2015 media kit - irving levin associates, inc

Seniors Housing and Health Care Since 1948

Irving Levin Associates, Inc.

2015media kit

Irving Levin Associates, Inc. 2015 Media Kit

For more information: Contact Jeanne Aloi at 203-846-6800, ext. 27 or [email protected] www.levinassociates.com 2

Target an Elite Audience with Your Message

Reach Top Decision Makers. Since 1948, Irving Levin Associates has delivered financial

news, data and business intelligence to a loyal readership of C-Suite executives in the

senior housing and care and health care markets.

Partner with the Industry Leader. Our subscribers are loyal with a proven

track record of spending. Renewal rates exceed 80% and our customers

spent approximately $1,000 each with us last year. Plus, our editors and

publications have earned more than 50 national awards from a number of

prestigious organizations.

Put your message in front of these proven buyers via advertising,

content marketing and sponsorship opportunities. Our well-

respected, and highly-targeted products include print newsletters,

electronic newsletters, reports, webinars and custom publishing.

Target your market. Cut through all the information chatter today and keep it simple:

Your message + Our audience = Success

We would be happy to create a customized package specific to your needs.

www.levinassociates.com 2

AudienceProfilegeographic distributionMidwest ....................................27%East ..........................................27%South ........................................25%West .........................................21%

demographic informationAverage Income .............................................. $237,264Average Net Worth ....................................... $2,172,581College Educated .....................................................97%Average Age ................................................................ 49Male ..........................................................................77%Female .....................................................................23%

affiliationHealth Care Services and Suppliers ........................ 25%Seniors Housing and Care .......................................21%Financial Services and Investors ............................. 19%Real Estate ...............................................................18%Professional Intermediaries ......................................15%Unclassified ................................................................ 2%

titlesProfessional ..............................................................28%SEVP/EVP/SVP/VP .................................................22%CEO/President .........................................................19%Managing Director ....................................................14%CFO/COO ...................................................................7%Principal ......................................................................4%Board of Directors/Chairman ...................................... 3%Partner ........................................................................3%



Elite Audience Profile By MarketReach top decision makers in a unique market niche.

■ 50% CEO/President/Chairman/Other Senior Mgmt

■ 22% CFO/VP/ Other Financial and Marketing Mgmt

■ 19% Sr. Managing Director/ Nat'l Mgr/Other Mgmt Svcs

■ 6% Legal/Marketing/Other General Administration Mgmt

■ 3% Sr. Analyst/Financial/Research/Other Operations Mgmt

■ 26% Senior Care Services ■ 24% Financial Svcs ■ 20% Real Estate ■ 20% Legal/Marketing/ Other Gen’l Operations ■ 6% Health Care Svcs ■ 4% Consulting






■ 43% Financial Svcs ■ 20% Legal/Other Gen’l Operations ■ 15% Health Care Svcs ■ 10% Consulting■ 6% Real Estate ■ 4% Marketing






■ 26% Senior Care Services ■ 24% Financial Svcs ■ 20% Real Estate ■ 20% Legal/Marketing/ Other Gen’l Operations ■ 6% Health Care Svcs ■ 4% Consulting






■ 43% Financial Svcs ■ 20% Legal/Other Gen’l Operations ■ 15% Health Care Svcs ■ 10% Consulting■ 6% Real Estate ■ 4% Marketing

Senior Housing & Care Investor Market

By Job Title

By Job Title

By Industry

By Industry

Circulation........ 67,000 Additional Partner/Bonus Distribution...... 65,000

Circulation........ 28,000 Additional Partner/Bonus Distribution...... 177,000Health Care M&A Investor Market



Senior Housing and Care Investment Media OptionsYour Message is Received—the Way Your Audience Wants It.

