Lancaster Pollard is a leading commercial real estate mortgage and investment banking firm focused on the senior-living and healthcare sectors.
Lancaster Pollard originates mortgage loans for senior living, community healthcare and affordable housing properties. In addition, the company underwrites and places debt with institutional buyers through its broker-dealer subsidiary and has established an investment management platform to invest in senior living properties.
INTRODUCTION TO CLIENTS & PARTNERS
Stone Point helped Lancaster Pollard attain a consulting engagement through an introduction to Formation Capital, a Trident VI portfolio company. Additionally, Stone Point provided introductions to several potential investors for the Propero funds, Lancaster Pollard’s private equity funds.
M&A SOURCING
Stone Point provided an introduction to a senior care operator in Vermont, resulting in an M&A sell side engagement.
BUSINESS & PRODUCT DEVELOPMENT
Stone Point utilized its network of relationships and expertise to help Lancaster Pollard enhance its product offerings and expand into tangential, niche lending markets.
EXECUTIVE RECRUITING & ALIGNMENT
Stone Point helped recruit senior management to lead the buildout of Lancaster Pollard’s M&A advisory group.
CAPITAL RAISING & STRUCTURING
Stone Point provided additional capital to fund the expansion growth of Propero, Lancaster Pollard’s private equity investment platform.
Stone Point also provided bridge financing to facilitate the growth of Lancaster Pollard’s on-balance sheet lending business.
OPERATIONAL ASSISTANCE & GOVERNANCE
Stone Point assisted in the transition of the executive management team during its investment period.
