Capstone Partners Advised a Leading Provider of Rehabilitation Services on a Senior Credit Facility and Engaged to Act as a Buy-Side Advisor

Capstone Partners advised a leading provider of rehabilitation services to people with developmental disabilities (the Company), on a senior credit facility from Opus Bank. This transaction will provide the Company with both liquidity and the ability to launch new growth initiatives through potential acquisitions.

The Company has been supporting people with developmental disabilities since 1992. Presently, the Company provides support to more than 500 people with development disabilities in several western States.

The Company is a high-quality and successful service provider in a market segment that is fragmented and consolidating. Clients, their families and local communities rely on the Company’s services. This financing and concurrent buy-side advisory assignment with the Capstone Healthcare team allowed a liquidity event for the primary shareholder, while putting in place a capital structure designed to accommodate acquisition growth which will allow the Company to grow to serve more clients.

The Company is actively seeking to make acquisitions of quality service providers in the I/DD space. David Baker and Rod Rivera, both Managing Directors in the Healthcare group at Capstone, are advising the Company.