Greenbrook TMS Inc. (TSX: GTMS, NASDAQ: GBNH)
(“Greenbrook” or the “Company”), a leading provider
of Transcranial Magnetic Stimulation (“TMS”) therapy in the
United States, is pleased to announce the closing of its
previously-announced acquisition (the “Acquisition”) of
Check Five LLC, a Delaware limited liability company (doing
business as “Success TMS”) (“Success TMS”). In addition,
Greenbrook announces today that it and its subsidiaries have
entered into a credit agreement for a US$75 million secured credit
facility (the “Credit Facility”) with Madryn Asset
Management, LP (“Madryn”) and its affiliated entities.
Key Acquisition and Credit Facility
highlights:
- Adding Significant Operating Scale, Top-Line Growth and
Expected to Accelerate the Path to Profitability
- The Company believes the Acquisition of Success TMS’ 47 TMS
centers in the states of Florida, Pennsylvania, Illinois, New
Jersey, Nevada and Wisconsin is highly complementary to
Greenbrook’s existing management regions.
- The Company expects that the Acquisition has the potential to
add more than US$30 million in consolidated revenues to the
combined company on a full-year basis, representing significant
growth over Greenbrook’s current fiscal 2021 revenues of
approximately US$52 million.
- The Company anticipates that near term post-Acquisition
synergies may be able to produce EBITDA positive operations for the
combined company and accelerate the Company’s timeline to
profitability.
- The Company believes it has the ability to layer on its
existing Spravato® program across the Success TMS footprint to
drive further growth.
- Recapitalization of the combined business through the Credit
Facility
- The Credit Facility provides Greenbrook with immediate access
of up to US$55 million in term loans and the potential to access up
to an additional US$20 million in loans exclusively for expansion
purposes.
- The Company believes the Credit Facility sufficiently
capitalizes the business to serve its general working capital needs
and to execute on its growth strategy.
- The Company believes the Credit Facility represents a
significant vote of confidence by a leading healthcare
investor.
- Well-Established Payor Contracting and Access to Robust
Physician Networks
- The Company believes that Success TMS’ affiliated medical
practices benefit from strong reimbursement and provides access to
a reputable physician network, which removes the need to establish
new contractual relationships with payors in the regions in which
Success TMS currently operates, eliminating a process which is a
key barrier to expansion.
- Provides Proven Regional Management Team and Potential
Synergies
- Success TMS has an experienced management and operations
team.
- Success TMS’ Chief Executive Officer, Benjamin Klein, has
joined the Company as Chief Operating Officer and a member of the
Company’s board of directors, deepening Greenbrook’s managerial
expertise, and combining best practices of Greenbrook and Success
TMS.
- All Equity Transaction to Build Value Together
- Purchase price consideration for the Acquisition payable
entirely in common shares of Greenbrook which is intended to align
the interests of the Success TMS team with those of Greenbrook and
promote the shared goal of building value together under the
Greenbrook brand.
“We are very excited to announce the closing of the Acquisition
and the Credit Facility today as we believe this to be
transformational for the Company,” said Bill Leonard, President and
Chief Executive Officer of Greenbrook. “We believe these
transactions accelerate Greenbrook’s ability to grow and gives us
the needed capitalization to further expand on our mental health
platform, through our base TMS business, expanding Spravato®
program, and other future treatment modalities and indications. We
are excited to begin working with Ben Klein as our new COO and our
new colleagues at Success TMS who share our passion for TMS therapy
and delivering exceptional patient care to those suffering from
mental health disorders. We believe our business is a needed one in
a time of heightened demand for mental health support.”
“We believe Greenbrook’s innovative approach to treating mental
health can help the millions of individuals who suffer from Major
Depressive Disorder yet struggle to benefit from traditional
treatment modalities,” said Dr. Avinash Amin, Managing Partner of
Madryn. “We are excited to support Greenbrook and look forward to a
collaborative partnership with their management team as they
continue to revolutionize the treatment of mental health disorders
and expand the TMS footprint.”
Success TMS Acquisition
Pursuant to the purchase agreement, Greenbrook, through its
wholly-owned U.S. subsidiary, TMS NeuroHealth Centers Inc., has
acquired all of the issued and outstanding equity interests in
Success TMS from its parent company, Success Behavioral Holdings,
LLC. As consideration for the purchase of Success TMS, its direct
and indirect owners (collectively, the “Seller Parties”)
have received, in the aggregate, 8,725,995 common shares of
Greenbrook (the “Consideration Shares”), and an additional
2,908,665 Consideration Shares have been held back and deposited
with an escrow agent, to be released to Benjamin Klein or
Greenbrook, as applicable, upon satisfaction of customary working
capital and certain other adjustments, including to satisfy any
indemnity claims against the Seller Parties.
The purchase price consideration was determined based on the pro
forma revenue contribution of the two companies and was fixed at an
amount equal to approximately 40% of the total issued and
outstanding common shares of Greenbrook (the “Common
Shares”) on a post-Acquisition basis and subject to
adjustments, as described above.
The Seller Parties are subject to a 12-month lock-up period in
respect of the Common Shares issued or issuable to them in
connection with the Acquisition. The Seller Parties have also
received certain customary registration rights in connection with
the resale of the Common Shares acquired by them in the
Acquisition, once the lock-up restrictions have expired.
Success TMS is one of the largest providers of TMS therapy in
the United States. Since founding its first TMS center in Florida
in 2018, Success TMS has grown to 47 active locations throughout
Florida, Pennsylvania, Illinois, New Jersey, Nevada and Wisconsin.
