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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
Covenant Retirement Communities
Skokie, Illinois
Direct Placement
December 2011
$43,335,000
Rolling Green Village
Greenville, South Carolina
Tax-Exempt Bank Loan
December 2011
$13,500,000
Covenant Retirement Communities
Skokie, Illinois
Direct Placement
December 2011
$15,830,000
Lourdes Senior Community
Waterford, Michigan
Bank Placement
December 2011
$6,935,000
Well-Spring
Greensboro, North Carolina
Taxable Term Loan
December 2011
$43,160,000
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
Total Longterm Care, Inc.
Denver, Colorado
New Money Financing/PACE
December 2011
$7,000,000
Tamarisk, Inc.
Warwick, Rhode Island
Bank Direct Purchase
November 2011
$10,375,000
Phoebe-Devitt Homes
Allentown, Pennsylvania
LOC Replacement
November 2011
$5,240,000
Mary's Woods at Marylhurst
Lake Oswego, Oregon
Bank Construction Loan Placement
November 2011
$3,500,000
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
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
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
Riddle Village
Media, Pennsylvania
Private Placement
October 2011
$30,000,000
Virginia Mennonite Retirement Community, Inc.
Harrisonburg, Virginia
LOC Substitution
October 2011
$30,455,000
Goodwill Industries of Southeastern Wisconsin, Inc.
Wisconsin
Remarketing
September 2011
$7,675,000
BHI Senior Living
Indianapolis, Indiana
New Money Financing/Expansion
September 2011
$29,000,000
Linden Ponds
Peabody, Massachusetts
Fixed Rate Bond Exchange
September 2011
EXCHANGE AGENT
American Baptist Homes of the West (ABHOW)
Pleasanton, California
LOC Bank Replacement
September 2011
$15,000,000
Wake Robin
Shelburne, Vermont
LOC Extension
September 2011
$15,355,000
Briarwood Retirement Community
Worcester, Massachusetts
LOC Replacement
September 2011
$8,315,000
Lutheran Senior Services
St. Louis, Missouri
New Money Financing/Expansion & Renovation
September 2011
$47,425,000
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
Masonic Home Independent Living II, Inc. - Miralea Project
Louisville, Kentucky
New Community
August 2011
$43,785,000
Community Village, Inc. d/b/a/ Hartsfield Village
Munster, Indiana
LOC Renewal
June 2011
$10,385,000
Collington
Mithcelville, Maryland
Affiliation Advisor
June 2011
AFFILIATION ADVISOR
Sisters of St. Francis of the Holy Cross
Green Bay, Wisconsin
Bank Qualified
June 2011
$3,150,000
The Arlington of Naples
Naples, Florida
BANs Issue
June 2011
$10,900,000
Smith Crossing
Orland Park, Illinois
Construction Loan
Phase 2B
June 2011
$30,500,000
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
Fox Run
Orchard Park, New York
LOC Extension
April 2011
$4,800,000
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
Smith Crossing
Orland Park, Illinois
Construction Loan
Phase 2A
February 2011
$7,000,000
United Methodist Retirement Community
Chelsea, Michigan
Bank Qualified
December 2010
$12,500,000
Sunny Vista
Colorado Springs, Colorado
Bank Qualified
December 2010
$15,965,000
Lutheran Home of Wisconsin
Wauwatosa, Wisconsin
Bank Qualified
December 2010
$7,885,000
Friendship Village of Kalamazoo
Kalamazoo, Michigan
Bank Qualified
December 2010
$10,640,000
Briarwood Retirement Community
Worcester, Massachusetts
LOC Replacement
December 2010
$26,940,000
Community Village, Inc. d/b/a/ Hartsfield Village
Munster, Indiana
LOC Renewal
December 2010
$21,040,000
Charlestown Community
Catonsville, Maryland
New Money Financing/Refunding
December 2010
$124,995,000
Lifespace Communities
Des Moines, Iowa
New Money Financing/Refunding
November 2010
$30,385,000
Pennybyrn at Maryfield
High Point, North Carolina
Bank Qualified
November 2010
$5,000,000
ACTS Retirement-Life Communities
West Point, Pennsylvania
Expansion & Renovation
November 2010
$54,630,000
Redstone Presbyterian SeniorCare
Greensburg, Pennsylvania
Refunding
November 2010
$30,000,000
The Admiral at the Lake
Chicago, Illinois
New Construction
November 2010
$202,350,000
Asbury Pennsylvania Obligated Group
Germantown, Maryland
Refunding
October 2010
$74,630,000
Mary's Woods at Marylhurst
Portland, Oregon
Refunding
October 2010
$28,730,000
Total Longterm Care
Denver, Colorado
New Money Financing/
PACE/Refunding
September 2010
$28,000,000
Lutheran Senior Services
St. Louis, Missouri
New Money Financing/Expansion & Renovation
September 2010
$38,300,000

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INVESTMENT BANKING | SENIOR LIVING

At Ziegler, we think senior living and services is a sector brimming with new and innovative ideas. As a leading financier of senior living organizations, we believe it’s important not only to maintain, but also to set the pace for innovation and creativity in the industry. We deliver creative tailored financial solutions to senior living providers of all types, from stand-alone nursing facilities to continuing care retirement communities. We’re also an active sponsor of educational opportunities for senior living executives, as well as investors, credit enhancers, rating agency analysts, and industry professionals.

Whether you’re a single-site provider, multi-site provider or industry professional, we have the experience, depth and breadth of expertise you are looking for.

For more information about Ziegler’s senior living investment banking practice, please contact one of our experienced team members.
Publications
2012 Ziegler/Holleran Senior Living Executive Symposium
May 18, 2012 - Lancaster Country Club | Lancaster, PennsylvaniaThe Executive Symposium is a regional conference focusing on key issues and trends facing the not-for-profit aging services sector. Attendees will not only benefit from exceptional educational content, but also valuable networking with their peers.
2012 Ziegler LeadingAge National Senior Living CFO Workshop
April 18-20, 2012 - The Omni Austin Hotel Downtown | Austin, TexasThe workshop begins with a Wednesday pre-conference education (4 - 5:30 p.m.) session for CFOs new to senior living (less than three years experience in senior living), light reception fare and then dinner on your own in downtown Austin on Wednesday; a full day of education on Thursday with a state-specific networking dinner; and education and a workshop wrap-up on Friday. The agenda has been designed by CFOs, for CFOs, and will combine timely topics, experienced and knowledgeable faculty, and an opportunity to network with and learn from your colleagues across the nation.
2012 Ziegler Greystone Executive Symposium
March 7-9, 2012 - The Westin Kierland Resort and Spa | Scottsdale, ArizonaThe 9th Annual Symposium will provide an intimate setting for "C Suite" officers and Board Members of the country's leading senior living providers to gather and share ideas and experiences.
Dan Hermann Quoted in Senior Housing News article "Private-Public Line Gets Blurred for Senior Housing Partnerships"
01/24/2012 - Senior Housing NewsDan Hermann was quoted in the article, "Private-Public Line Gets Blurred for Senior Housing Partnerships" on the Senior Housing News website. In a development climate that is still plagued with limited credit and sometimes-unconventional financing, some senior housing developers are starting to look into individual projects that combine public benefits and private capital for a mutually-favorable deal.
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