Vasanta B. Pundarika is Co-Head of Healthcare Investment Banking at Matrix Capital Markets Group. She is responsible for new client development and managing all aspects of client transactions. She advises not-for-profit and for-profit healthcare clients on mergers and acquisitions, valuations, tax-exempt and taxable financings, and strategic advisory, including strategic options and strategic capital planning.
Vasanta has specific expertise with health systems and academic medical centers, behavioral health, telemedicine, and ancillary healthcare services. Prior to joining Matrix, she was instrumental in successfully advising on numerous transactions, including serving as M&A advisor on the sale of Achieve TMS, financial advisor on multiple debt issuances by Mayo Clinic, M&A advisor on the acquisition and joint venture of Saint Louis University Hospital, financial advisor on the funding of the replacement hospital project by Essentia Health, M&A advisor on the sale of Glens Falls Hospital’s dialysis business, and financial advisor on multiple debt issuances by WVU Medicine, among many others.
Vasanta has spent her whole career working as an investment banker in the healthcare industry with a focus on healthcare services. She was previously a Director in Raymond James’ Healthcare Finance Group, which she joined upon the acquisition of Morgan Keegan, and the acquisition of Shattuck Hammond Partners prior to that.
Vasanta graduated with Honors from Princeton University, where she received an A.B. degree in Anthropology. She is also qualified as a FINRA General Securities Representative (Series 7), Municipal Advisor Representative (Series 50), Municipal Advisor Principal (Series 54), Uniform Securities Agent (Series 63), and Investment Banking Representative (Series 79). She is currently a member of the Association for Corporate Growth (ACG) New York and the Healthcare Financial Management Association (HFMA).