The Learning Experience Retail | Franklin, Tn (Nashville Msa)

Total Page:16

File Type:pdf, Size:1020Kb

The Learning Experience Retail | Franklin, Tn (Nashville Msa) OFFERING MEMORANDUM TRADE NET LEASE WITH CONFIDENCE Rendering of Subject Site THE LEARNING EXPERIENCE RETAIL | FRANKLIN, TN (NASHVILLE MSA) NEW YORK | CHICAGO | ATLANTA | TAMPA | DENVER | SAN FRANCISCO BENETLEASE.COM DISCLOSURE All materials and information received or derived from B financial advisor to any party regarding any proposed Plus E LLC, its directors, officers, agents, advisors, affiliates, transaction. All data and assumptions regarding financial and/or any third-party sources are provided without performance, including that used for financial modeling representation or warranty as to completeness, veracity, purposes, may differ from actual data or performance. Any or accuracy; condition of the property; compliance or lack estimates of market rents and/or projected rents that may of compliance with applicable governmental requirements; be provided to a party do not necessarily mean that rents developability or suitability; financial performance of the can be established at or increased to that level. Parties must property; or projected financial performance of the property evaluate any applicable contractual and governmental for any party’s intended use or any and all other matters. limitations as well as market conditions, vacancy factors, and other issues in order to determine rents from or for the Neither B Plus E LLC, its directors, officers, agents, advisors, property. nor affiliates makes any representation or warranty, express or implied, as to accuracy or completeness of the any Legal questions should be discussed by the party with an materials or information provided, derived, or received. attorney. Tax questions should be discussed by the party Materials and information from any source, whether with a certified public accountant or tax attorney. Title written or verbal, that may be furnished for review are questions should be discussed by the party with a title not a substitute for a party’s active conduct of its own officer or attorney. Questions regarding the condition of due diligence to determine these and other matters of the property and whether the property complies with significance to such party. B Plus E LLC will not investigate applicable governmental requirements should be discussed or verify any such matters or conduct due diligence for a by the party with appropriate engineers, architects, party unless otherwise agreed in writing. contractors, other consultants, and governmental agencies. All properties and services are marketed by B Plus E LLC EACH PARTY SHALL CONDUCT ITS OWN INDEPENDENT in compliance with all applicable fair housing and equal INVESTIGATION AND DUE DILIGENCE. opportunity laws. Any party contemplating or under contract or in escrow for a transaction is urged to verify all information and to conduct their own inspections and investigations including through appropriate third-party independent professionals selected by such party. All financial data should be verified by the party including by obtaining and reading applicable documents and reports and consulting appropriate independent professionals. B Plus E LLC makes no warranties and/or representations regarding the veracity, completeness, or relevance of any financial data or assumptions. B Plus E LLC does not serve as a ABOUT US OUR STORY B+E is a modern investment brokerage firm, specializing in net lease real estate and 1031 exchanges. We help clients buy and sell single tenant real estate. Founded by deeply experienced brokers, B+E redefines trading through an intuitive end-to-end transaction platform comprising of user-friendly dashboards and an AI-driven exchange — all leveraging the largest data set in the net lease industry. Complementing senior talent with exceptional technology, B+E’s proprietary process affords greater speed, unrivaled transaction efficiencies, and stronger asset value. With offices in New York, Chicago, Tampa, Atlanta, Denver, and San Francisco, our brokers trade property for our clients across the US. B+E allows virtually anyone to confidently trade net lease real estate. 3 THE LEARNING EXPERIENCE | FRANKLIN, TN (NASHVILLE MSA) BENETLEASE.COM TABLE OF CONTENTS EXECUTIVE SUMMARY .............. 05 INVESTMENT HIGHLIGHTS ........... 06 LEASE ANALYSIS .................. 07 SITE PLAN ....................... 