Incumbent Operator Secures Two Acquisition Financings

Jay Healy and Director Andrew Lanzaro of Berkadia utilized the company’s balance sheet to provide $39.7 million of bridge-to-HUD financing for a Fort Worth-based skilled nursing owner/operator. The intent is to close the two subsequent HUD 232/223(f) refinancings in...

MONTICELLOAM’s 2025 Activity

MONTICELLOAM reported its 2025 activity, completing 49 senior care and multifamily transactions totaling over $2.2 billion in bridge, mezzanine and working capital financing throughout the year. In one of the notable transactions, one of the largest financings the...

Sword Health Acquires Kaia Health 

Sword Health announced on January 28 that it entered into an agreement to acquire Kaia Health. According to the press release, the transaction is valued at $258 million.  Founded in 2016, Kaia Health is a leading digital therapeutics company that creates...