TWENTIETH EDITION2015

SeniorCareTHE

INVESTORInsIde The World of senIor Care Mergers, aCquIsITIons and fInanCe sInCe 1948

SeniorCare_Inv www.seniorcareinvestor.com

Volume 26, Issue 9September 2014

IN THIS ISSUEIn what should be welcome news to the shareholders of Skilled Healthcare Group, management has agreed to a reverse merger with its much larger competitor, Genesis HealthCare. The combined company will have 449 skilled nursing facilities, 55 assisted living com-munities and more than $5.5 billion of revenue. It will remain publicly traded, but take on the Genesis name and man-agement team. See page 1

...Health Care REIT

Buying HealthLease In the third REIT-to-REIT transaction this year, Health Care REIT will be buying the relative newcomer, HealthLease Properties REIT. The acquisition, which includes access to Mainstreet Property Group’s development pipeline of up to 62 properties, will bring a significant number of state-of-the art buildings to Health Care REIT. See page 1

...Skilled Nursing Acquisitions

See page 6

...Seniors Housing Acquisitions

See page 14

...Financing News

See page 22

...REIT Transactions

See page 26

...People On The Move

See page 27

skIlled healTh MergIng WITh genesIs In Reverse Merger, Genesis HealthCare Becomes Public

...continued on page 2

Timing is everything. In mid-April 2011, Skilled Healthcare Group (NYSE:

SKH) announced it had hired J.P. Morgan Securities to explore “strategic alternatives” to maximize shareholder value. This could have been the sale of the entire company, the sale of the owned assets to a REIT (it did own and still does own a majority of its properties) or the re-financing of the owned properties. It was also well known that the company wanted to divest some troubled California facilities that had caused a few regulatory problems, which resulted in bad press.

At the time of the announcement, SKH’s share price was already trading near its 52-week high, and after the announcement it hit a high of $15.93. The problem was that estimates of a sale of the company were not coming in at a value much higher than that, at about $17 to $18 per share. The bigger problem came later in April when the Centers for Medicare & Medicaid Services (CMS) came out with its preliminary announcement that the 2012 Medicare rate change, to compensate for the overly generous increase the previous year, was going to range from a small increase of 1.5% all the way to an 11.3% decrease. This basically sent skilled nursing stocks

healTh Care reIT BuyIng healThlease

...continued on page 8

Was it just last month when we said there were still plenty of acquisition op-

portunities in the market for health care REITs? This included portfoli-os as well as other REITs. Just as our August issue came out, NorthStar Realty Finance (NYSE: NRF) an-nounced it was the winning bidder for Griffin-American Healthcare REIT II at a price of $4.0 billion, or $11.50 per share plus assumed debt.

The rumored price range

Includes 53 Properties Plus A Billion-Dollar Pipeline

was about 5% to 10% below that, so perhaps it was fortunate (at least for Griffin-American shareholders) that Ventas (NYSE: VTR) swooped in and purchased American Realty Capital Healthcare Trust (NYSE: HCT), ap-parently knocking them both out of the picture as acquirers of Griffin-Ameri-can. Since the new CEO of Health Care REIT (NYSE: HCN) thought Griffin-American was over-priced at the lower value, we wonder, what does he think now? No need to answer.

The SeniorCare InvestorReach the Senior Housing and Care C-Suite in Print and DigitalPublished since 1964, The SeniorCare Investor is the most respected indepen-dent financial newsletter in the senior living market niche. This award-winning, subscrip-tion-based publication offers an exclusive group of advertisers access to the decision makers—owners, investors, developers, operators, financial intermediaries and pro-fessionals in senior living. With a legacy of credibility, the editors and financial analysts delve inside the private world of mergers, acquisitions and finance. Advertising is lim-ited and subject to approval. Monthly, 12X, Subscribers pay $697

■ Full page, ½ page and ¼ page

White Paper and Report SponsorshipPartner with the Leading Data Provider – Print and DigitalExtend your brand and partner with us. Sector-specific reports and white papers are an effective way to reinforce thought leadership and expertise. Capitalize on our powerful online marketing presence.

■ Co-branding or Display Ads with Active Pay Per Click Campaigns

Senior HousingDealmakers ForumTarget the M&A PlayersA weekly mobile e-Newsletter published by the editors of The SeniorCare Investor. Editorial includes seniors housing M&A, 60 second market video, Deal of the Week, Financing of the Week and Stat of the Week. BPA Audited. 25,000 recipients.

■ Banners (vertical and horizontal), Button and text ads available

Custom e-BlastsYour message, Our ListGet your message out. Dedicated e-Blasts to readers of the Senior Housing Dealmak-ers Forum are a cost-efficient way to get your message out—when and how you want—either to enhance branding or to bring in top quality leads—your choice. Content subject to approval.

