Southeast SNF/ALF Portfolio Recap and Buyout

A prominent senior care sponsor partnered with VIUM Capital to recapitalize a seven-property portfolio of skilled nursing and assisted living facilities across the Southeastern United States. The transaction included buying out more than 100 minority equity partners and adjusting leverage across the portfolio to best prepare each facility for an efficient HUD exit.

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This opportunity stood out due to its unique structure, complex goals, and the high level of experience required to execute it successfully. VIUM Banker Tony Ruberg led the effort, navigating the challenges of the partner buyouts and designing a financing solution that would support the client’s eligibility for HUD while addressing a variety of capital needs.

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VIUM’s primary role was to deliver a custom bridge loan that enabled the full partner buyout. The structure allowed for de-leveraging at one project and re-leveraging at another, all with the intention of setting up each asset for future HUD financing.

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The VIUM team worked closely with the sponsor, handling each detail to ensure that every partner was properly paid and that the ownership structure was simplified. This groundwork created a clearer and more efficient path toward long-term financing solutions.

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VIUM is proud to work alongside operators who are deeply committed to the success of their communities. This transaction reflects our focus on building meaningful relationships and providing strategic capital that supports sustainable growth and high-quality care.