08 TENANT OVERVIEW ................. 09 LOCATION OVERVIEW ............... 11 SURROUNDING TENANT MAP ........ 14 Construction Site SURROUNDING DEVELOPMENT MAP ... 15 JIM CERESNAK SAM WILSON SURROUNDING AREA MAP .......... 16 Associate Director Associate Director 917.790.1584 404.301.3312 DEMOGRAPHICS .................. 17 [email protected] [email protected] HOW B+E WORKS CAMILLE RENSHAW JON NESBITT CEO & Co-Founder TN License #: 329164 646.701.4536 INNOVATIVE BUYER TOOLS .......... 19 [email protected] 4 THE LEARNING EXPERIENCE | FRANKLIN, TN (NASHVILLE MSA) BENETLEASE.COM EXECUTIVE SUMMARY OFFERING PRICE $5,375,000 CAP RATE 6.60% EXECUTIVE SUMMARY TENANT NAME The Learning Experience ADDRESS 1201 Shadow Green Dr., Franklin, TN CREDIT RATING Not Rated Rendering of Subject Site OFFERING PRICE $5,375,000 OFFERING CAP 6.60% NOI $355,000 LEASE TYPE NNN* RENT INCREASES 12% Every 5 Years REMAINING LEASE TERM +/- 15 Years BUILDING SIZE +/- 10,000 SF LAND AC +/- 2.20 AC PARKING +/- 35 Spaces PROPERTY TYPE Retail YEAR BUILT | RENOVATED 2020 CLICK HERE FOR AERIAL DRONE FOOTAGE * LL is responsible for Roof & Structure 5 THE LEARNING EXPERIENCE | FRANKLIN, TN (NASHVILLE MSA) BENETLEASE.COM INVESTMENT HIGHLIGHTS HIGHLIGHTS NEW 2020 CONSTRUCTION | LONG-TERM LEASE This asset is expected to be completed by 12/15/2020 and features The Learning Experience’s most modern facade. Upon delivery, this investment will feature a brand new 15-year NN lease with 12% rental escalations every 5 years, providing investors with long-term income and a built-in inflation hedge. CORPORATE GUARANTEE BY INDUSTRY-LEADING TENANT | 300+ LOCATIONS This investment is secured by The Learning Experience, one of the nation’s largest and fastest-growing childcare franchises, boasting more than 35 years’ experience in the childcare industry with over 300 locations operating or under development. The lease features a stronger corporate guarantee than is present in most TLE leases. The landlord is entitled to $750,000 in rent coverage for the first 5 years of the lease. In each subsequent year, the coverage amount drops by $100,000. Ultimately, the landlord receives 12.5 total years of corporate backing. NASHVILLE MSA | HEALTHCARE INDUSTRY CAPITAL | CORPORATE HUB This asset is located within the Nashville MSA, one of the largest MSAs in the U.S. with a population of over 1.9 million. Outside of the massive tourism industry bringing in over 16 million visitors annually, Nashville is considered one of the most desirable headquarters and corporate office locations in America. Companies such as Amazon, SmileDirectClub, and Nissan are growing and newly establishing a presence in the area. Additionally, Nashville is the Healthcare Industry Capital of the U.S. with more than 500 health care companies in operation within the MSA and a global impact of over $92 billion in revenue. Construction Site #1 RANKED MSA FOR ECONOMIC STRENGTH According to POLICOM Corporation, Nashville MSA ranked #1 overall in economic strength. The Nashville MSA area has enjoyed consistent economic growth for a very long time due to its diversified economy and desirability. HIGH GROWTH MARKET | EXCELLENT DEMOGRAPHICS The Franklin market consists of a highly affluent and rapidly growing demographic. Franklin is the 15th fastest growing city in the nation and Williamson county is the 12th richest area in the U.S. Within a 5-mile radius of the asset there is a population of 81,449 with an expected growth rate of 2.70% and median income of +/- $104,244. SITUATED OFF U.S. 31 | 22,000 VPD The subject location is located off U.S. 31, a major highway system with +/- 22,000 VPD. DENSE RETAIL TRADE AREA This asset is positioned within a dense retail trade area with national retailers including Target, Tractor Supply Co., Kroger, Chick-fil-A, Advance Auto Parts, and Starbucks. WALKING DISTANCE TO TWO APARTMENT COMPLEXES This subject property is located within walking distance to two large apartment complexes. Those complexes include Greenhaven Apartments (222 units) and Grove at Shadow Green Apartments (196 units). PROXIMITY TO DOWNTOWN FRANKLIN This The Learning Experience site is located just 2 miles from Downtown Franklin. This downtown offers elegant shopping, restaurants, antique shops, a variety of clothing stores, art galleries, professional services, and much more, providing this property with an extensive customer base. INCOME TAX-FREE STATE Investors will benefit from the personal income tax-free environment that Tennessee offers. Additionally, the City Construction Site of Franklin maintains a very low property tax of .4176 cents per $100 of assessed value compared to the $4.221 per $100 of assessed value recently approved in Nashville’s urban areas. 