top of page

Strategic Capital Planning

Does Your Strategic Capital Plan Need a Refresh? What Healthcare Leaders Should Consider

January 2022

Capital Planning Image
About H2C Securities Inc. ("H2C")


H2C is a strategic advisory and investment banking firm committed to providing superior advice to public and private healthcare and higher education institutions and related organizations throughout the United States. H2C’s professionals have a long track record of success in 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. 

For more information, visit


About The Authors

Victoria Poindexter Headshot

Victoria Poindexter is a managing director at H2C. Contact Victoria at

George Huang Headshot

George Huang is an executive director at H2C. Contact George at

Strategic capital planning never becomes less critical, but it does need to change with the times. And never has this become more obvious than today, after almost two years of unprecedented challenges for healthcare providers.

In the 1990s, the introduction of “integrated strategic and capital planning” shifted the focus of healthcare finance leaders from how best to finance a project to how best to finance the corporation—i.e., to ensure access to capital to fund the organization’s mission over a longer term. This “corporate finance” approach sought to minimize capital costs by positioning the organization to access markets when they were favorable and, as a result, maintain the strongest credit rating and an acceptable level of risk. However, for many organizations, the objective of the plan was to fund a mission that included providing care across the full continuum, primarily through internally generated funds and external debt capital.

bottom of page