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The Ziegler Companies, Inc.

  • Friendship Village of Tempe

    Tempe, Arizona

    Fixed-Rate Refunding

    March 2012
    $77,030,000

    80-bed
    Skilled Nursing Center

    San Rafael, California

    FHA Section 223(a)(7) Refinancing

    February 2012
    $5,226,400

    Martin Memorial Medical Center

    Stuart, Florida

    Project Financing

    February 2012
    $126,905,000

    Anderson Hospital

    Maryville, Illinois

    Private Placement Refunding

    December 2011
    $18,438,920

    New England Deaconess Association

    Concord Massachusetts

    Refunding

    December 2011
    $52,250,000

    Emerald Heights

    Redmond, Washington

    Bank Construction Loan/Collateral Restructuring

    December 2011
    $20,000,000

    Asbury Pointe

    Getzveille, New York

    Refunding

    December 2011
    $7,790,000

    Medco Center of Henderson

    Henderson, Kentucky

    FHA Section 232/223(f)

    December 2011
    $8,549,500

    Hallmark Health System

    Melrose, Massachusetts

    Private Placement Conversion & New Money

    December 2011
    $30,755,000

    Rolling Green Village

    Greenville, South Carolina

    Tax-Exempt Bank Loan

    December 2011
    $13,500,000

    Lourdes Senior Community

    Waterford, Michigan

    Bank Placement

    December 2011
    $6,935,000

    Covenant Retirement Communities

    Skokie, Illinois

    Direct Placement

    December 2011
    $15,830,000

    Lowell General Hospital

    Lowell, Massachusetts

    Private Placement Conversion

    December 2011
    $47,025,000

    Hallmark Health System

    Melrose, Massachusetts

    Private Placement Refunding

    December 2011
    $50,963,080

    Pinon Hills Community Church

    Farmington, New Mexico

    Refinancing

    December 2011
    $5,975,000

    Well-Spring

    Greensboro, North Carolina

    Taxable Term Loan

    December 2011
    $43,160,000

    Lake Charles Academy Foundation, Inc.

    Lake Charles, Louisiana

    New Money Financing

    December 2011
    $15,515,000

    Crestwood Convalescent Center

    Port Angeles, Washington

    FHA Section 232/223(f)

    December 2011
    $9,949,000

    Kline Galland

    Seattle, Washington

    Bank Private Placement

    December 2011
    $20,880,000

    Southminster

    Charlotte, North Carolina

    LOC Replacement

    December 2011
    $4,290,000

    RiverMead

    Peterborough, New Hampshire

    Expansion

    December 2011
    $31,210,000

    Shell Point Retirement Community

    Fort Myers, Florida

    Refunding

    December 2011
    $12,065,000

    MRC Crestview

    Bryan, Texas

    New Money/Phase II

    December 2011
    $28,295,000

    Southwest General Health Center

    Middleburg Heights, Ohio

    Refinancing/Project Financing

    December 2011
    $63,045,000

    Total Longterm Care, Inc.

    Denver, Colorado

    New Money Financing/PACE

    December 2011
    $7,000,000

    Woodcrest Manor Care Center

    Elsmere, Kentucky

    FHA Section 232/223(f)

    December 2011
    $10,272,700

    NorthRidge Church

    Plymouth, Michigan

    Refinancing

    December 2011
    $8,747,000

    Bronson Healthcare Group

    Kalamazoo, Michigan

    Taxable Project Financing

    November 2011
    $79,000,000

    Bay Area Charter Foundation, LLC

    Tampa, Florida

    New Money Financing

    November 2011
    $37,990,000

    Mary's Woods at Marylhurst

    Lake Oswego, Oregon

    Bank Construction Loan Placement

    November 2011
    $3,500,000

    Phoebe-Devitt Homes

    Allentown, Pennsylvania

    LOC Replacement

    November 2011
    $5,240,000

    Tamarisk, Inc.

    Warwick, Rhode Island

    Bank Direct Purchase

    November 2011
    $10,375,000

    Bishop Gadsden

    Charleston, South Carolina

    LOC Extension

    November 2011
    $17,200,000

    Diakon Lutheran Social Ministries

    Allentown, Pennsylvania

    Refinancing - Mortgage Loan

    November 2011
    $4,500,000

    Beloit Health & Rehabilitation Center

    Beloit, Wisconsin

    152-bed skilled nursing center
    FHA Section 232/223(f)

    November 2011
    $5,304,700

    Christian Homes, Inc.

    Lincoln, Illinois

    Line of Credit

    November 2011
    $10,000,000

    Sunset Retirement Communities

    Toledo, Ohio

    Fixed-Rate Refunding

    November 2011
    $18,925,000

    The Terraces at Bonita Springs

    Bonita Springs, Florida

    New Construction CCRC

    November 2011
    $143,120,000

    Christian Living Communities

    Denver, Colorado

    Bank Placement/ Clermont Park Phase II

    November 2011
    $12,000,000

    Christian Living Communities

    Denver, Colorado

    New Money Financing/Clermont Park Phase II

    November 2011
    $24,445,000

    YMCA at Pabst Farms, Inc.