Company and ExpertResource CenterEnhance your digital imageCustomize your company or expert listing in the Industry Resource Center. Subject to approval by editorial staff.

Senior Living Business Interactive Webinar SponsorshipJoin the top thought leaders in e-LearningInteractive webinars with an expert fac-ulty and elite Advisory Board. Timely topics include the latest developments and financial strategies, growth strat-egies and best practices for seniors housing, assisted living, long-term care and CCRCs. Average webinar atten-dance is over 100. Continuing Education Certified for owners/administrators.

■ Brand recognition on multiple promo-tions, live conference recognition and digital advertisements

Senior LivingDevelopment NewsTarget Developers and OperatorsA bi-weekly mobile e-Newsletter published by the editors of The SeniorCare Investor. Editorial includes development updates on people, places, projects and more in senior housing development. 25,000 recipients

■ Banners (vertical and horizontal), Button and text ads available



Month Editorial Focus: The SeniorCare Investor Partner Agreements and Bonus Distribution Locations Webinars, White Papers and Reports

January Stock Market Wrap-Up: Long Term Care CXO Las Vegas, NV Memory Care Development: You In or Out? Winners and Losers for REIT and Providers Senior Living 100 Laguna Niguel, CA Fourth Quarter M&A Results ASHA Annual Meeting Aventura, FL

February The Booming Memory Care Development Market Boca Raton, FL Senior Housing Market: Bubble or No Bubble?

March M&A Pricing Trends, Results and Analysis NIC Regional Conference San Diego, CA Senior Care Acquisition Report Environments for Aging Baltimore, MD

April First Quarter M&A Results Aging 2.0 Driving Next-Generation Innovation San Franciso, CA Skilled Nursing: Get Ready for Change ALFA Conference & Expo Phoenix, AZ

May Occupancy Trends in Seniors Housing Healthcare & Real Estate Chicago, IL Senior Care Tech: Five “Hot” Products

June Spotlight on REITs: What Do They Want? Long Term Care Summit Palm Beach, FL Skilled Nursing: How to Maneuver Managed Medicaid

July Second Quarter M&A Results CCRCs vs. Independent Living: Which Path is Best? August Trends in CCRC M&A Activity Home Health Care Acquisition Report

September Skilled Nursing Facility Development Market NIC National Conference Washington, DC Your Best Financing Option: Fixed Rate, Floating or REIT Leading Age Annual Meeting & Expo Nashville, TN ALFA Leadership Forum Washington, DC

October Third Quarter M&A Results International Council on Active Aging San Diego, CA Assisted Living M&A: Buying, Selling and Valuing Senior Housing Conference Wayzata, MN Western Canadian Seniors Housing Forum Vancouver, BC

November Financing Trends for Seniors Housing RealShare Healthcare Real Estate Scottsdale, AZ Skilled Nursing Facilities M&A: Buying, Selling and Valuing

December Preliminary Year End M&A Trends

Senior Housing and Care Investment : Editorial Calendar, Partners and Bonus Distribution*

*Based on 2014 agreements Editorial calendar and bonus distribution schedule are subject to change. Last updated November 18, 2014.



Health Care M&A Investment Media OptionsPrint or Digital—the Way Your Audience Wants It.

Health Care M&A Information SourcePartner with the Leader in M&A Data at National Healthcare Conferences in Print and DigitalReach Healthcare M&A Decision-Makers cost-effectively and join us nationwide. Pub-lished since 1994, The Health Care M&A Information Source is a subscription-based financial publication for analysts and inves-tors with bonus distribution at over 26 finan-cial health care conferences that focus on biotechnology, e-health, hospitals, long-term care, medical devices, pharmaceuticals, phy-sician medical groups, and more. Editorial in-cludes analysis of M&A developments in key health care service and technology sectors. Monthly, 12X, Subscribers pay $2,497

■ Full page, ½ page and ¼ page

White Paper and Report SponsorshipPartner with the Leading Data Provider —Print and DigitalExtend your brand and partner with us. Sec-tor-specific reports and white papers are an effective way to reinforce thought leadership and expertise. Capitalize on our powerful on-line marketing presence.

