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Herbert J. Sims & Co., Inc.

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Herbert J. Sims & Co., Inc.

Overview:

HJ Sims is one of the nation’s oldest underwriters of tax-exempt bonds, with expertise in today’s fastest growing project sectors, including senior living, health care, education and energy.

We are also a nationally-recognized source for secondary market securities. In addition, we are the champions of “entirement”, a singular approach that helps individuals generate income to meet their life goals.

History:

   1935

   Herbert J. Sims & Company is established on Wall Street
   1937

   Sims recognizes the potential for rebuilding America’s infrastructure, using high yield tax-exempt bonds to refinance county roads in Florida
   1946

   Sims’ investors enjoy tax-exempt high yields through refinancing of a St. Petersburg, Florida causeway

   Sims approved as a broker-dealer by Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA www.finra.org)
   1948

   Sims underwrites high-yield bonds to finance natural gas systems in Georgia
   1964

   Sims underwrites its first tax-exempt hospital bond
   1965

   Sims underwrites the first municipal bond to finance a long-term care community
   1970

   Merrill Lynch, Salomon Brothers and Eastman Dillon join forces with Sims to finance over $1.5 billion in hospital issues
   1980

   Sims finances its first continuing care retirement community (CCRC), a facility in Florida
   1984

   Sims Mortgage Funding, Inc. established and commenced operation as an FHA-approved lender
   1984

   Long-term care bond issues underwritten by Sims are purchased by bond funds and insurance companies
   1987

   LeadingAge, formerly AAHSA, selects Sims as a preferred banker
   1989

   Sims moves its headquarters to Westport, Connecticut
   1995

   Sims’ investment banking location opens in Orlando, Florida
   1996

   Sims offers its first private placement, a MatchCapSM for Canterbury Woods in New York
   1998

   Sims opens New Jersey office
   1998

   Sims underwrites its first solely managed offering in excess of $100 million
   1999

   Sims opens office in Boca Raton, Florida
   2001

   LeadingAge welcomes Sims as a new member
   2001

   Sims’ Maryland investment banking location opens
   2002

   Sims underwrites its first charter school
   2005

   LeadingAge hires Sims to refinance its debt
   2006

   Entrance fee principal redemption bonds, a new concept in financing, is introduced by Sims with its underwriting of Ingleside at King Farm in Maryland
   2007

   Sims opens an investment banking location in Houston, Texas
   2007

   Sims provides $457 million financing for start-up CCRC and replacement nursing facility project outside of Boston, MA – the largest senior living deal ever financed at that time
   2010

   Sims opens Minnesota office
   2011

   Braintree Capital Partners joins the Sims family of companies
   2011

   Sims expands its Minnesota office to include investment banking

Member: FINRA, SIPC

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