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Established
in February 1994, Community Rehab Centers, Inc. delivers
comprehensive outpatient physical and occupational therapy services
in the Middle Atlantic region. The growing influence of managed
care in group health and workers compensation as well as increasing
legislative and payor pressure to limit physician self-referrals
has led to consolidation among the 3,000 to 4,000 private providers
of outpatient rehabilitation therapy. CRC is well positioned to
participate in the consolidation of the physical rehabilitation
services industry having demonstrated an ability to realize cost
savings, productivity gains and increased revenue at recently acquired
clinics. Furthermore, CRC management determined that regional clusters
of small, yet well-established, physical therapy practices could
be purchased at substantial discounts to the valuation multiples
recently achieved by publicly-traded rehab companies.
CRC engaged
Stonebridge Associates as its exclusive financial advisor to arrange
long-term financing for the acquisition of physical therapy clinics
with whom Management had either signed letters of intent
or negotiated preliminary offers. Stonebridge recommended a financing
structure comprised of convertible preferred stock and subordinated
debt in order to minimize the dilution of owners equity during
this early stage of the Companys development.
Following a
broad-based solicitation of over 100 mezzanine and equity capital
sources, Stonebridge raised $7.0 million of Subordinated Notes due
2005 and $6.3 million of Convertible Preferred Stock. The two-tiered
financing approach provided the Company with ample liquidity to
compete with the larger prospective acquirors of rehab clinics.
In addition, the Company gained operating flexibility from the reasonable
terms of the subordinated debt; the financial covenants were designed
to match the forecasted ramp-up in consolidated cash flow as well
as defer the repayment of principal for several years.
The initial
deployment of financing proceeds enabled the Company to acquire
two additional rehab therapy companies (operating a total of 13
clinics) thereby expanding its portfolio to 23 clinics in four states.
Strengthened by the infusion of subordinated debt and equity from
four new institutional investors, the Company has sufficient base
capital to execute its acquisition strategy for the foreseeable
future as well as arrange a larger bank credit facility to meet
its ongoing working capital needs.
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