6 THE LEARNING EXPERIENCE | FRANKLIN, TN (NASHVILLE MSA) BENETLEASE.COM LEASE ANALYSIS THE LEARNING EXPERIENCE NOI $355,000 LEASE COMMENCEMENT 12/15/2020 ORIGINAL LEASE TERM 15 Years REMAINING LEASE TERM 15 Years RENT INCREASES 12% Every 5 Years RENEWAL OPTIONS 2; 5-Year Rendering of Subject Site LEASE TYPE NNN LANDLORD RESPONSIBILITIES Roof and Structure CORPORATE GUARANTEE The lease features a stronger corporate guarantee than is present in most TLE leases. The landlord is entitled to $750,000 in rent
Recommended publications
  • Williamson 101 - Nashville’S Suburban Office Market
    WILLIAMSON 101 - NASHVILLE’S SUBURBAN OFFICE MARKET - Nashville Williamson County 2014 Easiest US County to Live in - Williamson County #10 2014 Fastest-growing American Cities - Franklin #14 New York Times Washington Post 2012, 2013 & 2014 Best High Schools in Tennessee 2014 Top 10 Best Cities for Kids - Brentwood #7 US News & World Report Livability.com 2012, 2013 & 2014 Most Business Friendly City in Tennessee 2013 Top Booming Suburbs in America - Brentwood #7 Beacon Center of Tennessee Coldwell Banker #1 in Land Trust Preservation in TN 2013 - Williamson County 2014 Greatest Southern Towns - Franklin #1 Land Trust for Tennessee Garden & Gun Where STRATEGIC Growth is the Point. With a highly educated workforce, an excellent public school system and a range of lifestyle choices, Williamson County is home to a diverse business community - from 40 corporate headquarters to thousands of small-shop entrepreneurs. Eleven of the largest 25 publicly traded companies in the Nashville region are located in the county, which also claims a third of the fastest-growing companies in the entire state. As a result of this dynamic business environment, Williamson County is a leader in the Southeast in population growth, employment growth and per capita income growth. More than 6,000 businesses span diverse industries, led by healthcare, technology, entertainment and manufacturing. Corporate headquarters include Nissan North America, Mars Petcare, Tractor Supply Company and Community Health Systems. Large, class A business parks provide an array of modern workspaces, and more major mixed-use development projects now are underway. Small-town and uniquely refurbished office options are popular in the historic downtown Franklin area and in the county’s other community-focused cities and towns of Brentwood, Fairview, Nolensville, Spring Hill and Thompson’s Station.
    [Show full text]
  • Alive Is... COMMUNITY LEADERS Board Chair: Dr
    Alive’s 2017 Board of Directors | Photo by David Bailey alive is... COMMUNITY LEADERS board chair: Dr. Warren McPherson For the last six years, Dr. Warren McPherson has been a champion and ambassador for Alive as a board member. He has played a variety of leadership roles, including co- chair of our Murfreesboro Advisory Committee and Closer to Home Capital Campaign Committee, which led the effort to build The Residence at Alive Hospice Murfreesboro. He also previously served as treasurer and chairman of the Alive Hospice Board’s Finance Committee. Today, as chairman of Alive’s Board of Directors, McPherson is working to build upon this organization’s past and present as we continue to meet the rising needs for our services – and prepare for the future. It’s the continuation of a long history of leadership and service over his lifetime. Dr. McPherson has served in many leadership roles including chief of staff at the former Middle Tennessee Medical Center, CEO and chairman of Stones River Regional IPA, chairman of the Physicians Insurance Association of America, chairman of the board of the State Volunteer Mutual Insurance Company, and chairman of the board at Stonecrest Medical Center in Smyrna. “I’m honored to serve as board chair for Alive Hospice,” McPherson said. “The people at Alive Hospice are very special people. They do something that is very valuable and very worthwhile, and very few people have the skill set to do it.” Alive Hospice | 2016 Annual Report board of directors FOUNDERS Clark Baker David Hawkins Philip Ransdell YMCA of Middle Tennessee Feltus Hawkins Design Cracker Barrel David Barton, M.D.
