SC&H Capital Advises Trinity Regional Hospital Sachse in Sale to Subsidiary of HCA Healthcare

ELLICOTT CITY, MD - February 1, 2024

SC&H Capital, a leading investment bank specializing in M&A advisory for middle-market companies, is pleased to announce that its client, Sunland Medical Foundation d/b/a Trinity Regional Hospital Sachse (“Trinity ”), has been acquired by Medical City Plano, a wholly owned subsidiary of HCA Healthcare Inc. (NYSE: HCA), one of the nation’s leading healthcare providers.

Trinity engaged SC&H Capital to conduct a competitive auction process, which resulted in the successful bid submitted by Columbia valued at approximately $41 million plus other assumed liabilities. The acquisition was approved by the U.S. Bankruptcy Court for the District of Texas, Dallas Division on November 29, 2023. The transaction was finalized on January 31, 2024.

SC&H Capital Advises Trinity Regional Hospital Sachse in Sale to Subsidiary of HCA Healthcare“It was a pleasure working with Hank Waida, Ken Mann and the rest of the SC&H team on this engagement. SC&H led a sale process which not only ensured all likely prospects in the market were aware of the opportunity, it also brought many less conspicuous prospects to the table, which created competitive tensions and played a significant role in maximizing value for all stakeholders. The value Hank and Ken added at every step, including the day of the auction, was substantial and resulted in a tangibly enhanced recovery. We look forward to working with them again in the very near future”, said Trinity’s CRO, Jonathan Nash, Managing Partner of MeadowLark Advisors.

The acquisition enables Medical City Plano to continue to provide uninterrupted care for the community and secure the employment of Trinity’s staff, while also providing access to more than 180 affiliated hospitals nationwide.

“We are pleased to have found a buyer that will continue to operate the hospital and are confident that Medical City Plano will continue to provide quality healthcare to the patients and families in the community,” said Hank Waida, Principal of SC&H Capital.

Other professionals who worked on the transaction include Jonathan Nash, Cooper Crouse, Dillon Zwick, and Matt Lupton, MeadowLark Advisors, restructuring team for Trinity, Marcus Helt, Grayson Williams, Jack Haake, Greg Fosheim, and Natalie Rowles, McDermott, Will and Emory LLP, counsel for Trinity, Tyler Layne and MaryEllen Pickrell, Holland and Knight LLP, counsel for Medical City Plano.

About SC&H Capital

SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, capital raises, financial restructurings, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including technology, healthcare, manufacturing, consumer, business and professional services, and government contracting. We are recognized for delivering relevant market insights and tailored solutions to help owners achieve their true strategic value. To learn more, visit www.schcapital.com.

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