Senior Living

As an independent advisor, Marathon maintains a unique and highly visible presence within the Senior Living industry.  Our clients include some of the largest senior living operators in the Northeast and throughout the United States.  Our sector coverage and transaction experience span a diverse universe of credit situations and assets.

Strategy x Execution

Marathon’s strategic advisory informs and supports key stakeholders, trustees and fiduciaries, covering all phases of capital planning and formation; recapitalization and refinancing of debt; investment through merger and acquisition, repositioning or expansion; as well as ratings and credit strategy.

Swap Advisory

Marathon is a qualified swap advisory firm bringing our clients deep transaction experience and technical expertise with respect to entering, exiting (i.e., terminating), amending and novating interest rate swaps and other rate derivative products.  In addition, Marathon provides structuring and independent bidding agent services in connection with the reinvestment of bond proceeds.

Public Finance

The firm’s professionals are experienced in all facets of public finance, and through its senior advisory relationships, service other 501c3 nonprofits, municipal and agency clients.