    Oconomowoc, Wisconsin

    Refinancing/Project Financing

    October 2011
    $7,700,000

    Community Foundation of Northwest Indiana

    Munster, Indiana

    Private Placement Refunding

    October 2011
    $41,895,000

    Community Foundation of Northwest Indiana

    Munster, Indiana

    Private Placement Refunding

    October 2011
    $19,015,000

    Conway Hospital, Inc.

    Conway, South Carolina

    Private Placement
    Conversion

    October 2011
    $45,855,000

    Retirement Housing Foundation

    National Obligated Group & California Obligated Group

    LOC Replacement

    October 2011
    $117,615,000

    Riddle Village

    Media, Pennsylvania

    LOC Replacement

    October 2011
    $19,735,000

    Episcopal Senior Communities

    Walnut Creek, California California Obligated Group

    New Money Financing/Refunding

    October 2011
    $62,200,000

    Virginia Mennonite Retirement Community, Inc.

    Harrisonburg, Virginia

    LOC Substitution

    October 2011
    $30,455,000

    Riddle Village

    Media, Pennsylvania

    Private Placement

    October 2011
    $30,000,000

    Forest Ridge Health & Rehabilitation Center

    Bremerton, Washington

    98-bed skilled
    nursing center
    FHA Section 232/223(f)

    October 2011
    $2,174,000

    Conway Hospital, Inc.

    Conway, South Carolina

    Private Placement
    Refunding

    September 2011
    $19,510,000

    Diocese of Lansing/Father Gabriel Richard High School

    Ann Arbor, Michigan

    Refunding

    September 2011
    $8,165,000

    Goodwill Industries of Southeastern Wisconsin, Inc.

    Wisconsin

    Remarketing

    September 2011
    $7,675,000

    Adventist Healthcare, Inc.

    Rockville, Maryland

    Private Placement Refunding

    September 2011
    $59,980,000

    American Baptist Homes of the West (ABHOW)

    Pleasanton, California

    LOC Bank Replacement

    September 2011
    $15,000,000

    BHI Senior Living

    Indianapolis, Indiana

    New Money Financing/Expansion

    September 2011
    $29,000,000

    Linden Ponds

    Hingham, Massachusetts

    Fixed Rate Bond Exchange

    September 2011
    EXCHANGE AGENT

    Adventist Healthcare, Inc.

    Rockville, Maryland

    Refinancing

    September 2011
    $57,205,000

    Lutheran Senior Services

    St. Louis, Missouri

    New Money Financing/Expansion & Renovation

    September 2011
    $47,425,000

    Christian Heritage Assembly of God

    Avon, Ohio

    Refinancing

    September 2011
    $1,997,000

    Swiss Villa Nursing & Rehabilitation Center

    Vevay, Indiana

    72-bed skilled
    nursing center
    FHA Section 232/223(f)

    September 2011
    $3,823,500

    Fir Lane Health & Rehabilitation Center

    Shelton, Washington

    135-bed skilled nursing center
    FHA Section 232/223(f)

    September 2011
    $5,833,600

    Slate Belt Nursing & Rehabilitation Center

    Bangor, Pennsylvania

    126-bed skilled nursing center
    FHA Section 232/223(f)

    September 2011
    $13,363,200

    St. John's Lutheran Ministries

    Billings, Montana

    Bank Placement

    August 2011
    $4,500,000

    Mission Ridge

    Billings, Montana

    Bank Placement

    August 2011
    $10,000,000

    Martin and Edith Stein Assisted Living Residence

    Somerset, New Jersey

    LOC Substitution

    August 2011
    $12,055,000

    Mecklenburg Community Church

    Charlotte, North Carolina

    Refinancing/Project Financing

    August 2011
    $8,500,000

    St. Bernard Hospital & Health Care Center

    Chicago, Illinois

    Project Financing

    August 2011
    $6,000,000

    Masonic Home Independent Living II, Inc. - Miralea Project

    Louisville, Kentucky

    New Community

    August 2011
    $43,785,000

    Arbors at New Castle Rehabilitation Center

    New Castle, Delaware

    120-bed skilled nursing center
    FHA Section 232/223(f)

    August 2011
    $13,155,600

    Victory Faith Fellowship

    Spokane Valley, Washington

    Acquisition Financing

    July 2011
    $3,250,000

    Renaissance Charter School, Inc.

    Ft. Lauderdale, Florida

    New Money Financing/Refinancing

    June 2011
    $89,235,000

    Community Village, Inc. d/b/a/ Hartsfield Village

    Munster, Indiana

    LOC Renewal

    June 2011
    $10,385,000

    Belle Chasse Academy, Inc.

