On June 18, 2024, HJ Sims successfully closed on the $16.175 million Series 2024 Bonds.
Continue readingChampion Schools (June 2024)
La Scuola International School (October 2024)
Sims priced the deal on September 26, 2024 and closed October 8, 2024. The issuance consisted of three term bonds with a final maturity of 40 years. The bonds were nonrated and the first term bond maturing in 2044 has an anytime call option at par. Sims was able to land La Scuola a true interest cost of 5.35%.
Continue readingGreater Ouachita Water Company (June 2024)
HJ Sims Underwrites Tax-Exempt Bonds to Finance Infrastructure Improvements for Greater Ouachita Water Company
Continue readingNortheast Ohio Classical Academy (December 2023)
On December 28, 2023, HJ Sims successfully closed on the $11.3 million Series 2023 Bonds for Northeast Ohio Classical Academy.
Continue readingWestside Neighborhood School (May 2024)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingAscent Classical Academy Charter Schools (April 2024)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingPrescott Valley Charter School (March 2024)
On March 21, 2024, HJ Sims successfully closed the $11.71 million Series 2024 Bonds, with the majority of the issue purchased by five institutional bond funds. Additionally, approximately $300,000 of the bonds were acquired by HJ Sims’ Private Wealth Management clients.
Continue readingNorthwest Classical Academy (December 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingSoutheast Ohio Classical Academy (November 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingSouthwest Charter Foundation (September 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingRenaissance Charter School (October 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingPathways to College (September 2023)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue readingSearstone (March 2023)
HJ Sims Completes 3-Step finance plan for North Carolina life plan community, Searstone, including nearly seventeen-month forward refunding.
Continue readingCapital College & Career Academy (February 2023)
HJ Sims successfully closes on $13.9 million Series 2023 Bonds for Sacramento, CA start-up public charter high school, Capital College & Career Academy.
Continue readingBob Hope School (The Hughen Center, Inc.) (November 2022)
HJ Sims successfully closes on $26.335 million Series 2022 Bonds for Texas nonprofit corporation, The Hughen Center dba as Bob Hope School, which currently operates four charter schools on four campuses in and around Port Arthur, TX.
Continue readingKootenai Classical Academy (November 2022)
HJ Sims successfully closes on $13.5m Series 2022 bonds for a start-up classical Idaho public charter school, Kootenai Classical Academy.
Continue readingMozaic Concierge Living (Stamford, CT) (November 2022)
HJ Sims raises $31.7 million in seed capital for development of new Connecticut life plan community, MoZaic Concierge Living.
Continue readingAssisted Living and Memory Care Community in the Mountain West (July 2022)
HJ Sims Closes Life Insurance Company Loan for Assisted Living and Memory Care Community in the Mountain West.
Continue readingShining Rock Classical Academy (August 2022)
HJ Sims closes on $21.395 million series 2022 bonds for North Carolina public charter school, Shining Rock Classical Academy to buy out of their lease on one campus and refinance an existing loan.
Continue readingHigh Point Academy (July 2022)
HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.
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