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H2C Client Transactions

H2C assisted health systems across the rating spectrum to access capital during a rapidly changing interest rate environment

February 2023

H2C Securities Inc. (“H2C”), a strategic advisory and investment banking firm, was privileged to serve as the exclusive financial advisor to a broad group of not-for-profit health systems across the rating spectrum in 2022 – a challenging year that bore witness to seven rate hikes and rapidly increasing short-term and long-term yields. Despite these headwinds, the professionals at H2C carefully evaluated the goals of each client and tailored each plan of finance to fit each client’s unique needs and take advantage of opportunities in the market.

During 2022, H2C found bank direct purchases to be especially compelling compared to the public bond market, and in certain instances was able to refund existing debt for savings and access capital through bank lending. H2C’s expertise and careful monitoring of the market allowed clients to lock in attractive rates, optimize terms that reflect their credit strength and close transactions expeditiously. 

A shifting market environment requires creative, personalized solutions to unique objectives and concerns. H2C helped clients across the rating spectrum achieve strong ratings, develop creative plans of finance and achieve their strategic goals in both the public bond market and through alternative sources of capital, including private placements and bank lending. We are pleased to highlight below some of our 2022 transactions as a reflection of our commitment to achieving success for our clients.


About H2C Securities Inc. ("H2C")

H2C is a strategic advisory and investment banking firm committed to providing superior advice to healthcare organizations, higher education institutions, and related companies throughout the United States. H2C’s professionals have a long track record of success in healthcare and higher education mergers and acquisitions, capital markets, and real estate transactions, acting as lead advisors on hundreds of transactions representing billions of dollars in value.

Securities and services offered through H2C Securities Inc., member FINRA/SIPC, a registered broker-dealer and an indirect subsidiary of Fifth Third Bank, National Association. All rights reserved. Securities and services offered through H2C Securities Inc.: Are Not FDIC Insured; Offer No Bank Guarantee; May Lose Value; Are Not Insured by any Federal Government Agency; Are Not a Deposit.

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