    New Orleans, Louisiana

    Charter School Project Financing

    June 2011
    $20,725,000

    Collington

    Mithcelville, Maryland

    Affiliation Advisor

    June 2011
    AFFILIATION ADVISOR

    Bayside Community Church of Sarasota, Inc

    Bradenton, Florida

    Refinancing

    June 2011
    $2,895,000

    The Arlington of Naples

    Naples, Florida

    BANs Issue

    June 2011
    $10,900,000

    Stafford Crossing Community Church

    Fredericksburg, Virginia

    Project Financing

    June 2011
    $3,700,000

    Smith Crossing

    Orland Park, Illinois

    Construction Loan
    Phase 2B

    June 2011
    $30,500,000

    Sisters of St. Francis of the Holy Cross

    Green Bay, Wisconsin

    Bank Qualified

    June 2011
    $3,150,000

    Greenwood Village South

    Greenwood, Indiana

    Bank Placement

    June 2011
    $21,655,000

    Brothers of the Holy Cross

    Notre Dame, Indiana

    Private Replacement

    June 2011
    $2,865,000

    Daviess County Hospital Association

    Washington, Indiana

    Refinancing/Project Financing

    May 2011
    $20,135,000

    Resurrection Baptist Church

    Schertz, Texas

    Property Acquisition Financing

    May 2011
    $3,100,000

    Clark Retirement Community

    Grand Rapids, Michigan

    Taxable Term Loan

    April 2011
    $5,000,000

    Lytton Gardens

    Palo Alto, California

    Private Placement

    March 2011
    $11,885,000

    Pikes Peak Christian Church

    Colorado Springs, Colorado

    Refinancing/Project Financing

    March 2011
    $3,784,000

    Smith Crossing

    Orland Park, Illinois

    Construction Loan
    Phase 2A

    February 2011
    $7,000,000

    Effingham Hospital

    Springfield, Georgia

    Taxable Recovery Zone Economic Development & Revenue Bonds

    December 2010
    $30,940,000

    Friendship Village of Kalamazoo

    Kalamazoo, Michigan

    Bank Qualified

    December 2010
    $10,640,000

    Community Village, Inc. d/b/a/ Hartsfield Village

    Munster, Indiana

    LOC Renewal

    December 2010
    $21,040,000

    American Baptist Homes of the West (ABHOW)

    Pleasanton, California

    December 2010
    DERIVATIVE ADVISORY

    Monroe Clinic

    Monroe, Wisconsin

    Tax-Exempt Revenue Bonds/Fixed Rate

    November 2010
    $65,000,000

    Lake Sawyer Christian Church

    Black Diamond, Washington

    Refinancing

    November 2010
    $5,325,000

    ACTS Retirement-Life Communities

    West Point, Pennsylvania

    Expansion & Renovation

    November 2010
    $54,630,000

    The Admiral at the Lake

    Chicago, Illinois

    New Construction

    November 2010
    $202,350,000

    Renaissance Charter School, Inc.

    Ft. Lauderdale, Florida

    New Money/Refinancing

    October 2010
    $68,200,000

    Horizons Church

    Lost Creek, West Virginia

    Refinancing/Project Financing

    September 2010
    $2,535,000

    Southern California Seventh Day Adventist

    California

    July 2010
    DERIVATIVE ADVISORY

    Mercy Alliance, Inc.

    Janesville, Wisconsin

    Refinancing/Project Financing

    June 2010
    $48,445,000

    Wausau Manor Applegate Terrace

    Wausau, Wisconsin

    61-Unit ALF/
    60-Bed SNF
    FHA Section 232/223(f)

    March 2010
    $11,696,000

  • Investment Banking

    As a specialty investment bank with unique expertise in complex credit structures and financial advisory, Ziegler serves the healthcare, senior living, religion, and education sectors. Our deep knowledge and commitment to the specialty sectors we serve enable our banking professionals to customize creative tailored solutions that meet our clients’ strategic and financial goals.

  • Publications

    • 2012 National Senior Living Investor Workshop
      June 13-15, 2012 - Ziegler Corporate Headquarters | Chicago, ILHeld annually in Chicago, this day of learning and conversation is designed for institutional investors seeking to expand and update their knowledge of the national senior living sector. This year we’re excited to provide an opportunity to tour three area CCRCs.
    • 2012 National Charter School Investor Workshop
      June 13, 2012 - Ziegler Corporate Headquarters | Chicago, ILThis workshop is being held the afternoon of Wednesday, June 13, 2012 from 1:30 p.m. to 5:00 p.m., the day before our June 14 Senior Living Investor workshop to allow for interested investors to conveniently attend both workshops at Ziegler’s Corporate Headquarters located in downtown Chicago. This half-day of learning and conversation is designed for institutional investors seeking to expand and update their knowledge of the national charter school bond market.
    • 2012 Ziegler LeadingAge Florida Finance & Strategic Positioning Workshop
      May 24, 2012 - The Mayflower Retirement Community | Winter Park, Florida The workshop has been designed for CEOs, CFOs, key Board members and other community professionals. It will combine timely topics, experienced faculty, and networking opportunities with colleagues interested in the state of senior living and capital markets. LeadingAge Florida is partnering on this training with Ziegler, an industry leader focusing on cutting-edge finance and strategic positioning trends affecting today’s senior living providers. This educational workshop is appropriate for CFOs and CEOs of Florida nursing homes, assisted living and continuing care retirement communities.

    View All Publications >>

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