■ Co-branding or Display Ads with Active Pay Per Click Campaigns

Health Care Deal NewsTarget the M&A Decision MakersA weekly mobile e-Newsletter published by the editors of The Health Care M&A Infor-mation Source. Editorial includes health care mergers and acquisitions in all ser-vices and technology sectors. BPA Audited. 25,000 recipients

■ Banner (vertical and horizontal), Button and text ads available

Custom e-BlastsYour message, Our ListGet your message out. Dedicated e-Blasts to readers of the Health Care Deal News are a cost-efficient way to get your message out—when and how you want—either to enhance branding or to bring in top quality leads—your choice. Subject to approval by editorial staff.

Merger & Acquisition Interactive Webinar SponsorshipJoin the top M&A healthcare thought leadersNine interactive webinars with an expert fac-ulty. Timely topics include the latest market trends and information in health care merg-ers & acquisitions. Average webinar atten-dance over 100.

■ Brand recognition on multiple promo-tions, live conference recognition and digital advertisements

Company and ExpertResource CenterEnhance your digital image

Customize your company or expert listing in the Industry Resource Center. Subject to ap-proval by editorial staff.

TWENTY-FIRST EDITION2015

Health Care M&ANEWS

Volume 19, Issue 9September 2014

InsIde the health Care M&a Market

HealthCareMandA www.healthcaremanda.com

IN THIS ISSUEApple Wants Your

Personal Health Data

Big-name digital consumer com-panies are moving into the mobile health space with apps and wearable devices. The problem is, will consum-ers and their physicians follow? Page 1

Telemedicine’s Time Has Come

Telemedicine has been around for at least two decades. The technology has advanced, and the call to value-based, cost-effective healthcare deliv-ery is real. If you’re thinking “perfect storm,” you’re right. Page 1

From Our Database

What are the trends behind multi-hospital transactions? It isn’t just for-profit companies making the deals.

Page 10

August M&A Activity

Deal-making didn’t hit the dol-drums last month, and was actually a bit stronger than the average August pace. Page 19

...Departments

Technology Deal Summaries Additional Transactions Page 8Health Care Technology Page 9

ServicesDeal Summaries Page 12Additional Transactions Page 15Health Care Services Page 17

Mhealth heads For the CloudIf Apple CAn’t Get thIs RIGht, Who CAn?

teleMedICIne hIts the spotlIghtDR. phIl ReCommenDs doCtor on deMand

(continued on page 2)

(continued on page 4)

Does the term “perfect storm” come to mind when you hear or read about telemedicine?

That’s probably because just about everyone associated with it uses that analogy: 2014 is “the perfect storm” for telemedicine. A better analogy would be that this is a market with more tailwind than headwind, after 20-some years of promising, promising.

On the sunny side are the forecasts and predictions. Parks Associates last month estimated that the number of doctor-patient video consultations will nearly triple, from 5.7 million this year

to more than 16 million in 2015. In 2018, the number will exceed 130 mil-lion consults. In the “Global Telemedi-cine Market Outlook to 2018” from Re-search and Markets, the market that generated $14.2 billion in revenue in 2012 will grow at a compound annual rate of 18.5% to 2018. IBISWorld’s Telehealth Services report, published in March, puts the U.S. market rev-enue at $320 million, but measured the CAGR between 2009 and 2014 at 30.7%. Towers Watson projected that telemedicine will save employers $6 billion through 2017.

By the time you read this, Apple (NASDAQ: AAPL) will have introduced its new iPhone 6

and iOS8 platform. The previously announced HealthKit platform and Health app were part of the demonstra-tion, no doubt. If the rumored “iWatch” device, said to be capable of measur-ing sleep patterns, heart rythym and blood glucose levels, wasn’t shown, it will be at another big Apple event in October. HealthKit joins Google’s (NASDAQ: GOOG) Google Fit and Samsung’s (OTC: SSNLF) Sami plat-forms, among others. The “iWatch” is a higher-tech successor of the Nike Fu-elband, a wearable which Nike (NYSE: NKE) discontinued last spring in order

to focus its efforts on software tied to Apple’s Health app and iWatch. Not to be outdone, Facebook (NASDAQ:FB) paid an undisclosed amount for Proto-Geo Oy, the Swedish fitness app maker behind Moves, last April.

