving their financial and strategic objectives. Our NFP clients include colleges and universities, academic medical centers, hospitals and healthcare systems, cultural and research institutions. The wide variety of size and structure of each of our NFP clients’ portfolios, financing needs and strategic initiatives allows us to tailor our advisory services to help meet each client’s individual needs. Our suite of advisory services includes:

  • Financial strategy and capital planning
  • Tax-exempt and taxable debt offerings
  • Private placements, direct purchase agreements, bank loans, credit facilities
  • Transaction structuring and documentation negotiation
  • Interest rate hedging and risk management
  • Rating agency strategy and investor relations
  • Alternative financing structures, P3’s and M&A advisory