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Lancaster Pollard is a boutique investment banking firm based in Columbus, Ohio, United States, that helps health care, senior living and affordable housing organizations expand their services by providing financial advice and financing solutions. Lancaster Pollard provides investment banking, mortgage banking and financial advisory services to community hospitals, senior living organizations and affordable housing providers. As of October 2011, the firm had over 972 closed and engaged finance and refinance projects totaling over $7.4 billion in PAR amount. Lancaster Pollard is an independent firm, and is not owned by or affiliated with any large commercial banks. Lancaster Pollard was formed in 1988 and consists of three companies—Lancaster Pollard & Co., which provides investment banking and consulting services; Lancaster Pollard Mortgage Co., which provides government-backed loans; and Lancaster Pollard Investment Advisory Group, an investment advisor for nonprofit organizations. The company was named for its founders, T. Brian Pollard and Marc Lancaster, who left the business in 1995. Pollard serves as the President/CEO of Lancaster Pollard Mortgage Company and as Senior Managing Director of Lancaster Pollard & Co. The CEO is Tom Green, formerly of Firstar Bank Central Ohio, now a $1.1 billion region of U.S. Bancorp. Lancaster Pollard & Co. underwrites taxable and tax-exempt bonds and is a registered broker/dealer with the Securities and Exchange Commission (SEC) and a member in good standing of the Financial Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB) and Securities Investor Protection Corporation (SIPC). In the health care sector, Lancaster Pollard has provided capital financing to such clients as Blanchard Valley Health System, Fremont Memorial Hospital, Good Samaritan Hospital, Hopedale Medical Complex, Jersey Community Hospital, Logansport State Hospital, and many other hospitals in Ohio, hospitals in Michigan, hospitals in Illinois, hospitals in Indiana and many Critical Access Hospitals. Lancaster Pollard Mortgage Company underwrites and services mortgage loans insured or guaranteed by governmental agencies and government sponsored entities, including the Federal Housing Administration (FHA), Government National Mortgage Association (GNMA), Fannie Mae (FNMA) and United States Department of Agriculture (USDA) and is a U.S. Department of Housing and Urban Development (HUD)-approved Multifamily Accelerated Process (MAP) and LEAN lender. Lancaster Pollard was one of the top 50 affordable housing lenders for 2010. Lancaster Pollard Investment Advisory Group, an SEC-registered investment advisor, provides board and management level investment consulting to nonprofit organizations. Lancaster Pollard Investment Advisory Group is led by Bill Courson, who was named its president in 2006. Awards Lancaster Pollard has won include being named one of the fastest growing companies in 2007, 2008 and 2011 by Inc. 5000, Entrepreneur of the Year by Ernst & Young in 2006, the Bond Buyer Deal of Year Award in 2010, Columbus Business First Fast 50 in 2005-2008 and 2010, and the Torch Award in 2010 from the Better Business Bureau.
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