Interest in this consumer-facing eHealth subsector is enormous and, investors hope, financially reward-ing. But consider what has gone be-fore: Google Health and Microsoft’s (NYSE: MSFT) HealthVault, which both died quiet deaths when consumers stayed away in droves. A more recent casualty of consumer indifference is Aetna’s (NYSE: AET) CarePass plat-

In 2015, The Health Care M&A Information Source will be distributed at over 26 healthcare investor conferences. Don’t miss this opportunity to showcase your business to the industry’s top decision makers.



Month Editorial Focus: Health Care M&A Info.Source Partner Agreements and Bonus Distribution Locations Webinars, White Papers and Reports

January Fourth Quarter M&A Results Super Investor US San Francisco, CA Corporate Venturing & Innovation Partnering Conference Newport Beach, CA Investment and M&A Opportunities Nashville, TN

February Pharmaceutical M&A Outlook Healthcare Europa Conference London, UK Hospitals M&A: Buying Selling and Valuing Financing Innovation & Tech. in Healthcare Conference Chicago, IL

March Hospital M&A Outlook Healthcare Europa Annual Conference London, UK Health Care Services Acquisition Report World Healthcare Congress National Harbor, MD International M&A: The Opportunities & Issues MidAmerica Healthcare Venture Forum Chicago, IL 4th Diabetes Partnering & Dealmaking Boston, MA Stem Cell Commercialization & Partnering Boston, MA

April First Quarter M&A Results Biotrinity London,UK Urgent Care Centers M&A: Buying, Selling and Valuing MedTech Investing Conference Minneapolis, MN National Healthcare CFO & CXO Palm Beach, FL

May Urgent Care Center M&A Outlook Venture Capital Investing Conference San Francisco, CA Medical Device M&A: Market Outlook Private Equity Investment in Provider Healthcare New York, NY ACG Healthcare M&A Conference Chicago, IL

June Home Health & Hospice M&A Outlook 3rd Oncology Partnering & Dealmaking Boston, MA Health Care Real Estate: CA Healthcare Transactions California Business Value vs. Real Estate Value 11th Anti-Infectives Partnering & Dealmaking Boston, MA ACG Healthcare M&A Conference Chicago, IL mHealth + Telehealth World Boston, MA

July Second Quarter M&A Results

August Medical Devices M&A Outlook Consumer Health & Wellness Innovation Summit San Francisco, CA Hospital M&A Acquisition Report Healthcare Deal Making Summit Nashville, TN Home Health and Hospice M&A: Healthcare Forum Boston, MA Buying, Selling and Valuing 7th CNS Partnering & Dealmaking Boston, MA BioPharm America San Diego, CA

September Long-Term Care M&A Outlook HealthTech Conference San Mateo, CA Investment and M&A Opportunities in Healthcare Chicago, IL National Healthcare CFO & CXO Las Vegas, NV Healthcare Provider Technology M&A Forum New York, NY

October Third Quarter M&A Results BioPharm Insight Healthcare Forum New York, NY Mobile Health M&A: Market Outlook Digital Health Care Innovation Summit Boston, MA Assisted Living M&A: Buying, Selling and Valuing

November Healthcare Technology M&A Outlook HCAP Healthcare Services & Captial Conference Washington, DC Skilled Nursing Facilities M&A: Buying, Selling and Valuing mHealth Summit and Venture+ Forum Washington, DC RealShare Healthcare Real Estate Scottsdale, AZ

December Biggest Deals of the Year

Health Care M&A Market: Editorial Calendar, Partners and Bonus Distribution*

*Based on 2014 agreements Editorial calendar and bonus distribution schedule are subject to change. Last updated November 18, 2014.



Ad SpecificationsDisplay 4-Color Print Opportunities Please send press-optimized PDFs. Max file size 5MB. No Bleed.

Online and Electronic Opportunities GIF or JPEG. Max file size 30 KB.

Ad 1x 3x 6x 9x 12x

Full $4,987 $4,567 $4,387 $4,227 $4,167

1/2 $3,587 $3,197 $2,897 $2,827 $2,767

1/4 $1,937 $1,847 $1,767 $1,697 $1,597

Ad Size Width Height

Full Page 7.32” x 9.19”

1/2 Vertical 3.5” x 9.19”

1/2 Horizontal 7.32” x 4.375”

1/4 Page 3.5” x 4.375”

Ad Type Size (in pixels) Rate

Horizontal Banner 468 X 60 $1,297

Vertical Banner 120 X 240 $1,297

Square Button 125 X 125 $ 897

Print Deadlines:Space reservations: 15th day of the preceding monthAd Materials due: 25th day of the preceding month

Digital e-Newsletter Deadlines:Space reservations: 15th day of the preceding monthAd materials due: 10 business days prior to the issue date

e-NewslettersBPA Audited circulation to over 25,000 recipients.