    [Show full text]
  • 3Rd Quarter Holdings
    Calvert VP Russell 2000® Small Cap Index Portfolio September 30, 2020 Schedule of Investments (Unaudited) Common Stocks — 95.2% Security Shares Value Auto Components (continued) Security Shares Value Aerospace & Defense — 0.8% LCI Industries 2,130 $ 226,398 Modine Manufacturing Co.(1) 4,047 25,294 AAR Corp. 2,929 $ 55,065 Motorcar Parts of America, Inc.(1) 1,400 21,784 Aerojet Rocketdyne Holdings, Inc.(1) 6,371 254,139 Standard Motor Products, Inc. 1,855 82,826 AeroVironment, Inc.(1) 1,860 111,619 Stoneridge, Inc.(1) 2,174 39,936 Astronics Corp.(1) 2,153 16,621 Tenneco, Inc., Class A(1)(2) 4,240 29,426 Cubic Corp. 2,731 158,862 Visteon Corp.(1) 2,454 169,866 Ducommun, Inc.(1) 914 30,089 VOXX International Corp.(1) 1,752 13,473 Kaman Corp. 2,432 94,775 Workhorse Group, Inc.(1)(2) 8,033 203,074 Kratos Defense & Security Solutions, Inc.(1) 10,345 199,452 XPEL, Inc.(1) 1,474 38,442 (1) Maxar Technologies, Inc. 5,309 132,406 $2,100,455 Moog, Inc., Class A 2,535 161,049 Automobiles — 0.1% National Presto Industries, Inc. 420 34,381 PAE, Inc.(1) 5,218 44,353 Winnebago Industries, Inc. 2,733 $ 141,214 Park Aerospace Corp. 1,804 19,700 $ 141,214 Parsons Corp.(1) 1,992 66,812 Banks — 6.8% Triumph Group, Inc. 4,259 27,726 (1) Vectrus, Inc. 987 37,506 1st Constitution Bancorp 623 $ 7,414 $ 1,444,555 1st Source Corp. 1,262 38,920 Air Freight & Logistics — 0.4% ACNB Corp.
    [Show full text]
  • Steward Small-Mid Cap Enhanced Index Fund Holdings Page 2 of 25
    STEWARD SMALL-MID Page 1 of 25 CAP ENHANCED INDEX FUND CROSSMARKGLOBAL.COM HOLDINGS July 31, 2021 NAME SHARES MARKET VALUE 3D SYS. CORP 6,800 $187,272.00 8X8 INC 12,850 $328,446.00 AAON INC 6,268 $389,556.20 AAR CORP 4,150 $148,404.00 AARON'S CO INC/THE 10,815 $312,229.05 ABERCROMBIE & FITCH CO 6,950 $262,779.50 ABM INDS. INC 5,630 $261,738.70 ACADIA HEALTHCARE CO INC 4,990 $307,982.80 ACADIA REALTY TRUST 5,897 $126,195.80 ACI WORLDWIDE INC 6,600 $226,380.00 ACUITY BRANDS INC 1,700 $298,146.00 ADDUS HOMECARE CORP 2,630 $228,257.70 ADIENT PLC 6,040 $254,465.20 ADTALEM GBL. EDUCATION IN 4,890 $177,702.60 ADTRAN INC 2,480 $55,576.80 ADVANCED ENERGY INDS. INC 6,270 $650,512.50 ADVANSIX INC 7,020 $234,819.00 AECOM 8,222 $517,657.12 AEROJET ROCKETDYNE HLDGS. 3,960 $186,832.80 AEROVIRONMENT INC 4,880 $493,368.00 AFFILIATED MGRS. GRP. INC 2,150 $340,646.00 AGCO CORP 3,100 $409,541.00 AGILYSYS INC 6,310 $350,583.60 AGREE REALTY CORP 3,320 $249,498.00 ALAMO GRP. INC 1,790 $262,718.30 ALARM.COM HLDGS. INC 9,590 $798,079.80 ALBANY INTL. CORP 1,580 $136,433.00 ALEXANDER & BALDWIN INC 5,813 $116,376.26 ALLEGHANY CORP 687 $455,549.70 ALLEGHENY TECHS. INC 8,380 $172,041.40 ALLEGIANCE BANCSHARES INC 1,040 $37,928.80 ALLEGIANT TRAVEL CO 656 $124,718.72 ALLETE INC 3,000 $210,960.00 ALLIANCE DATA SYS.
