Education & Health Care Financings
- Serves as bond and/or borrower counsel to numerous higher education institutions including Boston University, the College of the Holy Cross, Merrimack College, and Johnson & Wales University with respect to new money and refunding bonds issued by conduit issuers.
- Served as underwriter’s counsel to JPMorgan and TD Securities in a series of complex, accelerated transactions issued by Boston Children’s Hospital.
- Serves as bond counsel to the Massachusetts Development Finance Agency in connection with bonds and notes issued for the financing of various capital projects for qualified institutions.
- Serves as Bond Counsel to the University of Massachusetts Building Authority, structuring transactions and handling investor disclosure associated with financings. We also created the tax-exempt bond structure for residence hall construction, which include public-private partnership programs.
- Served as purchaser’s counsel on a first of its kind transaction in the municipal bond space: the new structure was financed with tax-exempt bonds and involved an off-balance sheet transaction whereby medical office buildings were sold to a nonprofit and leased back to a hospital system. Additionally, we facilitated creation of a ground lease structure with a lease back to the hospital system and a debt guaranty.
