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Nancy Herman

Linkedin Profile
Chief Executive Officer at Capital Pointe Advisors LLC | Beachwood, Ohio, United States
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About Nancy Herman

  • Nancy Herman serves as the Chief Executive Officer of Capital Pointe Advisors LLC, a distinguished boutique investment banking and finance firm that specializes in the long-term care and senior housing industry. With over 35 years of investment banking experience, Nancy has cultivated a deep expertise...
    Nancy Herman serves as the Chief Executive Officer of Capital Pointe Advisors LLC, a distinguished boutique investment banking and finance firm that specializes in the long-term care and senior housing industry. With over 35 years of investment banking experience, Nancy has cultivated a deep expertise in navigating the complexities of financing across all layers of the capital stack, including senior debt, mezzanine financing, preferred equity, and bond issuances. Her leadership at Capital Pointe Advisors is marked by a commitment to delivering tailored financial solutions that empower owners and operators in the sector. Under Nancy's guidance, the firm has successfully executed numerous mergers and acquisitions, ranging from individual facilities to expansive regional portfolio sales. Her strategic vision and planning capabilities have been instrumental in guiding clients through intricate transactions, including new developments, construction financing, refinances, and cash-out transactions. Nancy’s proficiency in transaction management and credit approval processes ensures that clients receive comprehensive support throughout their financial journeys. In addition to her transactional expertise, Nancy is dedicated to fostering strong relationships with CFOs and other key stakeholders in the industry. Her communication skills and entrepreneurial mindset enable her to identify innovative solutions that drive growth and sustainability in long-term care and senior housing. As a thought leader in the field, Nancy continues to influence the landscape of investment banking, leveraging her extensive knowledge of construction finance and long-term financing strategies to navigate the evolving market dynamics. With her at the helm, Capital Pointe Advisors is poised to remain a trusted partner for clients seeking to optimize their financial strategies in a challenging economic environment.
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  • Nancy Herman Work

    • Chief Executive Officer at Capital Pointe Advisors LLC in January 2015 to Present
    • President at Resor Financial Group in September 1999 to December 2014
    • Vice President, Senior Relationship Manager at KeyBank in January 1997 to January 1999
  • Nancy Herman Education

    • Bowling Green State University, Bachelor of Arts (BA), January 1979 to January 1983
  • Nancy Herman Skills

    • Mergers & AcquisitionsStrategic PlanningInvestment Banking
      Healthcare FinanceLong Term Care IndustySkilled Nursing, Assisted Living and Seniors HousingCapital RaisingConstruction Finance, Bridge-to-HUD, Long-term FinanceDue DiligenceVenture CapitalBankingFinancial AnalysisFinancial ModelingHealthcareEntrepreneurshipFinanceFixed IncomeMicrosoft ExcelManagementLeadershipPortfolio ManagementValuationBloombergStart-upsInvestmentsCustomer ServiceBusiness StrategyEquities

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  • About Nancy Herman's Current Company

  • Frequently Asked Questions about Nancy Herman

    • What is Nancy Herman email address?
      Email Nancy Herman at r***1@aol.com and h***n@capitalpointeadvisors.com. This email is the most updated Nancy Herman's email found in 2025.
    • What is Nancy Herman phone number?
      Nancy Herman phone number is +12164012633.
    • How to contact Nancy Herman?
      To contact Nancy Herman send an email to r***1@aol.com or h***n@capitalpointeadvisors.com. If you want to call Nancy Herman try calling on +12164012633.
    • What company does Nancy Herman work for?
      Nancy Herman works for Capital Pointe Advisors LLC
    • What is Nancy Herman's role at Capital Pointe Advisors LLC?
      Nancy Herman is Chief Executive Officer
    • What industry does Nancy Herman work in?
      Nancy Herman works in the Investment Banking industry.

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