    [Show full text]
  • Bayless Markets with Those Used in Turn-Of-The-Century Crossroads Country Stores
    Guide to MS 34 Bayless Collection, 1833-1985 1900-1985 22 linear feet, 8.3 inches Prepared by Pamela A. Rector July 1999 Donations by Linda Bayless, President-Bayless Investment and Trading Co., Inc., 1991. Citation: Bayless Collection, 1833-1985, MS 34, Library and Archives, Central Arizona Division, Arizona Historical Society. Library and Archives Arizona Historical Society Central Arizona Division Arizona Historical Society at Papago Park, 1300 N. College Avenue, Tempe, AZ 85281 Phone: 480-387-5355, Email: [email protected] 1997.161 MS 34 Bayless Collection 2 BIOGRAPHICAL NOTE J.B. (John Brisbain) Bayless (1874-1951) was born in Cog Hill, Tennessee on December 11, 1874. He opened his first store in 1895 in Joshua, Tennessee, where he sold foodstuffs, drugs, hardware and feed. By 1902 he had married the former Lillie Mae (or May) Taylor who would work by his side for the next 50 years. In 1900, looking for opportunities, they moved west to Spokane, Washington, where J.B. opened his first all- grocery store. He felt other opportunities were available further south and in 1917 J.B., Lillie Mae, and their young son, who was born in Spokane, A.J. (Arthur Joseph) (1909- 1967) moved to Phoenix, Arizona. J.B. opened his first store in 1917, his second in 1919, and then sold both to establish the Bayless Baking Company in 1921 which he operated for three years. J.B. re-entered the grocery business in 1922 and in seven years had established an 18-store self-service chain. In 1929, shortly before the stock market crash, he sold his business.
    [Show full text]
  • Thank You 2020 Sue Peters Society Members
    PageSue Peters Title Goes Society Here ThanThank you to the kgenerous You support of the Sue Peters Society! Members sustain Girl Scouts of Middle Tennessee’s mission to build girls of courage, confidence, and character who make the world a better place through an annual gift of $1,000. We are incredibly grateful for the ongoing support of the Sue Peters Society. Individuals Anonymous Dick Eskind Rusty Norville Tina and Jeff Adams Verenda Graham Nancy and Gary Pack Janet Ayers Cynthia and George Harper Celeste Patterson and Doug Meech Jan Babiak Kay and Steve Horrell Sarah Ramsay Sallie W. Bailey and John H. Bailey Karen Hughart Pam and Norman Self Sallie Bailey Patricia and Scott Hunt Becky and Michael Sharpe Lauren Brisky Lee Ann Ingram Sarah Trahern and Wayne Flatt Mary and Joe Cavarra Martha Ingram Laura Anne Turner Loren Chumley and Scott Peterson Pat Jones Rose Leigh Vines Agenia and Charles Clark Levena Kline Elizabeth Walls Joanna and Matthew Conley Elizabeth Laroche and John Murray Peggy and Lawrence West Brenda and Ron Corbin Stephen Lee Peri Widener Jackie and Chuck Cowden Lindsay Levkoff Lynn and Jeff Lynn Jannie Williams Jeanine and Wade Denney Katie McCartney Jerry and Ernie Williams Abigail and Alfred Dowell Erik Mericle Barbara and Ken Zipperian Laurie and Steve Eskind Marlee Mitchell Organizations Aladdin Industries Foundation, Inc. The Frist Foundation Radnor Wealth Management Arthur J. Gallagher Risk Management Frontstream Regions Bank Services, Inc. Girl Scouts, Hornets' Nest Council Romach Construction Ascend Federal Credit Union H. G. Hill Realty Company State of Tennessee Averitt Express, Inc. HUB International Stratus of Nashville Benefits, Inc Huckabee Architecture T & T Family Foundation Big Hearts Charitable Foundation Ingram Industries Inc.
