Hoffman Institute

Wye River Group proudly served as the Hoffman Institute’s independent financial advisor for this transaction.

$10,000,000
Taxable Term Loan

INTRODUCTION

The Hoffman Institute Foundation was established in 1967. Hoffman is a not-for-profit organization dedicated to adult education. There are affiliated Hoffman Centers in 10 countries with more than 100,000 people who have taken the residential, week-long Hoffman Process retreat. Retreat sites are located in California and Connecticut. Hoffman also offers a number of virtual courses and webinars.

PROJECT OVERVIEW

Proceeds of the Hoffman’s Taxable Term Loan were used to finance a portion of the costs associated with the acquisition of a 190+ acre property in Petaluma, California known as the IONS EarthRise Retreat Site.

FINANCING OVERVIEW

The loan is intended to serve as bridge financing pending receipt of proceeds of Hoffman’s project-related capital campaign and the sale of its existing property. The financing closed successfully on December 1, 2021.

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