Webinar Sponsorship ...........................$3,917Promotion and recognition

Whitepaper Sponsorship .......................$3,947Co-branding Research, PPC Keyword Campaign

Custom e-Blasts ................................. $3,957Targeted audience reaching senior care and health care decision makers from across the industry

Expert and Company Pages .................$ 447 Enhanced Listing on Levin Associates.com

Annual and Custom ReportsFull page ads only, see display ad rates.

* Discounted digital advertising rates are available for print advertisers.

Increase Your Visibility with a MultimediaApproach!

Digital engagement is growing. Let’s build a print and digital media plan that fits your specific needs.

15% discount for black and white ads.

15% premium for Insert – Full Only

Gross rates—commission to recognized agencies only.



Agency Commission: 15% commission allowed on gross billings to recognized advertising agencies on space, color and position, provided the account is paid upon receipt of invoice.

Payment Terms: All ads in a program must be prepaid to obtain frequency discounts. Invoices are dated as of the issue date and are due upon receipt. Neither the advertiser nor agency may cancel advertising after the closing date printed on the current rate card. Events, webcasts and sponsorships may not be cancelled once delivery has started. If new materials are not received by the closing date, materials furnished or run in the previous issue will be published.

Short Rate Policy: Advertisers billed at discounted frequency rates but who fail to fulfill the contract will be billed at the Publisher’s sole discretion for the difference to reflect the actual rate that is earned based on the number of ads actually published.

Special Positions: On a case-by-case basis and at the Publisher’s discretion only. Premium charge applies.

Rate Policy and Contract Provisions: All insertion orders for advertising are accepted subject to the terms and provisions of the current rate card. Publication of the advertisement represents acceptance of the order. The Publisher will not be bound by any conditions, printed or otherwise, appearing on any order form, insertion order or contract that conflicts with the terms or conditions of the official rate card. Any insertion of advertising made by the agency or advertiser represents an acceptance by

both the agency and the advertiser of all the terms and conditions of the rate card applicable to the issue in which such insertion is to be published. Insertion order and/or contract cancellations will be accepted only upon written notice prior to closing date.

Advertiser and agency are jointly and severally liable for payment. The Publisher will not release any advertising agency from liability even if a sequential liability clause is included in the contract, insertion order or any other order submitted to the Publisher.

Conversion of advertiser’s materials to Publisher’s printing requirements will be billed at Publisher’s cost. Advertisements not received by the production department by closing date are not entitled to review or revision by the advertiser or agency.

Publisher accepts all advertisements entirely on the representation that the agency and/or advertiser are properly authorized to publish the entire contents and subject matter thereof. The advertiser and/or agency will indemnify and hold harmless the Publisher from and against any suits for libel, violation of rights of privacy, plagiarism trademark and copyright infringement and other claims based on the contents.

The Publisher reserves the right to reject advertising which is not in keeping with the publication’s standards, policies and principles.

The Publisher reserves the right to add the word “Advertisement” to any ad that too closely resembles editorial pages.

The Publisher shall not be subject to any liability for any failure to publish or circulate all or any part of any issue due to strikes, work stoppages, accidents, fires, acts of God or any circumstance not within the control of the Publisher.

The Publisher’s liability for any error will not exceed the charge for the ad in question. The Publisher assumes no liability for errors in ad content. The Publisher is not responsible for the accuracy of corrections or changes made to any advertiser’s materials.

Conditions other than rates are subject to change by the Publisher without notice. No condition, other than those set forth in this document, shall be binding on the Publisher unless specifically agreed to in writing by the Publisher.

As used in this section, “Publisher” shall refer to Irving Levin Associates, Inc.

Terms

Irving Levin Associates, Inc.268 1/2 Main Avenue, Norwalk, CT 06851 800.248.1668 www.levinassociates.com

2015 media kit - irving levin associates, inc

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