    [Show full text]
  • Nashville City Advisory Board Members
    Nashville City Advisory Board Members Lenny Brunson SVP & Chief Information Officer, Covenant Physician Partners Lenny joined Covenant Physician Partners, Inc., in July 2018 and oversees information services strategy and operations. Covenant Physician Partners, Inc. is a privately held physician services company that owns and operates a variety of healthcare facilities including ambulatory surgery centers, anesthesia companies, anatomic pathology labs, and physician practices. Lenny has more than 30 years of experience in information technology with 20 years in executive leadership positions, including 11 years as a healthcare CIO. He holds the distinguished designation of Certified Healthcare Chief Information Officer (CHCIO) from the College of Healthcare Information Management Executives (CHIME), where he also serves on various committees including the Opioid Task Force, the CHCIO Advisory Board, and as a CHIME Foundation Partner liaison. He is a member of the American College of Healthcare Executives (ACHE). Josh Chapman Chief Global Brand Officer, SmileDirectClub Josh is a creative, branding, and marketing professional with over 17 years of experience in the field. He joined SmileDirectClub in March 2016 as Chief Marketing Officer, responsible for creating the brand identity and acquisition strategy, and currently serves as the Chief Global Brand Officer. In this role, Josh acts as a strategic visionary for designing and deploying effective brand strategies across the globe and leading the innovation pipeline for SmileDirectClub’s new products. Josh is the brand advisor for SmileDirectClub’s entire portfolio and effectively leads a high performing team by delivering regional and product-specific marketing strategies. Previously, he served as Chief Marketing Officer at Tommie Copper and Marketing & Creative Director and Director of Public Relations at Spiewak.
    [Show full text]
  • Nashville's Tech Best Announced at 12Th Annual NTC
    NTC PRESS RELEASE EMBARGOED UNTIL THE CONCLUSION OF NTC AWARDS ON THURSDAY, 7PM CDT ON APRIL 15, 2020 FOR IMMEDIATE RELEASE: THURSDAY, APRIL 15 at 7:00pm CST Nashville’s Tech Best Announced at 12th Annual NTC Awards The Greater Nashville Technology Council announced the winners of the 12th Annual NTC Awards, live broadcast from Stage Post Studios to hundreds of online attendees on Thursday evening. This was the first time the event was a hybrid in-person and virtually webcast program. The event, co-hosted by Brian Moyer, CEO and President of the Greater Nashville Technology Council, and Derek Young, corporate leader, community leader, and author, brought together more than 400 registered virtual attendees — representing more than 97 technology companies and related organizations in Middle Tennessee. All were present to celebrate this year’s technology champions in fifteen categories, including two new awards: Diversity and Inclusion Advocate of the Year and Technology Educator of the Year. “This past year presented challenges for our region and country that we never could have anticipated. And through it all, the greater Nashville tech community continued to shine by giving freely to assist those in need, by innovating to solve problems, and by protecting and supporting our local tech workforce,” said Brian Moyer. “For twelve years, the NTC Awards has recognized the people that make Nashville the destination for creative and innovative technology, and contributing to Middle Tennessee’s growth and prosperity. This year, it felt all the more important to celebrate our region’s tech leaders and their impactful work.” This year’s NTC Awards winners are listed below.
