What We Deliver

From non-profit to for-profit organizations, senior living communities to charter schools, HJ Sims delivers innovative and flexible capital solutions that meet our clients’ evolving needs through our Financed Right approach.

More than Eighty-Five Years of Excellence

  • Founded on Wall Street in 1935
  • Underwrote the first tax-exempt municipal bond in 1965 to finance a long-term care community
  • Over $33.1 billion in total project financings as of December 31, 2021
  • Ownership stake by HJ Sims Investments, an affiliate of HJ Sims, in more than 86 senior living communities
  • Bankers who serve on industry committees, advisory panels and as Board Members of senior living communities
HJ Sims was founded on Wall Street in 1935.

What We Do

Debt Issuance

We structure and underwrite an array of bond products for corporate and project finance needs.

Equity Raising

We raise preferred equity from private investors and equity funds on joint venture and co-investment bases.

Acquisition, Affiliations, Divestitures

We source opportunities and negotiate terms to help organizations grow or focus their mission.

Financial Advisory

We solicit bank and agency debt and can serve as a client’s advisor on underwritings.

Risk Management

We advise on interest rate hedging strategies and derivative products.

Strategic Capital Planning

We identify, evaluate, and integrate an organization’s capital needs into its long- term strategic plan.

Board Education

We share knowledge on market and industry trends, and provide in-depth review of more specific topics.

Investment Management

We work with organizations to invest in their portfolios and trustee-held funds.

Solutions We Deliver

The HJ Sims Advantage

  • Dedicated team of sales, trading, and underwriting professionals, with expertise in investment-grade and high-yield municipal and corporate markets
  • Broad investor base to cover the full spectrum of Tier I (large) institutional investors along with Tier II and Tier III middle markets
  • Unique investor distribution capabilities through HJ Sims Private Wealth Management

Broader Distribution Translates to

  • Lower costs of capital 
  • Flexible terms and covenants 
  • Higher level of leverage
  • Higher assurance of closing 
Let us share our expertise. Our banking professionals
deliver customized financing solutions and ongoing education.
Financing the Perception of Safety, White Paper on the
Senior Living COVID-19 Sentiment Survey