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Herbert J. Sims & Co., Inc.
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Herbert J. Sims & Co., Inc.

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.


   Herbert J. Sims & Company is established on Wall Street

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

   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)

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

   Sims underwrites its first tax-exempt hospital bond

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

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

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

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

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

   LeadingAge, formerly AAHSA, selects Sims as a preferred banker

   Sims moves its headquarters to Westport, Connecticut

   Sims’ investment banking location opens in Orlando, Florida

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

   Sims opens New Jersey office

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

   Sims opens office in Boca Raton, Florida

   LeadingAge welcomes Sims as a new member

   Sims’ Maryland investment banking location opens

   Sims underwrites its first charter school

   LeadingAge hires Sims to refinance its debt

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

   Sims opens an investment banking location in Houston, Texas

   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

   Sims opens Minnesota office

   Braintree Capital Partners joins the Sims family of companies

   Sims expands its Minnesota office to include investment banking
Member:  FINRA, SIPC


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