    [Show full text]
  • 2019-2020 Membership
    HARRY PHILLIPS AMERICAN INN OF COURT 2019-2020 MEMBERSHIP A Olatayo Atanda, Esq. Waller Lansden Dortch & Davis 511 Union Street, Suite 2700 Nashville, TN 37219 615-850-8861 [email protected] Barrister (2022) BPR No. 031007 B Kathryn Barnett, Esq. Morgan & Morgan 810 Broadway, Suite 500 Nashville, TN 37203 615-490-0944 [email protected] Master (2020) BPR No. 015361 Membership Chair Alan Stuart Bean, Esq. Starnes Davis Florie LLP 3000 Meridian Blvd., Suite 170 Franklin, TN 37067 615-905-7200 [email protected] Barrister (2022) BPR No. 026194 Raquel L. Bellamy, Esq. Bone McAllester Norton PLLC 511 Union Street, Suite 1600 Nashville, TN 37219 615-636-5781 [email protected] Barrister (2020) BPR No. 030636 Christen Blackburn, Esq. Lewis Thomason King Krieg & Waldrop 424 Church Street, Suite 2500 Nashville, TN 37219 615-574-6732 [email protected] Barrister (2021) BPR No. 027104 19 Gen. Andrée S. Blumstein Solicitor General Office of the Attorney General & Reporter P.O. Box 20207 Nashville, TN 37202-0207 615-741-3492 [email protected] Master (2023) BPR No. 009357 Counselor Seannalyn Brandmeir, Esq. State of Tennessee, Benefits Administration 1320 West Running Brook Road Nashville, TN 37209 615-532-4598 [email protected] Associate (2021) BPR No. 034158 Mr. Cole W. Browndorf [email protected] Student (2020) VU C Gen. Sarah K. Campbell Office of the Attorney General & Reporter P.O. Box 20207 Nashville, TN 37202-0207 615-532-6026 [email protected] Barrister (2021) BPR No. 034054 Rebecca McKelvey Castañeda, Esq. Stites & Harbison 401 Commerce Street, Suite 800 Nashville, TN 37219 615-782-2204 [email protected] Barrister (2022) BPR No.
    [Show full text]
  • Healthcare Market Monitor
    Mergers & Acquisitions Capital Raise Strategic Advisory Healthcare Market Monitor Q1 2021 CTIVITY Q1 2021 M&A A Mergers & Acquisitions Capital Raise Strategic Advisory Highlights Total M&A Volume: Q1 2020 vs. Q1 2021 ▪ In Q1 2021, total Healthcare M&A volume was up 65.1% compared to Q1 2020. 600 515 M&A Volume ▪ The eHealth segment continues to be an attractive space with total deal 500 volume increasing by 44 transactions in Q1 2021 over Q1 2020. Physician Medical Groups also experienced a large increase in volume largely due to 400 private equity buyers or their sponsored companies targeting small 312 Notable physician groups. 300 Transactions ▪ Much of the increase in total Q1 2021 volume could be attributed to the roll- 200 out of COVID-19 vaccines and the uncertainty around presidential election subsiding. 100 Public Indexes ▪ Additionally, aggregate deal value among the segments was up 340.5% over - Q1 2020, reaching $56.8B in Q1 2021. Q1 2020 Q1 2021 M&A Volume by Segment: Q1 2020 vs. Q1 2021 HCA Overview 120 Q1 2020 110 102 95 100 Q1 2021 94 Services 77 80 58 60 49 40 35 Experience 25 28 26 18 20 17 16 17 20 20 10 4 6 0 Behavioral eHealth Home Health / Hospitals Labs / Managed Care Other Services Physician Post-acute Senior / Assisted Contact Us Health Care Hospice Diagnostics Medical Groups Care/Rehab Living Source: CapitalIQ, Healthcare M&A News 2 ELECT OTABLE CTIVITY S , N M&A A Mergers & Acquisitions Capital Raise Strategic Advisory $ in millions Announce Transaction Date Category Target Acquirer/Investor Short Description Value Mar-21 Senior / Assisted Living All Assets of Henry Ford Village, Inc.
