Strategic Advisory

Managing Director

As an advisor to a broad range of non-profit, governmental and corporate clients, we have experience with numerous alternative financing structures including joint ventures/P3s, asset sales and securitizations, lease financings and privatizations. SFG has within the higher education sector, and we have advised universities on several privatized student housing transactions. Our comprehensive advisory services encompass all phases of the transaction including:

  • Strategic planning and analysis of various structures and financing alternatives
  • Cost/benefit analysis and risk assessment
  • Procurement process for consultants, developers and financing teams
  • Negotiation of key documents and project terms
  • Rating agency strategy and communications
  • Pricing and financing execution
  • The changing landscape of the healthcare industry creates a diverse set of challenges and opportunities for hospitals and health systems nationwide. To complement our capital markets advisory capabilities, we draw on our team’s deep healthcare expertise to advise our clients on broader initiatives such as:
  • Affiliations, joint ventures, strategic partnerships and collaborations
  • Mergers, acquisitions and consolidations
  • Sales, divestitures, and restructurings