The Acquisition has added 47 active TMS centers to Greenbrook’s
existing service delivery platform, bringing its total to 193
active TMS centers across the United States. The Acquisition has
also provided Greenbrook with a new presence in additional states,
including new management regions in Illinois, New Jersey, Nevada,
Pennsylvania and Wisconsin.
As previously disclosed, the purchase agreement for the
Acquisition provides Benjamin Klein with a right to nominate a
single representative to the board of directors of Greenbrook for
so long as the Seller Parties own at least 5% of the issued and
outstanding Common Shares, subject to certain conditions, including
applicable securities laws and stock exchange requirements.
Benjamin Klein has been appointed to the board of directors as the
board nominee, effective immediately.
Debt Financing
The Credit Facility provides Greenbrook with a US$55 million
term loan, which was funded on closing. In addition, the Credit
Facility permits Greenbrook to incur up to an additional US$20
million in a single draw at any time on or prior to December 31,
2024 for purposes of funding future M&A activity. All amounts
borrowed under the Credit Facility will bear interest at a rate
equal to the three-month LIBOR rate plus 9.0%, subject to a minimum
three-month LIBOR floor of 1.5%. The Credit Facility matures over
63 months and provides for four years of interest-only
payments.
The Credit Facility also provides Madryn with the option to
convert up to US$5 million of the outstanding principal amount of
the loan into Common Shares at a price per share equal to a 15%
premium to the 30-day volume weighted average trading price of the
Common Shares as of the closing date of the transaction, subject to
customary anti-dilution adjustments and approval of the Toronto
Stock Exchange (“TSX”) prior to each such issuance. The
Company has notified The Nasdaq Stock Market LLC (“Nasdaq”)
in accordance with the rules of that exchange.
Greenbrook has used approximately US$10.1 million of the
proceeds from the Credit Facility to repay in full the outstanding
balance owing under the Company’s existing term loan with Oxford
Finance LLC (the “Oxford Facility”) and has terminated the
Oxford Facility.
Bloom Burton Securities Inc. acted as the Company’s sole
financial adviser in connection with the debt financing.
About Greenbrook TMS Inc.
Operating through 193 Company-operated treatment centers
(including those added through the Acquisition), Greenbrook is a
leading provider of TMS therapy, an FDA-cleared, non-invasive
therapy for the treatment of Major Depressive Disorder and other
mental health disorders, in the United States. TMS therapy provides
local electromagnetic stimulation to specific brain regions known
to be directly associated with mood regulation. Greenbrook has
provided more than 840,000 TMS treatments to over 24,000 patients
struggling with depression.
About Madryn Asset Management, LP.
Madryn Asset Management is a leading alternative asset
management firm that invests in innovative healthcare companies
specializing in unique and transformative products, technologies,
and services. The firm draws on its extensive and diverse
experience spanning the investment management and healthcare
industries, and employs an independent research process based on
original insights to target attractive economic opportunities that
deliver strong risk-adjusted and absolute returns for its limited
partners while creating long-term value in support of its portfolio
companies.
Cautionary Note Regarding Forward-Looking Information
Certain information in this press release, including statements
regarding the debt financing and the Acquisition, the potential
benefits and synergies to be derived therefrom, expectations
regarding future profitability, and the number of Common Shares
issuable in connection therewith, constitute forward-looking
information within the meaning of applicable securities laws in
Canada and the United States, including the United States Private
Securities Litigation Reform Act of 1995. In some cases, but not
necessarily in all cases, forward-looking information can be
identified by the use of forward-looking terminology such as
“plans”, “targets”, “expects” or “does not expect”, “is expected”,
“an opportunity exists”, “is positioned”, “estimates”, “intends”,
“assumes”, “anticipates” or “does not anticipate” or “believes”, or
variations of such words and phrases or state that certain actions,
events or results “may”, “could”, “would”, “might”, “will” or “will
be taken”, “occur” or “be achieved”. In addition, any statements
that refer to expectations, projections or other characterizations
of future events or circumstances contain forward-looking
information. Statements containing forward-looking information are
not historical facts but instead represent management’s
expectations, estimates and projections regarding future
events.
Forward-looking information is necessarily based on a number of
opinions, assumptions and estimates that, while considered
reasonable by the Company as of the date of this press release, are
subject to known and unknown risks, uncertainties, assumptions and
other factors that may cause the actual results, level of activity,
performance or achievements to be materially different from those
expressed or implied by such forward-looking information,
including, but not limited to, the factors described in greater
detail in the “Risk Factors” section of the Company’s annual report
on Form 20-F for the fiscal year ended December 31, 2021 and in the
Company’s other materials filed with the Canadian securities
regulatory authorities and the United States Securities and
Exchange Commission from time to time, available at www.sedar.com
and www.sec.gov, respectively. These factors are not intended to
represent a complete list of the factors that could affect the
Company or its ability to achieve the potential benefits and
synergies from the Acquisition and its expectations regarding
future profitability; however, these factors should be considered
carefully. There can be no assurance that such estimates and
assumptions will prove to be correct. The forward-looking
statements contained in this press release are made as of the date
of this press release, and the Company expressly disclaims any
obligation to update or alter statements containing any
forward-looking information, or the factors or assumptions
underlying them, whether as a result of new information, future
events or otherwise, except as required by law.
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Glen Akselrod Investor Relations Greenbrook TMS Inc.
Contact Information: investorrelations@greenbrooktms.com
1-855-797-4867
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