    [Show full text]
  • March 31, 2021
    Units Cost Market Value US Equity Index Fund US Equities 95.82% Domestic Common Stocks 10X GENOMICS INC 126 10,868 24,673 1LIFE HEALTHCARE INC 145 6,151 4,794 2U INC 101 5,298 4,209 3D SYSTEMS CORP 230 5,461 9,193 3M CO 1,076 182,991 213,726 8X8 INC 156 2,204 4,331 A O SMITH CORP 401 17,703 28,896 A10 NETWORKS INC 58 350 653 AAON INC 82 3,107 5,132 AARON'S CO INC/THE 43 636 1,376 ABBOTT LABORATORIES 3,285 156,764 380,830 ABBVIE INC 3,463 250,453 390,072 ABERCROMBIE & FITCH CO 88 2,520 4,086 ABIOMED INC 81 6,829 25,281 ABM INDUSTRIES INC 90 2,579 3,992 ACACIA RESEARCH CORP 105 1,779 710 ACADIA HEALTHCARE CO INC 158 8,583 9,915 ACADIA PHARMACEUTICALS INC 194 6,132 4,732 ACADIA REALTY TRUST 47 1,418 1,032 ACCELERATE DIAGNOSTICS INC 80 1,788 645 ACCELERON PHARMA INC 70 2,571 8,784 ACCO BRANDS CORP 187 1,685 1,614 ACCURAY INC 64 483 289 ACI WORLDWIDE INC 166 3,338 6,165 ACTIVISION BLIZZARD INC 1,394 52,457 133,043 ACUITY BRANDS INC 77 13,124 14,401 ACUSHNET HOLDINGS CORP 130 2,487 6,422 ADAPTHEALTH CORP 394 14,628 10,800 ADAPTIVE BIOTECHNOLOGIES CORP 245 11,342 10,011 ADOBE INC 891 82,407 521,805 ADT INC 117 716 1,262 ADTALEM GLOBAL EDUCATION INC 99 4,475 3,528 ADTRAN INC 102 2,202 2,106 ADVANCE AUTO PARTS INC 36 6,442 7,385 ADVANCED DRAINAGE SYSTEMS INC 116 3,153 13,522 ADVANCED ENERGY INDUSTRIES INC 64 1,704 7,213 ADVANCED MICRO DEVICES INC 2,228 43,435 209,276 ADVERUM BIOTECHNOLOGIES INC 439 8,321 1,537 AECOM 283 12,113 17,920 AERIE PHARMACEUTICALS INC 78 2,709 1,249 AERSALE CORP 2,551 30,599 31,785 AES CORP/THE 1,294 17,534 33,735 AFFILIATED
    [Show full text]
  • Regional Economic Development Guide Tabletable of Contents
    NASHVILLEREGIONAL ECONOMIC DEVELOPMENT GUIDE TABLETABLE OF CONTENTS Location 4 - 6 Economy 7 - 9 Accessibility & Transportation 10 - 11 International Business 12 - 15 Demographics 16 - 17 Talent & Workforce 18 - 25 Target Industries 26 - 27 Corporate Services 28 - 29 Health Care Management 30 - 32 Information Technology 33 - 35 Music & Entertainment 36 - 37 Advanced Manufacturing 38 - 39 Distribution & Trade 40 - 41 Livability 42 - 46 Contact Us 47 2 - TABLE OF CONTENTS TABLE OF CONTENTS - 3 LOCATIONLOCATION NASHVILLE Strategically located in the heart of the Tennessee Valley, the Nashville region is where businesses thrive and the creative spirit resonates across industries and communities. The Nashville economic market has 10 counties and a population of more than 1.9 million, making it the largest metro area in a five-state region. Many corporate headquarter giants call Nashville home, including Nissan North America, Bridgestone Americas, Dollar General, HCA Healthcare, AllianceBernstein, and Amazon. A national hub for the creative class, Nashville has the largest concentration of the music industry per capita in America. The Nashville region’s educated workforce not only provides an abundant talent pool for companies, but also bolsters the region’s vibrancy, artistic and musical essence, and Portland Springfield competitive edge in technology and Clarksville White Robertson House innovation. The Nashville region is Montgomery Sumner defined by a diverse economy, low Gallatin cost of living and doing business, a Goodlettsville Cheatham Hendersonville creative culture and a well-educated Ashland City population. Cultural diversity, unique neighborhoods, a variety of industries Charlotte Mt. Juliet Lebanon Davidson Wilson and a thriving creative community make Dickson Nashville Nashville’s economic market among the Dickson nation’s best locations for relocating, Brentwood La Vergne expanding and startup companies.
    [Show full text]